Tax Services Engagement Letter

Services to be Provided

We will prepare your federal and state income tax returns for the tax year(s) indicated. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify some of the information. We will prepare your returns from information that you will furnish to us. We will not audit, examine, or review any supporting information or documents.

Confidentiality

In the event we receive a subpoena, summons, or other legal process requiring us to produce documents from this engagement or testify about the engagement, we will notify you prior to responding to it. You may, within the time permitted for our firm to respond to any request, initiate such legal action as you deem appropriate to protect information from discovery. If you take no action within the time permitted for us to respond or if your action does not result in a judicial order protecting us from supplying requested information, we may construe that inaction or failure as consent to comply with the request.

Fees

Our fees for this engagement will be based upon the time required to complete your returns billed at our standard hourly rate. Our fees will be billed monthly and are payable upon receipt. Invoices unpaid 30 days past the billing date may be subject to an interest charge. We reserve the right to suspend our services or to withdraw from this engagement in the event our invoices are not paid. If our services are terminated you will be obligated to reimburse us for all costs through the date of termination.

Liability Limitations

Our maximum liability to you arising for any reason relating to services rendered under this letter shall be limited to the amount of fees you paid for these services. In the event of a claim by a third party relating to services under this letter, you will indemnify us from all such claims, liabilities, costs and expenses, except to the extent determined to have resulted from our intentional or deliberate misconduct.

Dispute Resolution

If any dispute arises between and/or among the parties hereto, the parties agree first to try in good faith to settle the dispute through non-binding mediation. The costs of mediation shall be shared equally by the parties.

The parties agree that, if any dispute cannot be settled through mediation, the dispute may then be brought before a court of competent jurisdiction, but the matter will ultimately be decided by the court, sitting without a jury. The parties recognize they have knowingly and voluntarily agreed to waive all rights to have any such dispute determined by a jury, but otherwise retain all rights afforded under the applicable civil justice system.

Client Responsibilities

You should retain all documents and data that form the basis of income and deductions as these may be needed to prove accuracy and completeness of your returns. You have the final responsibility for reviewing, signing and sending in your return to the applicable taxing authorities. In the event information is requested by any of the parties signing this return, that information will be furnished without obtaining the additional consent of any other party.

Governing Law

This Agreement, and the rights and obligations of the Parties hereunder, shall be governed by and construed in accordance with the federal and state laws without giving effect to its provisions on conflict of laws.

Agreement

This Agreement is fully and voluntarily entered into by the Parties. Each Party states that he, she, or it has read this Agreement, has obtained advice of counsel if he, she, or it so desired, understands all of this Agreement, and executes this Agreement voluntarily and of his, her, or its own free will and accord with full knowledge of the legal significance and consequences of this Agreement.

To confirm that you agree with the services and terms of this engagement, please sign where indicated at the bottom of this letter and return one signed copy to us. If we do not receive the executed copy of this agreement from you, receipt of your tax return data and/or organizers for Individuals will acknowledge your acceptance of the terms of this agreement. Should you have any questions regarding these requirements or provisions, please feel free to contact us.

Sincerely,
Pumpkin Tax Company

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Client Information

Client Name *

Email Address *

Phone Number

Business Name (if applicable)

Tax Year(s) *

Date *

Client Signature

Signature *

Print Name (as it appears on tax return) *