Dear Client,
I am pleased to have the opportunity to assist you with your tax-related matters. This letter outlines the scope of our engagement, the responsibilities of both parties, and the terms under which I will provide my services.
1. Scope of Services
As an tax preparer, I am authorized to provide you with the following services, Tax preparation, tax planning, and other tax matters. The specific services I will provide include:
· Tax Preparation: I will prepare and file your individual/business tax returns for the tax year.
· Tax Planning: I will provide tax planning advice to minimize tax liabilities and maximize deductions and credits, if applicable.
Any services outside the scope of this engagement, such as specialized consulting, will require a separate agreement and are billed at $150 per hour.
2. Client’s Responsibilities
You, as the client, agree to provide me with complete, accurate, and timely information necessary for the preparation and filing of your tax returns. This includes all supporting documents and records for income, deductions, credits, and other items relevant to your tax situation.
· Accuracy of information: you affirm that all information provided for the preparation of your tax returns is truthful, accurate, and complete to the best of your knowledge. You acknowledge that it is your responsibility to ensure the information you provide is correct and that you will inform us promptly of any changes or additional information that may impact the tax returns.
· Timeliness: to be filed timely – for corporate returns ALL information must be submitted to me by March 10th. For personal returns ALL information must be submitted to me by April 10th.
You understand that the accuracy of your tax returns is essential and that any omissions, misstatements, or falsifications may result in penalties, interest, or other legal consequences.
3. My Responsibilities
I will use my professional judgment, skills, and expertise to prepare your tax returns in accordance with applicable tax laws and regulations. I will make reasonable efforts to ensure that the returns are filed in a timely manner.
4. Fees and Payment Terms
My fees for services rendered will be based on the complexity of the work involved. Personal tax return prices will start at $150 for simple returns and $350 for self-employment or complex returns (any time there are forms 1099 present). S-corporation and Partnership return prices will start at $500. Prices will go up based on all information in tax return and an accurate price can only be quoted after all information is submitted.
5. Confidentiality
I am committed to maintaining strict confidentiality. All information you provide to me will be used solely for the purpose of preparing your tax returns and providing tax-related services.
6. Termination of Engagement
Either party may terminate this engagement at any time by providing written notice. If the engagement is terminated, you will be responsible for payment for any services rendered up to the date of termination.
7. Limitation of Liability
My liability for any errors, omissions, or mistakes made during the performance of services will be limited to the amount of fees paid for the specific service at issue. I will not be responsible for any indirect, consequential, or punitive damage.
8. Acknowledgment and Agreement
By signing below, you acknowledge that you understand and agree to the terms of this engagement letter, including your responsibility to provide truthful and accurate information for all tax returns.
If you have any questions regarding this engagement or the services I will provide, please do not hesitate to contact us.
I look forward to working with you and assisting with your tax-related needs.
Sincerely,
Ruslan Akhmadullin
I am pleased to have the opportunity to assist you with your tax-related matters. This letter outlines the scope of our engagement, the responsibilities of both parties, and the terms under which I will provide my services.
1. Scope of Services
As an tax preparer, I am authorized to provide you with the following services, Tax preparation, tax planning, and other tax matters. The specific services I will provide include:
· Tax Preparation: I will prepare and file your individual/business tax returns for the tax year.
· Tax Planning: I will provide tax planning advice to minimize tax liabilities and maximize deductions and credits, if applicable.
Any services outside the scope of this engagement, such as specialized consulting, will require a separate agreement and are billed at $150 per hour.
2. Client’s Responsibilities
You, as the client, agree to provide me with complete, accurate, and timely information necessary for the preparation and filing of your tax returns. This includes all supporting documents and records for income, deductions, credits, and other items relevant to your tax situation.
· Accuracy of information: you affirm that all information provided for the preparation of your tax returns is truthful, accurate, and complete to the best of your knowledge. You acknowledge that it is your responsibility to ensure the information you provide is correct and that you will inform us promptly of any changes or additional information that may impact the tax returns.
· Timeliness: to be filed timely – for corporate returns ALL information must be submitted to me by March 10th. For personal returns ALL information must be submitted to me by April 10th.
You understand that the accuracy of your tax returns is essential and that any omissions, misstatements, or falsifications may result in penalties, interest, or other legal consequences.
3. My Responsibilities
I will use my professional judgment, skills, and expertise to prepare your tax returns in accordance with applicable tax laws and regulations. I will make reasonable efforts to ensure that the returns are filed in a timely manner.
4. Fees and Payment Terms
My fees for services rendered will be based on the complexity of the work involved. Personal tax return prices will start at $150 for simple returns and $350 for self-employment or complex returns (any time there are forms 1099 present). S-corporation and Partnership return prices will start at $500. Prices will go up based on all information in tax return and an accurate price can only be quoted after all information is submitted.
5. Confidentiality
I am committed to maintaining strict confidentiality. All information you provide to me will be used solely for the purpose of preparing your tax returns and providing tax-related services.
6. Termination of Engagement
Either party may terminate this engagement at any time by providing written notice. If the engagement is terminated, you will be responsible for payment for any services rendered up to the date of termination.
7. Limitation of Liability
My liability for any errors, omissions, or mistakes made during the performance of services will be limited to the amount of fees paid for the specific service at issue. I will not be responsible for any indirect, consequential, or punitive damage.
8. Acknowledgment and Agreement
By signing below, you acknowledge that you understand and agree to the terms of this engagement letter, including your responsibility to provide truthful and accurate information for all tax returns.
If you have any questions regarding this engagement or the services I will provide, please do not hesitate to contact us.
I look forward to working with you and assisting with your tax-related needs.
Sincerely,
Ruslan Akhmadullin
