Moore Financial Solutions – Tax Preparation Engagement Agreement
Preparation Basis
Moore Financial Solutions will prepare your income tax return based solely on the information you provide. You are responsible for the accuracy and completeness of all information submitted.
You must retain all supporting documents, including but not limited to:
Receipts (meals, travel, business expenses, charitable contributions, vehicle use)
Bank and credit card statements
Please keep these records for at least five (5) years in case of audit or examination.
Limitations of Services
We do not verify, audit, or investigate the information you provide.
We are not responsible for identifying errors, irregularities, or illegal acts in your documents.
When tax law is unclear, we will use reasonable judgment and may take positions favorable to you unless instructed otherwise.
Services Not Included
Our services do not include payroll, sales tax, excise tax, property tax, or compliance with Federal, State, or Local business laws unless agreed to in writing.
Fees & Payment
Fees are based on forms prepared, time spent, and complexity.
Full payment is required before your return is released or e-filed.
Payment will be auto-drafted using the information you provide.
If payment fails after three attempts, the account may be sent to collections, and you will be responsible for any collection or legal fees.
Completion & Filing
After payment, you will receive:
A copy of your completed tax return
E-file authorization forms and any applicable payment vouchers
Your return will not be filed without your signed authorization. You are responsible for reviewing your return and reporting any corrections immediately.
Termination
If you terminate this agreement before completion, Moore Money Tax reserves the right to bill for services rendered and expenses incurred.
Privacy Policy
Your personal information is kept confidential and will not be shared outside our firm. Limited use (such as newsletters or holiday messages) may occur with your consent.