Tax Services Addendum

TAX SERVICES ADDENDUM

Parties and Effective Date

Client Name:

Effective Date:

Scope of Tax Services

Description of Services: The Service Provider will prepare and file the federal and state tax returns and related schedules and forms expressly listed below for the period and tax types specified. Services also include reasonable consultation and review of client-provided tax records necessary to prepare the returns identified. Any services not expressly listed require separate written authorization and may incur additional fees.

Engagement Period

Engagement Start Date:

Engagement End Date (if applicable):

Client Identifying Information

Individual / Sole Proprietor    C Corporation    S Corporation

Partnership    Trust / Estate    LLC    Other

Taxpayer Identification Number (TIN)

Provide either Social Security Number or Employer Identification Number. Only one is required depending on entity type.

Authorizations and Consents

Client authorizes the Service Provider to obtain taxpayer information from third parties, including wage and income transcripts and account transcripts, as necessary to prepare returns and to verify prior-year information.

Client consents to electronic filing of returns prepared under this addendum and agrees to receive return filings and related communications electronically unless otherwise requested in writing.

Client consents to limited disclosure of tax return information to third-party vendors engaged by the Service Provider solely for preparation, filing, and payment processing.

Fees, Billing, and Retainer

Fees for the services described in this addendum will be billed as agreed below. Payment terms are net upon invoicing unless otherwise set forth in the underlying engagement agreement. Additional services performed outside the scope will be billed separately.

Records, Access, and Retention

Client is responsible for providing complete and accurate records. The Service Provider will retain workpapers and electronic copies of prepared returns for a reasonable period as required by professional standards, but primary responsibility for original records remains with the Client.

Limitation of Liability and Third-Party Representation

The Service Provider will perform services with due professional care but will not assume liability for penalties or interest assessed due to incomplete or inaccurate information provided by the Client. This addendum does not authorize the Service Provider to act as legal counsel; representation before taxing authorities beyond routine communications requires separate written engagement.

Certification and Acknowledgment (Perjury Warning)

By signing below, the Client certifies under penalty of perjury that the information provided to the Service Provider is true, correct, and complete to the best of the Client's knowledge. The Client acknowledges the following statements:

1. I have provided all income, deduction, and other pertinent tax information necessary for preparation of the returns covered by this addendum and will provide any additional information requested.

2. I understand that the Service Provider will rely upon documents and representations I supply and that the Service Provider is not responsible for errors or omissions resulting from incomplete or inaccurate information.

3. I authorize the Service Provider to sign my tax returns as my authorized e-file transmitter if required and as permitted by applicable rules, and to discuss tax matters with tax authorities on my behalf when necessary to resolve filing or processing issues.

4. I accept responsibility for timely payment of fees and any taxes, penalties, or interest assessed as a result of returns prepared under this addendum.

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