Subject: Tax Preparation Services Agreement
Dear [Client Name],
This letter serves as a contract between A Dart Financial Solutions (referred to as "Tax Professional") and [Client Name] (referred to as "Client") regarding the provision of tax preparation services. Both parties agree to the following terms and conditions:
1. Scope of Services:
Tax Professional agrees to provide tax preparation services to Client for the tax year mentioned in this agreement. The services will include, but are not limited to, preparing and filing the client's tax return(s), providing tax advice and support, and corresponding with the tax authorities on behalf of the client, if necessary.
2. Fees:
Client agrees to pay Tax Professional the agreed-upon fee for the tax preparation services rendered. The fee will be based on the complexity of the tax return(s) and any additional services requested by the client. The fee will be communicated to the client in writing before the commencement of the services.
3. Payment Terms:
Client agrees to pay the tax preparation fee in full upon completion of the tax return(s) and before the submission of the return(s) to the appropriate tax authorities. Payment can be made by cash, check, or any other mutually agreed-upon method.
4. Refund Offsets:
In the event that the client's tax refund is offset by the tax authorities or any other entity, Client agrees that they are still responsible for paying the tax preparation fees in full. The refund offset will not relieve the client of their obligation to pay the agreed-upon fee.
5. Confidentiality and Data Capture:
Client acknowledges that Tax Professional may capture and store sensitive data, such as personal ID, government ID, social security number (SSN), and other information necessary for tax preparation purposes. Tax Professional will handle and protect this information in accordance with applicable laws and regulations. Client consents to the capture and use of this data for the purpose of preparing and filing the tax return(s) and, if required, sharing it with the IRS in the event of an audit.
6. Responsibilities:
By signing below, Client acknowledges that they have read and understood their responsibilities and the responsibilities of A Dart Financial Solutions in the tax return process. Client affirms that all the information provided is accurate and true. Client further acknowledges that they have read and agreed to the terms and conditions and privacy policy of A Dart Financial Solutions.
7. Audit Documentation:
In the event of an audit by the IRS, Client agrees to provide substantial documentation to support the tax return(s) prepared by A Dart Financial Solutions. It is the responsibility of the client to maintain and provide relevant documentation upon request.
8. Term and Termination:
This agreement shall remain in effect for the tax year mentioned in this agreement. Either party may terminate this agreement by providing written notice to the other party. In the event of termination, the client will be responsible for paying any fees incurred up to the date of termination.
9. Governing Law and Jurisdiction:
This agreement shall be governed by and construed in accordance with the laws of [State]. Any disputes arising out of or in connection with this agreement shall be subject to the exclusive jurisdiction of the courts of [State].
Please review the terms and conditions outlined in this agreement carefully. If you agree to these terms, please sign and return a copy of this agreement to our office. Upon receipt of the signed agreement, we will proceed with the tax preparation services.
Thank you for choosing A Dart Financial Solutions for your tax preparation needs. If you have any questions or require further clarification, please do not hesitate to contact us.
Yours sincerely,
Ariesa John
Owner
A Dart Financial Solutions