LETTER OF ENGAGEMENT
We’re delighted to welcome you to The Posh Firm. Our goal is simple: to remove the stress from tax season and replace it with clarity, confidence, and results. This Letter of Engagement outlines what you can expect from us, what we’ll need from you, and how we’ll work together to prepare your tax return accurately and efficiently.
By moving forward, you agree that The Posh Firm will prepare your federal income tax return—and applicable state return(s)—based solely on the information you provide. All services are performed in accordance with applicable federal and state tax laws and professional standards.
This agreement exists to protect both parties, maintain transparency, and ensure a smooth working relationship. Please review it carefully. Your signature confirms your authorization for us to begin.
SCOPE OF SERVICES
The Posh Firm will prepare your current-year federal income tax return and any required state return(s) based on the documents and information you submit.
Additional services—such as multi-state filings, Schedule C (business income), or supplemental tax forms—may require additional fees. Any such fees will be disclosed and approved in advance.
We do not provide legal, financial, or investment advice, nor do we represent clients in audits, examinations, or legal proceedings unless expressly agreed to in writing under a separate engagement. Tax planning, bookkeeping, audit support, and advisory services are available upon request and governed by separate agreements.
Our commitment is focused, compliant, and intentional: precise tax preparation done the right way.
CLIENT RESPONSIBILITIES
Your results depend on the accuracy and completeness of the information you provide. You agree to:
Submit truthful, accurate, and complete information and documentation.
Provide all requested tax documents (including W-2s, 1099s, income records, and expense documentation) in a timely manner.
Maintain original records and supporting documentation for all income, deductions, and credits claimed.
Respond promptly to requests for clarification or additional information.
Review your completed tax return carefully prior to filing.
Failure to meet these responsibilities may delay completion or impact your refund or balance due.
OUR RESPONSIBILITIES
In return, The Posh Firm agrees to:
Prepare your tax return accurately based on the information you provide.
Comply with all IRS and state due-diligence requirements.
Maintain strict confidentiality and safeguard your personal information.
Communicate clearly throughout the process.
Notify you if we identify inconsistencies, compliance risks, or potential audit triggers, and provide professional guidance on next steps.
We approach every return with precision, integrity, and care.
FILING AUTHORIZATION
You retain full control over your return.
Before filing, you will receive a completed copy for review and approval. Your written or electronic authorization permits us to electronically file your return with the IRS and applicable state agencies.
By signing this engagement, you confirm that:
You have reviewed your return to the best of your ability.
You authorize electronic filing after approval.
You have selected your preferred refund or payment method.
Non-Filing / Abandonment Fee
If you choose not to proceed with filing after your return has been completed, a $150 abandonment fee will be immediately due and automatically drafted via ACH from the account listed on your intake form. By signing, you authorize this charge.
FEES & PAYMENT TERMS
Tax preparation fees are based on the complexity of your return, including required forms, schedules, and state filings.
Fees for bank products, refund advances, or third-party services are separate and disclosed prior to selection.
Convenience fees apply if preparation fees are deducted from your refund.
Payment Options
Upfront payment via accepted methods, or
Fee deduction from refund (bank product clients only)
No Refund Policy
Once services are completed, all fees are non-refundable—regardless of filing outcome or refund amount. We reserve the right to withhold e-filing or document release until all balances are paid in full.
While we work diligently to optimize your tax outcome:
We do not guarantee refunds, credits, or results.
Refund timing is subject to IRS, state agencies, banks, and third-party providers.
Prepared returns are considered completed services, even if not filed.
RECORD RETENTION
We retain copies of prepared returns and required documents for three (3) years.
You are responsible for maintaining your original records.
Copies may be reissued upon request for a $25 document retrieval fee.
Prepared today. Protected tomorrow.
NON DISPARAGEMENT
Both parties agree to maintain professionalism, discretion, and mutual respect throughout and after the course of this engagement.
The Client agrees not to make or share any false, misleading, or intentionally harmful statements about The Posh Firm, its owners, team members, services, or business practices. This applies to written and verbal communications, including public forums such as social media platforms, online review sites, and third party conversations.
Nothing in this section is intended to prevent the Client from providing truthful information if required by law or participating in lawful legal proceedings. However, statements presented as fact that could reasonably harm the reputation or goodwill of The Posh Firm are not permitted.
We believe in handling concerns privately and professionally. This standard ensures a respectful experience for all parties and preserves the integrity of the relationship.
TERMINATION OF AGREEMENT
You may terminate this engagement at any time prior to filing by providing written notice. Fees for work already performed remain due.
The Posh Firm may terminate this agreement if:
- Required information is not provided timely.
- False or misleading information is submitted.
- Communication becomes abusive or unprofessional.
- Continuing the engagement would compromise ethical or professional standards
- Upon termination, all earned fees remain payable, and the abandonment fee may apply if the return was completed but not filed.
We value professionalism, clarity, and mutual respect. When those standards are met, the results speak for themselves.
The Posh Firm