LETTER OF ENGAGEMENT

We’re excited to work with you and help take the stress out of tax season. This letter is just to make sure we’re on the same page about what you can expect from us and what we’ll need from you to get your taxes done right.

By moving forward with our services, you're agreeing that TG Tax Solutions (that’s us!) will prepare your federal and, if needed, state income tax return based on the info you provide. We’ll handle everything with care, accuracy, and in line with all the tax laws and rules that apply.

This agreement helps protect both of us, keeps things clear, and makes sure we’re working together smoothly. If you have any questions as you read through this—just ask!

When you're ready, signing this lets us know you’re giving us the green light to get started. Let’s get it done!

SCOPE OF SERVICES
Here’s what we’ll be doing for you:We’ll prepare your current-year federal income tax return, and state tax return(s) if needed, based on the information you give us. If you need help with multiple states, business returns (like a Schedule C), or extra forms, we’ve got you—but there may be additional fees (we’ll always let you know upfront).

We don’t offer legal, financial, or investment advice, and we don’t represent you in audits or legal matters unless we’ve agreed to that separately in writing. If you ever need more in-depth services—like tax planning, bookkeeping, or audit support—just let us know! We offer those too, but they’ll be handled under a different agreement.

Bottom line: we’re here to handle your tax return preparation with care, accuracy, and the same hustle we’d want for ourselves.

CLIENT RESPONSIBILITIES
We can only work with what you give us—so here’s what we need from you to make this process smooth and stress-free:

• Be honest and accurate with the information you provide. We’re not here to judge—just to help. But if anything is missing or incorrect, it could delay your return or affect your refund.
• Send all necessary documents—like W-2s, 1099s, business income/expenses, and anything else we ask for—on time.
• Keep your records. Even though we’re doing the prep, you’re responsible for having proof to back up your income, expenses, and any credits or deductions you're claiming. The IRS may ask for it later.
• Respond quickly if we reach out with questions. Delays in communication can hold up your return and may impact how soon you get your refund.
• Review your return before it’s filed. We’ll always let you take a look before we hit submit.

OUR RESPONSIBILITIES

Working together means teamwork—you bring the receipts, and we’ll bring the results. 

Here’s what you can count on from us:

• We’ll prepare your tax return accurately based on the documents and details you give us.
• We follow all IRS and state guidelines, and we meet all due diligence requirements to keep your return compliant and protected.
• We keep your personal info secure and confidential—always. Your trust means everything to us.
• We’ll communicate clearly and keep you in the loop throughout the process, especially if we need anything from you or if something looks off.
• If we spot any issues or feel like something might trigger an audit or hold-up, we’ll let you know and offer our professional advice on how to move forward.

We take your tax return seriously, and we’ve got your back every step of the way.

FILING AUTHORIZATION
Before we file anything, you’ll always have the final say.

We’ll send you a quote and copy of your completed return to review and approve. Once you’ve given us the green light (either with a signature or written approval), we’ll go ahead and e-file your return with the IRS and/or your state(s).

By signing this engagement letter, you’re confirming that:

• You understand it’s your return and you’ve reviewed everything to the best of your ability.
• You give us permission to file your return electronically after your approval.
• If you're getting a refund, you’ve chosen how you want to receive it (direct deposit, refund advance, etc.).

 

FEES & PAYMENTS TERMS
We believe in being upfront—no surprises when it comes to your money. Here’s how our pricing works:

• Your tax prep fees covers your federal return and state(s) return and it is calculated based upon any forms, schedules, or other multi-state filings that you may have. Our Prep fee starts at $800 for W2 and $950 for Self Employed/Business Returns. 
• Bank products, refund advances, Software fee, and any third-party services also have separate processing fees, which will be added to the company prep fee and  disclosed to you before you choose those options.
• If you decide to pay your prep fee out of your refund, additional fees for that convenience will apply or you can avoid the processing fee and pay up front.

Payment Options:

• You can pay upfront via card, Cash App, or other accepted methods, or
• Choose to have fees deducted from your refund (bank product clients only).

No Refunds:
Once services are completed, no refunds will be issued—even if you choose not to file or if your refund is smaller than expected. You're paying for our time, experience, and the work already performed. We reserve the right to withhold e-filing or release of any documents until your balance is paid in full.

Let’s make sure it’s fair, fast, and worth every penny. We’ll always do our best to maximize your refund—or minimize what you owe—based on the info you give us. But let’s be real for a second:

• We can’t guarantee a specific refund amount, tax credit, or outcome.
• Your final refund or balance due depends on IRS and state calculations, and the details you provide.
• We’re not responsible for delays caused by the IRS, your bank, or third-party products (like refund advances or direct deposit timelines).
• Once we’ve prepared your return—even if you decide not to file—it’s considered a completed service. That means no refunds for prep fees, time spent, or add-on services.

We don’t promise magic—but we do promise to work hard, stay honest, and keep your best interest at the center of everything we do.

RECORD RETENTION POLICY
We keep copies of your tax return and related documents we prepare for our own records—but you should always keep your originals.

Here's what you need to know:

• We’ll retain a copy of your final return and any documents we’re required to keep for three (3) years.
• It’s your responsibility to keep your original documents (like W-2s, 1099s, receipts, bank statements, and any proof of deductions or credits) in a safe place. The IRS may request them later.
• If you lose your return and need a copy after the season, we’ll gladly resend it—just submit a request, and we may charge a $25 document retrieval fee.
• We’ll handle the prep—but staying organized and audit-ready starts with you.

Please also note that audit/examination representation work is not included in the tax preparation fee and is considered a different engagement with a separate fee structure. If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment. Again, if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for their preparation does not include the costs to represent you with regard to any audit or examination. You can opt in to receive Audit Protection for an additional fee of $59.95.

If you agree with the terms of our engagement as described in this letter, please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in TG Tax Solutions and look forward to a long and mutually satisfying relationship.

 

Warm Regards,

TG Tax Solutions