Letter of Engagement
Dream HR Consultants
Dear Client,
Thank you for choosing Dream HR Consultants to assist with the preparation of your tax returns. This letter confirms the terms of our engagement and outlines the nature and extent of the services we will provide.
1. Scope of Engagement
We will prepare your requested federal and state income tax returns. Our work is based on the information you provide, and it is your responsibility to ensure that this information is complete and accurate.
We may request clarification of certain items but will not audit, verify, or independently investigate the data you submit.
Please note that the law imposes penalties on taxpayers who underestimate their tax liability.
Our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, we will inform you of any material issues we discover during preparation.
2. Client Responsibilities
You must provide all necessary information and maintain supporting documentation to substantiate your tax return.
Knowingly providing false or incomplete information may subject you to penalties, restitution, or imprisonment under federal law.
You agree to hold Dream HR Consultants and your assigned preparer harmless from any errors resulting from incomplete, false, or inaccurate information provided by you.
3. Fees and Payment
Tax preparation fees are due at the time of service and are non-refundable.
If you and/or your spouse owe any federal/government debt (e.g., IRS, child support, student loans), you remain responsible for payment of tax preparation fees regardless of any offset to your refund.
If your refund is delayed or mailed directly by the IRS, you are still responsible for full payment of preparation fees as stated on your invoice.
Failure to pay may result in legal action to recover unpaid fees. You also agree not to dispute fees for services rendered due to IRS processing delays.
4. Record Retention
We will return your original records at the conclusion of this engagement. You are responsible for keeping these records, along with all supporting documents, for your files.
We will retain copies of your records and work papers for three (3) years, after which they will be destroyed. Paper copies of tax returns or additional documents may be requested for a separate fee.
5. Filing Responsibilities
Our engagement concludes with the delivery of your completed returns (if paper filing) or with your signature and our e-filing of your returns.
If you do not elect to e-file with our office, you remain solely responsible for filing your tax returns with the IRS or state agencies.
You must carefully review all tax-return documents before signing.
By signing this agreement, you authorize Dream HR Consultants to:
File your federal and state income tax returns, and
Apply your signature to IRS Forms 1040, 8879, 7216, and any other applicable forms included in your finalized return.
6. Acknowledgment
I acknowledge that I have read and understand the terms of this engagement letter. I agree to comply with these terms and authorize Dream HR Consultants to prepare and file my tax return(s).
Agreement & Authorization
To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Dream HR Consultants to prepare and file your tax return. You also acknowledge that this engagement is not for the purpose of providing a quote, but for the preparation and filing of your return.
By signing below, you authorize Dream HR Consultants to apply your signature from this document to the finalized tax return and all applicable IRS forms (including but not limited to Forms 1040, 8879, and 7216).