Disclaimer
This document provides a standard outline for a service agreement related to income tax return preparation. It is intended solely for informational purposes and does not replace professional legal or accounting advice. Regulations and requirements may differ based on jurisdiction, and modifications might be necessary to ensure compliance. The use of this template is at the user’s own discretion, and no liability is assumed for errors, omissions, or consequences resulting from its implementation without consultation with qualified professionals.
Please note: This is a sample Tax Preparation Engagement Letter template, provided for informational purposes only. Specific terms may vary depending on individual arrangements and applicable laws.
Tax Preparation Engagement Letter Template
Parties Involved:
Tax Professional: ABC Tax Services, LLC
Address: 123 Finance Avenue, New York, NY 10001
Client: John Doe
Address: 456 Elm Street, New York, NY 10002
Scope of Services:
The tax professional will prepare federal and state income tax returns for the client for the tax year ending December 31, 2023, based on the information provided by the client and applicable laws.
Client Responsibilities:
The client agrees to provide all necessary documents and information needed for accurate tax return preparation in a timely manner and to review the completed returns for accuracy before submission.
Fees and Payment Terms:
The fee for services will be $500, payable upon completion of the tax return preparation. Additional charges may apply for complex tax situations or additional services.
Governing Law:
This agreement shall be governed by the laws of the State of New York. Any disputes shall be resolved within the courts of New York County.
Additional Provisions:
- The client agrees to authorize the tax professional to discuss the return with relevant authorities if needed.
- This engagement may be terminated by either party with written notice. Fees incurred will be payable for services rendered prior to termination.
- The tax professional will maintain confidentiality of all client information in accordance with applicable laws.
New York, ______________________
Jane Doe (Tax Professional)
John Doe (Client)