Engagement Letter

General Information

Please complete the following information regarding your engagement with Hawk Tax Solutions.
Service You Are Engaging Us For:*
Who is engaging us?*
Your Name*

First NameLast Name
Spouse's Name*

First NameLast Name
Business Name*

Beneficial Ownership Information Report (BOIR) Organizer

The willful failure to report complete beneficial ownership information to FinCEN, the willful failure to update beneficial ownership information provided to FinCEN when previously reported information changes, or the willful provision of false or fraudulent beneficial ownership information to FinCEN, may result in civil or criminal penalties. A person may also be subject to civil or criminal penalties for willfully causing a reporting company to report incomplete or false beneficial ownership information to FinCEN.
Alert: Ongoing Litigation – Texas Top Cop Shop, Inc., et al. v. Garland, et al., No. 4:24-cv-00478 (E.D. Tex.) & Voluntary Submissions [Updated January 2, 2025]
Report Type*

REPORTING COMPANY INFORMATION
Full Legal Name of Entity*
Trade Name or "DBA"
If applicable
Is the Company is a foreign pooled investment vehicle?*
Does the company have a FinCEN ID #?*
Does the entity want a FinCEN ID #?*
FinCEN ID #*
Date Entity Formed*

MonthDayYear
Date
Country Formed*
State Formed*
U.S. Taxpayer ID #*
Employer ID Number or Social Security Number
Foreign ID #*
Country of Issuance*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

COMPANY APPLICANT(S)
Please list all individuals who prepared or filed the entity registration documents and/or who was responsible for directing or controlling the filing action and provide a clear, readable image of the page or side of the identifying document referenced above containing the data.

Note: You may provide the FinCEN ID Number in lieu of the of the other identifying information.

BENEFICIAL OWNER INFORMATION
If an individual owns or controls 25% or more of the reporting company’s ownership interests, they are a beneficial owner. Holding or controlling any equity, stock, capital or profit interest, voting rights, any instrument convertible into equity, stock, voting rights, or capital or profit interest, options, etc. is considered having an ownership interest and provide a clear, readable image of the page or side of the identifying document referenced above containing the data.

Note: You may provide the FinCEN ID Number in lieu of the of the other identifying information.

EXEMPT ENTITY
If the beneficial owner holds its ownership interest in the reporting company exclusively through one or more exempt entities, and the name of that exempt entity or entities are being reported in lieu of the beneficial owner’s information and provide a clear, readable image of the page or side of the identifying document referenced above containing the data.

Note: You may provide the FinCEN ID Number in lieu of the of the other identifying information.
I authorize Hawk Tax Solutions, LLC to file this BOIR on behalf of the reporting company. I certify, on behalf of the reporting company,that the information contained in this BOIR is true, correct, and complete.

Entity Formation Organizer
Type of Entity *
Type of entity you are creating.
State of Formation*
Point of Contact*
1st Choice: Entity Name*
2nd Choice: Entity Name*
We will use this if your first choice is unavailable.
3rd Choice: Entity Name*
We will use this if your first and second choices are unavailable.
Physical Address of Entity*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Mailing Address of Entity (If Different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
State(s) where entity will be operating*
What types of activities will be conducted under this entity?*
What type of product or service will be provided under this entity?*
Please select how the entity will be treated for federal tax purposes.*

Single-Member LLC/Disregarded Entity (Schedule C)Multi-Member LLC/Partnership (Form 1065)S-Corporation (Form 1120S)C-Corporation (Form 1120)Tax-Exempt Nonprofit (Form 990)
Registered Agent

An entity’s registered agent is an agent of the entity on whom may be served any process, notice, or demand required or permitted by law to be served on the entity.
Please select:*

I want Hawk Tax Solutions to be my Registered Agent for the first yearI want someone else to be my Registered Agent
Registered Agent Information
Owners

Please answer the following information for all persons or entities that have ownership of the entity being created.
Ownership Information*

Nonprofits
Officers, Directors & Trustees
IMPORTANT:

The Texas Business Organizations Code requires a nonprofit to have at least THREE Directors, ONE President and ONE Secretary. (Other state laws may have their own requirements) The IRS prefers boards to have at least THREE Officers.

