Tax Solutions Quote

Tax Solutions Quote

Client Identification

Entity Type and Tax Identification

Select the taxpayer entity type (check one or as applicable):

Provide Taxpayer Identification Number (enter Social Security Number or Employer Identification Number; provide the number used on filings).

Scope of Services

Provider will perform professional tax preparation and advisory services as described below. Services are limited to the items listed and do not include representation in audits or litigation unless specifically stated.

Service 1: Fee: $

Service 2: Fee: $

Service 3: Fee: $

Fees, Payment and Billing

Fees shown are estimates based on information provided. Final fees will be billed based on actual time and complexity. Client agrees to pay all fees, retainers, and expenses as invoiced. Unpaid balances accrue interest at the lesser of 1.5% per month or the maximum allowed by law.

Client Responsibilities and Assumptions

Client shall provide complete and accurate records, documentation and authorizations necessary for performance of services. Provider may rely upon information furnished by Client without independent verification. Inaccurate or incomplete information may result in additional fees and corrected filings.

Confidentiality and Data Security

Provider will treat Client information as confidential and will not disclose such information except as required by law or as authorized by Client. Provider will implement reasonable administrative and technical measures to safeguard Client data, but Client acknowledges that absolute security cannot be guaranteed.

Limitation of Liability

Except for liability resulting from willful misconduct or gross negligence, Provider's total liability for any claim arising from this engagement shall not exceed the fees paid by Client for the services giving rise to the claim. Provider shall not be liable for indirect, consequential or punitive damages.

Authorization and Consent

Client hereby authorizes Provider to prepare and file tax returns, to communicate with tax authorities on Client's behalf, and to retain electronic and paper copies of Client's records. Client authorizes payment of professional fees from refunds to the extent permitted by law and agreed in writing.

Certification (Under Penalty of Perjury)

By signing below, Client certifies under penalty of perjury that the following statements are true and accurate to the best of Client's knowledge:

1. All information provided to Provider for purposes of preparing returns is complete, true and accurate.
2. Client is authorized to provide the Taxpayer Identification Number provided and to execute this engagement on behalf of the taxpayer.
3. Client will notify Provider promptly of any changes to facts or circumstances that may affect tax reporting.
4. Client acknowledges responsibility for the accuracy and completeness of all returns and documents submitted to taxing authorities.
5. Client understands that Provider does not guarantee any particular tax outcome and that penalties and interest may apply for underpayment or late filings.

Acceptance of Quote

To accept this quote and engage Provider to perform the listed services subject to the terms set forth herein, sign and date below. Acceptance is effective upon receipt of a signed copy and any required deposit.

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