Personal Engagement Letter 2023 Logo
  • 801 W. FIREWEED LANE, STE 202 ANCHORAGE, AK 99503

  • This letter is to confirm and specify the terms of the engagement between Bassler & Redick CPAs, LLC and you and to clarify the nature and extent of our services.

    We will prepare your 2023 federal income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will not prepare or advise on sales tax returns with this engagement letter. State income tax returns will be prepared as requested through our client checklist. 

    Unless you instruct us otherwise at least 45 days prior to the April 15, 2025 tax filing deadline, we will file an extension for your 2024 federal income taxes. An extension postpones the filing deadline, but does not postpone the payment deadline.

    It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them. We will retain copies of your returns for three years.

    Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defects, theft, fraud, and/or irregularities. We will render such accounting and bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

    The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please contact us. 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, we will be available upon request to represent you and will render additional invoices for the time and expenses incurred. In the event of any government tax notices, we will be available upon request to represent you and will render additional invoices for the time and expenses incurred.

    Tax return preparation begins at a base fee of $575 with an additional hourly rate of $225 per hour. Adjustments for fees may be made based on the complexity of the return; an hourly invoice for tax preparation will not be provided. Tax returns for dependent children will start at $250. Additional charges may apply for direct expenses including, but not limited to, postage, efiling fees, software fees.

    Your original tax preparation documents must be picked up at our office upon completion of your tax return. Original documents not picked up by November 15 will be returned to you via certified mail; a bill for postage and handling will be included. Handling fee is no less than $30. All invoices are due and payable upon presentation. Invoices not paid within 45 days of presentation will be assessed monthly interest of 3%. We reserve the right to outsource to third parties domestically and internationally.

    Bassler & Redick CPAs will not prepare Beneficial Ownership Information Report filings.

  • CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

    Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

    You are not required to complete this form. Because our ability to disclose your tax return information to another tax return preparer affects the tax preparation services that we provide to you and its cost, we will decline to provide you with tax preparation services if you do not sign this form. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

    This consent to disclose may result in your tax return information being disclosed to a tax return preparer located outside the United States, including your personally identifiable information such as your Social Security number ("SSN" Both the tax return preparer in the United States that will disclose your SSN and the tax return preparer located outside the United States which will receive your SSN maintain an adequate data protection safeguard (as required by the regulations under 26 U.S.C. Section 7216) to protect privacy and prevent unauthorized access of tax return information. If you consent to the disclosure of your tax return information, Federal agencies may not be able to enforce U.S. laws that protect the privacy of your tax return information against a tax return preparer located outside of the U.S. to which the information is disclosed.

    Bassler & Redick CPAs, LLC, a U.S.- based firm may disclose your tax return information to our employees who are located outside the U.S. The information disclosed may include information furnished to for or in connection with the preparation of your tax return(s); information derived or generated by Bassler & Redick CPAs, LLC from the information furnished; and/or tax return information associated with prior years' returns in the possession of Bassler & Redick CPAs. The information disclosed may also include all information contained within your tax return(s); if you wish to request a more limited disclosure of your tax return information you must inform Bassler & Redick CPAs.

  • CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION - SIGNATURE

    If you would like to agree to allow Bassler & Redick CPAs, LLC to disclose your tax return information to the employees outside the United States (Kortney Redick) and Stephanie Arenas Vargas, initial next to the authorization declaration below and sign and date this consent to the disclosure of your 2023 tax return information.

    ,authorize Bassler & Redick CPAs, LLC to disclose my tax return information for tax year 2023 and prior years:

  • If the foregoing fairly sets forth your understanding of the terms of this tax preparation engagement, please sign the enclosed copy of this letter in the space indicated and return it to our office. We want to express our appreciation for this opportunity to work with you.

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