Engagement Letter

  • Engagement Letter

  • CEO KATHERINE BURGESS, MBA 

             TAX PROFESSIONAL 

  • Date:
     - -

  • Introduction

  • Dear Client,

  • Thank you for choosing Burgess Financial Services, LLC for your tax preparation and tax resolutions needs. This letter outlines the terms and conditions of our engagement and the nature and extent of the services we will provide. Please read this document carefully, as it constitutes a legal agreement between us.

  • Scope of Services

  • We will provide the following services:

  • Preparation of Federal and State Income Tax Returns for the current and previous years. 

  • Review of financial documents and records related to the tax year in question.

  • Filing of the completed tax returns with the appropriate agencies.

  • Filing of all tax forms, payroll taxes, estate taxes, and help individuals and businesses with back taxes. 

  • Client Responsibilities

  • To ensure accurate and timely completion of your tax returns and documentation for back taxes requirements you agree to:

  • Provide all necessary documentation and information required for tax preparation
    promptly.
  • Ensure that all information provided is accurate and complete.
  • Respond to our inquiries and requests for additional information promptly.

  • Fees

  • Our fee for these services will be based on the complexity and forms required for your tax return. Payment is due upon completion of the services. Any additional services outside the scope of this agreement will incur additional fees, which will be discussed and agreed upon before such services are rendered. Fees have increased for this year 2025 tax preparation services. Fees start at (Individuals $350 - $500) (Self-Employed $700 - $1,500), (Amended returns upfront fees $200 - $400) and e-filing fee $30 automatically applies in tax software. Taxpayers fees depending on the complexity of the tax return from clients. Tax resolution fees depends upon compliance and complexity on a different contract form. Will be due upon completion otherwise bank products are involved that usually allows client to have payment come out their tax refunds.

  • Confidentiality

  • We value your privacy and are committed to maintaining the confidentiality of your
    personal information. We will not disclose any information about your tax returns to
    third parties unless required by law or with your explicit consent.

  • Legal Ramifications of Defamatory Actions

  • You agree to refrain from making any defamatory, disparaging, or slanderous
    statements about Burgess Financial Services, LLC, its employees, or its services. Any breach of this clause may result in legal action being taken against you, including claims for damages. You acknowledge that such statements can cause significant harm to our reputation and business operations.

  • Termination

  • Either party may terminate this agreement at any time by providing written notice. Upon termination, you will be responsible for paying for all services rendered up to the date of termination.

  • Acceptance of Terms

  • Please acknowledge your acceptance of these terms by signing below. If you have any questions or require further clarification on any aspect of this engagement, please do not hesitate to contact us.
  • Thank you again for choosing Burgess Financial Services, LLC. We look forward to serving you.
  • Sincerely,

  • KATHERINE BURGESS, MBA

  • CEO & Manager
  • BURGESS FINANCIAL SERVICES, LLC
  • Accepted and Agreed to by:
  • [Date]
     - -
  • This engagement letter is intended to ensure clear communication and mutual understanding of our services.
  • Please keep a copy for your records.
  • Should be Empty: