Thank you for the opportunity to work with
you in preparing your income tax returns.
To foster a complete understanding of our r
elationship, take a moment to review the fo
llowing information.
We will prepare your income tax returns base
d solely on the information you furnish to u
s. Upon completion of your tax returns we w
ill return any original tax documents to you
. From time to time our office may retain s
canned copies of your documents for our reco
rds, however you should retain all documents
, cancelled checks and other data that form
the basis of income and deductions and other
tax return forms, schedules, elections and
disclosures. Such documents include but are
not limited to, proper records to support d
eductions claimed for meals, entertainment,
travel, business gifts, charitable contribut
ions, and vehicle use (if applicable), as we
ll as bank and credit card statements. Thes
e records will be necessary to prove the acc
uracy and completeness of the returns to tax
ing authorities, should your returns be sele
cted for examination. We recommend keeping a
ll documents and copies of your returns for
a minimum of five years after you file your
tax returns or after their due date, whichev
er is later.
Our work in connection with the preparation
of your income tax returns cannot be relied
upon to disclose errors, irregularities or i
llegal acts, including, without limitation,
fraud that may exist within the documents or
figures you provide. We will use our profe
ssional judgment in resolving questions wher
e the tax law is unclear or where there may
be conflicts between the tax authority’s int
erpretations of the tax law and other suppor
table positions. Unless instructed by you, w
e will take a tax position in your favor whe
never reasonable. We cannot provide any ass
urance that tax positions taken will not be
challenged or ensure the ultimate outcome of
such a challenge. Moreover, we cannot be re
sponsible for issues arising from any income
, expenses or other information not provided
to us at the time of tax preparation or pri
or to the filing of your returns.
Please note that this engagement, and this
firm’s services, include but are not limite
d to general and annual income tax related
services. Unless specifically requested by
you, and agreed upon in writing we do not p
rovide any services related to payroll tax,
sales tax, excise tax, and personal or rea
l property tax. Nor can we be relied upon
to determine or report your compliance, or
lack thereof, with any Federal, State, or L
ocal business related laws, health care or
human resources regulations, retirement pla
n compliance or any business, property, or
professional permitting/licensing.
The charges for our services are on a “per f
orm” basis with references to time spent by
our professional staff to perform the work,
and costs incurred for related supplies and
expenses, including copy charges, long dista
nce phone charges and computer processing ch
arges. Our fee for the preparation of your t
ax returns will be due and payable upon pres
entation of your completed income tax filing
. It is company policy not to release tax re
turns or any tax related reports, schedules,
information, advice, or notes without payme
nt in full. Should a situation arise where
services have been rendered but payment is n
ot received and our firm is forced to or ele
cts to seek legal assistance to collect fees
due to us, please note that you may be aske
d to reimburse our firm for the legal costs
to collect any outstanding balance due.Becau
se we understand that cost is an important i
ssue for many clients, we will do our best t
o provide you with an estimate of our fees p
rior to completing your returns but please u
nderstand that circumstances arise which may
raise or lower the estimated fee. We will c
ontact you if such a situation arises after
you receive an estimate.
Upon completion of your returns and after yo
u have paid your tax preparation fees we wil
l provide you with a copy of your returns as
well as the e-file signature authorizations
and any applicable payment vouchers to comp
lete your tax filing. You should review the
completed returns carefully. If you see an
ything that requires changing please bring i
t to our attention immediately and we will e
ither explain the matter to you or correct i
t without delay and provide you with new, co
rrected copies. If you are satisfied with th
e returns and see no issues, please sign and
date the e-file signature authorizations an
d return them to this office immediately. Pl
ease note that all taxing authorities prohib
it us from transmitting your tax returns wit
hout signed authorization from you. Please
also note that if your returns can not be e-
filed we will provide you with paper copies
to sign and mail to the taxing authorities.
By signing this engagement you are agree
ing to compensate
J's Top Dollar Professional Tax Service
for services you have requested.
In the event you terminate the engagement
prior to the completion of your tax accoun
ting work,
J's Top Dollar Profes
sional Tax Service
reserves the right to invoice you for an
y out of pocket expenses, time at our hour
ly rate, or other expenses that were incur
red during this engagement.
Please also note that audit/examination repr
esentation work is not included in the tax p
reparation fee and is considered a different
engagement with a separate fee structure.
If you have any questions regarding the spec
ifics of audit/examination representation pl
ease feel free to ask any time before, durin
g or after your appointment. Again if your
returns are audited or examined by any taxin
g authority, for any reason, the fee you pai
d for their preparation does not include the
costs to represent you with regard to any a
udit or examination unless you opt in for th
e Audit Maintenance Protection for $99.99 wh
ich will be added in with your tax preparati
on fees.
J's Top Dollar Profes
sional Tax Service
takes your privacy and personal informatio
n very seriously. We will take whatever ste
ps are necessary to safe guard that informat
ion and will never sell or disclose said inf
ormation to anyone outside the firm for any
reason. Please note that while we will prote
ct your confidential information, our firm,
from time to time, will need to utilize some
of your information for internal purposes n
ot related directly to your current year tax
preparation. An example of this usage woul
d be mailing you a newsletter or holiday car
d to your confidential home address or perha
ps a personal phone call to wish you or a me
mber of your family greetings or a happy bir
thday. By signing this letter you agree to a
llow our staff limited access to your inform
ation for such informal, non-tax preparation
related situations.
If you agree with the terms of our engagemen
t as described in this letter please sign be
low. Please be aware that by signing below
and giving us your income tax information, y
ou expressly agree to the terms of this enga
gement letter. We want to thank you for putt
ing your trust in
J's Top Dollar Profess
ional Tax Service
and look forward to a long and mutually sa
tisfying relationship
