Tax Return Signed Document

TAX RETURN SIGNED DOCUMENT

This Tax Return Signed Document is entered into between Client Name: and Preparer Name: . Effective Date:

WHEREAS

WHEREAS, Client retains Preparer to prepare and, where authorized, to electronically file or deliver manually the federal and state tax return(s) and related schedules for the tax year(s) described below; and

WHEREAS, Preparer agrees to perform tax preparation, review, and filing services in accordance with applicable professional standards and with the information provided by Client; and

WHEREAS, the parties desire to set forth the terms, payment, and certifications governing preparation, signing and filing of the Tax Return(s).

SCOPE OF WORK

TAX RETURN DETAILS AND CERTIFICATION

Tax Year(s):   Return Type: Individual Joint Business/Entity

Client Taxpayer Identification Number:

By signing below Client certifies, under penalty of perjury, that the information provided to Preparer is true, correct and complete to the best of Client's knowledge, and authorizes Preparer to prepare and file the tax return(s) described above. Client further certifies that Client will retain all supporting documentation for the returns and will provide such documentation to Preparer upon request.

PAYMENT TERMS

Payment is due according to the schedule above. If Client fails to pay amounts when due, Preparer may suspend work and withhold delivery or filing of returns until payment is received. Client remains responsible for all fees earned and for reasonable collection costs if payment is not timely.

TERM AND TERMINATION

Term Start Date:   Term End Date:

Either party may terminate this Agreement by delivering written notice to the other party in accordance with the notice period above. Termination does not relieve Client of payment obligations for services performed or costs incurred prior to termination.

CONFIDENTIALITY

Preparer will maintain the confidentiality of Client's tax return information, disclosing such information only as required to prepare and file the return(s), as required by law, or as authorized by Client in writing. Preparer will implement commercially reasonable safeguards to protect confidential information. Confidential information does not include information that is or becomes publicly available through no breach by Preparer, or information lawfully received from a third party without an obligation of confidentiality.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without giving effect to principles of conflicts of law.

ENTIRE AGREEMENT

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written. Any amendment or modification must be in writing and signed by both parties.

ADDITIONAL PROVISIONS

Indemnification: Client agrees to indemnify and hold Preparer harmless from liabilities, claims, costs and expenses (including reasonable professional fees) arising from Client's negligence, misstatements, omissions, or failure to provide complete and accurate information. Preparer's liability for any claim arising out of this Agreement shall be limited to direct damages up to the total fees paid by Client for the specific tax return at issue.

Records Retention: Client is responsible for retaining all original documents and records supporting the tax return(s). Preparer will retain copies of prepared returns and supporting workpapers for a reasonable period in accordance with professional practice, but Client should maintain originals for audit or review.

CLIENT AUTHORIZATION

Client authorizes Preparer to: (a) electronically file the tax return(s) on Client's behalf where available; (b) sign the return(s) electronically if Client so authorizes; and (c) discuss and disclose return information to third parties as necessary to carry out the preparation and filing, including payroll providers, financial institutions, and state taxing authorities. Client indicates consent below.

Electronic Filing Consent: I consent to electronic filing and electronic signature of the return(s).

Disclosure Consent: I authorize disclosure of return information to third parties as necessary for preparation and filing.

Sign Now