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Tax Services Engagement Agreement

 

Thank you for choosing Moshe Klein & Associates, Ltd. to assist you with your 2018 taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your 2018 federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. An organizer will be provided to help you collect the data required for your return. The organizer will help you avoid overlooking important information. By using it, you will contribute to the efficient preparation of your returns and help minimize the cost of our services.

We will perform accounting services only as needed to prepare your tax returns. Additional fees may apply for any bookkeeping and/or accounting work that may be required to prepare your tax returns. Fees for these services are outlined on our website and in other required intake forms that you should review carefully before signing. Our work will not include procedures to find inaccuracies or irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information that you submit. We will inform you of any material errors, fraud or other illegal acts we discover.

The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties.

Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

Our fee is based on the time required and/or a set fee per tax form at standard billing rates posted on our website plus any out of pocket expenses. Invoices are due and payable upon presentation. All accounts not paid within terms are subject to interest charges to the extent permitted by state law. You may be responsible for any court costs, legal fees, collection costs, etc.  incurred to collect fees earned by our firm.

We will return your original records to you at the end of this engagement. Store these records, along with all supporting documents, cancelled checks, etc., in a secure location in case these items are needed later to prove accuracy and completeness of a return. We retain copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed.

Our engagement to prepare your 2018 tax returns will conclude with the delivery of the completed returns to you (if paper filing) or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax return documents carefully before signing them.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, sign this letter in the space indicated.

By my signature, I acknowledge that I have read, understand, and agree to the policies, terms, conditions and procedures as outlined on this document.

By signing this Acknowledgement, I agree that my electronic signature is the legally binding equivalent to my handwritten signature. Whenever I execute an electronic signature, it has the same validity and meaning as my handwritten signature. I will not, at any time in the future, repudiate the meaning of my electronic signature or claim that my electronic signature is not legally binding.

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