Board of Directors: A board of directors, also known as a nonprofit board, is the governing body of a nonprofit. The individuals who make up your board of directors are responsible for making key decisions that address the organization’s mission, strategy, and goals. They aim to address the public’s interest through the organization’s work and act as the legal voice for the organization.

Most common Officer positions for a Board:
- President: The president of your board of directors is the head of your nonprofit board. They preside at board meetings and create meeting agendas. This individual also supervises all of the business affairs of the board and acts as the primary contact for the group. While this individual may serve as the executive director of the organization, the role is very different. Your executive director manages the daily activities of the organization while your board president is in charge of governance.
- Secretary: The secretary of your board of directors is responsible for distributing your meeting agenda and recording the minutes of the meeting. They’ll also make sure all documentation is filed and organized correctly for easy access at a later date and ensure all actions are in line with the organization’s bylaws.
- Treasurer: The treasurer on your board of directors is responsible for overseeing your organization’s financial condition by keeping track of receipts and disbursements. This person might be a part of your finance team, or at least in frequent contact with them. If you are required to conduct a financial audit, your treasurer will present the findings.
Generally, these members of your board of directors (and the team as a whole) meet a few times throughout the year to make decisions and ensure the organization is on track. The law varies state by state as to how often the entire board of directors should meet, but most require them to meet at least once every year with all members in attendance.
Officer, Director & Trustee Information*
Will your nonprofit have members?*
Nonprofit Information
Who will be listed as the incorporator?*

First NameLast Name
Incorporator Address (If Not Listed Above)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
If you would like to add a designator to your business name, choose from the options below.*
This is optional in Texas.
Which purpose best describes your nonprofit?*
By selecting an option below, you attest that you are organized and operated exclusively to further the purpose indicated.
When will your nonprofit’s fiscal year end? (MM/DD)*
Enter "12/31" for calendar year.
Please describe your nonprofit's purpose in 50 to 250 characters.*
Do you want to add any additional provisions to your nonprofit’s Articles of Incorporation?*
Please describe Articles of Incorporation provisions.*
Do you intend to seek tax exempt § 501(c)(3) status?*
If you choose "Yes," we will include the required language with your Articles of Incorporation.
§501(c)(3): Form 1023‐EZ Questionnaire
Do you project that your annual gross receipts will exceed $50,000 in any of the next 3 years?*
Have your annual gross receipts exceeded $50,000 in any of the past 3 years?*
Do you have total assets the fair market value of which is in excess of$250,000?*
Were you formed under the laws of a foreign country (U.S. territories and possessions are not considered foreign countries)?*
Is your mailing address in a foreign country (U.S. territories and possessions are not considered foreign countries)?*
Are you a successor to, or controlled by, an entity suspended under section 501(p) (suspension of tax-exempt status of terrorist organizations)?*
Are you organized as an entity other than a corporation, unincorporated association, or trust?*
Are you formed as a for-profit entity?*
Are you a successor to a for-profit entity?*
Were you previously revoked or are you a successor to a previously revoked organization (other than an organization the tax- exempt status of which was automatically revoked for failure to file a Form 990-series return for 3 consecutive years)?*
Are you currently recognized as tax exempt under another section of IRC 501(a)or were you previously exempt under another section of IRC 501(a)?*
Are you a church or a convention or association of churches described in section 170(b)(1)(A)(i)?*
Are you a school, college, or university described in section 170(b)(1)(A)(ii)?*
Are you a hospital or medical research organization described in section 170(b)(1)(A)(iii) or a hospital organization described insection 501(r)(2)(A)(i)?*
Are you an agricultural research organization described in section 170(b)(1)(A) (ix)?*
Are you applying for exemption as a cooperative hospital service organization under section 501(e)?*
Are you applying for exemption as a cooperative service organization of operating educational organizations under section501(f)?*
Are you applying for exemption as a qualified charitable risk pool under section 501(n)?*
Are you requesting classification as a supporting organization under section 509(a)(3)?*
Is a substantial purpose of your activities to provide assistance to individuals through credit counseling activities such as budgeting, personal finance, financial literacy, mortgage foreclosure assistance, or other consumer credit areas?*
Do you or will you invest 5% or more of your total assets in securities or funds that are not publicly traded?*
Do you participate, or intend to participate, in partnerships (including entities or arrangements treated as partnerships for federal tax purposes) in which you share losses with partners other than section 501(c)(3) organizations?*
Do you sell, or intend to sell carbon credits or carbon offsets?*
Are you a Health Maintenance Organization (HMO)?*
Are you an Accountable Care Organization (ACO), or an organization that engages in, or intends to engage in, ACO activities (such as participation in the Medicare Shared Savings Program (MSSP) or in activities unrelated to the MSSP described in Notice 2011-20, 2011-16 I.R.B. 652)?*
Do you maintain or intend to maintain one or more donor advised funds?*
Are you a governmental unit referred to in section 170(c)(1) or a private foundation referred to in section 509(a)?*
Are you organized and operated exclusively for testing for public safety and requesting a foundation classification under section 509(a)(4)?*
Are you requesting classification as a private operating foundation?*
Are you applying for reinstatement under section 4 of Rev. Proc. 2014‐11, and seeking to change your foundation classification from the classification you had at the time of your revocation?*
Are you applying for retroactive reinstatement of exemption under section 5 or 6 of Rev. Proc. 2014-11, after being automatically revoked?*
***************

