Tax Services Engagement Letter

TAX SERVICES ENGAGEMENT LETTER

Client Name:

Business Name (if applicable):

Engagement Effective Date

This engagement shall commence on:

Scope of Services

The firm shall provide professional tax preparation and related advisory services as specifically described below. Services provided do not include audit representation or tax controversy services unless expressly agreed in writing.

Client Responsibilities

The client shall provide complete and accurate records, books, and other information necessary for preparation of returns and performance of advisory services. The client certifies that all information provided will be true, correct and complete to the best of the client's knowledge.

Fees and Billing

The fee for services will be billed as set forth below. The client is responsible for payment of all fees and expenses whether paid directly by the client or by refund offset.

Taxpayer Identification

Entity Type (check one or more as applicable):

Social Security Number:    OR    Employer Identification Number:

Taxpayer Certifications

By signing this engagement letter the taxpayer certifies under penalty of perjury the following:

1. That the information provided to the firm for preparation of returns is true, correct and complete to the best of the taxpayer's knowledge.
2. That the taxpayer will retain all substantiating records, receipts and documentation supporting items reported on tax returns for the period required by law and will provide such documentation upon request.
3. That the taxpayer authorizes the firm to prepare and electronically file federal and state tax returns on the taxpayer's behalf where applicable, and to sign such returns electronically where permitted by law and the taxpayer's electronic signature authorization below.
4. That the taxpayer will notify the firm promptly of any changes in circumstance or of any notice or correspondence received from taxing authorities related to the returns prepared by the firm.
5. That the taxpayer understands and accepts that the firm does not guarantee any particular tax result and that tax positions will be taken in good faith and in accordance with applicable law.

The taxpayer authorizes the firm to use the taxpayer's name and designated personal identification number or digital signature method to electronically sign and file income tax returns and related documents on the taxpayer's behalf where permitted. This authorization shall remain in effect until revoked in writing.

Confidentiality and Records Retention

The firm will maintain the confidentiality of the client's information as required by applicable professional standards. The firm may retain copies of client records after completion of the engagement; original documents should be retained by the client unless specifically agreed otherwise.

Limitation of Liability and Indemnity

The firm's liability for claims arising out of this engagement shall be limited to the fees paid for the services giving rise to such claim. The client agrees to indemnify and hold the firm harmless from liabilities and expenses arising from inaccurate, incomplete or fraudulent information supplied by the client.

Termination

Either party may terminate this engagement upon written notice. The client remains responsible for payment of fees and expenses incurred through the date of termination, including work-in-progress and costs of transferring files.

Governing Law

This engagement letter shall be governed by and construed in accordance with the laws of the jurisdiction in which the firm maintains its principal office unless otherwise agreed in writing.

Acceptance

To accept the terms of this engagement, please sign and date below. Signing this engagement letter constitutes the taxpayer's certification and authorization as set forth above.

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