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.
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. 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 (IRS debt, child support, student loans, etc.), you remain responsible for full payment of preparation fees. Unpaid balances may be pursued through collections.
If we complete your tax return and you fail to sign or approve it within 24 hours of notification, or if we discover you have filed elsewhere, your return will be considered abandoned. A $75 processing fee will be drafted from the bank account on file to close out your file.
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.