Tax Planning Engagement Letter

Tax Planning Engagement Letter

Client Identification

Client Name:

Taxpayer Identification

Tax Year(s) Covered:

Engagement Scope

We will provide tax planning services for the tax year(s) identified above. Services may include, as applicable, analysis of current tax positions, identification of planning opportunities, projection of taxable income and tax liabilities, and preparation of planning memos and schedules. Specific deliverables and timelines will be as agreed in writing. Engagement Effective Date:

Client Responsibilities

The client agrees to provide complete and accurate records, reasonable access to information, and timely responses to requests. The client warrants that all representations and information provided to the firm will be true, correct and complete. The client will retain originals of all supporting documentation. Estimated completion or response times depend on timely receipt of client materials.

Fees and Billing

Fees for services will be billed hourly or on a project basis as set forth below. Expenses incurred on behalf of the client, including but not limited to research fees, filing fees and travel, will be billed separately.

Confidentiality; Privileged Communications

All non-public information provided by the client will be treated as confidential. The firm will use reasonable efforts to preserve privilege where applicable, but privilege may be waived by disclosure or required by law. The client acknowledges that tax advice provided may not be privileged from disclosure in all circumstances.

Limitations and Reliance

The firm will exercise professional judgment in rendering services but cannot guarantee particular tax results or outcomes. Advice is based upon facts provided and existing law; changes in law, subsequent events, or omitted facts may affect conclusions. The client may not rely on deliverables for third-party decision-making without prior written consent.

Records, Documentation and Retention

The client is responsible for retaining documentation supporting all tax positions and items reported. The firm will retain work papers in accordance with its internal policies; original client documents will be returned upon request.

Termination

Either party may terminate the engagement upon written notice. Client remains responsible for fees and expenses for services performed through the date of termination, plus reasonable costs of transitioning work.

Taxpayer Certifications

By signing below the taxpayer certifies the following statements under penalty of perjury as applicable to the engagement:

Acceptance

Please sign below to indicate your acceptance of the terms of this engagement. Retain a copy for your records. This letter constitutes the entire agreement regarding the scope of tax planning services described herein.

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