Thank you for choosing Unity Elite Tax. This letter explains the terms of our tax preparation services.
SERVICES
Unity Elite Tax will provide the tax service you selected above for the tax year indicated.
Original Tax Preparation: We will prepare your federal and applicable state income tax returns based on the information and documents you provide.
Amended Tax Return (Form 1040-X): We will review your original filed return and supporting documents to prepare the agreed-upon corrections to your federal and applicable state returns.
Services for additional tax years, bookkeeping, audits, or representation before a tax agency are not included unless separately agreed upon.
YOUR RESPONSIBILITIES
You agree to provide complete and accurate information and supporting documents. Please tell us about all income, dependents, deductions, credits, and other matters that may affect your return. We may ask questions, but preparing your return does not include an audit or independent verification of every item you provide. You are responsible for keeping the records that support your return.
REVIEW AND FILING
We will provide the completed return for your review. You are responsible for checking it carefully, including names, filing status, income, dependents, bank details, and the refund or balance due. We will not electronically file it until you approve the completed return and sign any required filing authorization. An engagement letter signature does not replace IRS Form 8879.
PREPARATION FEES
Unity Elite Tax’s minimum fee for original tax preparation is $750 per return, including a joint return.
Amended Tax Returns (Form 1040-X) start at $250. The final fee depends on the complexity of the corrections, the number of tax years involved, and any additional work required.
We will provide the total price and obtain your agreement before beginning preparation.
Once your return is completed and provided for your review, the agreed preparation fee is due even if you decide not to sign or file it. A delayed, reduced, or offset refund does not remove your responsibility to pay the agreed fee.
RECORDS
We will return any original documents you provide. Please keep your completed returns and supporting records in a secure place. We will handle and retain our records in accordance with applicable requirements.
By signing below, you confirm that you have read and agree to these terms. For a joint return, both spouses must sign this engagement letter. You will review and authorize the completed tax return separately before electronic filing.
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