Free standard tax-prep engagement letter — professional wording your business can adapt in minutes. Available in English, Español and 中文. Swap the [bracketed] parts, or let KwickPhone fill in your business name automatically.
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Tax Preparation Engagement Letter
1. SERVICES. [Business Name] will prepare your [tax year] [federal and state] income tax returns from the information you provide. We do not audit or verify your figures; you are responsible for the accuracy and completeness of the records you give us and for keeping supporting documents.
2. YOUR RESPONSIBILITIES. Provide all income statements (W-2, 1099, K-1), deduction records and answers to our questions by [date]. Late or incomplete information may require an extension.
3. FEES. Preparation fees start at $[amount] and depend on the forms required; payment is due when the return is delivered. Fees for responding to notices or audits are separate.
4. FILING. We will provide the completed return for your review; YOU are responsible for reviewing it before signing/e-filing. Penalties and interest resulting from information you did not provide, or provided late, are your responsibility.
5. RECORDS & PRIVACY. Your information is kept confidential and used only to prepare your return, except as required by law or as you authorize in a signed consent. We retain our file copies for [7] years.
6. TERM. This engagement covers only the returns listed above and ends when they are filed or when either party ends it in writing.
Carta Compromiso de Preparación de Impuestos
1. SERVICIOS. [Nombre del Negocio] preparará sus declaraciones de impuestos [federal y estatal] del año [año fiscal] con la información que usted proporcione. No auditamos ni verificamos sus cifras; usted es responsable de la exactitud e integridad de los registros y de conservar los comprobantes.
2. SUS RESPONSABILIDADES. Entregue todos los comprobantes de ingresos (W-2, 1099, K-1), registros de deducciones y respuestas a nuestras preguntas antes del [fecha]. La información tardía o incompleta puede requerir una extensión.
3. HONORARIOS. Los honorarios comienzan en $[monto] y dependen de los formularios requeridos; el pago vence al entregar la declaración. Responder avisos o auditorías se cobra por separado.
4. PRESENTACIÓN. Le entregaremos la declaración completa para su revisión; USTED es responsable de revisarla antes de firmar/presentar. Las multas e intereses por información no provista o provista tarde son su responsabilidad.
5. REGISTROS Y PRIVACIDAD. Su información se mantiene confidencial y se usa solo para preparar su declaración, salvo que la ley lo exija o usted lo autorice por escrito. Conservamos nuestras copias por [7] años.
6. VIGENCIA. Este compromiso cubre solo las declaraciones listadas y termina al presentarlas o cuando cualquiera de las partes lo termine por escrito.
⚖️ These templates are general starting points, not legal advice. Rules differ by state and by business — have your attorney review your final wording before you use it.
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