Tax Agreement

TAX AGREEMENT

Parties and Effective Date

Taxpayer Name:

Preparer/Firm Name:

Effective Date:

Engagement and Scope

The Taxpayer engages the Preparer to prepare and file the federal and state tax returns and related forms identified in this Agreement for the tax periods set forth below. The Preparer's services do not include audit representation or other services except as specifically agreed in writing.

Tax Years Covered: From to

Taxpayer Information

Entity Type and Taxpayer Identification

Check applicable entity type (select only one):

Individual/Sole Proprietor
C Corporation
S Corporation
Partnership
Trust/Estate
LLC If LLC, classification:
Other Specify:

Fees, Payment and Billing

Estimated Fee for services: . Actual fee will be based on time expended, complexity, and any additional services requested.

Payment terms: all invoices are due upon presentation unless alternate written arrangements are made. Taxpayer is responsible for fees for additional services, amended returns, and communications with taxing authorities.

Authority and Responsibilities

Taxpayer represents that all information provided to the Preparer will be true, accurate and complete to the best of the Taxpayer's knowledge. Taxpayer authorizes the Preparer to prepare and file returns and, as necessary, to communicate with taxing authorities and third parties to obtain information required to prepare the return(s).

The Preparer will rely on the documentation and representations supplied by the Taxpayer. The Taxpayer is responsible for retaining records and supporting documentation for the returns as required by law.

Limitation of Liability and Indemnity

The Preparer's liability for any claim arising out of this Agreement shall be limited to direct damages not to exceed the fees paid to the Preparer for the services giving rise to the claim. Neither party shall be liable for consequential, incidental, or punitive damages. Taxpayer shall indemnify and hold the Preparer harmless from any claim, loss, or expense arising from inaccurate or incomplete information provided by the Taxpayer.

Termination

Either party may terminate this Agreement upon written notice. The Taxpayer remains responsible for all fees and expenses incurred through the date of termination, including reasonable costs of transferring files or records to the Taxpayer or a successor preparer.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state identified in the Taxpayer's mailing address, without regard to its conflict of laws principles.

Certification and Authorization (Perjury Statement)

By signing below, the Taxpayer certifies, under penalties of perjury, the following:

1. All information provided to the Preparer for preparation of tax returns is true, correct and complete to the best of the Taxpayer's knowledge.
2. The Taxpayer authorizes the Preparer to electronically file any tax returns prepared under this Agreement and to sign the return on the Taxpayer's behalf where allowed by law and only to the extent the Taxpayer provides specific prior authorization for each return.
3. The Taxpayer authorizes the Preparer to represent the Taxpayer before taxing authorities with respect to the periods covered by this Agreement and to receive tax information on the Taxpayer's behalf.
4. The Taxpayer understands that the Preparer will rely on the Taxpayer's records and representations and that the Taxpayer is responsible for retaining records to substantiate the tax returns prepared.

Additional Instructions / Scope Details

Sign Now