Tax Services Quote

TAX SERVICES QUOTE

Client Information

Entity Type

Please indicate the entity type. Check all that apply and provide a description if Other is selected.

Tax Year(s) Covered

This quote applies to tax year(s) beginning through .

Scope of Services

The following services are included in this quote as checked. Additional services may be provided at additional cost if requested or if facts change materially.

Fee Summary

The amounts below reflect the estimated fees and anticipated out-of-pocket expenses. Final fees will be billed based on services performed and actual costs incurred.

Billing and Payment Terms

A deposit is required to commence services. Interim billing may occur for longer engagements. Payment is due within the period stated below following invoice date.

Assumptions and Limitations

The services quoted are limited to those expressly described above. This quote assumes that all client-provided information is complete, accurate and submitted in a timely manner. Additional work required due to incomplete, inaccurate, or late information will be billed at the rates set forth above or at prevailing hourly rates.

Taxpayer Identification Number (TIN)

Provide the Taxpayer Identification Number for the taxpayer. Enter either Social Security Number (SSN) or Employer Identification Number (EIN). Leave the other field blank.

Certification and Authorization

By signing below, the taxpayer certifies and authorizes as follows:

1. All information provided in this quote and accompanying documentation is true, correct and complete to the best of the taxpayer's knowledge.
2. The taxpayer authorizes the preparer to prepare the specified tax returns and related filings for the tax year(s) indicated and to contact third parties as necessary to gather information required to complete the engagement.
3. The taxpayer acknowledges that fees stated are estimates only; final fees will be based on the actual time, complexity, and expenses incurred in performing the engagement.
4. The taxpayer understands that the preparer will rely on representations, documents and information provided by the taxpayer and that the preparer will not audit or independently verify such information unless expressly engaged to do so.
5. The taxpayer authorizes disclosure of tax return information to third-party service providers engaged to assist in preparing or filing returns, provided that those parties are bound by confidentiality obligations.
6. Under penalties of perjury, the taxpayer certifies that the TIN provided above is correct and that the taxpayer is not subject to backup withholding unless otherwise notified.

Acceptance of this quote is indicated by the taxpayer's signature below. Signing constitutes agreement to the scope, fees, assumptions and terms stated herein.

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