Tax Engagement Terms

TAX ENGAGEMENT TERMS

Date of Engagement:

Client Identification

Entity Type

Individual / Sole Proprietor
C Corporation
S Corporation
Partnership
Trust / Estate
Limited Liability Company (LLC)
Other

Taxpayer Identification

Social Security Number:    Employer Identification Number:

Scope of Engagement

The Firm will prepare the federal and state tax return(s) and related schedules and statements for the tax year(s): solely from information provided by the Client. The services do not include audit representation unless expressly engaged in writing.

Client Responsibilities

The Client shall furnish complete and accurate information necessary for preparation of tax returns, retain copies of all documents furnished to the Firm, and notify the Firm of any notice or inquiry from taxing authorities. The Client represents that all information supplied is true, correct, and complete to the best of the Client's knowledge.

Fees, Billing and Payment

Fees are based on time spent, complexity, and the level of personnel required. Fee estimates: Fixed fee for preparation: ; Hourly rate (if applicable): . A retainer of may be required. Client is responsible for payment of fees and costs regardless of outcome.

Records, Retention and Access

Originals of Client records will be returned upon request. The Firm may retain electronic copies and summaries of records and tax returns. The Firm will retain copies for a period of unless otherwise agreed in writing.

Confidentiality and Privilege

The Firm will maintain the confidentiality of Client information except as otherwise required by law or authorized by the Client. The Firm's work product is prepared for Client use only; it may not be disclosed to third parties without the Client's consent, except as required by law or to collect fees.

Authorization to Obtain and Disclose Information

The Client authorizes the Firm to obtain records and tax information from third parties, including financial institutions and payroll providers, necessary to prepare tax returns. Client also authorizes the Firm to disclose tax return information to the Client's authorized representatives when required to carry out the engagement.

Client authorizes Firm to obtain third-party tax and financial information on Client's behalf.

Electronic Filing and E-Consent

The Firm may electronically file tax returns with Client's consent. If electronic filing is used, the Client's electronic signature or other authorization will be accepted as a valid signature for filing purposes. Consent: I consent to electronic filing and to the electronic transmission of my tax return.

Limitation of Liability; Indemnification

The Firm will perform services with professional care but cannot guarantee results. To the fullest extent permitted by law, Client agrees that Firm's liability for any claim arising from the engagement shall be limited to the amount of fees paid for the services giving rise to the claim. Client agrees to indemnify and hold the Firm harmless from any claims, penalties, or liabilities arising from Client's failure to provide complete and accurate information.

Termination

Either party may terminate this engagement upon written notice. Client remains responsible for fees and costs incurred up to the effective date of termination, and the Firm may retain copies of records and work in process until fees are paid.

Certification and Attestation

By signing below, the Client certifies, under penalty of perjury, the following:

1. The taxpayer identification number provided on this form is correct and complete to the best of my knowledge.

2. I have disclosed all income, deductions, credits and other tax-related information necessary for the preparation of the returns covered by this engagement.

3. I authorize the Firm to represent me and to disclose tax return information to taxing authorities and third parties as necessary to complete this engagement and to respond to routine inquiries about the returns prepared under this engagement.

4. I understand that I am responsible for the accuracy and completeness of the information provided to the Firm and for the payment of any taxes, penalties, or interest resulting from incorrect or incomplete information supplied by me.

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