If you do not agree with these terms, do not deliver your tax documents to us for preparation of your tax return(s).
Thank you for selecting Gintz Warner CPA to assist you with needed tax work. We are providing you this engagement letter to confirm the terms of, and limitations upon, the professional tax services that our accounting firm has agreed to perform.
TERMS
We will prepare and submit to you for filing the federal and requested state income tax returns for you for the current tax year. Any additional returns that you may be required to prepare and file for any tax authority are not part of this engagement.
RESPONSIBILITY
We will prepare the tax returns we have agreed to undertake for you using and relying on the information and documents that you are providing to us. It is your responsibility to provide information that is authentic and accurate in a timely and complete fashion. We will provide you with a "tax organizer" for you to facilitate the gathering of necessary documents and information. We may ask you to clarify certain items you give to us, but we will not audit or otherwise independently verify any of the information and documents that you are giving to us. We are not engaged to detect fraud, embezzlement or other wrongdoing and do not guarantee a particular result or outcome. We reserve the right to disengage from preparing your tax return for any reason by sending you written notice to that effect.
You should retain all the documents, canceled checks and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for the income tax returns and therefore, you should review them carefully before you sign them.
Our engagement will be complete once we deliver to you the completed tax returns that we are preparing on your behalf. You will then be responsible for filing these returns and making any needed payments in a timely fashion with the appropriate taxing authorities. If we are electronically submitting your tax returns to the relevant taxing authorities, you agree to sign and return the required authorization forms to us in a timely manner and prior to any applicable deadlines.
PRIOR YEARS
If, during the course of performing this engagement, we discover information or documents that affect any prior year return, we will bring this issue to your attention. We will not, however, be responsible for identifying all matters that might affect returns for prior years. Should you become aware of any such matter, please contact us to consider the best way to resolve the situation.
PROFESSIONAL FEES
We have agreed that our accounting firm will be compensated at our standard billing schedule, hourly rates or at our minimum return rate as determined by the firm prior to delivery. Payment is expected at delivery of your tax return(s). Professional fees will generally increase over time in order to cover the increased cost of doing business, including staffing and overhead costs.
ACCURATE TAX RETURN PREPARATION
We have further agreed that should you and our accounting firm reach any substantial disagreement regarding what information we believe in our professional opinion must be disclosed in these tax returns, we also reserve the right to withdraw from this engagement on that ground by sending you written notice to that effect.
ELECTRONIC DATA SECURITY
We store information electronically and will communicate with you and others via email. We will take appropriate and customary measures to ensure data security and client confidentiality. These measures include engaging a third-party information technology provider to implement significant hardware and software security protections. However, as electronic information can be stolen and emails intercepted or otherwise disclosed by third parties, we cannot guarantee that information will be absolutely secure. In that regard, you agree that we shall have no liability for any claim, loss or damage arising from the disclosure of confidential or proprietary information. We highly recommend that you refrain from transmitting documents that contain sensitive information via email.
AGREEMENT
Providing us with tax documents in which to prepare your tax return will indicate your agreement with the above terms and limitations of the professional services our accounting firm has agreed to perform.