LETTER OF ENGAGEMENT

LETTER OF ENGAGEMENT
OUR RESPONSIBILITIES
Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.
• We are not responsible to audit or verify the data that you give to us.
• We may ask for clarification of your data or additional information.
• We are not responsible to discover fraud or other irregularities, should any exist.
• We will work to find all the credits and deductions you are legally entitled to.

YOUR RESPONSIBILITIES
• To provide all the information required for a complete and accurate finished product.
• To provide this information in a timely manner.
• To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
• To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
• You are responsible not to commit fraud.
• You are responsible to let us know if you received Child Tax Credit Payments in 2025, If you did not receive your stimulus payment 1, 2, and 3 payment, 1099k Form, and Unemployment 1099 Form.

PENALTIES, EXAMINATIONS AND NOTICES
The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for examination.

PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

Types of Nonpublic Personal Information We Collect.

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Client Information.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

OUR FEES
We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extension or remains undone.

TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.
Print Taxpayer Name
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Print Spouse's Name (if applicable)
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature (if applicable)
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Household/Living Expense form for Self Employed
What is the amount of your rent monthly?
Monthly total:
Yearly total:
What is the amount of your utility bill monthly?
Monthly total:
Yearly total:
What is amount you spend on expense for you dependents?
Monthly total:
Yearly total:
What is the amount of your water bill monthly?
Monthly total:
Yearly total:
What is the amount of your car payment monthly or transportation?
Monthly total:
Yearly total:
What is the amount of your car insurance monthly?
Monthly total:
Yearly total:
What is the amount for groceries monthly?
Monthly total:
Yearly total:
What is the amount of your cell phone monthly?
Monthly total:
Yearly total:
What is the amount for Wi-Fi monthly?
Monthly total:
Yearly total:
What is the amount you spend on gas (Car) monthly?
Monthly total:
Yearly total:
What is the amount you spend on household supplies monthly? (Laundry, cleaning supplies, etc)
Monthly total:
Yearly total:
What is the amount you spend on the up-kept of your home monthly? (Lawn, Garbage, maintenance, etc)
Monthly total:
Yearly total:
What is the amount you spend on clothing year (Tax Payer & Dependents) ?
Monthly total:
Yearly total:
Monthly Household Expense Total:
Yearly Household Expense Total:
My signature below certifies that the Household/Living Expense information is accurate and true. If audited, I can supply the necessary documentation to substantiate for the information provided above.
Taxpayer Print Name:
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature:
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

BUSINESS INCOME & EXPENSE WORKSHEET
Year
Name
Federal ID #
Name of Business
Address of Business
BUSINESS ACTIVITY (Check all that apply):
PRODUCT SOLD OR SERVICE PERFORMED
How many months was this business in operation during the year?
From
To
How many hours during the year did you and/or your spouse devote to this business?
Number of Hours
PROOF OF SELF EMPLOYMENT/SMALL BUSINESS QUESTIONNAIRE: Is any portion of your investment in this business not subject to payback by you?

RECONSTRUCTION OF BUSINESS

Business Income & Expenses
Business Type:
Business Name:
Business Income:
Corrected Income:

Expense

Rows	Monthly ($)	Yearly ($)
Advertising
Car & Truck
Insurance
Legal Professional
Office Supplies
Rent
Repairs
Business Supplies
Taxes & Licenses
Travel
Utilities
Cell Phone
Fuel
Other:
Other:
Other:
Other:
Other:
Other:
Other:
Other:

Monthly Total:
$
Year Total:
$
*To calculate your corrected income: Income – (Monthly Total x 12) = Corrected Income

My signature below certifies that the income and expenses were reconstructed by me and My Tax Preparer. I further certify that these calculations for the business are accurate and true. If audited, I can supply the necessary documentation to substantiate for the information provided above.
Print Taxpayer Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature:
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

SUMMARY OF INCOME & EXPENSES
Tax payer Name:
Business Type:
Business Name:
Average Service Fee:
Average Clients per week:
Mileage/Fuel:
Office Square Foot:

