LETTER OF ENGAGEMENT FOR TAX RETURN PREPARATION SERVICES
We are pleased to work with you and assist in making tax season as smooth and stress-free as possible. This Letter of Engagement outlines what you can expect from Ascending Tax Advisors LLC and what we require from you to accurately prepare your tax return.
By moving forward with our services, you agree that Ascending Tax Advisors LLC will prepare your federal income tax return and any applicable state income tax return(s) based solely on the information and documentation you provide. All
services will be performed with due care and in compliance with applicable tax laws.
SCOPE OF SERVICES
We will prepare your current-year federal income tax return and applicable state return(s). Additional services such as Schedule C, multiple states, amendments, or additional forms may result in additional fees disclosed in advance. We do
not provide legal, financial, or investment advice unless separately agreed to in writing.
CLIENT RESPONSIBILITIES
You agree to provide complete and accurate information, submit all required documents, retain original records, respond promptly to requests, and review your return before filing. You are financially responsible for any tax, penalties,
or fees resulting from false or incomplete information.
OUR RESPONSIBILITIES
We will prepare your return accurately, follow IRS and state due-diligence requirements, maintain confidentiality, and communicate clearly throughout the process.
FILING AUTHORIZATION
You will receive a copy of your completed return prior to filing. We will not electronically file without your approval. By signing, you authorize Ascending Tax Advisors LLC to electronically file your return once approved.
NON-FILING / ABANDONMENT FEE
If you choose not to file after the return has been completed, a $150 abandonment fee applies and may be drafted via ACH from the account provided.
FEES & PAYMENT TERMS
Fees are based on complexity and forms required. All service, bank, and third-party fees are non-refundable. If a refund is offset, preparation fees remain your responsibility. No refunds are issued once services are completed. Refund
amounts are not guaranteed.
RECORD RETENTION
We retain copies of prepared returns for three (3) years. You are responsible for retaining original documents. Document retrieval requests may incur a $25 fee.
TERMINATION
Either party may terminate this agreement prior to filing with written notice. Fees for completed work remain due. We reserve the right to terminate services if information is not provided, false information is submitted, or ethical standards
are compromised.