Tax Proposal

Tax Proposal

Client Name:

Taxpayer Identification

Individual / Sole Proprietor    C Corp    S Corp    Partnership
Trust / Estate    LLC    Other:

Taxpayer Identification Number (TIN)

Provide the appropriate taxpayer identification number. Complete only one of the following fields.

Scope of Engagement

We will provide the following services for the tax year(s): .

Services requested (check all that apply):

Preparation and electronic filing of federal and applicable state tax returns
Preparation of estimated tax payments
Tax planning and consultation
Representation before tax authorities in matters arising from services provided
Bookkeeping or accounting assistance (limited)
Other:

Fees and Payment Terms

Payment due within days of invoice. Late payments may incur interest at a rate of .

Client Responsibilities

The client shall provide complete and accurate information, supporting documentation, and timely responses to inquiries. The client acknowledges responsibility for the accuracy and completeness of all information provided to the preparer.

Confidentiality and Use of Information

All information provided to the preparer is confidential and will be used solely for purposes of performing the agreed services. The preparer may disclose confidential information when required by law or where necessary to carry out the engagement, including communications with tax authorities or other professionals engaged by the client.

Limitation of Liability

The preparer's liability for losses arising from services performed under this proposal is limited to direct damages not to exceed the total fees paid by the client for the specific service that gave rise to the claim. Under no circumstances will the preparer be liable for consequential, incidental, punitive, or exemplary damages, including loss of profits.

Retention of Records

The preparer will retain client files and working papers for a period of from the date of delivery of the returns, unless otherwise instructed in writing. Original documents provided by the client will be returned upon request.

Termination

Either party may terminate this engagement upon written notice. The client will be responsible for all fees and costs incurred up to the date of termination, including costs of producing work product and communications with tax authorities or other third parties.

Certification (Perjury Statement)

By signing below, the client certifies under penalties of perjury that the information provided in this proposal and accompanying documentation is true, correct, and complete to the best of the client's knowledge. The client further acknowledges and agrees to the numbered statements below.

1. I certify that the taxpayer identification number provided above is correct and that I am not subject to backup withholding unless I have been notified that I am subject to backup withholding.
   I acknowledge and agree
2. I acknowledge responsibility for the accuracy and completeness of all information furnished to the preparer and accept that the preparer may rely upon such information in preparing returns and related filings.
   I acknowledge and agree
3. I understand that the preparer will provide tax advice or prepare returns based on information provided and that I remain responsible for decisions made based on such advice or returns.
   I acknowledge and agree
4. I understand that false statements may subject me to civil or criminal penalties under applicable law, including penalties for perjury where applicable.
   I acknowledge and agree

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