Dear Taxpayer,
Thank you for choosing Simple Tax Solutions to assist you with your tax preparation. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide. We will prepare your federal, state personal or business income tax returns. We will depend on you to provide the information we need to prepare complete a accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. We will perform due diligence to help you avoid overlooking important information.
You must provide our office with the appropriate documents such as a W-2, 1099, 1098, childcare information, college student, mortgage information etc, for your tax return to be properly e-filed to the IRS.We will not begin process until ALL required and requested documents have been received. We want to provide acccurate service and we need your help to do so.
It is your responsibility to review your returns before they are filed to determine that all income has been correctly reported and that you have substantiation for your deductions. You must pay the balance owed for our services and provide a signed e-file authorization to assure the return is filed by the due date. Effective 01/24 an initial payment for client onboarding will be due before services are rendered for any services that will not be using a bank product including estimates.(None bank product) The non refundable onboarding fee will cover file storage, file opening, and administrative fees. This fee will apply towards preparation fee. ($50 onboarding fee for personal returns, $100 for business returns)
In the event fees for services have not been paid in agreed timeframe collection action will begin to the fullest extent of the law to obtain unpaid fees. Our full fee will be discussed during initial tax interview each year. A 50% deposit will be required for all out of pocket clients before the e-file process has begun. Taxpayer will be responsible for all fees and expenses including collection, attorney fees, damages, court cost and interest that may incur in Simple Tax Solutions collecting the unpaid debt. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years. At the end of our engagement, we will provide you with a copy of your completed tax return by email and advise that you keep it in safe place. If you need an additional copy of it will be subject to a $25.00 fee. If you have not selected to e-file your returns with our office and we prepare your return there will be a retainer fee of $125 before any documents are returned, You will be solely responsible to file the returns with the appropriate taxing authorities.
Simple Tax Solutions is a tax preparation company and we do understand unforseen circumstances may occur. We will now offer in house taxpayer audit protection for a fee of $76.99 -Includes review of three IRS/State Letters, up to three phone calls to IRS/STATE on your behalf. For in person representation additional fees will apply.
If you choose not to opt into audit/review services above the section below will apply to you if needed
For any reason if you need our firm to represent you during an preventable IRS phone consult for case resolution and it is not fault of Simple Tax Solutions we will charge $35 per hour representation fee for call waiting.
PLEASE HAVE ALL REQUIRED TAX INFORMATION PRIOR TO APPOINTMENT TIME OR APPOINTMENT WILL BE RESCHEDULED DUE TO INCOMPLETE FILE,SOME RETURNS MAY BE SUBJECT TO 48-72 TURN AROUND TIME DEPENDING ON COMPLEXITY OF RETURN
Thank You