Dear Client,
Thank you for choosing Xpert Tax Service LLC for your income tax preparation needs. This engagement letter outlines the terms of our services and your responsibilities as our client.
Service Agreement Overview By signing this document, you affirm that all information provided for your 2024 federal and state tax returns—including income, expenses, deductions, and dependents—is accurate and complete to the best of your knowledge. This agreement represents our mutual understanding of the services to be performed.
Your Responsibilities You are responsible for providing all necessary information required for the accurate preparation of your tax returns. We will rely on the information provided without independent verification, although we may ask additional questions to clarify certain details. If you communicate any tax information verbally, your signature on this engagement letter will confirm its accuracy.
Specific Considerations for Tax Credits For clients claiming tax credits such as the Earned Income Tax Credit (EITC), Additional Child Tax Credit, Education Credit, or claiming Head of Household filing status, you confirm that all related information, including details about dependents, is accurate and meets eligibility requirements.
Record Retention and Original Documents Our policy is to retain records related to this engagement for a specified number of years, after which they may be destroyed. We will return all original documents to you at the completion of our services.
Legal and Financial Responsibilities The information you provide will be submitted to the IRS and state tax authorities. Providing false or misleading information can result in severe penalties. Xpert Tax Service is liable only for errors or omissions on our part, including responsibility for related interest and penalties, but not for the tax owed.
Audit and Examination Tax returns are subject to review by tax authorities, which may require you to provide supporting documentation.
Completion and Payment of Services Upon completion of your tax returns and payment of the tax preparation fees, you will receive a copy of your return. Please review it carefully for accuracy. Our fees are based on the complexity of your return and include the preparation of necessary schedules and forms. Payment is due upon presentation of the invoice, unless fees are being deducted from your tax refund.
Exclusions from This Engagement This engagement letter does not cover the preparation of any financial statements or other documents not related to tax returns unless specified in a separate agreement and separate fee.
Communication and Email Use We may communicate with you or others involved in this engagement via email. Please be aware that email communications can be intercepted. We disclaim any liability for interception or unintentional disclosure of emails related to this engagement.
Additional Services Our services include federal and state tax preparation. Services such as payroll tax, sales tax, excise tax, and property tax are not included.
Audit Representation Representation in audits or examinations is not included in the tax preparation fee and requires a separate engagement and fee.
Confidentiality and Data Protection We are committed to protecting the confidentiality of your information. We will not disclose your information outside our firm without your consent unless required by law. By signing this letter, you also consent to our use of your information for internal purposes, such as sending newsletters or holiday greetings.
Opt-in for Communications By signing this letter, you agree to be opted into our email and SMS lists for updates on tax law and service information. If you prefer not to receive such communications, please click unsubscribe on email blast and type Stop on SMS.
IRS Discussion Authorization You authorize us to discuss aspects of your return with the IRS for one year after the return’s due date.
Tax Preparation Fee Your tax preparation fee is based solely on our services provided and is not contingent on whether you receive a tax refund.
By signing below, you agree to the terms outlined in this letter. We value your trust and look forward to a successful collaboration. If you have any questions or need further clarification, please do not hesitate to contact us.