Tax Engagement Letter Florida ICA

Tax Engagement Letter — Florida ICA

This Tax Engagement Letter (the "Agreement") confirms the terms under which ICA Tax Services (the "Firm") will provide tax-related services to the client identified below (the "Taxpayer"). The parties agree that the Firm's services are limited to those described in this Agreement and that the Taxpayer accepts responsibility for the accuracy and completeness of all information provided to the Firm.

Parties and Engagement Period

Client Name:

Firm Name:

Engagement Period (tax years covered):   Commencement Date:

Scope of Services

The Firm will perform tax preparation and related advisory services specifically elected below. The Firm will prepare only those returns and forms expressly requested. Unless specifically included below, the Firm will not perform bookkeeping, audit, forensic, valuation, or unlimited tax planning services.

Individual federal and Florida state income tax return preparation (Form 1040)    Business tax returns (e.g., 1120, 1120-S, 1065)    Quarterly estimated tax calculations and filings    Amended tax returns    Limited representation for notices and examinations

Taxpayer Identification

Business / DBA Name (if applicable):

Individual / Sole Proprietor    C Corp    S Corp    Partnership    Trust / Estate    LLC    Other

Client Responsibilities

The Taxpayer is responsible for providing complete, accurate, and timely information necessary for preparation of returns. The Taxpayer certifies that all tax records, receipts, statements, and other information delivered to the Firm are true, correct, and complete to the best of the Taxpayer's knowledge.

Fees and Billing

The Firm's fees will be based on the complexity of the work performed, time expended, and reliance on third-party advisors where necessary. The Taxpayer agrees to pay fees as invoiced and to reimburse the Firm for reasonable out-of-pocket expenses.

Confidentiality; Records Retention

The Firm will maintain client information in confidence except as authorized by the Taxpayer or required by law. The Firm may retain engagement files and electronic workpapers; original documents provided by the Taxpayer will be returned upon request. The Firm is not responsible for lost or corrupted electronic files beyond its reasonable control.

Limitations of Liability and Indemnity

The Firm's liability for any claim arising from this engagement shall be limited to direct damages, and in no event shall the Firm be liable for consequential, incidental, special, or punitive damages. The Taxpayer shall indemnify and hold the Firm harmless from liabilities arising from the Taxpayer's negligence, misrepresentation, or failure to supply complete information.

Dispute Resolution and Governing Law

Any dispute arising out of this Agreement shall be resolved first by good-faith negotiation between the parties. If unresolved, the dispute shall be submitted to binding arbitration in the State of Florida, pursuant to the procedural rules agreed at the time of submission. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida.

Authorizations and Consent

By signing this Agreement, the Taxpayer authorizes the Firm to (a) communicate with taxing authorities and third parties on matters related to the prepared returns, (b) obtain tax transcripts and other necessary records, and (c) electronically file returns where applicable. The Taxpayer authorizes disclosure of return information to third-party service providers engaged by the Firm to complete the agreed services.

Authorization to represent during examination or collection matters: I authorize limited representation by the Firm as selected above.

Certification and Perjury Statement

The Taxpayer certifies, under penalties of perjury, that the information provided to the Firm is true, correct, and complete to the best of the Taxpayer's knowledge. The Taxpayer acknowledges the following:

1. The Taxpayer is responsible for the accuracy of all information supplied and for retaining all necessary records to support the tax returns prepared by the Firm.

2. The Firm will rely on representations made by the Taxpayer and will not perform an audit or verification of the information submitted.

3. The Firm does not guaranty any particular tax result and will advise of positions that carry greater risk of challenge by tax authorities.

4. The Taxpayer agrees to promptly notify the Firm of any change in facts or circumstances that may affect previously filed or prepared returns.

Termination

Either party may terminate this engagement upon written notice. The Taxpayer remains responsible for fees and expenses incurred up to the date of termination, and the Firm may retain possession of work papers until fees are paid in full.

Acceptance

Please indicate acceptance of the terms of this Agreement by signing below. The undersigned represents that he or she is authorized to enter into this Agreement on behalf of the Client named above.

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