Are you looking for a Tax Preparation Engagement Letter Sample to help you communicate effectively with your clients? Look no further! In this article, we will provide you with examples of Tax Preparation Engagement Letter Sample that you can use and modify as needed.
The Importance of Tax Preparation Engagement Letter Sample
When it comes to tax preparation, having a clear and concise engagement letter is essential. It helps outline the scope of services, expectations, and responsibilities of both parties involved. By having a well-crafted Tax Preparation Engagement Letter Sample, you can avoid misunderstandings, disputes, and ensure a smooth working relationship with your clients.
Key Points to Consider in Tax Preparation Engagement Letter Sample:
- Scope of services provided
- Responsibilities of both parties
- Fee structure and payment terms
- Confidentiality and data protection
- Termination and dispute resolution
Example of Tax Preparation Engagement Letter Sample
Dear [Recipient’s Name],
I am writing to confirm our engagement for tax preparation services for the upcoming tax year. This letter outlines the scope of services to be provided and the responsibilities of both parties.
Scope of services: We will prepare your individual tax return for the tax year [Year] based on the information provided by you. We will also provide tax planning advice and answer any questions you may have regarding your tax situation.
Responsibilities: It is your responsibility to provide accurate and complete information necessary for the preparation of your tax return. You are also responsible for ensuring that all documentation is submitted in a timely manner.
Fee structure: Our fee for tax preparation services is [Amount] per hour. Payment is due upon completion of services. Additional fees may apply for additional services requested.
Confidentiality: We will maintain the confidentiality of all information provided by you and will not disclose it to any third parties without your consent.
Termination: Either party may terminate this engagement with written notice. In the event of termination, fees will be prorated based on services provided up to that point.
Sincerely,
Your Name
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