Tax and Financial Counselors2018 Client Engagement Agreement • December 12th, 2017
This engagement is limited to the preparation your 2017 Federal Form 1040 and State of individual income tax returns from information you furnish us, including but not limited to your preparation of our Individual Tax Organizer; that to the best of your knowledge and belief you have provided us true, correct, and complete information regarding both income and deductions. We may help you complete the Organizer by documenting things you tell us and this is to be construed as if you prepared it in your own handwriting. We will not audit or otherwise verify the data you submit although we may ask you to clarify some of the information. Our contract for preparation services begins with all responsible parties signing this agreement, and will conclude, upon delivery to you a copy of your 2017 Federal and State Income Tax Return(s) or one year from the date of this Engagement Agreement whichever comes sooner.
