TAXES R' US DFW IS HERE TO HELP OUR CLIENTS ACHIEVE TRU RESULTS, ONE TAX RETURN AT A TIME! WE AIN'T NEW TO IT, WE TRU TO IT!
LETTER OF ENGAGEMENT
Taxes R' Us provides tax preparation services efficiently and accurately. Whether we are providing our tax services (personal or business), notary public , financial planning, consultation or bookkeeping please acknowledge we may ask for more details or clarification of data / Additional documents needed to provide maximum results.
- We will work to find all credits and deductions you are owed for the 2025 tax year.
- We provide true/honest results, so we ask for honest factual documentation.
- If additional documents are requested, please provide those within 24 hrs of the preparers request so submission of your return is not delayed.
- No fraud or questionable documents will be accepted or submitted to the IRS.
YOUR OBLIGATIONS
TAXES R' US gives 110% to our each of our tax clients. In exchange, we ask the following of our clients. You as our client agree:
- To provide all information /documents needed in a timely manner to receive a complete and accurate income tax return.
- To provide all important details needed to providing maximum results.
- If you have a federal or state debt, please disclose the details in your intake interview.
- Before signing any documents, please review all information provided (e.g. names, birthdays, banking information, supporting documents submitted on application. Once documents are submitted, they can't be edited unless the IRS rejects for update or an amended return is completed which results in a celebrate fee.
- The tax returns we will file are dependent only on the information and documents you have provided us. So please make sure that you have all the records and share with us the necessary information that we might need to know in order to better assist you. We may ask you for certain information for clarificatory purposes but please take note that this is not for auditing purposes. We do not audit and our engagement cannot be relied upon to disclose errors, fraud, or other illegal acts if such transaction exists. In any case, we will directly notify you if such matters come to our attention.
OUR FEES
Our office does not work on a hourly pay scale. We invoice for all services after intake interview is complete and all information/forms are completed. Our rates vary depending on the nature of the work performed. Please have all documents needed for accurate filing before intake interview. We likewise reserve the right to suspend our services or withdraw from the engagement due to unpaid invoices.
TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only . In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. At the end of this engagement, all original records shall be returned to you. It is recommended that these records be kept secure. I will electronically retain copies of your records for seven years before destroying them.Any additional copies of your e-filed tax documents requested by taxpayer are $25 per year.
ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligtions of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.
AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substanstiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my understanding that these terms will continue to be inforced for the succeeding years of our engagement.
PENALTIES, EXAMINATIONS AND NOTICES
The Internal Revenue Code and the rules and regulations impose certain standards for preparation and disclosure where which noncompliance may incur penalties on both the taxpayer and the preparer and the standards for these differ. An example is when the preparer believed that the information will be sustained on its merits and without fault of the taxpayer, the penalty for the preparer will be imposed.The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (if you would like more information, please contact us). They can also select any return for examination. In case I will be asked to represent on your behalf in cases of audit, I may be available for an additional and separate fee. Any errors made by us shall be corrected for free.
PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.
Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Former Client Information. We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
PLEASE READ THE FOLLOWING STATEMENT TO ITS ENTIRETY.
***Please note that by signing this form you have fully read and understand everything listed above. You are in absolute 100% agreeance with TAXES R' US completing your tax return, and making sure that your return is filed with all of the available deductions given your filing circumstances. Since your tax return is unique to your circumstances, we CANNOT GUARANTEE the outcome of what happens after your return is sent to the IRS. If your return is used to fulfill an offset, this DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY for services provided***