Please review the Letter of Engagement below before proceeding. If you have any questions, contact G.E.N. 5 Consultant Group.
Thank you for choosing G.E.N. 5 Consultant Group to assist with your tax preparation. This letter confirms the terms of our professional relationship and outlines the responsibilities of both the client and the preparer. Our goal is to provide accurate and compliant tax preparation services while clearly defining the scope of the engagement.
Scope of Services
G.E.N. 5 Consultant Group will prepare your federal income tax return and, if applicable, your state income tax return based solely on the information and documentation you provide. Our services include the preparation of the tax return and related schedules required for filing. Unless specifically agreed to in writing, this engagement does not include tax planning services, legal advice, investment advice, financial advisory services, bookkeeping, or representation before the Internal Revenue Service or any state tax authority.
Responsibility for Information Provided
You are responsible for providing complete and accurate information regarding all income, deductions, credits, and other relevant tax information. This includes providing all tax documents such as W2 forms, 1099 forms, and any other supporting documentation required to prepare your return.G.E.N. 5 Consultant Group will rely on the information you provide and will not independently verify the accuracy or completeness of that information unless required under IRS due diligence regulations. If information provided appears incomplete, inconsistent, or unclear, additional clarification or documentation may be requested before the return can be prepared.
Client Review and Filing Authorization
Before your tax return is filed, you will be provided with a copy of the completed return for review. It is your responsibility to review the return carefully to ensure that all information is accurate and complete.Your tax return will not be electronically filed until you provide authorization confirming that you have reviewed and approved the return.
Due Diligence Requirements
Federal law requires tax preparers to meet specific due diligence requirements when preparing tax returns that claim certain tax credits, including but not limited to the Earned Income Credit and the Child Tax CreditAs part of these requirements, G.E.N. 5 Consultant Group may request additional documentation or ask follow up questions to confirm eligibility for these credits. These procedures are required by federal law and are designed to ensure compliance with IRS regulations.
Professional Status Disclosure
G.E.N. 5 Consultant Group provides tax preparation services as a Licensed Tax Preparer. The preparer is currently pursuing Enrolled Agent credentials. Unless specifically stated in a separate written agreement, this engagement does not include representation before the Internal Revenue Service.
Record Retention
You are responsible for maintaining copies of all tax records, supporting documents, and your filed tax returns. While G.E.N. 5 Consultant Group may retain copies of certain documents for internal recordkeeping purposes, the original records remain your responsibility.
Electronic Communication
By proceeding with this engagement, you acknowledge and consent to the use of electronic communication methods for exchanging tax documents and information. While reasonable safeguards are used to protect electronic information, no electronic system can be guaranteed to be completely secure.
Fees and Payment
Tax preparation fees will be communicated prior to filing your return. Payment of all preparation fees is required before the return will be electronically filed with the Internal Revenue Service unless other arrangements are made in advance.
Accuracy Acknowledgment
By signing below, you confirm that the information provided to G.E.N. 5 Consultant Group is complete and accurate to the best of your knowledge. You acknowledge that providing false, incomplete, or misleading information may result in penalties assessed by the Internal Revenue Service.
Acknowledgment and Agreement
By signing this engagement letter, you confirm that you have read and understand the terms outlined above and agree to the conditions of this engagement.