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Tax Preparation Engagement Letter

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.

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