Unfortunately, based on your answers, you do not qualify for Form 1023-EZ. We will contact you for additional information required to complete Form 1023.

***************

IRS Tax Resolution Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
FinCEN Beneficial Ownership Reporting (BOIR) Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
Penalty Abatement Request Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
IRS Compliance Check Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
Entity Formation Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
Entity Reinstatement Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
Entity Dissolution Engagement Letter

This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services Hawk Tax Solutions LLC will provide.
{yourName},

Hawk Tax Solutions LLC is pleased to provide the professional services to {yourName} described herein. Please read this letter carefully, because it outlines expectations by both Hawk Tax Solutions LLC and {yourName}. The intention of this letter is to confirm your understanding of, and agreement with, both what is included with our services, as well as the limitations of the services you have asked us to perform.

Please be aware that the Internal Revenue Code Section 7201 provides in part that it is a crime to “attempt in any manner to evade or defeat any tax imposed.” Client understands that Hawk Tax Solutions will never advise in any form or manner to violate Internal Revenue Code Section 7201, and any advice given by our Tax Practitioners should never be misinterpreted in such a manner as to violate said section. Our services are based upon information you provide and we assume that all information provided is accurate and correct. We will not audit or otherwise verify the data you submit or that is provided directly by Client.

Our engagement cannot be relied upon to disclose errors, irregularities or illegal acts, including fraud or defalcations, which may exist. We may inform you of any matters that come to our attention.
{yourName} & {spousesName},

Hawk Tax Solutions LLC is pleased to provide the professional services to {yourName} and {spousesName} described herein. Please read this letter carefully, because it outlines expectations by both Hawk Tax Solutions LLC, {yourName} and {spousesName}. The intention of this letter is to confirm your understanding of, and agreement with, both what is included with our services, as well as the limitations of the services you have asked us to perform.

Please be aware that the Internal Revenue Code Section 7201 provides in part that it is a crime to “attempt in any manner to evade or defeat any tax imposed.” Client understands that Hawk Tax Solutions will never advise in any form or manner to violate Internal Revenue Code Section 7201, and any advice given by our Tax Practitioners should never be misinterpreted in such a manner as to violate said section. Our services are based upon information you provide and we assume that all information provided is accurate and correct. We will not audit or otherwise verify the data you submit or that is provided directly by Client.

