PERSONAL INCOME TAX RETURN ENGAGEMENT LETTER

PERSONAL INCOME TAX RETURN ENGAGEMENT LETTER
January 2024

Dear Client(s):

TaxPro 305, LLC is pleased to provide you with the professional services described below. This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. We will perform our services in accordance with the Statements on Standards for Tax Services issued by the Internal Revenue Service.

Scope of Engagement
We will prepare your Federal, and home state income tax if applicable, return(s) for you for the 2023 Tax Year from information that you provide to us. We will also prepare any other State income tax return(s) that you identify and authorize us to prepare. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify some of the information.

Client Responsibilities
We will provide you with an income tax organizer or tax information checklist to help you gather and document the information we will need to prepare your income tax return(s). We ask that you complete the tax organizer/checklist and provide us with all supporting tax information (i.e. Forms W-2, 1099's, etc.)

You are responsible for determining your state or local tax filing obligations with any state or local tax authority, including, but not limited to, income, franchise, sales and use, and property taxes. If you ask us to prepare these return(s) additional charge(s) for those services will apply. You should retain all documents that provide evidence and support for your reported income and deduction(s) on your return(s). You are responsible for the adequacy and accuracy of all such documents. You may need to provide these documents to a taxing authority to substantiate the accuracy and completeness of the return(s).

You have the final responsibility for the accuracy and filing of your income tax return(s). Accordingly, please check them carefully for accuracy before you sign your tax return(s).

Should any government agency or creditor have first rights to your tax refund for account(s) in default, you will be responsible to pay for tax preparation fees at the time that filing is completed and/or refund is scheduled to be released. Preparation fees not paid are subject to late fees at 1.5% per month and collection fees/reasonable attorney fees.

TaxPro 305, LLC Responsibilities
All services performed in connection with the preparation of your income tax return(s) will be performed in our office located in Hialeah, FL 33015.

We will prepare your return(s) based on your filing status (single, married filing jointly, married filing separately, head of household or qualifying widow[er] with dependent child). If your marital status has changed, you want to change your filing status, or you have questions about your filing status, please advise us.
I have read and understand the above mentioned: Initials*
Date*

MonthDayYear
Date
PERSONAL INCOME TAX RETURN ENGAGEMENT LETTER (continued)
Business (Schedule C), Rental (Schedule E) and Unreimbursed Employee Business Expenses (Form 2106):

Unless otherwise advised, you confirm that expenses such as meals, travel, entertainment, vehicle use, gifts, and related expenses for your business are supported by necessary records required by the Internal Revenue Service (“IRS”). At your request, we are available to answer your question(s) and advise you on the types of record(s) required.

We will use our judgment to resolve questions in your favor where a tax law is unclear if there is reasonable and legal justification for doing so. Whenever we are aware that a possibly applicable tax law is unclear or that there are conflicting interpretations of the law by authorities (e.g., IRS and courts), we will explain the possible positions that may be taken on your return. We will follow whatever position you request, so long as it is consistent with the current codes and regulations and their interpretations. If the IRS or State tax authorities should later contest the position taken, there may be an assessment of additional tax, interest, and penalties. We assume no liability for any such additional tax(es), interest, and penalties or other fee(s) and assessment(s).

Our work in connection with your income tax return(s) does not include any procedures designed to discover fraud, theft, or other irregularities, should any exist.

Our engagement does not include tax planning services, which are available as a separate engagement. During the course of preparing the Tax Return(s) identified above, we may bring to your attention certain available tax saving strategies for you to consider as possible means of reducing your income taxes in subsequent tax years. However, we have no responsibility to do so, and will take no action with respect to any such recommendations, as the responsibility for implementation remains with you, the Tax Payer.

This engagement does not include responding to inquiries by any governmental agency or tax authority. If your tax return is selected for examination or audit, you may request that we assist you in responding to such inquiry. In that event, we would be pleased to discuss providing assistance to you under the terms of a separate engagement letter for that specific purpose.

We appreciate the opportunity to service you. Please sign and date the enclosed copy of this engagement letter to acknowledge your agreement with its terms. It is our policy to initiate services after we receive the signed copy of this engagement letter from you.

Best Regards,

TaxPro 305, LLC

I have read and understand the contents of this Letter of Engagement.

ACCEPTED BY:
Client Name*
Signature*

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Spouse's Name, If Applicable
Signature*

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Date*

MonthDayYear
Date
INTERVIEW FORM
**PLEASE COMPLETE ALL INFORMATION REQUESTED ON ALL FORMS APPLICABLE TO YOUR TAX RETURN
Full name as it appears on social security card*

First NameLast Name
Social Security #*
Date of birth*

MonthDayYear
Date
Home Phone #
Cell #*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
IRS pin # (if applicable)
Spouse name as it appears on social security card

First NameLast Name
Spouse social security #
Spouse date of birth

MonthDayYear
Date
Spouse Cell #
Spouse Email
example@example.com
Spouse IRS pin #
Filing Status

SingleHead of HouseholdMarriedMarried Filing Separately
Was everyone on your Tax Return covered by Health Insurance for all 12 months of the year?

YesNo
Did you receive any income from Unemployment, Gambling, Retirement, Stocks, Etc.?

YesNo
Are you currently in default for a Student Loan , Child Support and/ or IRS Debt?

YesNo
Banking information*

checking accountsavings account
Bank Routing #*
Bank Account #*
Bank Name
EARNED INCOME CREDIT FORM
Name of Taxpayer*
Social Security # of Taxpayer*
Spouse name
Spouse social security#
Dependent #1 (name as it appears on social security card)

First NameLast Name
Dependent #1 date of birth

MonthDayYear
Date
Dependent #1 releationship to Taxpayer

SonDaughterGrandchildBrotherSisterNieceNephewStepchildFoster childAdopted child
Dependent #1 social security #
If 19-23 yrs old, does he or she attend school?

