Tax LLC Engagement Letter

TAX LLC ENGAGEMENT LETTER

This engagement letter confirms the terms under which the undersigned taxpayer engages the tax preparation services described below. Client Name:

Identification and Taxpayer Information

Entity Type (check all that apply):

Individual/Sole Proprietor C Corp S Corp

Partnership Trust/Estate LLC Other

Tax Identification

Provide the taxpayer identification number applicable to the entity. Enter either Social Security Number or Employer Identification Number.

Engagement Scope

The firm will prepare the federal and state tax return(s) and related schedules for the taxable year(s): Tax Year(s): Form(s) to prepare:

Services include preparation of tax returns and reasonable inquiries as required to prepare those returns. The firm will not audit, review, or otherwise verify the accuracy of client-supplied information beyond procedures necessary to prepare the tax returns.

Client Responsibilities

The client is responsible for providing complete and accurate information necessary for the preparation of tax returns, including but not limited to accounting records, bank statements, payroll records, invoices, receipts, and documentation supporting deductions. The client certifies that all information provided is accurate and complete to the best of the client's knowledge.

Fees and Payment

Fees will be billed on an hourly basis or fixed fee as agreed below. The client agrees to pay fees as invoiced. Any litigation, collection, or other costs incurred to collect unpaid fees will be the responsibility of the client.

Record Retention and Access

The firm will return original documentation if requested and provided. Unless instructed otherwise, the firm may retain copies of records and work papers. Client consents to the firm's retention of such work papers as its property, subject to applicable confidentiality obligations.

Confidentiality and Disclosure

The firm will maintain the confidentiality of client information in accordance with professional standards. The client authorizes the firm to disclose tax return information to third parties only as necessary to prepare the returns or as required by law, and to discuss tax matters with tax authorities on the client's behalf if representation is engaged separately.

Limitation of Liability

The firm's liability for any claim arising from this engagement shall be limited to the fees paid for the specific services giving rise to the claim, except to the extent such limitation is prohibited by law. The client acknowledges that the firm does not guarantee any particular tax outcome.

Termination

Either party may terminate this engagement upon written notice. In the event of termination, the client will remain responsible for payment of fees and expenses incurred through the date of termination.

Certification and Perjury Statement

By signing below, the taxpayer certifies, under penalties of perjury, the following:

1. All information provided to the firm is true, correct, and complete to the best of the taxpayer's knowledge.
2. The taxpayer has supplied all relevant records and disclosures necessary for preparation of the tax returns referenced in this engagement.
3. The taxpayer understands that the firm will rely on client-provided information and that the client is responsible for the accuracy of such information.
4. The taxpayer authorizes the firm to prepare and file the specified tax returns and to communicate with tax authorities as necessary to complete those returns if representation is separately engaged.

Acknowledgment and Acceptance

The undersigned acknowledges receipt of this engagement letter, agrees to the terms and conditions set forth herein, and authorizes the firm to proceed with the engagement.

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