I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing One Solution LLC to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand One Solution LLC will take legal action to collect the unpaid tax preparation fees.
This is a formal request for engagement and the terms of such with:
One Solution LLC
Shannon Exford Donato, EA
1. Scope of Engagement
We will prepare the following 2025 tax returns based on information you provide:
• Federal individual income tax return (Form 1040)
• Applicable state and local income tax returns
• Applicable schedules, forms, and statements required to complete your return(s)
Our services do not include bookkeeping, financial statement preparation, payroll, sales tax, or audit representation unless separately agreed upon in writing.
We will not audit or verify the information you provide, although we may request clarification or documentation when necessary.
2. Your Responsibilities
You agree to:
• Provide complete and accurate information needed to prepare your returns
• Submit all tax documents to our office in a timely fashion.
• Review results and sign permission to efile forms timely.
• Maintain all supporting documents, receipts, and records for at least seven years
• Notify us promptly of any IRS or state correspondence you receive
If information is incomplete or received after the deadlines above, we may need to file an extension. Filing an extension does not extend the time to pay taxes owed.
3. Fees and Payment Terms
Our fees are based on:
• The complexity of your return
• The number of forms and schedules required
• The time spent preparing and reviewing your return
• Additional services requested
Payment is due at the time of filing.
Returns will not be e‑filed or released until payment is received in full.
Late, incomplete, or corrected information may result in additional charges.
4. Document Organization & Compilation
To keep your tax preparation efficient and accurate, we ask that documents be submitted in an organized format. If records are provided loose, unorganized, or without totals, we are happy to assist with compiling and summarizing them. Please note that this work requires additional time and will incur compilation fees billed at our standard hourly rate. These fees are separate from the base tax preparation fee.
5. Extensions
If your information is not received by the deadlines listed above, we will prepare an extension upon request. You are responsible for estimating and paying any taxes due by April 15, 2026, to avoid penalties and interest.
6. IRS and State Notices
We will assist with IRS or state notices related to a return we prepared. Additional fees may apply depending on the complexity of the issue.
We do not provide audit representation unless separately engaged.
7. Privacy and Confidentiality
We maintain strict confidentiality of your personal information and comply with all applicable federal and state privacy laws. We do not disclose your information without your written consent unless required by law.
8. Electronic Filing Authorization
By signing this engagement letter, you authorize One Solution LLC to e‑file your return(s) once you have reviewed and approved them. You remain responsible for the accuracy of all information provided.
9. Termination of Engagement
Either party may terminate this engagement at any time. You agree to pay for all work completed up to the date of termination.
Our office number is 315-779-8299
Email: FrontDesk@OneSolutionNNY.com
Email: Shannon@OneSolutionNNY.com