• "Your Tax Angels"

    1600 4th Ct. W., Suite 206-A, Birmingham, AL 35208

    Phone: (205)264-1456

  • Engagement Letter for Individual Tax Return Preparation

    This letter is to inform you, the taxpayer, of the services we will provide you, and the responsibilities you have for preparation of your tax return.

  • Tax Return Preparation

    • We will prepare your *l and state tax returns based on information you provide. Services for preparation of your return do not include auditing or verification of information provided by you.
    • This engagement does not include any audit or examination of your books or records. In the event your return is audited, you will be responsible for verifying the items reported.
    • The tax return preparation fee does not include bookkeeping.
    • Fees charged for tax return preparation do not include audit representation or preparing materials to respond to correspondence from taxing authorities.
    • Preparation fees do cover limited assistance and consultation during the year.
    • The engagement to prepare your * tax returns terminates upon delivery of your completed returns and original documents to you. Please store your supporting documents and copies of your tax returns in a secure place for at least seven years. You may be assessed a fee if you request a copy in the future.  

  • Taxpayer Responsibilities

    • You agree to provide us all income and deductible expense information. If you receive additional information after we begin working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.
    • You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we will ask to review your documentation.
    • You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.
    • You must review the return carefully before signing to make sure the information is correct.
    • Fees must be paid before your tax return is delivered to you or filed for you. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for preparation of late returns. If you are entitled to a tax refund and you choose to have your tax preparation fees, e-filing fees, and any other applicable fees deducted from your tax refund, and your refund is reduced, delayed, or entirely intercepted due to a federal, state, or other authorized offset, you remain fully responsible for payment of all fees owed to our firm.

  • Signatures

  • By signing below, you acknowledge that you have carefully read this Agreement, understand its terms, and agree to fulfill your responsibilities and obligations as outlined herein. You further acknowledge and understand our responsibilities and scope of services in the preparation of your tax return(s). If a joint return is being filed, both taxpayers are required to sign this Agreement.

    You further authorize us to charge and collect any unpaid tax preparation fees, e-filing fees, bank processing fees, and any other amounts due from the bank account(s), debit card(s), and/or credit card(s) that you have provided and maintain on file with us. In the event your tax refund is reduced, delayed, or intercepted due to a federal, state, or other authorized offset, any resulting unpaid balance shall become immediately due and payable upon notice from our office. By signing below, you expressly authorize us to process payment for such outstanding balance using the payment methods on file.

  • Date*
     / /

  • Privacy Policy.

    The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, work- sheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the perfor- mance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized ac- cess. Please contact us with any questions regarding our privacy policy.

  •  
  • Should be Empty: