LETTER OF ENGAGEMENT TO PREPARE TAX RETURN
The undersigned person(s) has authorized The Tax Source Group, LLC (TSG) or any authorized representative of TSG to prepare their federal and/or state tax return(s) TSG claims no responsibility for the tax return(s) other than preparing the said return(s) The accuracy of the return(s) will be directly related to the information that you, the taxpayer(s), provide TSG or any authorized representative of TSG. The information received by TSG will be used in compliance with the rules and regulations of the Internal Revenue Service.
Two forms of identification such as a social security card or a form with picture identification should be presented to the preparer during services. We will gladly key your check-stub information for estimates ONLY. You must provide our office with the appropriate documents such as a W-2, 1099, 1098, childcare information, college student, mortgage information, etc., for your tax return to be properly e-filed to the IRS. We will supply you with a copy of your tax return and advise you to keep it in a safe and secure place in case it is needed. We will not be able to provide you with another copy once the office has closed for the tax season. You will have to contact the IRS to receive additional copies at that time.
In the event of an electronic filed tax return refund, anticipated loan, etc., TSG makes no claim or guarantees regarding the time for expected delivery. All dates and/or responsibility LETTER OF ENGAGEMENT TO PREPARE TAX RETURN is limited to the preparation of the return for electronic transmission. After electronic transmission, any delays caused by the IRS, Bank(s) and/or any other government agency involved are not the responsibility of TSG.
By signing this Letter of Engagement, to prepare your Tax Return(s), you have agreed to fully compensate and authorize TSG to prepare your tax return(s For payment of services rendered, it is to be electronically deducted from your refund. The taxpayer(s) is/are fully responsible for any unpaid balance. Any outstanding balance must be paid in full during the time of services rendered. The taxpayer(s) will be responsible for any and all fees and expenses, including collection, attorney fees, damages, court cost and interest that may incur in TSG collecting the unpaid debt. TSG will have the right to report to any Credit Reporting Agency using any information provided.