Engagement Letter for Income Tax

We will prepare your federal and/or state income tax returns in accordance with the appropriate income tax laws.  We will use our judgment in resolving questions where the law is unclear, or where there are conflicts between tax authorities’ interpretations of the law and other supportable positions.  Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible.

It is your responsibility to provide us with all the information needed to prepare complete and accurate returns.  We will not audit or otherwise verify the data you submit, although we may ask for clarification.

Your returns are subject to examination by the taxing authorities.  In the event of an audit, you may be requested to produce documents, records, or other evidence to substantiate the items of income and deduction shown on a tax return.  If an examination occurs, we will represent you if you so desire; however, these additional services are not included in our fee for preparation of your returns.

Although we are available to provide you with tax planning advice, we are not obligated to do so unless you specifically request it.  Our policy is to put all tax planning advice in writing.  Therefore, you should not rely on any unwritten advice because it may be tentative and not yet fully reviewed.

Certain communications involving tax advice between you and our firm may be privileged and not subject to disclosure to the IRS.  By disclosing the contents of those communications to anyone, or by turning over information about those communications to the government, you may be waiving this privilege.  To protect your rights, please consult with us or your attorney prior to disclosing any information about our tax advice.

If the tax services and terms outlined above are in accordance with your understanding of our engagement, please sign this letter in the space provided below. We appreciate this opportunity to serve you.

Terms: A 12% per year (1% per month) service charge is applied to past due balances. A $30 ISF fee is applied for returned checks. In the event this account becomes delinquent and is placed into the hands of an attorney or a licensed collector for collection, customers will be accessed in addition to the amount of said account and interest, all cost of collection including a reasonable attorney’s fee up to the amount referred.