Tax Sales Review Agreement

TAX SALES REVIEW AGREEMENT

Parties and Identification

This Tax Sales Review Agreement (the Agreement) is entered into between:

Taxpayer Identification

Provide the taxpayer identification information below. Enter either Social Security Number or Employer Identification Number as applicable.

Scope of Services

Reviewer will perform a limited review of tax sale records, lien status, redemption rights, and related filings for the identified property/properties and tax periods. Services may include review of public records, preparation of a written report, and recommendations for administrative or judicial actions where appropriate. Reviewer is not retained to provide litigation representation unless expressly agreed in writing.

Fees and Payment

Fees are payable in accordance with the selected fee arrangement below. Client authorizes Reviewer to invoice for fees and reasonable out-of-pocket costs incurred in connection with the review. Any contingency arrangement requires a separate written contingency addendum signed by both parties.

Client Authorization and Records

Client authorizes Reviewer to obtain and review tax sale records, redemption records, tax liens, assessments, and related documentation from government offices and databases as necessary to perform the services. Client will provide or authorize access to all documents and information reasonably required by Reviewer.

Confidentiality; Use of Information

Reviewer will maintain confidentiality of non-public client information obtained in the course of the engagement, except as required by law or as necessary to perform the services. Client acknowledges that Reviewer may disclose limited information to third parties retained to assist with the review only as necessary and subject to confidentiality obligations.

Limitation of Liability and Indemnity

Reviewer will exercise reasonable care in performing the services but does not guarantee a particular outcome. To the fullest extent permitted by law, Reviewer’s liability for any claim arising out of or related to this Agreement shall be limited to direct damages not to exceed the total fees paid by Client under this Agreement. Client shall indemnify, defend, and hold Reviewer harmless from liabilities, claims, costs, and expenses (including reasonable attorneys' fees) arising from Client’s breach of this Agreement, negligent acts, or willful misconduct.

Term and Termination

This Agreement commences on the Effective Date below and continues until completion of the services or earlier termination by either party on thirty (30) days' written notice. Termination shall not relieve Client of the obligation to pay fees and expenses accrued through the effective date of termination.

Costs and Expenses

Client is responsible for reasonable out-of-pocket expenses incurred by Reviewer in connection with the engagement, including but not limited to filing fees, certified copies, courier charges, and search fees. Reviewer will seek Client approval before incurring extraordinary third-party expenses.

Records Retention and Delivery

Upon completion of the engagement and payment of all fees and expenses, Reviewer will deliver copies of the final report and records obtained on behalf of Client. Reviewer may retain copies of work product for a reasonable period in accordance with its records retention policy.

Governing Law and Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the state in which the subject property is located, without regard to conflict of law principles. The parties agree to attempt to resolve disputes in good faith, and any unresolved dispute shall be submitted to binding arbitration if the parties mutually agree or otherwise litigated in the appropriate court.

Representations and Warranties

Client represents and warrants that Client is the owner of the interest being reviewed or is authorized to act on behalf of the owner, and that all information provided to Reviewer is true, complete, and accurate to the best of Client’s knowledge.

Certification / Perjury Statement

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

1. That the taxpayer identification information provided on this Agreement is correct and complete.

2. That Client has full authority to authorize the Reviewer to obtain records and act on behalf of the owner for purposes of review and reporting described herein.

3. That Client acknowledges the limits of the review and that Reviewer does not guarantee the recovery of property or specific legal outcomes.

4. That the information supplied is true, correct, and complete to the best of Client’s knowledge.

Acknowledgment

Client acknowledges receipt of this Agreement, understands its terms, and agrees to be bound by them. Execution by electronic signature has the same force and effect as an original signature.

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