BLUEPRINT TAXES AND SERVICES
TAX YEAR 20
Letter of Engagement
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Dear Valued Client,
Thank you for choosing Blueprint Taxes and Services for your tax preparation needs. This Letter of Engagement outlines the terms and conditions of the services we will provide. Please read this document carefully and sign below to confirm your understanding and agreement.
1. Scope of Services
By signing this agreement, the client acknowledges and agrees to have their tax return prepared by a qualified tax preparer employed by Blueprint Taxes and Services. The preparer assigned to your account will work diligently to ensure the accurate and timely completion of your federal and/or state tax return(s) in accordance with applicable tax laws and regulations.
2. Deposit Requirement & Payment Policy.
Prior to the commencement of tax return preparation, the client must choose ONE of the following options:
Option A - Deposit Payment: A non-refundable deposit of $125.00 is required prior to the preparation of your tax return. This deposit will be applied toward your final preparation fee at the time of completion.
Option B-Card on File: In lieu of a deposit, the client may place a valid credit or debit card on file. By doing so, the client authorizes Blueprint Taxes and Services to charge the card in accordance with the terms outlined in this agreement.
3. Cancellation / Non-Use Policy
If the client elects to place a card on file (Option B) and subsequently chooses NOT to use Blueprint Taxes and Services after the tax return has been completed, a service fee of $200.00 will be charged to the card on file. This fee compensates for the time, labor, and resources expended in the preparation of the return. Clients who paid the $125.00 deposit (Option A) and choose not to utilize the completed return acknowledge that the deposit is non-refundable and will be retained by Blueprint Taxes and Services.
4. Client Responsibilities
The client agrees to provide all necessary and accurate documentation required for the preparation of their tax return, including but not limited to W-2s, 1099s, identification, and any other relevant financial documents. Blueprint Taxes and Services is not responsible for errors resulting from incomplete or inaccurate information provided by the client.
5. Confidentiality.
Blueprint Taxes and Services is committed to protecting the privacy and confidentiality of all client information. Your personal and financial information will only be used for the purpose of preparing your tax return and will not be shared with third parties without your consent, except as required by law. By signing below, the client confirms they have read, understand, and agree to all terms and conditions set forth in this Letter of Engagement with Blueprint Taxes and Services.
Payment Option Selected:
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$125.00 Deposit paid in advance
Card on File
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Client Printed Name:
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Client Signature:
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Spouse Signature:
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Blueprint Taxes and Services | Thank you for trusting us with your tax needs.
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