Sustain Tax Pro LLC
Email: sustaintaxpro@usa.com
Website: sustaintax.com
Subject: Engagement Letter for Federal Tax Preparation Services
We are pleased to have the opportunity to provide tax preparation services for you. This letter outlines the terms and conditions of our engagement for the preparation of your federal tax return.
Scope of Services
Federal Tax Preparation: We will prepare your federal income tax return based on the documents you provide to us. This service will include the review of your financial information, identification of deductions and credits, and the preparation of the appropriate forms required by the IRS.
E-filing: Please note that e-filing is not included in the scope of this engagement. The tax return will be prepared and provided to you for review, but you will be responsible for submitting it to the IRS.
Document Upload Requirements: In order to begin the preparation of your federal tax return, all required documents (including, but not limited to, W-2s, 1099s, receipts, and any other tax-related documents) must be uploaded to our secure portal no later than 30 days from the date of this letter. Delays in providing the necessary documentation may result in a delay in the preparation of your return.
Payment Terms: Please note that payment for tax preparation services must be received in full prior to the commencement of the preparation process. Once payment has been received, we will proceed with the preparation of your tax return.
Request for Extension: If you require an extension to file your tax return, please notify us via email at sustaintaxpro@usa.com as soon as possible so that we can assist you in filing the necessary paperwork.
Responsibility for Accuracy: You are responsible for the accuracy and completeness of all information provided to us. We will rely on the documents and information you submit to complete your tax return. Please review all documents carefully and inform us of any changes or missing information as soon as possible.
Fees: The fee for the federal tax preparation service will be outlined separately based on the complexity of your return.
Client Responsibilities
Provide accurate and complete documents in a timely manner.
Review your federal tax return for any discrepancies or missing information before finalizing it.
Submit the prepared return to the IRS unless otherwise agreed upon.
Notify us by email if an extension is needed.
Confidentiality
All information provided by you will be treated with the utmost confidentiality, and we will take all necessary measures to protect your personal data.
Termination of Services
You may terminate this engagement at any time, subject to payment for services rendered up until that point. We may also terminate this engagement if the necessary documents are not provided within the required time frame or if there is a failure to comply with any other terms outlined herein.
Acceptance of Terms
Please sign and return a copy of this engagement letter to confirm your acceptance of the terms outlined above. If you have any questions or concerns, please feel free to contact us.
Thank you for choosing Sustain Tax Pro LLC. We look forward to working with you.
Sincerely,
Natavan YILDIZ
Sustain Tax Pro LLC
Client Acknowledgment