2022 Engagement Letter
We would like to thank you for this opportunity to work with you. This letter is to confirm and specify terms of our engagement. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.
We will prepare your 2022 federal and state income tax returns from information you furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask your clarification of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. Your use of such forms will assist in keeping pertinent information from being overlooked.
The standard tax preparation fee is strictly for tax return(s) preparation. If we need to organize individual receipts, or provide any extra service, this will be charged at our normal billing rate per hour or charged by task.
It is your responsibility to provide all the information required for the preparation of complete and accurate
returns. You should retain all the documents, and other data that form the basis of income and deductions.
Trucker Tax Service, Inc. may, at its option, for any reason, automatically file for an extension on behalf of Client to extend the tax return filing deadline. If Client has not provided all documentation necessary by April 1st for the preceding tax year, Trucker Tax Service, Inc. will most likely file an extension on behalf of Client.
Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such government tax examination or audit, we will be available upon request to represent you. You may be charged for time and expenses incurred.
Upon your understanding and agreement of this engagement letter, please sign below.
Very truly yours,
James K. O’Donnell
Trucker Tax Service, Inc.