Letter of Engagement
Thank you for choosing Titan Tax Pros LLC to assist with your tax preparation. This letter confirms the terms of our engagement and outlines the scope of services, responsibilities, and payment expectations.
Titan Tax Pros LLC will prepare your requested federal and state income tax returns for the tax year(s) indicated on your onboarding form. We rely on you to provide complete and accurate information. You are responsible for maintaining supporting documentation (W-2s, 1099s, receipts, etc.) to substantiate the items reported on your return. Our services include preparing your return based on the information you provide. While we review for consistency and accuracy, we do not perform an audit or independent verification of your records. You are responsible for maintaining proof of income, expenses, and credits claimed in case of future review by the IRS or your state agency. Titan Tax Pros LLC complies with IRS Circular 230 and all Due Diligence requirements for credits such as the EITC, CTC, AOTC, and Head of Household filing status. You agree to provide truthful and complete information so that your return can be prepared accurately and in compliance with IRS regulations.
To ensure an added layer of security, all clients filing returns that involve bank products are automatically enrolled in our Audit Protection Service. This coverage includes identity-theft protection and access to a licensed representative in the event of an IRS or state audit. A $79.99 fee for this service will be automatically added to your final invoice. Refund transfers and advances are processed through our partnered bank product provider. Titan Tax Pros LLC is not the lender and does not control approval or funding timelines.
ACH PAYMENT AUTHORIZATION AND DISPUTE WAIVER
By signing this agreement, I expressly authorize Titan Tax Pros LLC to initiate electronic funds transfers (ACH debits) from the bank account I have provided for non-refundable deposits, tax preparation fees, balances due, amendment services, prior-year returns, and any charges incurred if I elect not to proceed with filing after services have been completed, in accordance with invoices presented and services rendered. I understand and agree that authorized debits may occur without additional notice, that ACH payments are final and non-refundable once services have begun or been completed, and that this authorization constitutes valid written authorization under applicable ACH and banking regulations. I certify that I am an authorized signer on the designated account and that sufficient funds will be available at the time of debit. I agree that any billing concerns must be addressed directly with Titan Tax Pros LLC and that initiating a bank dispute for an authorized transaction may result in denial of the dispute where valid authorization is on file. This authorization remains in effect until all outstanding balances are paid in full or revoked in writing, and any revocation does not relieve me of financial obligations already incurred.
A non-refundable deposit is required to begin preparation of your return. The deposit amount is $75 for standard (current-year) returns and $100 for prior-year or multi-year returns & amendments. This amount will be credited toward your total tax preparation fee once your return is completed. Payment of the deposit secures your spot and allows Titan Tax Pros LLC to begin document review and IRS transcript retrieval. Accepted payment methods include Zelle, Cash App, or invoice by request. Final invoices are due upon presentation. If your refund is mailed or intercepted due to offset (including but not limited to IRS debt, child support, or student loans), you remain responsible for full payment of all tax preparation fees. Authorized payment methods on file may be charged to satisfy outstanding balances in accordance with the ACH Payment Authorization provided. If payment is not successfully completed, unpaid balances may be pursued through collections or other lawful means.
Important Note About Non-Filing:
If you choose not to authorize filing after your return has been prepared (including document review, calculations, and completion of required tax forms), a minimum service fee of $150.00 shall be due immediately and may be charged to any authorized payment method on file, including ACH debit, or invoiced for payment. If payment is not successfully completed, the outstanding balance may be pursued through collections or other lawful means.
If a completed return is awaiting payment or filing authorization and we receive no response from you after 72 hours following notification of completion or results and at least two (2) documented contact attempts, your account will be deemed abandoned. In such cases, the $150.00 minimum service fee may be charged to any authorized payment method on file, including ACH debit, in accordance with the ACH Payment Authorization provided.
FEES & PAYMENTS TERMS
We believe in being upfront—no surprises when it comes to your money. Here's how our pricing works:
- Your tax prep fees covers your federal return and state(s) return and it is calculated based upon any forms, schedules, or other multi-state filings that you may have.
- Bank products, refund advances, and any third-party services may also have separate fees, which will be disclosed to you before you choose those options.
The charges for our services are assessed on a per-form basis, based on the time spent by our professional staff and costs incurred for related supplies and expenses, including but not limited to copy charges, long-distance communications, and computer processing. You will be provided with a full breakdown of tax preparation charges and any applicable refund advance fees (if applied for and approved) prior to submission of the return.
By engaging Titan Tax Pros LLC, you affirm that all information provided is true and accurate to the best of your knowledge. Knowingly providing false or misleading information may result in civil or criminal penalties. You release Titan Tax Pros LLC from liability for any penalties, interest, or legal consequences resulting from incorrect, incomplete, or fraudulent information provided by you. If you later request an amended return or IRS correction, an additional preparation fee will apply. Refund amounts are based solely on IRS and state calculations once filed. Titan Tax Pros LLC cannot guarantee a specific refund amount or processing timeframe.
We will retain copies of your records and workpapers for three (3) years, after which they will be securely destroyed. You should maintain your own copies of all tax returns and supporting documentation. Paper copies of returns may be requested for an additional fee. Your personal data is stored securely in accordance with IRS Publication 4557 standards for safeguarding taxpayer information.
Our engagement concludes upon delivery of your completed return for signature, or e-filing of your signed return with the IRS and applicable state(s). If you elect not to e-file through our office, you are solely responsible for timely filing. Please review all documents carefully before signing. By signing this agreement, you authorize Titan Tax Pros LLC to e-file your return(s) and consent to the electronic use of your signature on IRS and state authorization forms (Forms 1040, 8879, 7216, etc.).
You consent to receive text messages and emails from Titan Tax Pros LLC regarding your tax return, updates, and future service opportunities. We primarily communicate through these channels; please check them regularly to avoid delays.
Titan Tax Pros LLC adheres to IRS Circular 230 guidelines and all applicable Due Diligence requirements. Your personal information is safeguarded per IRS Publication 4557. Refunds are issued by the IRS or your state directly. We do not guarantee refund amounts or timing. If you later request an amended return, additional preparation fees will apply.
By signing below, you acknowledge that you have read, understood, and agree to the terms outlined above.