We are pleased to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. This letter sets forth the agreement between P&B Tax Services, LLC (“Firm,” “we,” “our”) and you, the undersigned client (“Client,” “you,” “your”), for professional tax preparation services.
Scope of Services
We will prepare your federal and applicable state income tax returns based on information you provide. Our services do not include auditing, reviewing, or verifying the data you submit. We will not provide legal or investment advice. Our responsibility is limited to preparing tax returns in accordance with applicable federal and state tax laws. Contacting the IRS on your behalf is a separate service, not included in this engagement, and will be billed separately.
Client Responsibilities
You agree to:
· Provide complete and accurate financial records, including all required tax documents, supporting schedules, and, if applicable, access to bank and credit card accounts.
· Respond promptly to our requests for information and communicate timely any changes that may affect your tax return.
· Maintain the supporting documentation for your tax return, as you are solely responsible for its accuracy and completeness.
You acknowledge that failure to provide complete and accurate information may result in errors, penalties, or interest for which you, not our Firm, are responsible.
Confidentiality
We will maintain the confidentiality of all information you provide, and we will not disclose such information to any third party without your consent, except as required by law, regulation, or legal process.
Fees and Payment Terms
· Tax preparation fees are due upon completion of services and prior to filing your return.
· In the event of non-payment, P&B Tax Services, LLC reserves the right to pursue collection, including legal action, for recovery of unpaid fees.
· If an amended return is required for reasons not attributable to our Firm, a minimum fee of $250.00 will apply, payable upfront.
· One copy of your filed tax return will be provided at no charge after it is accepted by the IRS and applicable state. Additional copies will incur a $20.00 fee per copy.
· All bank, transmission, and service fees disclosed in your tax return documents are non-refundable and non-negotiable.
Limitation of Liability
Our liability for any claim, damages, or loss arising from this engagement is limited to the amount of fees paid for the specific services provided. We are not responsible for penalties, interest, or additional taxes assessed by taxing authorities.
Governing Law
This agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to conflict of law principles
Acknowledgment and Consent
By signing below, you:
· Represent that all information you provide is true, correct, and complete to the best of your knowledge.
· Authorize P&B Tax Services, LLC to prepare your tax return(s) based on that information.
· Understand and agree to be financially responsible for all fees due for services rendered, regardless of the status of any refund.