Thank you for choosing Balance Blueprint Tax Service LLC to assist you with your tax preparation for the requested tax year. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.
We will prepare your requested federal and state income tax returns. We will rely on you to provide the information needed to prepare complete and accurate returns. Please note that the law imposes penalties when taxpayers underestimate their tax liability. While we may ask you to clarify some items, we will not audit or otherwise verify the data you submit.
We will perform accounting services only as needed to prepare your tax returns.
Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.
Client Acknowledgment
I acknowledge that all information provided to Balance Blueprint Tax Service LLC is true and accurate to the best of my knowledge. I understand that I must have supporting documentation to validate the information I provide. I further understand that knowingly providing false information on my tax return is a criminal offense punishable by law, which may include court appearances, restitution, and possible imprisonment.
I waive Balance Blueprint Tax Service LLC and the tax preparer of any liability due to errors resulting from incorrect information I provide. By signing below, I authorize Balance Blueprint Tax to file my tax return.
Payment Terms
I acknowledge that if I and/or my spouse owe any federal or government debts such as IRS balances, child support, student loans, or other obligations, I/we are still responsible for the tax preparation fees due to Balance Blueprint Tax Service LLC at the time of service. Additionally:
If the refund amount is mailed instead of directly deposited, I/we remain responsible for the tax preparation fees.
Failure to pay tax preparation fees will result in legal action to collect the unpaid balance.
I agree not to dispute tax preparation fees for services rendered due to IRS delays.
Record Retention
Invoices are due and payable upon presentation. At the end of this engagement, your original records will be returned to you. You should securely store these records, along with all supporting documents, canceled checks, etc., as these may be needed to verify the accuracy of your return.
We will retain copies of your records and work papers for three years, after which they will be securely destroyed. If paper copies of your tax return are requested, they will be available for an additional fee.
E-Filing and Document Authorization
Our engagement concludes with the delivery of your completed returns (if paper-filing) or upon your signature and our subsequent submission of your tax return (if e-filing).
If you choose not to e-file your returns through our office, you will be solely responsible for filing with the appropriate tax authorities.Review all tax-return documents carefully before signing.
By signing this agreement, your signature is transferrable to IRS Forms 1040, 8879, 7216, and any other applicable forms in the finalized tax return.
Final Acknowledgment
To confirm that this letter correctly summarizes your understanding of the arrangements for this work and that you agree to allow Balance Blueprint Tax Service LLC to file your tax return, please sign below.