Hometown Tax Service Tax Preparer Engagement Letter

"Thank you for choosing Hometown Tax Service to assist you with your tax preparation needs. This engagement letter outlines the terms, nature, and scope of the services we will provide and serve as confirmation of our mutual agreement."

Client's Name

First NameLast Name

Client's Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Client's Email Address

example@example.com

Client's Phone Number

Please enter a valid phone number.

Client's Business Name (if applicable)

Who is preparing your taxes?

Tiffany GravesJoycelyn FittsJasmine BrooksFelisha Grant

Preparer's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Preparer's Phone Number*

Please enter a valid phone number.

PREPARE'S EMAIL ADDRESSES

TGRAVES@FILEWITHHTS.COMJHAWKINSFITTS@FILEWITHHTS.COMJBROOKS@FILEWITHHTS.COMFGRANT@FILEWITHHTHS.COM

Services to be Provided:

"We will prepare your federal and state returns for the tax year 2025 based solely on the information you provide. It is your responsibilty to ensure that the information is accurate, complete and submitted in a timely manner. We will not independently verify or audit the data provided. Our services do not include legal or financial advice, and we are not responsible for detecting fraud or errors. Additionally, we are not liable for any penalties or interest resulting from omissions, inaccuracies, or delays in information you provide."

Confidentiality:

"Both parties agree to maintain the confidentiality of any sensitive information exchanged during the course of the engagement, in compliance with applicable laws and regulations, including but not limited to the Gramm-Leach-Bliley Act and IRS Circular 230. We will not disclose any information without your written consent, except as required by law."

Term of Agreement:

"This agreement shall remain in effect for the duration of the tax preparation engagement, beginning on January 2, 2025 and ending upon completion of the services. The engegment is considered completed once the tax returns are prepared, filed, and accepted by the IRS and applicable state agencies, or when the completed returns are delivered to the client if they choose to file themselves. If an extention is requested, this agreement will cover the extention only; further services may be require a new agreement. Any amendments to this agreement must be in writing and agreed upon by both parties."

Termination:

"Either party may terminate this agreement with written notice to the other party. In the event of termination, the client agrees to pay for any services rendered up to the date of termination. This agreement may be terminated immediately if either party breaches its terms or if the client provides fraudulent or incomplete information. Any fees paid prior to termination are non-refundable at the discretion of the preparer unless otherwise agreed in writing."

Governing Law:

"This agreement shall be governed by and construed in accordance with the laws of this present county and state where the preparer's principle office is located. Any disputes arising under this agreement shall be subject to the exclusive jurisdiction of the courts within that jurisdiction."

Fees and Payment:

"Our fees for tax preparation services will be based on the complexity of your returns and payment is due upon completion of the services. Additional charges may apply for consultations or ammendments and back taxes. Fees are non-refundable once services are completed. If payment is not received upon completion, the preparer reserves the right to charge late fees or pursue collection. Payment plans or upfront fees may be required for certain services and will be discussed in advance."

Client's Responsibilities

You agree to:

"You agree to provide all necessary documents, such as W-2s, 1099s, receipts, and any other supporting materials required for the preparation of your tax return. You must notify us promptly of any changes to your personal or finacial situation, including martial status, dependents, or additonal income. It is your responsibility to ensure the information you provide is accurate, complete, and submitted in a timely manner. Failure to provide neccessary information or meet deadlines may result in delays, additonal fees, or penalties imposed by the IRS or state agencies."

Our Responsibilities

We will:

"Prepare your tax returns based on the information you provide and use our professional knowledge to apply current tax laws to minimize your tax liability within legal bounds. We will return all orgininal documents to you after the completion of your return. We will keep copies of your tax records for our files as required by law.

While we strive for accuracy, our services do not include an audit or verification of the information that you provided. Additionally, we are not responsible for errors or penalties arising from incomplete, inaccurate, or misleading information supplied by you."

Refund Anticipation / Bank Products Clause:

“If you choose a refund transfer, refund advance, or other bank product, you understand these services are provided through our partner bank and may involve separate fees disclosed before filing.”

Dispute Resolution :

“Any disputes will first be subject to mediation before legal remedies are pursued

Acknowledgement and Agreement

By signing below, you acknowledge that you have read, understood, and agree to the terms and conditions outlined in this agreement. You further acknowledge that you have had the opportunity to ask questions and seek clarification on any aspects of this agreement before signing, and that you voluntarily consent to the terms as stated."

Signature

Date

Client Engagement Letter