Corporate Tax Return

Corporate Tax Return and Preparation Engagement Agreement

Taxpayer Name:

Employer Identification Number (EIN):

Tax Year Begin:    Tax Year End:

WHEREAS

WHEREAS, Taxpayer is a corporation required to prepare and file an annual corporate income tax return for the tax period identified above; and

WHEREAS, Tax Preparer provides professional tax preparation and advisory services and has the requisite qualifications and experience to prepare the Taxpayer’s corporate tax return; and

WHEREAS, the parties desire to set forth the terms by which Tax Preparer will prepare, review, and, if authorized, electronically file the Taxpayer’s corporate tax return and to establish related payment, confidentiality, and termination provisions.

SCOPE OF WORK

Tax Preparer will provide professional services necessary to prepare the corporate tax return for the tax period specified above and related schedules. Services include data review, preparation of applicable federal and state corporate income tax returns, preparation of supporting schedules, electronic filing if authorized, and responding to routine inquiries from taxing authorities related to items prepared by Tax Preparer.

TAX RETURN DATA

Accounting Method:

Gross Receipts / Sales: $

Cost of Goods Sold: $

Gross Profit: $

Total Deductions: $

Taxable Income: $

TAX COMPUTATION, PAYMENTS AND CREDITS

Tax Rate Applied (%):    Computed Tax Liability: $

Estimated Tax Payments / Credits Applied: $

Balance Due (or Overpayment if negative): $

Schedule M-1 Reconciliation    Schedule M-2 Retained Earnings    Other schedules attached

PAYMENT TERMS

Fee for Preparation: $

Billing Schedule:

Late Payment: Interest at on overdue balances and reasonable collection costs, including attorneys’ fees.

TERM AND TERMINATION

Engagement Start Date:    Expected Completion Date:

Either party may terminate this engagement upon days' written notice. Taxpayer remains responsible for fees for work performed through the effective date of termination, including documentation and file transfer costs.

CONFIDENTIALITY

Tax Preparer agrees to maintain the confidentiality of taxpayer records and information received in connection with this engagement, except as authorized by Taxpayer or required by law or professional obligations. Tax Preparer may disclose information to subcontractors engaged to assist in preparation, provided such parties are bound to confidentiality obligations no less protective than those set forth herein.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state in which Tax Preparer maintains its principal place of business, without regard to conflicts of law principles.

ENTIRE AGREEMENT

This Agreement, together with any engagement letters and schedules attached hereto, constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior or contemporaneous communications, representations, or agreements, whether oral or written.

TAXPAYER CERTIFICATION

The undersigned taxpayer certifies that the information provided for the preparation of the corporate tax return is true, correct and complete to the best of the taxpayer’s knowledge. The taxpayer understands that Tax Preparer will rely on information furnished and that Tax Preparer will not audit or otherwise verify the data provided. The taxpayer consents to the electronic filing of the corporate return and authorizes Tax Preparer to sign and file the return on behalf of the taxpayer where permitted by applicable filing rules, provided the taxpayer has explicitly authorized such filing below.

Authorization to E-file: I authorize Tax Preparer to electronically file the corporate tax return on behalf of the Taxpayer.

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