Tax Engagement NH TEA CAZ

TAX ENGAGEMENT NH TEA CAZ

Engagement Identification

Client Name:

Entity Type and Taxpayer Identification

Entity Type (check all that apply):

Taxpayer Identification Number (provide at least one):

Scope of Engagement

The firm is engaged to prepare and file the federal, state and local tax returns and schedules specifically listed in the Returns / Filings to be Prepared section for the tax year(s) identified above. Preparation is limited to the information provided by the taxpayer. The firm will not audit or verify the information submitted, nor will the firm perform procedures to discover irregularities or fraud unless expressly engaged to do so.

Taxpayer and Firm Responsibilities

The taxpayer is responsible for the accuracy and completeness of all information provided. The taxpayer agrees to retain records, receipts and other documentation necessary to support items of income, deductions and credits. The firm will prepare returns based on taxpayer-supplied information and will apply professional judgment where appropriate. The taxpayer authorizes the firm to contact third parties and governmental authorities as needed to obtain records and information necessary to complete the engagement.

The taxpayer authorizes the firm to electronically file returns and to use the taxpayer's bank account information solely for direct deposit of refunds or direct debit of taxes when authorized by separate instruction.

Fees and Billing

Fees for this engagement will be based on time spent, complexity, and value of services. Unless otherwise agreed in writing, the taxpayer is responsible for payment of all fees, costs and applicable expenses. Fees incurred for extended representation, audit representation, or other additional services will be billed separately.

Authorizations and Disclosures

The taxpayer authorizes the firm to: obtain tax information from preparers, financial institutions and third-party sources; discuss the taxpayer's returns with taxing authorities; and disclose return information to the extent necessary to complete the engagement or to comply with legal obligations. This authorization includes disclosure to affiliated professionals assisting with tax preparation.

Certification and Perjury Statement

By signing below, the taxpayer acknowledges and certifies the following statements under penalty of perjury where applicable:

1. All information provided to the firm is true, accurate and complete to the best of the taxpayer's knowledge.
2. The taxpayer has retained all records necessary to substantiate deductions, credits and income reported on the returns and will provide such records upon request.
3. The taxpayer understands that the firm may rely on representations and documentation provided by the taxpayer and is not responsible for undetected errors resulting from incomplete or false information.
4. The taxpayer consents to the firm preparing and filing the identified returns and to representations made on behalf of the taxpayer as necessary for filing and communications with taxing authorities.
5. Where required, the taxpayer certifies that the tax return is true, correct and complete, and that amounts reported are properly supported by records.

Retention of Records and Termination

Upon completion of services, the firm will return originals provided by the taxpayer and retain copies of the engagement file as required by firm policy. The engagement may be terminated by either party upon written notice. Outstanding fees for services performed prior to termination remain due and payable.

Sign Now