Engagement Agreement for
Tax Preparation Services

Scope of Services:  We will prepare your Individual/Business income tax returns for the 2025 tax year ending December 31, 2025, including any federal, state, and local returns necessary. Our services will include, but are not limited to:

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• Prepare your tax returns in accordance with the relevant tax laws and regulations.

• Communicate with you regarding any questions or issues that arise during the preparation process.

• Providing tax-saving advice based on the information provided.

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We will not audit or verify the information you provide, and it is your responsibility to ensure that all information is accurate, complete, and provided to us in a timely manner.

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We will work with you to maximize allowable deductions and credits, but our advice will be based on the information you provide.

Client Responsibilities: 

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• Provide us with all necessary documentation, including but not limited to W-2s, 1099s, receipts, and any other relevant tax documents.

• Ensure the accuracy and completeness of all information and disclosures provided to us.

• Timely respond to any requests for additional information or clarifications.

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You agree to cooperate fully and to provide accurate information promptly. Failure to do so may delay the preparation of your tax return or result in an inaccurate return.

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Fees and Payment:  Our fees for tax preparation services will be based on the complexity of your tax situation. We will notify you of the estimated fee in advance, and the final fee will be determined upon completion of the tax return. Payment is due upon completion of the services and before filing unless using bank product.

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Our tax services do not include audit or examination representation as part of this engagement. If the Client receives a notice from the IRS or any state or local taxing authority regarding an audit or examination, those services are not covered under this agreement and are subject to additional fees.

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Confidentiality:  All information you provide to us will be treated with the utmost confidentiality. We will not disclose your personal or financial information to any third party without your consent, unless required by law.

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Limitation of Liability:  Our liability is limited to the amount of fees paid for the specific tax services rendered. We are not liable for any loss or damages resulting from incomplete or inaccurate information provided by you, nor for any changes in tax law or tax rates after the return is filed.

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Tax Filing:  Once your tax return is completed, we will review it with you for accuracy. After your approval, we will file the return electronically unless otherwise requested.

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Term of Engagement:  This engagement will begin upon your agreement to the terms outlined in this letter and will terminate upon the completion of the tax filing for the relevant tax year, unless otherwise agreed.