The Tax Preparer Engagement Letter serves as a crucial document in establishing clear expectations and legal protection for both tax preparers and their clients. This document is required under various U.S. regulatory frameworks, including IRS guidelines and state-specific requirements. It typically outlines the scope of work, defines responsibilities, establishes fee structures, and includes mandatory disclosures about privacy, liability, and professional obligations. The letter helps ensure compliance with professional standards while protecting both parties' interests throughout the tax preparation process.
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1. Scope of Services: Detailed description of tax preparation services to be provided, including types of returns and specific tax years covered
2. Client Responsibilities: Client's obligations regarding timely information provision, accuracy of data, and retention of supporting documentation
3. Professional Responsibilities: Tax preparer's obligations, including professional standards, due diligence, and confidentiality commitments
4. Fees and Payment Terms: Fee structure, payment schedule, additional charges, and conditions for fee adjustments
5. Confidentiality and Privacy: Privacy practices, information protection commitments, and data handling procedures in compliance with IRS regulations
6. Limitations of Liability: Extent and limitations of preparer's responsibility, including disclaimer of guarantee for audit outcomes
1. Electronic Filing Authorization: Terms and conditions for electronic filing services, including authorization requirements and procedures
2. Multiple Year Services: Additional terms for ongoing tax preparation services covering multiple tax years
3. State Tax Returns: Specific terms and conditions related to state tax return preparation services
4. International Tax Reporting: Additional terms for international tax reporting requirements and FBAR filings
1. Schedule A - Fee Schedule: Detailed breakdown of service fees, additional charges, and payment terms
2. Schedule B - Required Documentation List: Comprehensive list of documents and information required from client for tax preparation
3. Schedule C - Privacy Policy: Detailed privacy practices and procedures in compliance with IRS regulations and other applicable laws
4. Schedule D - Electronic Filing Procedures: Step-by-step procedures and requirements for electronic filing of tax returns
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