Tax Commitment Letter

TAX COMMITMENT LETTER

Parties and Effective Date

This Tax Commitment Letter is entered into by the taxpayer identified below and confirms the taxpayer's commitments and certifications regarding the preparation, filing, and payment of tax returns and related tax obligations. Effective Date:

Taxpayer Identification

Entity Type (check applicable box). Select all that apply and specify other entity description if selected.

Individual / Sole Proprietor

C Corporation

S Corporation

Partnership

Trust / Estate

LLC

Other:

Scope of Commitment

The taxpayer commits to provide complete and accurate books, records, receipts, and other substantiation necessary for the preparation and filing of the federal, state, and local tax returns and related filings for the tax year(s) set forth above. The taxpayer acknowledges that the tax preparer will rely on the information provided and that missing, inaccurate, or untimely information may impair the preparer’s ability to meet filing deadlines or produce correct returns.

Fees, Payments and Estimated Taxes

The taxpayer agrees to pay the preparer’s fees in accordance with the engagement agreement. The taxpayer further acknowledges the taxpayer's responsibility to calculate and timely remit any estimated tax payments and other tax liabilities not paid through withholding. The preparer may estimate tax liabilities for planning purposes; however, payment of estimated taxes is the sole responsibility of the taxpayer.

Representations and Certifications

The taxpayer certifies under penalties of perjury that the following statements are true and correct:

1. The taxpayer has provided all information known to the taxpayer that is relevant to the preparation of the tax returns for the year(s) indicated, including but not limited to income, deductions, credits, and foreign bank account information where applicable.
2. The Taxpayer Identification Number(s) provided in this letter are accurate to the best of the taxpayer's knowledge; failure to provide an accurate TIN may subject the taxpayer to penalties and withholding.
3. The taxpayer will retain all records, receipts, and supporting documents for the statutory period required by applicable law and will furnish such records to the preparer or taxing authorities upon request.
4. The taxpayer acknowledges that the preparer does not guarantee any particular tax result and is not responsible for interest, penalties, or additional tax due to incorrect or incomplete information supplied by the taxpayer.
5. The taxpayer authorizes the preparer to communicate with taxing authorities on the taxpayer’s behalf where necessary to obtain information required to prepare or file returns and to respond to routine procedural inquiries.

Consent to Electronic Filing and Direct Transactions

The taxpayer elects the following (select applicable options):

Consent to electronic filing of tax returns

Consent to direct debit/direct deposit for refund or tax payment (subject to separate authorization)

Authorize preparer to discuss tax matters with designated third parties (e.g., payroll provider, financial institution)

Indemnity and Limitation of Liability

The taxpayer agrees to indemnify and hold harmless the preparer for any liability, loss, cost, or expense (including reasonable attorneys' fees) arising from the taxpayer's failure to provide complete and accurate information, from reliance on incorrect information provided by third parties, or from the taxpayer's failure to pay taxes, penalties, or interest. Where permitted by law, the preparer's liability for claims arising from the preparer's services is limited to direct damages not to exceed the amount of fees paid for the services described in this letter.

Remedies and Dispute Resolution

Any dispute arising under or related to this letter will be resolved first by good faith negotiation between the parties. If unresolved, the dispute shall be submitted to binding arbitration administered in accordance with the rules agreed by the parties. Nothing in this paragraph limits either party's right to seek injunctive relief.

Certification — Penalties of Perjury

By signing below, the taxpayer certifies, under penalties of perjury, the truthfulness and accuracy of the information provided in this Tax Commitment Letter, including taxpayer identity and taxpayer identification number(s). The taxpayer understands that intentional misstatement or omission of material facts may subject the taxpayer to civil or criminal penalties under applicable tax laws.

The taxpayer further certifies the following specific statements are true and accurate:

1. All income required to be reported on the returns for the tax year(s) identified has been disclosed to the preparer.
2. All material facts affecting the tax positions to be taken on the returns have been disclosed.
3. The taxpayer has not omitted or falsified documents or information with the purpose of reducing tax liability.

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