Tax Appeal Engagement Letter

TAX APPEAL ENGAGEMENT LETTER

This Engagement Letter confirms the terms under which the undersigned taxpayer engages the representative identified below to pursue administrative or judicial tax appeal matters with the relevant tax authority. This letter sets forth the scope, fees, and the mutual responsibilities of the taxpayer and the representative.

Parties and Contact Information

Client Name:

Engagement Effective Date:

1. Scope of Engagement

The representative will provide professional services to prosecute the appeal of tax assessments and related determinations for the tax periods and issues described below before the appropriate tax appeals body and to negotiate any administrative settlement. Services include review of file materials, preparation of appellate submissions, representation at conferences or hearings, communications with the tax authority, and related administrative tasks as necessary to pursue the appeal.

2. Tax Years and Issues Under Appeal

3. Fees, Retainer and Billing

The taxpayer agrees to compensate the representative according to the fee arrangement selected below. Fees for services rendered during the appeal do not include additional professional fees for litigation in court unless expressly agreed in writing.

Hourly — Rate: $ per hour

Fixed fee — Amount: $

Contingency — Percentage of recovery: %

Billing statements will describe services rendered and will be due upon receipt unless alternative terms are agreed in writing. Out-of-pocket costs and third-party fees incurred on the taxpayer's behalf are reimbursable by the taxpayer.

4. Client Responsibilities

The taxpayer shall: (a) provide complete, accurate, and timely records and information necessary for appeal; (b) promptly respond to requests for documentation or signature; (c) notify the representative of any material changes to facts or law; and (d) execute and deliver any authorizations required for the representative to access taxpayer records.

5. Authorization to Represent and Obtain Records

The taxpayer authorizes the representative to act on behalf of the taxpayer with respect to the appeal, to receive and inspect confidential tax information, to execute consents and correspondence reasonably necessary to pursue the appeal, and to negotiate settlements subject to the taxpayer's express approval when required by this engagement.

6. Taxpayer Identification

Full Legal Name:

Individual / Sole Proprietor

C Corp

S Corp

Partnership

Trust / Estate

LLC

Other:

Social Security Number:

Employer Identification Number:

7. Confidentiality and Privilege

Communications between the taxpayer and the representative shall be held in confidence to the fullest extent permitted by law. The representative will assert privilege where applicable and will not disclose privileged communications without the taxpayer's consent, except as required by law or by a court or administrative tribunal.

8. Limitation of Liability

Except as explicitly provided in this Engagement Letter, the representative's liability for any loss, claim or damage arising out of this engagement shall be limited to the amount of fees paid by the taxpayer for the specific appeal matter, except where prohibited by applicable law. The taxpayer acknowledges that the representative does not guarantee a particular outcome.

9. Termination

Either party may terminate this engagement upon written notice. The taxpayer remains responsible for fees and reimbursable expenses incurred up to the date of termination, and for tasks reasonably necessary to protect the taxpayer's interests during transition.

10. Dispute Resolution and Governing Law

Any dispute regarding the interpretation or performance of this Engagement Letter shall first be submitted to good-faith mediation. If mediation is unsuccessful, disputes shall be resolved by binding arbitration under rules mutually agreed at that time. The engagement shall be governed by the substantive law applicable to the representative's principal place of business.

Certification and Authorization (Perjury Statement)

By signing below, the taxpayer certifies, under penalty of perjury, the following:

1. The information provided in this Engagement Letter and any accompanying documentation is true, correct, and complete to the best of the taxpayer's knowledge and belief.

2. The taxpayer has the authority to retain the representative for the matters described and authorizes the representative to act on the taxpayer's behalf for the stated purpose.

3. The taxpayer will provide all information and documents necessary for the representative to perform the engagement and will cooperate in all reasonable respects.

4. The taxpayer understands that willful false statements in matters related to tax proceedings may subject the taxpayer to penalties under applicable law.

Attestation: I hereby certify the foregoing statements under penalty of perjury.

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