Tax Preparation Agreement Sample Contracts

Tax Preparation Agreement & Privacy Disclosure January, 2019
Tax Preparation Agreement • January 17th, 2019

This letter serves to confirm our engagement with you, and to clarify the nature and extent of the tax preparation services we will provide. Sign and return this Agreement to us.

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Tax Year 2023 Tax Preparation Agreement
Tax Preparation Agreement • January 16th, 2024

Thank you for choosing Rowekamp Tax Service LLC to assist you with your tax returns. This agreement confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide. By signing above, you acknowledge the following arrangements and confirm your responsibilities in the preparation of your tax returns.

Agreement for preparation of 2020 Fiduciary Income Tax Returns
Tax Preparation Agreement • January 18th, 2016

This letter is to confirm and specify the terms of our engagement for the year ended December 31, 2020 and to clarify the nature and extent of the services we will provide. In order to ensure understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to confirm the following arrangements.

Agreement for 2021 Non-Profit Tax Return Preparation
Tax Preparation Agreement • January 12th, 2022
Contract
Tax Preparation Agreement • December 15th, 2017

This document (the “Agreement”) is the written fee contract setting forth the terms by which Nelson, Vogelheim & Phillips, LLP, (the “Preparer”) will provide services to you (the “Client”).

TAX PREPARATION AGREEMENT
Tax Preparation Agreement • December 18th, 2017

This letter is to confirm our understanding of the terms and objectives of our tax services engagement and to clarify the nature and limitations of the tax services to be provided.

Contract
Tax Preparation Agreement • August 26th, 2020

Thank you for selecting me to assist you with your tax affairs. This letter confirms the terms of my engagement with you and the nature and extent of services I will provide.

TAX PREPARATION AGREEMENT
Tax Preparation Agreement • October 11th, 2020

This agreement is to ensure than any citizens requesting preparation of their city tax return by the City of Tiffin Income Tax Department staff understand and agree to their responsibilities and the responsibilities of the City Tax Department. The City of Tiffin Income Tax Department is not a tax preparation firm, but as a service to its citizens, will prepare your city tax return using the information that you provide to us. It is your responsibility to provide all the information required to prepare your return completely and accurately.

Steven L. Jager, C.P.A.
Tax Preparation Agreement • June 11th, 2014
TAX PREPARATION AGREEMENT 2016 TAX YEAR FORWARD
Tax Preparation Agreement • January 5th, 2017

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.

Reed Accounting Tax Preparation Agreement
Tax Preparation Agreement • October 7th, 2015
Reed Accounting Tax Preparation Agreement
Tax Preparation Agreement • January 2nd, 2019

We appreciate the opportunity of working with you and advising you regarding your federal and state income taxes. In order to ensure an understanding of our mutual responsibilities, we ask all of our clients for whom returns are prepared to confirm the following arrangements:

Terms and Agreement ________(tax year) of Services to be Rendered
Tax Preparation Agreement • January 9th, 2023

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. Acknowledgment confirming your understanding and agreement to the terms of the services to be rendered, must be signed and returned to our office prior to the completion of your returns. In order to ensure an understanding of our mutual responsibilities, please confirm the following arrangements.

Reed Accounting Tax Preparation Agreement
Tax Preparation Agreement • January 2nd, 2019

We appreciate the opportunity of working with you and advising you regarding your federal and state income taxes. In order to ensure an understanding of our mutual responsibilities, we ask all of our clients for whom returns are prepared to confirm the following arrangements:

This is intended to be a legally binding agreement. Please read it carefully.
Tax Preparation Agreement • February 10th, 2009 • California
Tax Preparation Agreement and Privacy Disclosure January, 2018 Dear Client:
Tax Preparation Agreement • January 4th, 2018

This letter serves to confirm our engagement with you, and to clarify the nature and extent of the tax preparation services we will provide. Sign and return this Agreement to us.

Tax Preparation Agreement & Privacy Disclosure
Tax Preparation Agreement • January 4th, 2021

This letter serves to confirm our engagement with you, and to clarify the nature and extent of the tax preparation services we will provide. Sign and return this Agreement to us. Joint returns require both spouses’ signatures.

Client Name(s)_________________________________________
Tax Preparation Agreement • January 20th, 2016

Thank you for selecting . (hereafter referred to as the “firm”) to prepare your individual income tax return for the current tax season. We appreciate the opportunity to be of service to you and are pleased to confirm our understanding of the arrangements regarding the preparation of such return(s). This agreement confirms the tax services you have asked our firm to perform and the terms under which we will perform that work. Please read this letter carefully. It is important to both you and our firm, that you understand what you can and cannot expect from our firm. lf you have any questions or concerns, please make sure they are addressed and answered prior to signing this engagement agreement.

Reed Accounting Tax Preparation Agreement
Tax Preparation Agreement • January 2nd, 2019

We appreciate the opportunity of working with you and advising you regarding your federal and state income taxes. In order to ensure an understanding of our mutual responsibilities, we ask all of our clients for whom returns are prepared to confirm the following arrangements:

THE PARTIES: This Agreement is between Grass, CPA & Associates LLC
Tax Preparation Agreement • March 26th, 2020

This agreement is written to confirm our understanding of the terms of our engagement and the nature and extent of the income tax preparation services this office will provide.

Contract
Tax Preparation Agreement • December 21st, 2020

We thank you for putting your trust in ANDRIES TAX SERVICE LLC d/b/a MASTER PLAN TAX SERVICES (“MPTS”, “We", "Us", “Our”) and allowing us to work with you regarding the preparation of your personal, business, corporate income and/or franchise tax return(s). We will give you, your family's, and/or your business’s tax situation our professional attention. We are trained and committed to providing excellent and accurate tax preparation service consistent with current tax related law.

Tax Preparation Agreement and Privacy Disclosure Dear Friends:
Tax Preparation Agreement • October 25th, 2020

This letter serves to confirm our engagement with you and to clarify the nature and extent of the tax preparation services we will provide. Sign and return this Agreement to us.

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Dear Clients:
Tax Preparation Agreement • January 3rd, 2017 • Flanders

David A. Flanders, CPA, LLC, herein after referred to as The Flanders Group, is pleased to provide you with the professional services described below. This letter, and the attached Terms and Conditions Addendum and any other attachments incorporated herein (collectively, “Agreement”), confirms our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between you and our firm will be governed by the terms of this Agreement.

ANGLIN REICHMANN ARMSTRONG, P.C.
Tax Preparation Agreement • January 4th, 2022

Anglin Reichmann Armstrong ("firm," we," "us," or "our") is pleased to provide you with the professional services described below. This letter ("Agreement") confirms our understanding of the terms and objectivesof our engagement and the nature and limitations of the services we will provide. The engagement between you and our firm will be governed by the terms of this Agreement.

Agreement for preparation of 2018 Returns for Tax Exempt Organizations
Tax Preparation Agreement • May 2nd, 2016

This letter is to confirm and specify the terms of our engagement for the year ended December 31, 2018 and to clarify the nature and extent of the services we will provide. Also, by sending you this engagement letter we have assumed that you are the person responsible for the tax matters of the organization. If this is not a correct assumption, please furnish us with the name of the individual with whom this work should be coordinated.

GEORGETOWN TAX & BOOKKEEPING 1614 WILLIAMS DR, SUITE 110
Tax Preparation Agreement • February 21st, 2022

This is a letter of agreement regarding the services to be provided. The objective of this letter is to communicate the terms and conditions of the provided services.

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