Letter of Engagement
TCJ Tax Services & Business Solutions, LLC
Dear Client,
Thank you for choosing TCJ Tax Services & Business Solutions, LLC. We appreciate the opportunity to assist you with the preparation of your federal and applicable state income tax return(s). This Letter of Engagement outlines the scope of our services and defines the responsibilities of both you ("Client") and TCJ Tax Services & Business Solutions, LLC.
1. Scope of Services:
Our engagement is limited to the preparation of your federal and applicable state income tax return(s) for the tax year(s) listed above based solely on the information and documentation you provide.
Our services include:
● Preparation of your individual income tax return(s)
● Electronic filing (when eligible and authorized)
● Reasonable inquiries regarding incomplete or inconsistent information
● Delivery of completed tax return(s) for your review and approval
This engagement does not include bookkeeping, accounting, payroll, tax planning, financial planning, legal advice, audit representation, collection matters, or IRS/state examination services unless covered under a separate written agreement.
2. Client Responsibilities:
You agree to provide complete, accurate, and timely information necessary to prepare your tax return(s).
You acknowledge and agree that:
● All information provided is true, complete, and accurate to the best of your knowledge.
● You are responsible for maintaining records that support your income, deductions, expenses, and credits.
● You will review your completed tax return carefully before signing and authorizing electronic filing.
● You will promptly notify our office of any errors or omissions discovered before your return is filed.
TCJ Tax Services & Business Solutions, LLC relies entirely upon the information provided by you and is not responsible for independently verifying its accuracy unless required by law.
3. Due Diligence:
As required by the Internal Revenue Service, we will exercise appropriate due diligence in preparing your return. If additional documentation or clarification is needed to support deductions, credits, filing status, or dependent eligibility, you agree to provide the requested information before your return is finalized.
We reserve the right to decline preparation or electronic filing of any return that contains information we believe to be inaccurate, incomplete, misleading, or inconsistent with applicable tax laws.
4. Fees and Payment Terms:
Tax preparation fees are based upon the complexity of your return and the services requested.
Unless otherwise agreed in writing:
● Payment is due upon completion of services and before the release or electronic filing of your tax return.
● Tax preparation fees are separate from any refund you may receive.
● IRS refund delays, offsets, audits, or processing issues do not affect your obligation to pay for services rendered.
If you elect not to file your completed return after preparation has been substantially completed, the following administrative preparation fee will apply:
● $75 – Standard Individual Return
● $175 – Standard Business Return
Outstanding balances may be referred for lawful collection efforts, including recovery of allowable collection costs where permitted by law.
5. Electronic Filing Authorization:
Upon your review and approval of the completed return, you authorize TCJ Tax Services & Business Solutions, LLC to electronically file your tax return using all required IRS and state authorization forms, including but not limited to Forms 8879 and any other applicable electronic filing authorizations. If you choose to file your return by mail, you assume full responsibility for printing, signing, mailing, and timely submitting all required documents to the appropriate taxing authorities.
6. Confidentiality:
Your personal and financial information will be maintained in accordance with applicable federal and state privacy laws, including IRS confidentiality requirements. Your information will not be disclosed to third parties except:
● As authorized by you;
● As required by law; or as necessary to prepare and electronically file your return.
7. Communication Authorization:
You authorize TCJ Tax Services & Business Solutions, LLC to communicate with you regarding your tax return and related services by telephone, text message, and email
8. Limitation of Liability:
TCJ Tax Services & Business Solutions, LLC shall not be responsible for penalties, interest, additional taxes, or other assessments arising from inaccurate, incomplete, or omitted information supplied by the Client.
Nothing in this agreement limits liability where prohibited by applicable law.
9. Client Acknowledgment:
By signing below, I acknowledge and certify that:
● I have read and understand this Letter of Engagement.
● The information I provide is complete and accurate to the best of my knowledge.
● I understand that I am ultimately responsible for the accuracy of my tax return.
● I agree to the terms and conditions outlined in this agreement.
● I authorize TCJ Tax Services & Business Solutions, LLC to prepare my tax return(s) for the tax year(s) identified above.
This engagement is limited to the preparation of the tax return(s) identified above. It does not create an ongoing professional relationship beyond the completion of those services unless otherwise agreed to in writing.