This letter confirms the terms under which Anderson Tax Experts ("Preparer") will provide services to prepare and file an amended federal and/or state income tax return for the taxpayer(s) ("Client").
Purpose of Engagement
This engagement is limited to the correction or adjustment of a previously filed tax return. We will prepare Form 1040-X and any associated forms required for amendment based on updated information provided by the Client. Client Responsibilities Client agrees to provide all corrected and additional documentation needed to support changes made to the original return. It is the client's responsibility to review the amended return before signing for accuracy and completeness. Potential Refunds or Balances Due The IRS and/or state may take 16 weeks or longer to process amended returns. A refund is not guaranteed. The amendment could result in a balance due, penalties, and/or interest. Client acknowledges responsibility for payment of any amounts owed and understands the preparer is not responsible for any tax liabilities resulting from changes to the return. IRS Notices & Representation This engagement does NOT include audit or legal representation. If IRS or state correspondence is received related to this filing, the Client may engage our office under a separate agreement for additional fees. Fees & Payment
Fees for amended returns are separate from original return preparation fees. Payment is due before filing or release of tax documents. Signatures