Engagement Letter

This letter is to confirm our understanding of the terms of our agreement and outline the nature and extent of services we will provide. Based upon the information you furnish to us, we will prepare your federal and applicable state income tax returns for 2025.

We will not audit or verify the data you submit to us, although we may ask you for clarification when necessary. All information you submit to us will, to the best of your knowledge, be correct and complete and include all other information necessary for the completion of your tax return.

We will also prepare 2026 estimated tax vouchers, if required, based on your income and withholding taxes for 2025. We recommend that you create an account and set up quarterly estimated payments for the tax year 2026 on IRS.gov. If you anticipate a substantial change in income for 2026, please advise us as soon as possible so that we can determine whether an adjustment should be made to your 2026 tax estimates.

Your returns are subject to review by the taxing authorities. Any items that may be resolved against you by the examining agent are subject to certain rights of appeal. In the event of an examination, we will be available upon request to represent you or to review the results of any examination. Billing for these additional services will be at our standard rates. The charges for our services are based on our fee schedule and the complexity of the returns.

You are ultimately responsible for your income tax returns. Please review them carefully before submitting them.