Tax Preparation Engagement Terms

Our engagement covers preparation and electronic filing of the specific returns identified in your approved quote for the tax year stated. Additional years, states, entities, or services require a separate quote.

You are responsible for providing complete and accurate income, expense, and identification records, retaining supporting documentation, and reviewing your return before authorizing filing. We rely on the information you provide and do not audit your records.

Unless separately quoted, the engagement does not include bookkeeping cleanup, audit representation, responses to tax notices, amended returns, prior-year returns, or tax planning projects.

We file only after you approve your return and sign the required e-file authorization. Acceptance by the tax agency is confirmed in your portal.

Fees are based on the approved quote. If your situation requires additional forms, states, or work, we send a revised quote for approval before continuing.