Tax Services Request Form

TAX SERVICES REQUEST FORM

Taxpayer Information

Taxpayer Identification

Provide the taxpayer identification used for the requested services. If both numbers are supplied, preparer will rely on the number that applies to the engagement as indicated by entity type.

Entity Type

Select the taxpayer entity type. Check only one box that best describes the legal entity for which services are requested.

Services Requested

Indicate which services you are requesting. Check all that apply.

Engagement Scope and Authorizations

By signing this form the taxpayer engages the preparer to perform only those services expressly selected above for the tax year(s) noted. The engagement does not include audit representation, bookkeeping, or legal services unless separately agreed in writing.

The taxpayer authorizes the preparer to obtain and inspect tax information and records from third parties, including employers, financial institutions, payroll processors, and tax authorities, as necessary to prepare and file the tax returns. The taxpayer further authorizes the preparer to electronically file tax returns and to send and receive tax return information and notices via electronic means.

The taxpayer understands and agrees that the taxpayer is responsible for the accuracy and completeness of all information provided to the preparer. The preparer will rely upon statements, representations, and information provided by the taxpayer and third parties. The taxpayer will provide all necessary documents, records, and explanations required for timely completion of the requested services.

Fees, Billing, and Payment

Fees are based on the complexity of the work and time required. An estimate will be provided when feasible; however, the taxpayer agrees to pay all fees and out-of-pocket expenses incurred in the performance of the engagement. Work may be suspended until outstanding invoices are paid. Fees for representation before tax authorities are billed separately unless included in a specific engagement letter.

The taxpayer agrees to indemnify and hold the preparer harmless from any claims, penalties, interest, or damages resulting from the taxpayer's failure to provide accurate or timely information, or from reliance on incorrect information provided by third parties.

Records Retention and Confidentiality

The preparer will maintain client records in accordance with customary professional practices. Retention of original records remains the responsibility of the taxpayer. The preparer maintains confidentiality of client information except to the extent disclosure is required by law or necessary to perform the engagement (including disclosures to preparer's agents, subcontractors, or third-party service providers under confidentiality obligations).

Limitation of Liability; No Legal Advice

To the fullest extent permitted by law, the preparer's liability for claims arising from this engagement is limited to the amount of fees paid for the specific services giving rise to the claim. The preparer is not responsible for any consequential, incidental, or punitive damages. The preparer will not provide legal advice unless explicitly agreed in writing by both parties.

Acknowledgement and Certification

By signing below, the taxpayer acknowledges and certifies the following under penalty of perjury where applicable:

1. All information provided on this form and any supporting documentation is true, correct, and complete to the best of the taxpayer's knowledge.
2. The taxpayer is responsible for retaining all original documents and records that support the information reported on tax returns prepared by the preparer.
3. The taxpayer authorizes the preparer to obtain information from third parties and to discuss the taxpayer's tax matters with third parties as necessary to perform the engagement.
4. The taxpayer acknowledges responsibility for timely payment of fees and any penalties or interest assessed due to inaccurate or late submissions caused by the taxpayer's failure to provide required information.

Additional Comments / Documents Provided

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