Jackie StevensJackie Stevens

Authorization /Engagement Letter

 

This Authorization/Engagement Letter is to confirm the arrangements for our tax return preparation services. We will prepare your Individual and/or Business Federal and State Income Tax Returns for calendar year _______________ in accordance with appropriate tax laws and regulations. Your returns will be prepared solely from the information provided by you! For speedy completion of your taxes, please provide any information promptly to our office, if we ask for it. All information is kept confidential! No one can get your information from us without your permission, except for a government agency following due process of law.

 

ALL TAX PREPARATION FEES ARE DUE AND PAYABLE AT THE TIME YOU PICK UP YOUR COMPLETED RETURN(S).

 

TAX PREPARATION SERVICES are based on a fee schedule charged per schedule or schedules  needed to complete your return or returns.  Additional charges may include: research basis of stocks/bonds or assets sold, NOL's (net operating losses)  multi-state and multi-city returns filed, accounting for an entire year, tax consultation for estimates, amended taxes for prior year, and FAFSA reports. All additional charges are identified separately on your invoice.

 

OTHER SERVICES provided: Tax audit warranty and tax estimates warranty through our tax software,  accounting, payroll, business consultation, set up of new businesses, and representation in audits, as allowed by law. These are billed at $50.00 per hour, with a minimum fee of $50.00.

 

Minimum fee of $25.00 for any letters we write to IRS or any State Agencies at your request in response to a letter from them (unless we did the original return and/or you purchased the tax audit warranty). We must have written authorization for any fax requests from  banks, schools, etc.  There will be a $10.00 minimum charge, payable before we fax or email the information requested.

 

Occasionally we make mistakes, please forgive us for being human. Be courteous and let us know if you receive any letters from the government. We do correct returns for free and pay any penalties, if we are at fault. However, we are not responsible to pay any taxes that may be owed.

 

 PLEASE REVIEW YOUR RETURN(s) CAREFULLY BEFORE SIGNING AND FILING THEM. All returns, except the city returns,  will be electronically filed once we have the signed 8879.  You will need to mail in the city return yourself.  If  your return is rejected you will be notified.  If you have any questions please call me. THANK YOU for allowing us to serve you this year and in the future.

 

WE GREATLY APPRECIATE YOUR BUSINESS! This Engagement Letter will serve to apply to all future years . 

 

Adams Bookkeeping Services LLC is not responsible for providing any of the deduction information taken on my tax return(s). I have provided this information from my own records and I have proof of my deductions and income. I give my permission to prepare my tax return(s) and I have read, understood and agree to the terms of this engagement and I have read the Privacy Policy of this firm on the reverse side of this letter.

 

 

 

Taxpayer _______________________________________ Date  _____________

 

 

 

 

 

 Spouse  _________________________________________ Date _____________

 

 

 

NOTE: BOTH MUST SIGN THIS DOCUMENT, IF MARRIED (Exception: Surviving Spouse)