Our engagement cannot be relied upon to disclose errors, irregularities or illegal acts, including fraud or defalcations, which may exist. We may inform you of any matters that come to our attention.
{businessName},

Hawk Tax Solutions LLC is pleased to provide the professional services to {businessName} described herein. Please read this letter carefully, because it outlines expectations by both Hawk Tax Solutions LLC and {businessName}. The intention of this letter is to confirm your understanding of, and agreement with, both what is included with our services, as well as the limitations of the services you have asked us to perform.

Please be aware that the Internal Revenue Code Section 7201 provides in part that it is a crime to “attempt in any manner to evade or defeat any tax imposed.” Client understands that Hawk Tax Solutions will never advise in any form or manner to violate Internal Revenue Code Section 7201, and any advice given by our Tax Practitioners should never be misinterpreted in such a manner as to violate said section. Our services are based upon information you provide and we assume that all information provided is accurate and correct. We will not audit or otherwise verify the data you submit or that is provided directly by Client.

Our engagement cannot be relied upon to disclose errors, irregularities or illegal acts, including fraud or defalcations, which may exist. We may inform you of any matters that come to our attention.
Tax Resolution
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:
- File Power of Attorney with IRS;
- Secure and review IRS transcripts;
- Conduct a comprehensive analysis of your tax account;
- Review of documents provided by taxpayer;
- Review of IRS and/or State correspondence;
- Preparation of Form 433-A or Form 433-B IRS financial statements, if needed;
- Evaluate situation and recommend solutions;
  Implement recommended solutions, such as an Offer in Compromise, Installment Agreement, Non-Collectible Status or Innocent/ Injured Spouse Relief, if needed;
- Lien withdrawals, subordinations, and discharges, if applicable; and
- Request for Penalty Abatement, if applicable.
The Internal Revenue Service decides all requests for relief and we have no control over their final decision. The IRS may file a Federal Tax Lien, which is a public notice to your creditors that the IRS has a lien against your property. Under Internal Revenue Code Section 7345, the IRS may notify the State Department of tax debt greater than $50,000, and the State Department may deny, revoke, or limit the issuance of passports.

In addition, you fully understand that this representation does not include the defense of any criminal charges that may be pending or that may be brought in the future, nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. We will represent you through all administrative levels such as Revenue Agent, Revenue Officer, Appeals Officer and Taxpayer Advocate conferences.
Period of Engagement

This engagement will not go into effect until a completed and signed Engagement Letter and Recurring Payment Authorization Form has been executed by you. Once a resolution has been reached, our representation will conclude.

Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Because of the limited number of cases a Tax Practitioner can represent at one time and that other cases are declined to accept client’s case; Client understands and agrees that tax problem resolution fees are considered earned and not refundable at the beginning of the case. Our fees for the services listed above shall be a flat fee previously agreed upon in addition to a $200.00 monthly fee beginning 90 days from the date of this agreement and due every 30 days thereafter until the conclusion of the representation. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
BOIR
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:

Our office will assist you with the submission of the initial Beneficial Ownership Information (“BOI”) report to the Financial Crimes Enforcement Network (“FinCEN”), as required under the Corporate Transparency Act (“CTA”). The BOI report is required to be submitted using FinCEN’s electronic filing system. We rely on the accuracy and completeness of information provided by the client and its representatives. We do not audit or verify the information, and cannot provide assurance on its accuracy or completeness. Further, we are not attorneys and are not be responsible for making any legal determinations that may be required or for certifying or opining on your company’s compliance with the CTA, nor will we be rendering any legal advice or providing legal interpretation as part of this engagement.

