BROWN & CO. FINANCIAL SERVICE

ACH Authorization Agreement

Brown & Co. Financial Services 

This ACH Authorization Agreement ("Agreement") is made between ("BROWN AND CO. FINANCIAL SERVICE") and the undersigned client ("Client"). By signing this Agreement, Client authorizes Company to initiate electronic fund transfers (EFT) as outlined below.   Authorization for Payment I, the undersigned Client, authorize BROWN AND CO. FINANCIAL SERVICE to initiate an ACH debit to the bank account I have provided for payment of my tax preparation fees. I understand that this payment will be processed as follows: 1. Primary Payment Source: My tax preparation fees will first be deducted from my tax refund. 2. Secondary Payment Authorization: In the event my tax refund is not issued or is insufficient to cover the fees owed, I authorize BROWN AND CO. FINANCIAL SERVICE to submit an ACH debit to the provided bank account for the balance of the fees. Terms of Agreement 1. Authorization Validity: This authorization remains in effect until all fees owed to BROWN AND CO.FINANCIAL SERVICE have been paid in full. 2. Recurring Attempts: If an ACH debit is returned for any reason, including insufficient funds (NSF), I authorize BROWN AND CO. FINANCIAL SERVICE to resubmit the debit as necessary until the balance is paid in full. 3. NSF Fees: If any ACH debit is returned for NSF, I agree to pay an additional fee of $35.00 for each occurrence. I understand that this NSF fee will be invoiced separately. 4. Closed Accounts: If the account provided is closed or otherwise unavailable, I understand that legal action may be pursued to recover the outstanding fees. 5. Notification and Agreement: I agree to notify  BROWN AND CO. FINANCIAL SERVICE immediately if there are changes to the bank account information provided below.

 

             Letter of Engagement

 

Thank you for choosing Brown & Co. Financial Services to assist you with your income tax preparation for the requested tax year. 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. It is your responsibility to provide accurate and complete information for us to prepare your returns. Please note that the law imposes penalties for underestimating tax liability. While we may ask for clarification regarding certain items, we will not audit or verify the data you submit.

 

We will perform only the necessary accounting services required to prepare your tax returns. Therefore, our engagement should not be relied upon to detect errors, fraud, or illegal activities. If we identify any material errors, fraud, or other illegal acts, we will notify you.

 

By signing this agreement, you acknowledge that:

    1.    All information provided to Brown & Co. Financial Services is true and accurate to the best of your knowledge.

    2.    You are responsible for maintaining supporting documentation to validate the information provided.

    3.    Providing false information knowingly is a serious offense and may result in penalties, including fines, restitution, court proceedings, or imprisonment.

 

You agree to waive any liability for Brown & Co. Financial Services or its preparer for errors resulting from incorrect information you provide. By signing below, you authorize Brown & Co. Financial Services to file your tax return.

 

Additionally, you acknowledge that:

    •    If you and/or your spouse owe federal or government debts (e.g., IRS, child support, student loans), you remain responsible for paying the tax preparation fees at the time of service.

    •    If your federal refund is mailed rather than direct-deposited, you are still responsible for the tax preparation fees.

    •    Unpaid tax preparation fees will result in legal action to recover the amount owed.

    •    You will not dispute fees for services rendered due to IRS delays.

 

Invoices are due and payable upon presentation. We will return your original records at the end of this engagement. You should securely store these records, along with supporting documents, as they may be required later. We will retain copies of your records and work papers for three years, after which they will be destroyed. Paper copies of the tax return and other documents will be available for an additional fee.

 

Our engagement to prepare your tax returns concludes with the delivery of the completed returns (if paper-filing) or your signature and our subsequent submission of your tax return (if e-filing). If you choose not to e-file through our office, you are solely responsible for filing your returns with the appropriate taxing authorities. Carefully review all tax-return documents before signing.

 

By signing this agreement, you:

    •    Agree to allow Brown & Co. Financial Services to file your tax return.

    •    Understand we do not offer quotes comparable to DIY tax software.

    •    Authorize your signature to be transferrable to IRS forms 1040, 8879, 7216, and all other applicable forms in the finalized tax return for submission.

 

To confirm your understanding and acceptance of these terms, please sign below.

 

• I confirmed that all information I entered here is accurate and true.
  
  
• I allow BROWN & CO. FINANCIAL SERVICE to capture my sensitive data like personal id, government id, and other information.
  
  
• I have read the terms and conditions and privacy policy of BROWN AND CO. FINANCIAL SERVICE .
  
  
• By signing below, I confirm that I have read and reviewed this document in its entirety. I fully understand and agree to all outlined terms, agreements, and responsibilities. I acknowledge my responsibilities of BROWN AND CO. FINANCIAL SERVICES, in the preparation and submission of my return.

 

• I confirm that I have been provided the opportunity to ask any questions and that i am signing this agrement voluntary and without reservation.