Tax Preparation Agent Document

TAX PREPARATION AGENT AUTHORIZATION AND ENGAGEMENT

Parties and Engagement Date

Client Name:

Tax Preparation Agent / Firm Name:

Scope of Engagement

The Client retains the Agent to prepare and, if authorized below, to electronically file income tax returns and related schedules for the following tax periods: Years/Periods:

Type(s) of returns to be prepared: Individual Business (Corporation/Partnership/LLC) Estate/Trust Other

Authorization and Representation

The Client authorizes the Agent to prepare the returns identified above and to discuss and provide return information to tax authorities and third parties as necessary to prepare and file the return. The Client specifically authorizes the Agent to:

• Communicate with tax authorities on matters pertaining to the preparation and filing of the authorized returns.
• Transmit the Client's tax return electronically, if elected below, and receive confirmation of filing.
• Sign the tax return solely as the preparer where allowed and only after the Client has reviewed and approved the return content.

Authorization to electronically file return: Client consents to e-file

Limited power of attorney for representation related to the prepared returns: Client grants limited authorization to the Agent to represent the Client before tax authorities concerning the returns specified herein

Fees, Billing and Payment Terms

Fee arrangement (select applicable): Fixed fee:

Hourly rate: per hour; Estimated hours:

Payment due: . Late payment:

Refunds and Direct Deposit

If a refund results from the prepared return and the Client elects direct deposit, provide bank routing and account details or attach a voided check. Bank routing number: Account number:

Account type: Checking Savings

Client and Agent Obligations

Client represents and warrants that all information provided to the Agent is true, accurate and complete to the best of Client's knowledge. Client agrees to supply all necessary documents and to notify the Agent promptly of any changes that may affect filing. The Agent shall prepare returns using information furnished by the Client, exercise professional judgment, and provide copies of returns to the Client for review prior to filing.

The Agent will rely on the Client's records and statements. The Agent is not responsible for the accuracy of information furnished by third parties nor for tax authority determinations. The Client agrees to indemnify and hold harmless the Agent against claims, penalties, interest, or other liabilities arising from Client's failure to provide complete or accurate information.

Confidentiality; Record Retention

The Agent will maintain the confidentiality of Client information except as required by law or authorized by the Client. The Agent may retain copies of tax returns and supporting documentation for a limited period and may dispose of such documents in accordance with the Agent's document retention policy. It is the Client's responsibility to maintain original records necessary to substantiate items reported on any return.

Limitation of Liability and Dispute Resolution

Except as expressly provided by applicable law, the Agent's liability for any claim arising under this engagement shall be limited to the amount of fees paid by the Client for the specific services giving rise to the claim. The Client and Agent agree to attempt to resolve disputes promptly by negotiation. If unresolved, disputes shall be resolved by binding arbitration under the rules selected by the Agent, unless otherwise prohibited by law.

Additional Terms

Client Certification

By signing below, the Client certifies that the information provided is true, correct and complete to the best of Client's knowledge, that the Client has supplied all necessary records, and that the Client authorizes the Agent to prepare and, where authorized, electronically file the returns described above. The Client acknowledges receipt of a copy of this engagement and understands the terms herein.

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