1. Scope of Services:

The Preparer agrees to perform tax preparation services as described: [insert description of services including, if applicable, specific forms, schedules, and any additional services].

2. Client Responsibilities:

The Client agrees to provide all the necessary and accurate information required for the tax preparation. This includes, but is not limited to, income statements (e.g., W-2s, 1099s), deduction information, and any other pertinent financial information. The client agrees to be truthful, transparent, and accurate when providing the tax preparer information relevant to the preparation of tax returns. 

3. Preparer Responsibilities:

The Preparer agrees to perform services with competence and due diligence in accordance with the applicable laws and regulations.

4. Confidentiality:

The Preparer agrees to keep all Client information confidential and share it only with parties that have a legal or professional right to the information.

5. Electronic Filing:

If electronic filing is applicable, the Client agrees to provide the Preparer with the correct bank account information for any refund due or tax payment required.

6. Limitation of Liability:

The Preparer shall not be liable for any penalties, interest, or additional tax liability attributable to erroneous or incomplete information provided by the Client. The Preparer's liability for errors in the tax return shall be limited to [a specific financial amount or terms].

7. Additional Costs:

If additional work is necessary due to incorrect, incomplete, or late information from the Client, the Preparer reserves the right to charge additional fees, to be agreed upon by both parties.

8. Entire Agreement:

This document reflects the entire agreement between the Preparer and the Client. Any changes must be in writing and signed by both parties.