Tax Engagement Letter R JAN TX

Tax Engagement Letter R JAN TX

This engagement letter confirms the terms under which the tax preparation and related services will be provided by the tax preparer to the client identified below. Client Name: Firm Name:

Taxpayer Identification

Individual / Sole Proprietor    C Corp    S Corp    Partnership

Trust / Estate    LLC    Other:

Taxpayer Identification Number (TIN)

Social Security Number (if individual):    Employer Identification Number (if applicable):

Scope of Engagement

The firm will prepare the federal and state income tax returns identified below for the period(s) specified and any related schedules or forms as agreed. Tax Year(s):

Client Responsibilities

The client is responsible for providing all information necessary for preparation of complete and accurate tax returns, retaining all records, and for the accuracy and completeness of the information supplied. The client agrees to provide records by:

Fees, Billing, and Payment

Fees are based on time required at standard hourly rates, complexity, and responsibility assumed. Estimated fee (if applicable):

Billing arrangements (select one):   Hourly    Flat fee    Contingent/Other

Engagement Limitations and Liability

The firm will prepare tax returns solely on the information provided by the client and will not audit or independently verify such information unless otherwise agreed in writing. The firm will not be responsible for penalties or interest resulting from the client’s failure to provide complete or timely information.

To the extent permitted by law, the client agrees that the firm's liability for any claim arising out of this engagement shall be limited to the total amount of fees paid by the client to the firm for the specific engagement giving rise to the claim.

Confidentiality and Records

The firm will maintain the confidentiality of client information as required by applicable professional standards. The firm may retain copies of tax returns and work papers. Unless otherwise requested in writing, the firm may dispose of electronic or paper copies of such records following customary retention practices.

Authorization and Tax Return Filing

The client authorizes the firm to prepare and file tax returns electronically where applicable and to sign returns as authorized by client using a preparer PIN or other permitted method. The client authorizes the firm to disclose return information to third parties only as necessary to perform the engagement or as required by law.

Termination

Either party may terminate this engagement upon written notice. The client remains responsible for payment of fees and expenses incurred through the date of termination and for any additional work required to transfer files or complete outstanding items.

Certification and Acknowledgement

By signing below, the client acknowledges and certifies the following under penalty of perjury:

1. I have provided complete and accurate information to the firm necessary for preparation of the tax returns and understand I am responsible for the accuracy of the information provided.

2. I authorize the firm to prepare and, if applicable, electronically file the tax returns identified in this engagement and to communicate with taxing authorities on my behalf when necessary to resolve issues arising from the returns.

3. I understand that the firm does not guarantee a particular tax result and that I remain responsible for any tax, interest, or penalties resulting from omissions, inaccuracies, or late filings.

Contact Information

Governing Law and Dispute Resolution

This engagement shall be governed by the laws of the state of Texas. Any dispute arising from this engagement shall be resolved by binding arbitration unless the parties agree otherwise in writing, and each party shall bear its own costs except as ordered by the arbitrator.

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