YesNo
Does the dependent live with Taxpayer?

YesNo
If so, how many months out the year 2023
Dependent #2 (name as it appears on social security card)

First NameLast Name
Dependent #2 date of birth

MonthDayYear
Date
Dependent #2 relationship to Taxpayer

SonDaughterGrandchildBrotherSisterNieceNephewStepchildFoster childAdopted child
Dependent #2 social security #
If 19-23 yrs old, does he or she attend school?

YesNo
Does the dependent live with Taxpayer?

YesNo
If so, how many months out the year 2023
Dependent #3 (name as it appears on social security card)

First NameLast Name
Dependent #3 date of birth

MonthDayYear
Date
Dependent #3 relationship to Taxpayer

SonDaughterGrandchildBrotherSisterNieceNephewStepchildFoster childAdopted child
Dependent #3 social security #
If 19-23 yrs old, does he or she attend school?

YesNo
Does the dependent live with Taxpayer?

YesNo
If so, how many months out the year 2023
Taxpayer Signature:
Signature*

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Date*

MonthDayYear
Date
Taxpayer Spouse's Signature:
Signature

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Date

MonthDayYear
Date
DEPENDENT CARE CREDIT FORM
Name of Taxpayer
Name of Spouse
Dependent #1 full name
Relationship to Taxpayer
Dependent #2 full name
Relationship to Taxpayer
Dependent #3 full name
Relationship to Taxpayer
Care at Home Individual's social security #
Care at Business Agency's EIN #
Name of Person providing care
Address
City
State
Zip
Name of Business providing care
EIN #
Address
City
State
Zip
AMOUNT PAID IN TAX YEAR 2023
Receipt(s) Attached

YesNo
By my signature herein below, I state under penalty of perjury that the information I have provided above is true and correct. If I did not supply a copy of receipt/proof of expense to tax specialist (preparer), if requested by the IRS, I can provide through contacting the person or institution listed above. I am providing this information for the purpose of filing my 2023 Tax Return to claim Dependent Care Credit.
Taxpayer Signature*

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Date*

MonthDayYear
Date
Taxpayer's Spouse

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Date

MonthDayYear
Date
EDUCATION DEDUCTION
Name of Taxpayer*
Name of Student Enrolled*
Student enrolled is:

TaxpayerSpouseDependent
Name of School*
School Address
If 1098-T is not provided, please explain why:
Semester(s) attended

SpringSummerFallFull time
How many years of college/postsecondary education completed by student:

None1234 or more
Tuition paid out of pocket*
Amount received in Grants
Amount received in Scholarships
Item #1
Amount paid #1
Item #2
Amount paid #2
Item #3
Amount paid #3
Item #4
Amount paid #4
By my signature herein below I state under penalty of perjury that the information I have provided above is true and correct. If I did not supply a copy of receipt(s)/proof of expense(s) to tax specialist (preparer), and if requested by the IRS, I can provide the information through contacting the institution listed above. I am providing this information for the purpose of the filing of my 2023 tax return to claim Lifetime Learning /American Opportunity Credit and / or Education Deduction.
Signature*

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Date*

MonthDayYear
Date
Signature

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Date

MonthDayYear
Date
Business Expense Worksheet

Below enter business information as well as oncome/expenses
Your Business Name*
Company Profession*
Company EIN*
Tax year*
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Entity type:

Form 1040 (Schedule C on personal tax return)Form 1120Form 1120sForm 1065
Income from sales
Income from loans
Income from owner (funds from personal account deposited into business account)
Advertising
Auto payments
Bank fees
Business releated expense
Insurance
Materials / Supplies
Meals and entertainment
Office expense
Parking fees and tolls
Phone expense
Rent
Repairs and maintenance
Shipping and postage
Subscriptions and dues
Training / education / seminars
Travel
Utilities
Item description #1
Item #1 amount
Item description #2
Item #2 amount
Signature*

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Date*

MonthDayYear
Date
UBER / LYFT / DOORDASH / INSTACART / ETC / DEDUCTION WORKSHEET
Income (not listed on 1099(s) form(s)
Third part fees
Fuel
Cell phone
Parking fees and tolls
Auto payments
Auto insurance
Auto maintenance
Auto repairs
Auto detailing
Registered tag
Item #1
Item #1 amount
Item #2
Item #2 amount
Item #3
Item #3 amount
Item #4
Item #4 amount
Item #5
Item #5 amount
Item #6
Item #6 amount
Item #7
Item #7 amount
Signature*

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Date*

MonthDayYear
Date
Rental Property Worksheet
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Number of days rented*
Number of days for personal use*
Rental Income
Advertising
Auto and travel
Cleaning and mantenance
Commissions
Insurance
Legal / professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Taxes
Utilities
Item #1
Item #1 amount
Item #2
Item #2 amount
Item #3
Item #3 amount
Item #4
Item #4 amount
Signature*

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Date*

MonthDayYear
Date
Should be Empty:

PERSONAL INCOME TAX RETURN ENGAGEMENT LETTER

INTERVIEW FORM

**PLEASE COMPLETE ALL INFORMATION REQUESTED ON ALL FORMS APPLICABLE TO YOUR TAX RETURN

EARNED INCOME CREDIT FORM

Taxpayer Signature:

Taxpayer Spouse's Signature:

DEPENDENT CARE CREDIT FORM

EDUCATION DEDUCTION

Business Expense Worksheet

UBER / LYFT / DOORDASH / INSTACART / ETC / DEDUCTION WORKSHEET

Rental Property Worksheet