Tax Resolution Engagement Letter

TAX RESOLUTION ENGAGEMENT LETTER

Parties and Client Identification

Taxpayer Name:

Taxpayer Identification

Social Security Number (if individual):

Employer Identification Number (if business):

Tax Years / Periods Covered by This Engagement:

Entity Type (select applicable)

Individual / Sole Proprietor C Corporation S Corporation

Partnership Trust / Estate LLC Other

Scope of Engagement

The Firm will provide representation and negotiation services with tax authorities concerning the tax liabilities, penalties, interest, and collection actions described for the tax years or periods identified above. Services may include obtaining tax transcripts, filing power of attorney authorization, preparing and submitting settlement proposals, negotiating installment agreements, submitting offers in compromise, and responding to collection notices on the Client's behalf.

Client Responsibilities

The Client agrees to provide complete and accurate records, correspondence, and other information necessary for representation. The Client is responsible for timely disclosure of all facts material to the matters at issue and for maintaining copies of all documents provided to the Firm.

Fees, Retainer, and Billing

The Client agrees to pay the Firm for professional services as described below. All fees are earned when billed and are nonrefundable except as expressly provided in this Agreement.

Flat fee Hourly Contingent / Success fee

Costs and Expenses

Client will reimburse the Firm for reasonable out-of-pocket costs incurred on Client's behalf, including but not limited to filing fees, certified mail, transcript fees, courier charges, and court costs. Such costs will be billed as incurred or as otherwise agreed.

Authorization and Tax Information Consent

By signing this Engagement Letter the Client authorizes the Firm to: obtain tax information and transcripts from tax authorities; to communicate with taxing authorities on the Client's behalf; and to sign consents, waivers, and other administrative documents as necessary to carry out the representation. This authorization does not extend to filing tax returns unless specifically agreed in writing.

Confidentiality and Records

The Firm will maintain the confidentiality of Client information as required by law and professional obligations. The Firm may retain copies of files and records. Original documents provided by Client remain Client property unless otherwise agreed; the Firm may retain copies for its files.

Limitation of Representation and No Guarantee

The Firm will use reasonable professional efforts to achieve the Client's objectives, but cannot guarantee specific outcomes, results, or the actions of tax authorities. The Firm's representation is limited to matters expressly described in this letter.

Termination

Either party may terminate this engagement upon written notice. Client remains responsible for fees and costs incurred through the date of termination, and for any administrative costs required to transfer files or finalize matters.

Governing Law

This Engagement Letter will be governed by and construed in accordance with the laws of the state governing the Firm's operations unless otherwise agreed in writing.

Certification and Client Acknowledgments (Perjury Statement)

By signing below, and under penalty of perjury, the Client certifies and acknowledges the following:

1. The information provided to the Firm in connection with this engagement is, to the best of my knowledge and belief, true, correct, and complete.

2. I authorize the Firm to obtain and review tax transcripts, returns, and account information from federal, state, and local tax authorities and to discuss my tax matters with those authorities as necessary to represent me.

3. I understand and agree that the Firm may disclose to third parties, as necessary, information required to carry out the representation, including disclosure to preparers, collection agencies, or other advisors whose services are necessary for resolution.

4. I agree to promptly notify the Firm of any material changes in facts, income, assets, or communications from taxing authorities that could affect the matters described in this engagement.

5. I acknowledge that I have read, understand, and accept the terms of this Engagement Letter and that signing constitutes my authorization for the Firm to proceed under these terms.

Acceptance: I accept the terms of engagement described above

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