Thank you for choosing Elevated Essence Tax Pros for your tax preparation needs. We value the privilege of serving you and are committed to delivering a first-class, stress-free experience that goes beyond the numbers. This engagement letter outlines our mutual responsibilities and the standards we uphold, ensuring clarity, compliance, and excellence at every step.
Your Responsibilities & Accuracy
You agree to provide complete and accurate records needed to finalize your tax returns.
While original documents will be returned to you, we recommend submitting copies to safeguard against loss. Elevated Essence Tax Pros is not responsible for lost, damaged, or stolen records.
We do not audit or independently verify your records. If we notice irregularities or unusual items, we will bring them to your attention and request clarification.
You confirm that all income, expenses, and deductions you claim are properly documented and substantiated, and can be furnished in the event of an IRS or state audit.
You affirm that the information you provide is true, accurate, and complete to the best of your knowledge.
You, the taxpayer, are ultimately responsible for the accuracy of your tax return. You will have the opportunity to review your return before signing the Final Tax Return, which will be delivered electronically for your convenience.
Fees & Payment
Tax preparation fees are billed per return, per tax year and are determined by the complexity of your return(s).
Fees must be paid in full or expected to be before we will electronically file or release your tax return(s), either through approved bank products or direct invoice.
If your refund is reduced by the IRS and preparation fees are not fully covered, any remaining balance is due immediately.
Accounts not resolved within 30 days of notice will be forwarded to collections. You will also be responsible for attorney fees, court costs, and any other expenses incurred in the collection process.
Copies of Your Tax Return
Digital Access (Complimentary): One secure digital copy of your completed tax return will always be stored in our client portal, available to you 24/7 at no charge.
IRS Guidelines: The IRS charges $30 per return copy (Form 4506) if a taxpayer requests a full copy directly from them. Elevated Essence Tax Pros offers printed copies at a lower rate for your convenience.
Printed Copies During Filing Season (Before April 15): $15 per return.
Printed Copies After Filing Season (After April 15): $25 per return, due to the additional time and effort required outside peak season.
Third-Party Requests: If you require us to send your tax return to a third party (such as a mortgage lender), written or emailed authorization is required. Postage and copy fees will be invoiced.
Important Notices
Penalties may be imposed if a taxpayer underreports their tax liability. For details, please consult with us directly or visit IRS.gov.
If an extension is required, estimated taxes must be paid when the extension is filed. Any unpaid balance is subject to interest and penalties after the filing deadline.
Federal law prohibits us from discussing your tax return with unauthorized third parties without your written consent.
Your tax return(s) may be selected for audit by tax authorities. If you have purchased Protection Plus, their audit team will be available to represent you or prepare responses.
Ongoing Agreement
This engagement letter applies to all future tax years unless amended or terminated in writing by either party.
At Elevated Essence Tax Pros, our mission is simple: to make tax season seamless, accurate, and elevated—giving you peace of mind and a first-class client experience year after year.
By signing below, you agree to the terms and conditions that has been set forth above.