Dear Taxpayer,

Thank you for the opportunity to work with you in preparing your income tax returns. To ensure a complete understanding of our professional relationship, please take a moment to review the following information:

Preparation Basis

We will prepare your income tax returns based solely on the information you provide. Upon completion, we will return your original tax documents. While our office may retain scanned copies for records, you should keep all supporting documentation, including but not limited to:

Receipts for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use.
Bank and credit card statements.
These documents are necessary for tax audits or examinations. Retain them for at least five years after filing.

Limitations

Our work does not include identifying errors, irregularities, or illegal acts in the provided documents.
We will make reasonable judgments on unclear tax laws and aim to take favorable positions unless instructed otherwise.
Exclusions

Our services do not cover payroll, sales, excise, property taxes, or compliance with Federal, State, or Local business laws unless agreed upon in writing.

Fees and Payment

Our charges are on a per form basis, reflecting time spent and related expenses.
Full payment is required upon completion and before releasing your tax return.
Payment will be autodrafted using the payment information you provide. If payment fails after three attempts, the account will be placed in credit collections, and you will be responsible for any associated fees or legal costs incurred during the collection process.

In cases where fees remain unpaid, and legal action is necessary, you may be responsible for legal costs incurred.
Estimates will be provided when possible, but fees may change based on circumstances.

Completion Process

Upon payment, we will provide:
Copies of your returns.
E-file signature authorizations and applicable payment vouchers.
Your Responsibility: Review your returns carefully and notify us of any corrections.
Tax returns will not be transmitted without signed authorization.

Audit Representation

Audit/examination representation is not included in the tax preparation fee.
You may opt for Audit Maintenance Protection for $99.99.

If business income or a business loss is included on your tax return AUDIT PROTECTION IS REQUIRED.

Termination Policy

If you terminate our engagement before completion, we reserve the right to invoice for time and expenses incurred.

Privacy Policy

We safeguard your personal information and will not disclose it outside our firm.
Limited use of your information (e.g., newsletters or holiday greetings) may occur with your consent.

Acknowledgment
By signing below, you agree to the terms outlined in this engagement letter and authorize First Choice Tax Services to prepare your income tax returns.