You agree to provide us with all the required information and documentation deemed necessary to comply with applicable CTA regulations for your entity, all beneficial owners, and if applicable, the company applicant(s), for purposes of your BOI report filing. You must provide all the information required for the preparation of complete and accurate forms. You are responsible for fully and accurately disclosing to us all relevant facts affecting your forms. You are responsible for providing any information being requested in a timely manner so that we can prepare your forms efficiently and timely. You also have the final responsibility for the forms, and therefore, once you receive them, you should carefully review the forms (to determine that there are no omissions or misstatements) before signing them and submitting them to FinCEN.
Period of Engagement

We expect to begin our services upon receipt of this executed agreement, as well as all documents requested either via questionnaire or by our team. Our services will conclude upon the earlier of:
- Transmission to FinCEN of the deliverable as identified above;
- Written notification by either party that the engagement is terminated, or
- 1-year from the execution date of this agreement.
Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Our fee for this engagement is a flat fee of $100. We will furnish you with organizers to guide you in gathering the necessary information which will assist us in keeping our fee to a minimum. Invoices are due and payable upon invoice and fees must be paid before your report is filed. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
Penalty Abatement Request
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:
- File Power of Attorney with the IRS and State(s);
- Secure and review IRS transcripts;
- Obtain and review your letter describing reasonable cause for penalty relief, to include any supporting documents;
- Preparation of cover letter to taxing agency, applying your specific situation to tax laws;
- Preparation and filing of IRS Form 843; and
- Review of IRS and State correspondence in response to the request.
Period of Engagement

We expect to begin our services upon receipt of this executed agreement, as well as all documents requested either via questionnaire or by our team. Our services will conclude once a determination has been response has been receieved from the taxing authorities. If you wish to appeal their decision, additional fees may be billed separately.

Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Our fee for this engagement is a flat fee of $300. Invoices are due and payable upon invoice and fees must be paid before work is done. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees. You will be billed separately for any additional services requested.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
IRS Compliance Check
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:
- Filing of IRS Power of Attorney;
- Conduct a comprehensive analysis of your tax account;
- Obtain and review your IRS transcripts; and
- Provide a detailed summary of our findings and analysis.
Period of Engagement

We expect to begin our services upon receipt of this executed agreement, as well as all documents requested either via questionnaire or by our team. Our services will conclude once our analysis has been provided to you.

Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Our fee for this engagement is a flat fee of $500. Invoices are due and payable upon invoice and fees must be paid before work is done. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees. You will be billed separately for any additional services requested.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
Entity Setup
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:
- Filing of Articles of Organization (official state registration documents);
- Name check (ensuring your preferred business name is available);
- Preparation of Operating Agreement (entity guidelines);
- Obtain Employer Identification Number (used to file taxes, open bank accounts, hire employees, etc.), if applicable;
- Preparation and filing of Form 2553 (for an eligiblle entity to be treated as an S-Corporation) or Form 8832 (for an eligiblle entity to be classified as a Corporation, Partnership or a Disregarded Entity separate from its owner), if applicable;
- 1-Year of Texas Registered Agent Services (beginning on the date of formation); and
- 30-Minute Tax Planning Session with an Enrolled Agent.
Period of Engagement

We expect to begin our services upon receipt of this executed agreement, as well as all documents requested either via questionnaire or by our team. Our services will conclude 1-year from the execution of this Engagement or once services have been completed, whichever is later.

Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Our fee for this engagement is a flat fee of $300 in addition to applicable state filing fees which vary by state. Invoices are due and payable upon invoice and fees must be paid before work is done. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees. You will be billed separately for any additional services requested.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
Entity Reinstatement
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:
- Review of tax account(s);
- Assistance in state reinstatement;
- Assistance in bringing tax account(s) in good standing;
- Submission of tax returns and forms;
- Assistance with tax payments, if needed;
- Certificate or Tax Clearance Letter; and
- Confirmation of state reinstatement.
Period of Engagement

We expect to begin our services upon receipt of this executed agreement, as well as all documents requested either via questionnaire or by our team. Our services will conclude once a Certificate of Reinstatement has been receieved.

Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Our fee for this engagement is a flat fee of $300 in addition to applicable state filing fees which vary by state. Invoices are due and payable upon invoice and fees must be paid before work is done. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees. You will be billed separately for any additional services requested.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
Entity Dissolution
Scope of Engagement

Hawk Tax Solutions LLC will provide professional services at your request. You have engaged us to maintain the specified scope of services for Client as setforth below:
- Review of tax account(s);
- Assistance in state and federal dissolution;
- Assistance in bringing tax account(s) in good standing, if needed;
- Submission of tax returns and forms;
- Assistance with tax payments, if needed; and
- Filing of Articles of Dissolution with the state(s).
Period of Engagement

We expect to begin our services upon receipt of this executed agreement, as well as all documents requested either via questionnaire or by our team. Our services will conclude once a Certificate of Dissolution has been receieved.

Notice of variation or termination must be given in writing. If you terminate this engagement before completion, or should we choose to withdraw due to failure to timely pay any balances owed, you agree to pay our current hourly rate for work completed at $200.00 per hour for Enrolled Agents and CPAs, and $125.00 per hour for administrative support. Any amounts you have paid to us will be applied to work already performed at the rate stated above, prior to any refunds you may be due. Should you fail to complete your responsibilities in a professional and timely manner as set forth above, we may at our discretion, cease our representation deeming all payments for services fully earned and non-refundable.

Situations that may result in termination of a case include, but are not limited to, failure to fulfill the taxpayer responsibilities, failure to meet the deadlines, and failure to timely pay the agreed upon fees.
Fees

Our fee for this engagement is a flat fee of $300 in addition to applicable state filing fees which vary by state. Invoices are due and payable upon invoice and fees must be paid before work is done. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. In the event that any collection action is required to collect unpaid balances due to us, you agree to reimburse us for our costs of collection, including attorneys’ fees. You will be billed separately for any additional services requested.

This representation does not include preparation fees, accounting, audit, state filing fees, unpaid tax liabilities, penalties or interest nor does this representation include the filing of any type of bankruptcy should one be deemed necessary. You will be billed separately for any additional services requested.
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Results

Although we will use our best efforts to achieve your mutual goals as part of this engagement or representation, by law, we cannot guarantee a favorable outcome. This is because favorable outcomes depend on a variety of factors. We will make certain recommendations that will be up to you to implement. Once we make recommendations, you understand and agree that we will have no responsibility to make sure that you follow our advice.
Unanticipated Services

Only the services which are listed in the attached schedules are included within the scope of our instructions. If there is additional work that you wish us to carry out which is not listed in the schedule, any additional work will be quoted to you before the commencement of said additional work. Once the scope of the additional work is agreed upon, we will issue an additional or updated letter of engagement via our online proposal system, and will ask you to sign the new agreement before we commence the new work.

Furthermore, you will agree that if an unanticipated need arises (such as an audit or an amended tax return, this additional work will be performed only after arriving at a mutually agreed-upon price and a Change of Service Request is accepted with a digital signature.
Service and Price Guarantee

Hawk Tax Solutions LLC will always stand behind the quality and professional nature of the services that we offer. If at any point you are not completely satisfied with the services we have performed, we encourage you to bring this to our attention immediately. We'd love the opportunity to correctly address your concerns and allow us a chance to win your trust back and prevent similar problems from happening in the future.

If you are still not satisfied with the outcome of our services, we will work towards a mutual agreement regarding the payment for services completed. As an example, we may agree to either forgive the related payment or accept a portion of the originally agreed price that reflects your level of satisfaction.
Client Responsibilities

Client is responsible for the reliability, accuracy and completeness of the accounting records, particulars and information provided and disclosure of all material and relevant information. Client is required to arrange for reasonable access by us to relevant individuals and documents, and shall be responsible for both the completeness and accuracy of the information supplied to us. Any advice given to Client is only an opinion based on our knowledge of your particular circumstances.

