Client Engagement Letter for Tax Preparation Services  

The Urban Consultants of Tulsa LLC

Email: Taxlady@Shinebrighttulsa.org

Tel: (918) 907 - 8925

Dear Valued Client,

This letter aims to outline the terms of our engagement with you and elucidate the nature and scope of the services we will provide as The Urban Consultants of Tulsa. To ensure a clear understanding of our mutual responsibilities, we kindly request all clients for whom returns are prepared to confirm the following arrangements.

By affixing your signature, you acknowledge and accept the terms and conditions specified in this letter.

We will diligently prepare your federal, state, and local income tax returns based on the information you furnish. While we do not conduct audits or verify the data submitted, there may be instances where we seek clarification on certain information. Guides will be provided to assist you in gathering the necessary information for accurate return completion. Please be aware that additional bookkeeping charges may apply if deemed necessary.

It remains your responsibility to provide all required information for the accurate preparation of returns. Retain all documents forming the basis of income, expenses, credits, and deductions, as they may be essential for proving accuracy and completeness to taxing authorities. We will retain a copy of all documents as a precaution, readily available if needed on your behalf.

Ultimately, you are accountable for filing your income tax returns. Therefore, carefully review and approve them before signing for IRS transmission.

Our services related to income tax return preparation do not encompass procedures to uncover defalcations or irregularities, if any exist. We will provide bookkeeping assistance as needed to facilitate your income tax return preparation.

Various penalties may be imposed for understating tax liability. For details on these penalties, please refer to the IRS website.

Your returns might undergo review by taxing authorities. Proposed adjustments by examining agents are subject to certain appeal rights. We offer optional audit protection at an additional cost.

By signing, you confirm understanding that this information is shared with the IRS and state tax authorities. Your tax preparer has advised that providing false and misleading information for income tax filing purposes is against the law and subject to penalties. Note that The Urban Consultants of Tulsa is only liable for errors and omissions on their part and responsible for interest and penalties, not the tax amount owed.

If you agree to the above conditions, please sign this letter in the indicated space. This letter applies to all tax returns prepared for you by our tax preparers.

We appreciate the opportunity to work with you.

Sincerely,

The Urban Consultants of Tulsa

Client Intake Sheet

Thank you for taking the time to complete our intake package. This information is crucial for accurate tax return filings. For new clients, please submit at least the prior year's tax return (preferably two) for comparison in your upcoming filing. Existing clients, kindly provide the information again to ensure our records are 100% accurate and up to date.

IRS compliance is paramount, and our commitment to securing every dollar you deserve is well-known to our returning clients.

IMPORTANT: Please be advised that our firm will request a valid government-issued photo identification during your engagement to comply with federal and state identity theft protection efforts.

Note: We utilize industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted, encrypted, and cannot be compromised.