Tax Resolution Agreement

TAX RESOLUTION AGREEMENT

This Tax Resolution Agreement (Agreement) is entered into as of Effective Date: by and between Taxpayer Name: and Tax Resolution Firm Name: .

1. Taxpayer Identification

2. Entity Type

Select applicable entity type (check one):

3. Taxpayer Identification Number (TIN)

Provide the Taxpayer Identification Number. Enter either Social Security Number (SSN) or Employer Identification Number (EIN).

4. Engagement and Scope of Services

Representative is retained to perform professional tax resolution services on behalf of Taxpayer related to the following matters and tax periods: Tax Years / Matters:

5. Fees, Retainer and Billing

The fee for services will be set forth as follows. Any retainer paid will be applied against fees and expenses consistent with the terms below.

6. Authorization to Represent and Release of Information

Taxpayer authorizes Representative to act on Taxpayer's behalf before federal, state and local taxing authorities identified in this Agreement, to obtain and review tax records, to execute consents or agreements reasonably necessary to carry out the engagement, and to receive confidential information necessary to represent Taxpayer.

7. Client Responsibilities

8. Confidentiality; Use of Information

Representative will maintain as confidential those records and other information obtained in the course of the engagement, except as authorized by Taxpayer or required by law. Representative may disclose information to accountants, counsel, or third parties as necessary to perform services, provided such parties are bound to maintain confidentiality.

9. Limitation of Liability and Indemnification

Representative's liability for any claim arising from this Agreement shall be limited to direct damages not to exceed amounts paid by Taxpayer to Representative for the specific services giving rise to the claim. Taxpayer agrees to indemnify and hold Representative harmless from claims, liabilities, losses and expenses arising from Taxpayer's breach of representations or failure to provide complete and accurate information.

10. Term, Termination and Withdrawal

This Agreement commences on the Effective Date and continues until completion of the described services unless earlier terminated by either party upon written notice. Representative may withdraw if Taxpayer fails to cooperate, to pay fees when due, or for conflicts of interest, subject to any applicable rules governing practice before taxing authorities.

11. Governing Law; Dispute Resolution

This Agreement is governed by the laws of the state specified below. Parties agree that any dispute arising from this Agreement shall be resolved by binding arbitration, unless otherwise agreed in writing.

12. Representations and Warranties of Taxpayer

Taxpayer represents and warrants that all information provided to Representative is complete and accurate to the best of Taxpayer's knowledge, that Taxpayer has authority to enter into this Agreement, and that Taxpayer will timely provide truthful documents and disclosures necessary for representation.

13. No Guarantee of Result

Taxpayer acknowledges and agrees that Representative cannot guarantee any particular result, including reduction of tax liabilities, penalties or interest, or acceptance of offers by taxing authorities. Any estimate, projection, or example provided is not a promise or guaranty.

14. Records Retention

Representative will retain file materials consistent with professional standards. Original taxpayer documents remain the property of Taxpayer unless otherwise agreed. Representative may destroy closed files after a reasonable retention period unless Taxpayer requests return in writing.

15. Certification; Perjury Acknowledgment

Under penalties of perjury, Taxpayer certifies the truth and accuracy of the information provided in this Agreement and acknowledges the following representations:

1. Taxpayer is the individual or entity named in this Agreement and has provided the correct Taxpayer Identification Number (TIN) above.
2. Taxpayer has disclosed all material information and documents known to Taxpayer that are relevant to the matters described in this Agreement.
3. Taxpayer authorizes Representative to act on Taxpayer's behalf for the scope of matters specified, including obtaining and executing documents necessary to pursue resolution.
4. Taxpayer understands that making materially false statements or concealing material facts may subject Taxpayer to civil or criminal penalties under applicable law.

16. Additional Terms

By signing below, Taxpayer acknowledges having read, understood, and agreed to the terms and conditions set forth in this Agreement, authorizes Representative as described, and certifies the accuracy of the information provided herein under penalty of perjury.

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