Supplies

Rows	Supplies Cost ($)
Supply 1:
Supply 2:
Supply 3:
Supply 4:
Supply 5:
Supply 6:
Supply 7:
Supply 8:
Supply 9:
Supply 10:

Total Supply Cost:
$

Month of Service

Rows	MONTHLY INCOME ($)	MONTHLY EXPENSE ($)	INCOME NOTES
January
February
March
April
May
June
July
August
September
October
November
December

2025 Total Income:
$
Corrected Income:
$
I attest that all information provided on this client info sheet is true and accurate, and is subjected to IRS review.
Client Name:
Client Signature:
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

TAXPAYER INCOME AFFIDAVIT
I, blank , hereby swear and affirm under penalties of perjury the following: • I earned the following income during the tax year ending December 31, 2025.

Category

Rows	Amount ($)	Description
W2 Wages
Self-Employment Income
Landscaping
Babysitting
Detailing cars
Handy Man
Moving
Other

• I acknowledge that My Tax Preparer have informed me that I am required to report all income I received during the tax year from all sources.
• I acknowledge that My Tax Preparer have informed me that it is unlawful to overstate m income to receive a large refund.
• I acknowledge that My Tax Preparer, have explained to me in detail the rules regarding Earned Income Tax Credits and the reporting of self-employment income and based on my understanding of those rules I qualify for the Earned Income Tax Credit
• I understand that I will be signing my income tax return under penalties of perjury and all items included on the return are true and correct.
• I acknowledge that My Tax Preparer have advised me of my duty to keep complete and accurate records supporting the source and amount of my income and the legitimacy of any deduction or credit I claim on my tax return
Print Taxpayer Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

TIPS TO IMPROVE YOUR BUSINESS FOR 2026
1. Get into a business mindset. Do whatever it takes to convince yourself that this is not a random thought, a little side gig, or "just a hobby." If you're going to run a successful business, you need to start thinking like a business owner, and that means getting serious about marketing, cash flow, and planning. You may also want to look inward and address any fears—or learning needs—you may have specific to starting the business.

2. Research the market. Take a step back and look at the business you want to start. Is there a market for your product or service? Who are your potential customers or clients, and how will they find you? Who is your competition, and what can you do differently or better? Bounce your ideas off some other business owners and see what they say. Listen to feedback and fine- tune your concept—but give yourself a deadline so you don't get stuck in this step.

3. Run the numbers. Figure out how much money it will take to get your business up and running, and how much you will need to stay in operation until you make a profit. If you don't have enough cash, explore ways to finance your business, which may include securing a bank loan or SBA (Small Business Administration) loan, attracting one or more investors, or soliciting family and friends, either individually or via crowdfunding.

4. Write a business plan. There are plenty of templates available online or at the library. The folks at your local SCORE center also can help. (SCORE is a nonprofit whose volunteer mentors are committed to helping small business owners succeed.) It's tempting to skip this step but writing a business plan will help you identify and solve any weaknesses in your business idea. And it's an essential document if you're looking for a bank loan, grant, or even a contribution from family and friends.

5. Get legal advice. Attorneys help you manage the risks of being a business owner. An attorney can advise you on whether your business should be a corporation, an LLC, or something else. An attorney can define your relationship with your co-owners, review leases, and set you up with the right kinds of contracts and forms. And your attorney is someone you can call with additional questions after your business is up and running.

6. Choose a great name. This is one of the more creative steps. Your business needs the right name. A good business name is unique, memorable, easy to pronounce, and complies with your state's rules on business names. For example, most states won't let you choose a name that's potentially misleading or is the same as another business's name. Also consider how the name will transfer to online uses, including social media.

7. Form your business. Forming a business means filing paperwork with the state and paying a fee. Within a few days to a few weeks, you'll receive confirmation that your business is official. What's required for doing business in the state will vary by state.

8. Get a tax ID number. Most businesses are required to have a federal tax ID number, also known as an Employer Identification Number, or EIN. You can apply for one on the Internal Revenue Service website, or you can get your tax ID number as part of a business formation package.

