Tax Engagement Proposal

TAX ENGAGEMENT PROPOSAL

Client Name:   Firm Name:

Effective Date:   Tax Years Covered:

Engagement Scope

The Firm will provide professional tax preparation and advisory services for the tax periods stated above. Services specifically included under this engagement are set forth below. Any services not expressly listed are excluded unless added by written amendment signed by Client and Firm.

Client Information and Identification

Phone:   Email:

Taxpayer Identification Number (TIN)

Social Security Number (if individual):

Employer Identification Number (if applicable):

Fees and Payment

Client Responsibilities

The Client shall provide all information and records necessary for the preparation of tax returns, including but not limited to income statements, receipts, invoices, and prior year returns. Client is responsible for the accuracy, completeness and legibility of all information provided. The Firm will rely on Client-provided information and will not audit or otherwise verify the information except as explicitly agreed in writing.

Confidentiality and Use of Information

The Firm will maintain the confidentiality of Client information and will not disclose such information except as required by law or as necessary to perform the engagement. Client authorizes the Firm to disclose tax return information to third parties as reasonably necessary to complete returns or to comply with legal obligations, provided that the Firm exercises reasonable care to protect such information.

Limitations of Liability and Indemnity

The Firm's liability for any claim arising out of this engagement shall be limited to the fees paid by Client for the services giving rise to the claim. Client agrees to indemnify and hold the Firm harmless from any loss, liability or expense (including reasonable attorneys' fees) resulting from Client-supplied false or misleading information or Client's failure to provide requested documentation in a timely manner.

Record Retention

Client is responsible for retaining all documents, receipts and records that form the basis of tax return positions. The Firm may retain electronic or paper copies of Client records for its files but is not responsible for retention of original documents unless otherwise agreed in writing.

Certification and Acceptance

By signing below, Client acknowledges acceptance of this engagement proposal and certifies, under penalties of perjury, as follows:

1. I have provided complete and accurate information to the Firm and will provide any additional documentation the Firm requests to prepare accurate returns.
2. I authorize the Firm to prepare and file the tax returns described in this proposal and to communicate with tax authorities on my behalf for matters related to this engagement.
3. I understand that I am ultimately responsible for the accuracy of the tax returns and for all decisions made by taxing authorities with respect to the returns or assessments.
4. I agree to pay the fees described herein in accordance with the payment terms and acknowledge that failure to pay may result in suspension or termination of services.
5. I consent to the Firm's use and limited disclosure of my tax information as necessary to perform the engagement and to defend or support any positions taken on my returns.

Client further acknowledges that the Firm has provided no assurance as to the amount of tax liability or refunds, and that projections provided are estimates based on information available at the time.

Additional Terms

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