Thank you for choosing Sure Business Essentials to assist you with your tax preparation for the requested year. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.
We will prepare your federal and state income tax returns as requested. We rely on you to provide the necessary information to prepare accurate and complete returns. Please be aware that the law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items, but we will not audit or otherwise verify the data you submit.
We will perform accounting services only as required to prepare your tax returns. Our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, if we discover any material errors, fraud, or illegal acts, we will inform you.
You acknowledge that all information provided to Sure Business Essentials is true and accurate to the best of your knowledge. You understand that it is your responsibility to maintain any supporting documentation to validate the information provided. Furthermore, you understand that knowingly providing false information on your tax return is illegal and may result in criminal penalties, including but not limited to court proceedings, restitution, and potential imprisonment. You waive Sure Business Essentials and the tax preparer of any liability for errors due to incorrect information provided by you. By signing below, you authorize Sure Business Essentials to file your tax return.
Additionally, by signing this form, you acknowledge that if you or your spouse owes a federal or government debt, such as IRS, child support, student loans, etc., you are still responsible for the tax preparation fees due to Sure Business Essentials at the time of service. If your federal refund is mailed to you, you remain responsible for the tax preparation fees as stated on your invoice. If, for any reason, you decide not to proceed with tax preparation services after the return is completed, you will be charged a $75 non-filing fee, payable immediately upon the decision not to file. If the fee is not paid immediately, you will be required to pay the full tax preparation fee as per the invoice attached to your tax return.
If tax preparation fees are not paid, Sure Business Essentials may take legal action to collect any unpaid fees, including reporting to credit bureaus. You also agree not to dispute the tax preparation fees for services rendered due to IRS delays.
Invoices are due and payable upon presentation. Your original records will be returned to you at the end of this engagement. You are responsible for securely storing these records, along with all supporting documents, canceled checks, etc., as they may be needed to prove the accuracy and completeness of your return. We will retain copies of your records and our work papers for three years, after which they will be destroyed. Paper copies of the tax return and other documents will be available for a fee.
Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing) or your signature and our subsequent submission of your tax return (if e-filing). If you choose not to e-file through our office, you will be solely responsible for filing the returns with the appropriate taxing authorities. Please review all tax-return documents carefully before signing them. By signing this agreement, you authorize Sure Business Essentials to file your tax return, understanding that we do not provide quotes for comparison with DIY tax software. Your signature from this document will be transferable to the forms 1040, 8879, 7216, and all other applicable forms in the finalized tax return for submission.
You also agree to receive text messages and emails from Sure Business Essentials regarding your tax return and future opportunities.
By signing this form, you agree that the bank account on file will be charged a processing fee of $100 in the following cases: (1) if your return is rejected due to having already filed or applied for a loan with another tax firm, or (2) if our office completes your return and you do not sign within 24 hours of being notified that your return is ready for signature. In this case, we will consider your return abandoned, assume you have filed elsewhere, and deactivate your return in our system.
To affirm that this letter accurately summarizes your understanding of the engagement, and to authorize Sure Business Essentials to file your tax return, please sign this letter in the space provided below.