9. Open a business bank account. Search banks in your area for business accounts with low fees and/or bonuses for signing up. While you're at it, get a business credit card that offers reward points. Don't use your personal bank account for your business banking. You'll have a mess at tax time, and you could invalidate the liability protection you get from having a corporation or LLC.

10. Talk to an accountant. Don't wait until your first tax return is due to talk to an accountant. A good accountant can advise you on the best tax filing status for your business, help you stay on top of deadlines, and answer questions you may have about business deductions, payroll, and state and local taxes.

11. Check with your state taxation department. You may need to open an account for sales tax, payroll taxes, and any other taxes your state collects.

12. Get the necessary business licenses and permits. There may be local business licenses, permits, or tax accounts that are required for your business. You can contact your city or county to find out what's required in your industry or use an online resource that can do the legwork for you.

13. Set up payroll, if you have employees. Many small businesses use payroll services to simplify the process and make sure everything is done right. Owning a small business is an exciting journey. When you start with a good plan and a solid legal and financial foundation, you'll be setting yourself up for success.

Business Resources:

• Apply for an Employer Identification Number (EIN) Online

https://sa.www4.irs.gov/modiein/individual/index.jsp

• Limited Liability Company

www.LegalZoom.com

• Business checking

https://welcome.wf.com/business/checking

• Licenses and Permits

Check with your local DMV or Nearest State License location

I acknowledge that My Tax Preparer have advised me of how to keep complete and accurate records for my business income and expense.
Taxpayer Print Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

CLIENT FEE ACKNOWLEDGEMENT
Today Tax Preparer Name , My Tax Preparer prepared my 2025 tax return. I understand that my tax return was prepared based on the information and documents that I provided. I understand that my tax refund amount is Tax Refund Amount minus Tax Preparation Fee and Bank Product, Transmitting, & Software fee. By signing this document, I agree and accept all terms and conditions stated in the Consent to Refund Policy outlined below.
Initials
Consent to Refund Policy
I, Tax Payer , (hereinafter referred to as “Tax Payer”) acknowledge that there shall be a cancellation fee of $150.00 if I decide cancel at any point following the signing of this document. I understand that the reason for this cancellation fee is to cover any time spent and services rendered for tax preparation.
Initials
Refund Amount Before Preparation Fees:
$
Refund Amount after Preparation fee:
$
Tax Preparation Fee:
$
Bank Product Fee, IRS Transmitting Fee, Service Bureau & Technology Fee:
$
Tax Audit Fee:
$
I Protect Identity Protection:
$
Other
$
Other
$
Other
$
Tax Payer Name
Tax Payer Signature
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Tax Payer Spouse's Name
Tax Payer Spouse Signature
Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

Terms and Conditions
Should be Empty:

Rows	Name (First, Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income	ID Protection PIN
1
2
3
4
5

LETTER OF ENGAGEMENT

Household/Living Expense form for Self Employed

Client Tax Organizer

1. Personal Information

2. Dependents (Children & Others)

EITC Dependent Section (Relationship/Support/Residency):

Dependent 1:

Dependent 2:

Dependent 3:

Additional Household Support Verification:

EITC Government Assistance Verification:

3. Direct Deposit of Refund / or Savings Bond Purchases

ACCOUNT 1

BUSINESS INCOME & EXPENSE WORKSHEET

PROOF OF SELF EMPLOYMENT/SMALL BUSINESS QUESTIONNAIRE:

RECONSTRUCTION OF BUSINESS

SUMMARY OF INCOME & EXPENSES

TAXPAYER INCOME AFFIDAVIT

TIPS TO IMPROVE YOUR BUSINESS FOR 2026

TAX PAYER RETURN DOCUMENT FORM

CLIENT FEE ACKNOWLEDGEMENT

Consent to Refund Policy

INTERNAL AUDIT FORM

DEPENDENT OF RESIDENCY

Terms and Conditions

Rows	Name	Soc. Sec. No.	Date of Birth	Occupation	Cell phone
Taxpayer
Spouse