Based on questions and/or concerns you have, regarding your ongoing financial reporting, accounting records, and business management issues, we will offer our opinion(s) and describe any alternatives we are aware of. Our opinion(s), and related alternatives, will be based on our knowledge, training and experience, but at all times, the decisions you make are strictly yours, as is the responsibility for the financial records of your company.

If necessary, we may suggest you contact your attorney, one of our strategic partners with that specific expertise, or someone else better suited to assist you.

Please note that work performed before the IRS and other taxing agencies is time sensitive; Therefore, it is imperative that you stay current with regards to payments and responds upon receipt of requests for information and documents. You agree to provide truthful and complete answers to our questions, as well as provide requested documents by mutually-agreed upon deadlines, maintain proper records that are substantially accurate. We will not audit or otherwise verify the data you submit or that is provided directly by Client. To enhance security and save time, Hawk Tax Solutions is a paper-free office. We ask that all documents be submitted electronically through our web-based portal. You agree to keep us updated on any changes to your current information, to include, but not limited to, address and phone numbers, appear within reasonable notice to any, as well as comply with all reasonable requests in connection with this representation. You agree to immediately send us a copy of any correspondence received from the IRS or state taxing authorities and promptly return any tax forms or returns as required.
Document Retention

During the course of our work with you, we may use one or more third party applications (including internet-based application providers) to provide portions of our services to you. This may include online filing of your accounts payable or other business documents. By signing this agreement, you confirm that you understand the services being provided and also agree that Hawk Tax Solutions LLC is not liable for record retention or any other aspect of the services provided by these third parties, even if we absorb the cost (in part or in full) of a third-party service as a benefit to you. You at all times assume responsibility for a decision to maintain hard copies of your original documents or to limit your document retention to the digital copies stored by the web application.

It is our policy to keep records related to this engagement for 7 years for discontinued clients and indefinitely for ongoing clients. If you are unsure as to how to best maintain your records, please let us know and we can review this with you. We will provide you with copies of all reports prepared that should be a part of your books and records, but our records pertaining to this engagement are not a substitute for your original records, and physical deterioration or catastrophic events may shorten the term during which our records will be available.

In the unlikely event that we do obtain any hard copy documents from you, all original paper documents provided by you will be returned to you promptly as our work is complete. We do not keep copies of these documents as a policy. It is your responsibility to safeguard your documents in case of future need. We may occasionally keep some copies we deem necessary to our work.

If our engagement with you ends for any reason, we may provide you with the option to continue any third-party subscription-based services at your expense (in some cases we may have absorbed the cost of these services during our work with you). If the foregoing is applicable, we do offer continuation of the applicable services, you agree to complete the transfer of services to your name and assume responsibility for payment within 10 days of the end of our work with you. Our "end date" will be defined as the 11th business day following the date shown on the email or letter of termination/resignation transmitted by either party. You understand that if you do not assume responsibility for these services that they may be cancelled. Additional fees may apply if you elect to restore those services (if that option is available from the service provider) or request copies (digital or hard copy) of records from the third-party provider.
Privacy Policy

The nature of our work requires us to collect certain nonpublic, personal information about you from various sources. We may collect financial and personal information from applications, worksheets, reporting financial statements, and other documents, data and forms, as well as interviews and conversations with our clients and affiliates. Our office has procedures and policies in place to protect your confidential information. Hawk Tax Solutions restricts access to your confidential information to those within our firm and involved affiliates who have a reasonable need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law.

We maintain physical, electronic, and procedural safeguards in compliance with state and federal regulations that protect your personal information from unauthorized access. We may communicate with you or others via email transmission. As emails can be intercepted and read, disclosed, or otherwise used or communicated by an unintended third party, or may not be delivered to each of the parties to whom they are directed and only to such parties, we cannot guarantee or warrant that emails from us will be properly delivered and read only by the addressee. Therefore, we specifically disclaim and waive any liability or responsibility whatsoever for interception or unintentional disclosure of emails transmitted by us in connection with the performance of this engagement. In that regard, you agree that we shall have no liability for any loss or damage to any person or entity resulting from the use of email transmissions, including any consequential, incidental, direct, indirect, or special damages, such as loss of revenues or anticipated profits, or disclosure or communication of confidential or proprietary information. The most secure means of submitting documents is through our web-based portal.
Power of Attorney

Should representation be included in this Engagement, it shall not occur until this Engagement Letter has been executed and does not include the defense of any criminal charges or Court appearances. This contract does not apply criminal charges are brought against you or if it is possible or necessary to make Court appearances or to make a judicial appeal with regards to any determination reached through this representation.

