Tax Return Amendment Engagement Agreement
Thank you for choosing Legacy Financial for your tax return amendment needs. This agreement outlines our mutual responsibilities and sets clear expectations regarding the preparation and filing of your amended tax return.
Scope of Services
Legacy Financial will prepare your tax return amendment based solely on the information and documentation you provide.
Our services include:
• Review of the originally filed tax return
• Preparation of the amended return
• Electronic filing or mailing to the IRS, when applicable
You are responsible for providing complete, accurate, and timely information required to prepare the amendment.
Processing Timeline
Our standard processing time for tax return amendments is 10–14 business days from the date all required documents, information, and payment are received.
This timeframe is an estimate and may vary based on the complexity of your tax situation and current workload. IRS processing times are outside of our control and may take several weeks or months after submission.
We will keep you informed of your amendment status as appropriate.
Payments
Payment for tax amendment services is required upfront.
• Amendment fees start at $99 and may increase depending on complexity, number of forms, or additional research required.
• Fees cover preparation and submission only.
• Fees do not include any additional taxes, penalties, or interest assessed by the IRS or state agencies.
Accepted payment methods include: debit card, credit card, and electronic invoice.
Refund Policy
Engaging Legacy Financial for tax amendment services does not guarantee a refund.
Tax outcomes depend on multiple factors, including prior filings, IRS determinations, and the accuracy of information provided. All fees paid are non-refundable, regardless of the outcome of the amendment.
Client Responsibilities
You agree to:
• Provide accurate and complete information
• Disclose all relevant financial documentation related to the amendment
• Review the amended return before filin
• Respond promptly to requests for clarification or additional documentsFailure to provide accurate information may result in delays, rejections, or penalties imposed by tax authorities.
Professional Standards
Legacy Financial will perform services in accordance with applicable federal and state tax laws and professional standards. We do not guarantee specific tax outcomes, refund amounts, or IRS processing timelines.
Acknowledgment & Authorization
By signing below, you confirm that you have read, understand, and agree to the terms of this engagement. You also certify that the information you provide is true and complete to the best of your knowledge.
• Legacy Financial is not responsible for penalties resulting from omitted or inaccurate information provided by the client.
• Additional fees may apply if new information is introduced after preparation has begun.