You can open the Tax Preparation Engagement Letter Template in multiple formats, including PDF, Word, and Google Docs.
Tax Preparation Engagement Letter Template Printable | Editable FormSample
Examples
[Name of the Tax Preparer]
[Tax Preparer’s ID]
[Tax Preparer’s Address]
[Tax Preparer’s Phone]
[Tax Preparer’s Email]
[Name of the Client]
[Client’s ID]
[Client’s Address]
This letter serves as an engagement agreement outlining the scope of tax preparation services to be rendered for the tax year ending [Tax Year End Date].
The Tax Preparer agrees to prepare the following tax returns: [List specific tax forms, e.g., Form 1040, Schedule C, etc.].
The Client agrees to provide all necessary financial documents and information required for the accurate preparation of tax returns, including but not limited to [List relevant documents].
The Client shall pay the Tax Preparer a fee of [Amount] based on an estimate of the time required for preparation and filing, with payment due upon completion of services.
The Tax Preparer will file the tax returns electronically unless otherwise specified. The Client must review and approve all returns prior to filing.
The Tax Preparer’s liability in connection with the services rendered is limited to the fees paid for said services, except in cases of willful misconduct or gross negligence.
Both parties agree to maintain the confidentiality of all shared information in accordance with applicable laws and regulations regarding tax return preparation.
[Signature of the Tax Preparer]
[Name of the Tax Preparer]
[Signature of the Client]
[Name of the Client]
[Name of the Tax Preparer]
[Tax Preparer’s ID]
[Tax Preparer’s Address]
[Tax Preparer’s Phone]
[Tax Preparer’s Email]
[Name of the Client]
[Client’s ID]
[Client’s Address]
This engagement letter sets forth the understanding between us regarding the preparation of your federal and state tax returns for the tax year ending [Tax Year End Date].
The Tax Preparer will undertake the preparation of: [List specific services, e.g., individual tax return, business tax return, etc.].
The Client agrees to provide the Tax Preparer with all relevant documentation, including but not limited to: [List documents].
The fee for the services rendered will be [Specify Amount] and will be billed upon completion of the return. Additional services will be billed as incurred.
The Client must review the completed tax returns and provide approval prior to submission. Any amendments must be made before the tax filing deadline.
The Client shall indemnify and hold harmless the Tax Preparer from any claims resulting from incorrect or incomplete information provided by the Client.
This agreement shall be governed by the laws of [Jurisdiction], and any disputes shall be resolved in accordance with those laws.
[Signature of the Tax Preparer]
[Name of the Tax Preparer]
[Signature of the Client]
[Name of the Client]
Format
Please complete the form below to create the Tax Preparation Engagement Letter Template. All fields must be filled out to ensure a clear and comprehensive agreement. We provide examples to guide you through each step. Tax Preparation Engagement Letter Template 1. Tax Preparer Information 2. Client Information 3. Engagement Details 4. Scope of Engagement 5. Fees and Payment Structure 6. Client Responsibilities 7. Confidentiality Agreement 8. Limitation of Liability 9. Termination Conditions 10. Acceptance of Engagement 11. Declaration and Signatures
PDF
WORD
Google Docs
Tax Preparation Engagement Letter Template Printable | Editable FormPrintable
