Letter of Engagement
Thank you for choosing Elite Tax Group to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.
We will prepare your requested federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.
We will perform accounting services only as needed to prepare your tax returns.
Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.
I acknowledge that all information provided to Elite Tax Group is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Elite Tax Group and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Elite Tax Group to file my tax return.
I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Elite Tax Group at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Elite Tax Group will take legal action to collect the unpaid tax preparation fees. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.
Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.
Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. You agree to allow Elite Tax Group to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1065,1120s, and all other applicable forms in the fianlized tax return from this document, for submission.
You also agree to receive text messages and emails from Elite Tax Group about your tax return and future opportunities with Elite Tax Group.
By signing this form you agree that the bank account on file will be drafted a processing fee of $149.00 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system)
Elite Tax Group Tax Return Refund Policy
Elite Tax Group does not offer refunds for tax return preparation once work has begun.
As soon as we start reviewing documents, performing calculations, or preparing your return, labor time and professional expertise have been applied, and therefore the preparation fee is non-refundable — even if:
You choose not to file
You decide to use another tax preparer
You delay submitting required documents
Your refund amount is different than expected
All fees paid for tax return preparation, VIP services, or extensions are final once work is initiated on your file.
If we have not yet started any work, you may request a cancellation.
To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Elite Tax Group to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.