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  • Elite Empire Finances

  • 5667 Treaschwig Rd #1007
    Spring Tx 77373
    Info@eefinances.com

  • Dear Client,

  • Re: Engagement Letter for Tax Preparation Services

  • This letter (the "Agreement") sets forth the terms and conditions under which Elite Empire Finances  will provide tax preparation services to you. By signing and returning this letter, you agree to the terms outlined below.

  • 1. Scope of Services

  • We will prepare your individual, business, or other tax return(s) for the tax year ending 2025, based on the information provided by you. The scope of the services includes the following:

    • Preparation of Tax Return(s): We will prepare your federal and state tax return(s) based on the information you provide.
    • Consultation and Advice: We will provide general advice and consultation related to your tax situation as it pertains to the preparation of your return(s).
    • Filing of Return(s): Once the return(s) are prepared, we will file them with the relevant tax authorities electronically (or via mail if required).
  • Please note that the preparation of any additional tax-related services, such as audits, amended returns, or representation before the IRS, will require a separate agreement and additional fees.
  • 2. Responsibilities of the Client

  • You agree to provide accurate, complete, and timely information necessary for the preparation of your tax return(s). This includes, but is not limited to:
    • Providing all relevant tax documents (e.g., W-2s, 1099s, receipts, statements, etc.)
    • Disclosing any significant changes in your personal or financial situation
    • Providing necessary information for deductions, credits, or other relevant items
    You are responsible for the final review and approval of your tax return(s) before filing. You will also be responsible for ensuring the accuracy of the information provided and for notifying us of any omissions or errors after the return is filed.
  • 3. Fees and Payment

  • Our fee for tax preparation services is based on the complexity of your tax return(s) and will be discussed and agreed upon prior to starting the work.
    • Hourly Rate/Flat Fee: The fee structure will be discussed with you before work begins. Our standard flat fee based on the scope of the services.
    • Payment Terms: Payment for services is due upon completion and prior to the filing of your return(s). Invoices will be issued, and payment can be made by debit, credit card, or bank transfer.
  • In the event that we do not receive full payment within 30 days of invoicing, we may charge a late fee of $100 per month or the maximum amount permitted by law. Failure to pay invoice after late fee will be sent to collections.

  • 4. Confidentiality

  • We will maintain the confidentiality of all information you provide in accordance with applicable laws and ethical guidelines for tax professionals. We will not disclose any information provided by you to third parties, except as required by law or as necessary to complete the tax return(s).
  • 5. Taxpayer's Responsibility

  • While we will use our best judgment and professional skills to prepare your tax return(s), the ultimate responsibility for the accuracy and completeness of your tax return(s) rests with you, the Client. This includes any information required by the IRS or state tax authorities. In the event of an audit or investigation, you agree to cooperate fully with us and provide any necessary documentation or information required by tax authorities.
  • 6. Limitation of Liability

  • We are committed to providing accurate and timely services. However, we are not liable for any penalties or interest resulting from incorrect or incomplete information provided by you. We will assist in correcting any errors or omissions if they are brought to our attention, but the responsibility for the accuracy of the tax return(s) ultimately rests with you.
  • 7. Termination of Services

  • Either party may terminate this Agreement at any time. If you decide to terminate this Agreement before the preparation of your tax return(s) is completed, you will be responsible for paying for any work completed up to the point of termination. Half of the fee must be paid once work has began no exceptions.

  • 8. IRS Communication

  • If you have any correspondence with the IRS or any state tax authorities related to your tax return, you agree to promptly forward any notices, letters, or other communications to us. While we are not authorized to represent you before the IRS or state authorities unless specifically engaged for such services, we will assist you in understanding the communication and, if necessary, advise you on next steps.
  • 9. Governing Law

  • This Agreement will be governed by and construed in accordance with the laws of the state of USA, without regard to its conflicts of law provisions.

  • Acknowledgment and Acceptance

  • By signing below, you acknowledge that you have read, understood, and agree to the terms and conditions set forth in this Engagement Letter. This Agreement becomes effective upon your signature and is binding on both parties.
  • Please sign and return a copy of this letter to confirm your acceptance of these terms.
  • If you have any questions regarding this letter or the services we will be providing, please do not hesitate to contact us.
  • Thank you for trusting us with your tax preparation needs.
  • Sincerely,
  • Elite Empire Finances

  • Acknowledged and Accepted by:

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