Tax Service Agreement

TAX SERVICE AGREEMENT

Parties and Effective Date

Tax Preparer:

Client Name:

Effective Date:    Tax year or period covered:

Engagement and Scope of Services

The Preparer is engaged to prepare and, at Client's authorization, to file the federal and state income tax return(s) and related schedules listed below on behalf of the Client for the tax period specified above. The engagement does not include tax planning, tax opinion letters, audit representation or services not expressly described herein unless agreed in writing.

Taxpayer Identification

Taxpayer Full Legal Name:

Individual / Sole Proprietor    C Corporation    S Corporation

Partnership    Trust / Estate    LLC    Other (describe below)

Social Security Number (SSN):

Employer Identification Number (EIN):

Client Responsibilities

The Client shall timely provide all information and documentation necessary for preparation of the returns, including but not limited to income statements, expense documentation, prior year returns, identification numbers, and any other material facts affecting the returns. The Client certifies that all information furnished to the Preparer is accurate, complete and provided in good faith.

Fees and Payment

Fees will be based on the complexity of work performed and time expended, or on an agreed fixed fee. Payment for services is due upon completion of the returns unless otherwise agreed in writing. The Client remains responsible for fees for services rendered even if Client does not file prepared returns.

Electronic Filing and Direct Deposit Authorization

The Client authorizes the Preparer to electronically file the returns indicated above and to use Client bank account information for direct deposit or direct debit if necessary. The Client understands that authorization for direct deposit may require providing bank routing and account numbers directly to the Preparer.

Client authorizes electronic filing and direct deposit/direct debit as applicable.

Confidentiality; Use of Information

The Preparer will maintain confidentiality of Client information except as required by law or as authorized by Client. Client authorizes Preparer to disclose return information to third parties as necessary to complete tax preparation and filing, to obtain missing documentation, or to respond to taxing authority inquiries.

Limitation of Liability; Indemnification

The Preparer will exercise reasonable professional care. However, the Preparer's liability for any claim arising under this Agreement shall be limited to the amount of fees paid by the Client for the specific services giving rise to the claim. Client agrees to indemnify and hold the Preparer harmless from any loss, tax, interest, penalty, or expense resulting from Client's failure to provide complete and accurate information.

Termination

Either party may terminate this Agreement upon written notice. Client shall remain liable for fees and expenses incurred through the date of termination. Termination does not affect Client's obligation to pay for services already performed.

Governing Law; Dispute Resolution

This Agreement shall be governed by the laws of the state specified below. Parties agree that disputes arising from this Agreement shall be resolved by binding arbitration unless otherwise required by applicable statute.

Retention of Records

The Preparer may retain copies of Client's returns and supporting workpapers. The Client authorizes the Preparer to destroy old files after the retention period specified below unless Client requests return of the records in writing.

Certification and Perjury Statement

By checking the box below and signing this Agreement, the Client certifies, under penalty of perjury, the following statements:

1. All information provided to the Preparer for preparation of tax returns is true, correct and complete to the best of the Client's knowledge.
2. The Client accepts responsibility for the accuracy of the information supplied to the Preparer and for all decisions regarding tax positions taken on the returns.
3. The Client authorizes the Preparer to communicate with taxing authorities and third parties necessary to prepare and file the returns and to respond to inquiries on the Client's behalf.
4. The Client acknowledges that failure to provide complete and accurate information may result in penalties, interest, or additional tax assessments for which the Client is solely responsible.

I certify under penalty of perjury that the foregoing statements are true and that I am authorized to execute this certification on behalf of the taxpayer identified in this Agreement.

Miscellaneous

This Agreement constitutes the entire agreement between the parties relating to the subject matter hereof and supersedes all prior agreements and understandings. Any amendment must be in writing and signed by both parties. If any provision is found unenforceable, the remaining provisions remain in full force.

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