Tax resolution engagement letter sample

Analysis Comes With No Obligation. Register and Subscribe now to work with legal documents online. Instant Downloa Mail Paper Copy or Hard Copy Delivery, Start and Order Now! The engagement letter is the practitioner’s opportunity to eliminate unrealistic expectations. Troubled taxpayers often believe that engaging an experienced tax problem resolution professional is the end of their IRS problems.

To the contrary, engagement of a representative is the initial step in resolving their IRS problems, which cannot be accomplished without their involvement and cooperation in the process. What is an engagement letter? Should a representation be covered by an engagement letter?

Is payroll tax preparation engagement excluded? John Lebbs CPA, PLLC (collectively, “firm,” “we,” “us,” or “our”) is pleased to provide you, the “Client” referenced above (“you,” “client,” or “your”), with the professional services described below. Dear _______: Thank you for choosing me to represent you in response to the examination of your ________ income tax return.

I will work on your behalf to maintain the confidence that you have placed in me. This work requires me to provide you with additional documentation and disclosure. Dear CLIENT NAME: Thank you for selecting YOUR FIRM NAME to assist you with your tax affairs.

This letter confirms the terms of our engagement with you and the nature and extent of services we will provide. We will prepare your YEAR federal and all state income tax returns you request using information you provide to us. The following language is highly recommended.

Good ones are a balance between providing enough information and clarity to the tax client about the services you are providing, but not so detailed that the client is scared off by the length of the letter. Take Avantage of Fresh Start Options Available. TAX REPRESENTATION ENGAGEMENT LETTER.

Because tax services can be broa an exclusion clause that identifies what services will not be provided can be invaluable. SAMPLE ENGAGEMENT LETTER Dear Client: We appreciate the opportunity of working with you and advising you regarding your income tax. Engagement Letter Checklist.

To ensure a complete understanding between us, we are setting forth the pertinent information about the services that we will perform on your behalf. That’s about sixty cents per letter. How much writing can you get done for sixty cents?

If you save one hour of professional time on just one letter the cost is justified. If one letter gets the desired result from the IRS, the fee earned will dwarf the full cost. Your first paragraph should be short enough to provide just the introduction of the resolution. Possibly Settle for Less! In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

We are not responsible for returns not included on this engagement letter. Sharma Tax, Inc, (“we” or “Company”) will provide. My goal is to give a stress-free tax filing experience. This letter is to confirm our understanding of the terms and objectives of our engagement (“Agreement”) and the nature and limitations of the services S. Clear communication plays an important part in this process. All invoices are due and payable upon completion of the tax returns under this engagement.

Tax returns will not be filed with the IRS without payment in full for our services. One substantial change to the preparation and filing of your Federal Individual Income Tax. Both include a client covering letter with a privacy notice, a terms and conditions document and various schedules of services.

These letters do not reflect the CVservices provided to clients.