Client Engagement Letter
Service Agreement
We will prepare the Federal and (if applicable) State Income Tax Return(s) for the tax years specified. We may ask you to substantiate the information stated and reserve the right to not proceed with tax filings until complete information has been furnished to us. It is your responsibility to provide all the information necessary to complete your tax return. You need to retain all documents and records to substantiate the items of income and expenses claimed on your tax return. All returns are subject to review by taxing authorities.
You agree to render payment for work completed. Fees for our services are based on our work product and the forms/worksheets used to prepare your tax return. Filing costs may also include fees that are income-contingent. Prepared returns will not be released or electronically filed without full payment. Our engagement ends one year after you have signed your return and it has been accepted by e-file or mailed to the Internal Revenue Service.
Privacy Policy
In accordance with Treasury Department Circular No. 230, we adhere to the highest standard of professional ethics and are obligated to protect the privacy and confidentiality of client data. We do not disclose any personal information about our clients to anyone without their written consent. We restrict access to client data and maintain physical, electronic, and procedural safeguards to protect your information.
By scheduling an appointment, you affirm you understand and agree to our terms of engagement and service.