We maintain the right to terminate Power of Attorney representation for your failure to cooperate and/or your failure to make payment of any fees and/or costs as provided for under the terms of this agreement. Failure to respond within 48 hours of request will result to no responsibility. If the taxpayer becomes deceased during representation, our representation will be terminated in accordance with IRM 21.1.3.3, which states that once the IRS is aware “that the taxpayer is deceased, the third-party authorizations (POA’s, TIA’s) are nullified.”
Conflict of Interest

Under Circular 230, the Treasury regulations governing ethical standards applicable to practice before the IRS, deals with conflicting interests at Section 10.29 (31 C.F.R. §10.29). It forbids federal tax practitioners from having conflicts of interest, defined as representation of one client that is directly averse to that of another client, or representing a client in circumstances creating a significant risk that the representation of one or more clients will be materially limited by the practitioner’s responsibilities to another client, a former client, or a third person or by a personal interest of the practitioner. Should we be unable to proceed with our representation due to a conflict of interest, such as may be caused by a divorce if we represent both spouses, we will be required to terminate the representation and we will provide an accounting of the fees paid to our office.
Indemnification

In the event we are required to respond to a subpoena, court order, or other legal process for the production of documents and/or testimony relative to information we have obtained and/or prepared during the course of this engagement, you agree to reimburse us for all of our labor and out-of-pocket costs incurred in that regard. In the event that we are or may be obligated to pay any cost, settlement, judgment, fine, penalty, or similar award or sanction as a result of a claim, investigation, or other proceeding instituted by any third party, and if such obligation is or may be a direct or indirect result of any inaccurate, incomplete, or misleading information that you provide to us during the course of this engagement (with or without your knowledge or intent), you agree to indemnify us, defend us, and hold us harmless as against such obligation.
Governing Law

You agree that any dispute (other than our efforts to collect an outstanding invoice) that may arise regarding the meaning, performance, or enforcement of this engagement or any prior engagement that we have performed for you, will, prior to resorting to litigation, be submitted to mediation, and that the parties will engage in the mediation process in good faith once a written request to mediate has been given by any party to the engagement. The costs of any mediation proceeding shall be shared equally by the participating parties. This Agreement shall be governed by the laws of the State of Texas. Venue shall be within Collin County, Texas.
Severability

In the event any portion of this Agreement should be declared to be invalid, then the remaining portions thereof shall remain in full force and effect and the Agreement shall be interpreted so as to carry out the original intent of the parties.
Sincerely,

Hawk Tax Solutions LLC

By signing below, you acknowledge and agree that you have read, understand, and accept your obligations and responsibilities and that you understand our responsibilities in the engagement of services as explained herein.
Authorized Signature
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General Information

Beneficial Ownership Information Report (BOIR) Organizer

Entity Formation Organizer

Registered Agent

Owners

Nonprofits

Officers, Directors & Trustees

Nonprofit Information

§501(c)(3): Form 1023‐EZ Questionnaire

IRS Tax Resolution Engagement Letter

FinCEN Beneficial Ownership Reporting (BOIR) Engagement Letter

Penalty Abatement Request Engagement Letter

IRS Compliance Check Engagement Letter

Entity Formation Engagement Letter

Entity Reinstatement Engagement Letter

Entity Dissolution Engagement Letter

Tax Resolution

BOIR

Penalty Abatement Request

IRS Compliance Check

Entity Setup

Entity Reinstatement

Entity Dissolution

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