Divine Royalty Tax Engagement Letter
This letter outlines the terms of our agreement for preparing your tax return, as well as the responsibilities of both parties. By signing, you acknowledge and agree to these conditions.
Tax Preparation Services
We will prepare your tax return based solely on the information you provide. If your return is audited, you will be responsible for verifying the items that were reported. Our services do not include auditing, review, or any form of verification or assurance. You are responsible for verifying that all information on the completed return is accurate before signing.
Taxpayer Responsibilities
You agree to provide us with all income and deductible expense information. If you receive additional information after we commence work on your return, you will contact us immediately to ensure that your completed tax returns contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance on what evidence is acceptable.
Before signing, carefully review the return to ensure the information is correct. Fees must be paid before your tax return is delivered to you or filed on your behalf. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for the preparation of late returns.
It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.
Tax Return Preparation and Responsibilities
We will prepare your tax return based on the information provided. You are responsible for verifying the accuracy of the information on the return before signing.
If you terminate this engagement before completion, you agree to pay for work completed.
Retainers are required for the preparation of late returns.
Consent for Payment
You are paying for tax preparation services, not for a tax refund. A $100.00 non-refundable deposit, which will be applied to preparation fees, must be paid before your tax return is started. You can Zelle your Prep Fee to: taxes@divineroyaltygroup.com. Tax preparation fees may be paid via cash or credit card or deducted from your refund.
Refund Interception Clause:
If you choose to have your tax preparation fees deducted from your refund and your refund is intercepted (e.g., for debts such as child support, student loans, or unpaid taxes), you are still responsible for the tax preparation fees. By signing your return, you agree to pay these fees, regardless of refund release.
Payment Terms:
If your refund is intercepted, you will receive an invoice. Payment is due within 30 days. If payment is not received within 30 days, Divine Royalty Tax will proceed with ACH processing or collections. The Department of Treasury’s Financial Management Services (FMS) can offset unpaid federal or government debt without prior notice.
ACH Authorization Form
By signing below, you authorize Divine Royalty Taxes to initiate electronic debits from your bank account to collect payment for tax preparation services.
Payment for professional tax preparation services.
Payment is not contingent upon the approval or funding of your tax refund.
If your refund is not approved and funded within 30 days through a bank product, Divine Royalty Taxes may debit your account for the balance of preparation fees. You confirm the bank account details provided are accurate and current.
You may revoke this authorization in writing at any time. Revocation does not affect fees already incurred.
Divine Royalty Taxes will retain a copy of this authorization, and any changes to payment amounts or schedules will be provided with a 10-day notice.
- I confirmed that all information I entered here is accurate and true.
- I allow DIVINE ROYALTY GROUP DBA as DIVINE ROYALTY TAXES to capture my sensitive data like personal ID, government ID, and other information.
- I have read the terms and conditions and privacy policy of DIVINE ROYALTY GROUP DBA as DIVINE ROYALTY TAXES.
For a joint return, both taxpayers must sign.
By signing below, you acknowledge reading, understanding, and accepting your obligations and our responsibilities in doing this tax return.