Engagement Letter
Thank you for choosing Platinum Financial Inc to assist you with your 2022 tax return. 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 2022 federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify data you submit. We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover. The law imposes penalties when taxpayers underestimate their tax liability. Please call us if you have concerns about such penalties. Our fee will be based on a per form basis, but may be adjusted manually due to other variables. Invoices are due and payable upon presentation. In the event you incur IRS or FMS debt, you are still held responsible to pay your tax preparation fees. To the extent permitted by state law, an interest charge, debt collection, and a report to the three bureaus may be added to all accounts not paid within thirty (30) days. We will return your records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed. Our engagement to prepare your 2022 tax returns will conclude with the delivery of the completed returns to you (if paper filing) of your signing, and the subsequent submittal, of your return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file returns with the appropriate taxing authorities. Review all tax return ocuments carefully before signing them. To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign this letter in the space indicated below and return this Confidential Financial Profile form along with all supporting documents via email, fax or mail. We value your business and appreciate your confidence in us. Please call if you have any questions.
Sincerely,
Valeria Hernandez