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Client Engagement

TAX RETURN ENGAGEMENT AGREEMENT

This AGREEMENT is between and YOLANDA’S TAX SERVICE LLC. Client(s) authorize YOLANDA’S TAX SERVICE LLC to perform Tax Preparation for the tax year ending the individual(s) named in this agreement.

This engagement applies only to the service indicated above. Other work not identified in this agreement may require a separate agreement. To ensure an understanding of our mutual responsibilities, we ask all clients for whom work is performed to confirm their understanding of the following arrangements.

Tax Return Preparation Service. We will prepare your federal and state income tax returns from information provided by you in a manner that can be documented (receipts, government reporting forms, statements, or other written evidence – which can include electronic communication such as e-mails). We will not audit or otherwise verify the data you submit, although we may ask you for clarification. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. Your use of such forms will assist in helping us provide you with the best bottom-line results.

It is your responsibility to provide all the information required for the preparation of complete and accurate returns. Any documentation you provide will be used and returned to you at the end of the engagement. It is your responsibility to retain all the documents, canceled checks and other data that form the basis of income, deductions, and credits. In the event of an audit, these will be needed to prove the accuracy and completeness of the returns.

Preparer regulations do not require us to audit your documents, but we may require additional information to be sure we are using the information correctly. We are required to make sufficient inquiries to ensure that the tax return is correct and contains all income and expenses. We will render such bookkeeping and/or document management that is necessary for preparation. Extensive calculations, document sorting, and/or bookkeeping may result in additional fees.

Your returns may be selected for review by the taxing authorities. In the event of such government tax examination, we will be available upon request to represent you. Audit representation is not included in the fee for tax preparation services.

Fees & Expenses. Fees for tax services will be based on our standard fee schedule which we believe is fair and reasonable for the level and quality of service provided year-round. All fees are estimated and subject to change if it becomes necessary to perform additional work (such as bookkeeping, and reconciliation of data not provided on a timely and orderly basis) to properly complete the tax returns or other work covered under this agreement. Our fees are never contingent on the results of our Service. The client agrees to pay the fee for all services in full not later than when completed work is delivered (payment plans may be arranged).

Our standard policy is to collect fees at the time of the initial appointment. If a final fee has not been established, we will collect an amount that corresponds to the work performed and is expected to be performed because of information gathered at the initial appointment.

Cancellation of this AGREEMENT will result in a cancellation fee based on the work already completed. The minimum fee will be the equivalent of one hour of consultation time. If substantial work has been completed at the time of cancellation, we reserve the right to keep all funds collected as of the time and date of cancellation. You must provide written notice and all original client documents will be returned at that time.

We accept payment by Debit card, VISA, MasterCard, or Discover Card in addition to checks or cash. Returned checks are subject to a $35 service charge.

Errors discovered after a return is filed may require an amended return. If we agree that the error was caused by YOLANDA’S TAX SERVICE LLC, we will CORRECT it at NO CHARGE. If we agree that the error was caused by new or corrected information provided by you, there will be an additional charge for the work involved. It is our policy to pay any penalty assessed (in the event the errors were related to our error) other than those imposed using interest rates (e.g., underpayment, late payment, late filing, etc.) because these are interest expenses. Interest is a charge for the use of money and these charges are the liability of the person(s) having use of the money (in this instance, the taxpayer(s)).

Additional taxes and interest are strictly the liability of the client.

Documentation. Timely providing your tax information is essential to our ability to complete this engagement. Therefore, we must receive all information needed to prepare your returns within a reasonable period prior to the applicable filing deadline. You agree to furnish all required information no later than 3 weeks prior to the filing deadline. If documentation is not received within this time frame, an extension of time to file your returns may be required which may entail additional charges. We reserve the right to suspend services or withdraw from this engagement if you fail to comply with this requirement, in which case cancellation fees may apply.

You also agree that the information you provide for the preparation of your tax return(s) is complete, true, and accurate and that you have documentation to substantiate all income and expenses. All services performed are based on documents and information you have, or will have, provided to us. Failure to provide required documents or pertinent information may affect the finished product. YOLANDA’S TAX SERVICE LLC is not liable for penalties or damages because of incomplete or incorrect documents or other information provided to us for services performed.

Other Matters. We have the right to withdraw from this engagement, at our discretion, if you fail to provide us with any information we request in a timely manner, refuse to cooperate with our reasonable requests or misrepresent any facts. Our withdrawal will release us from any obligation to complete your return and will constitute the completion of our engagement. You agree to compensate us for our time and out-of-pocket expenses through the date of our withdrawal.

Married clients filing joint returns. Because you will each sign the joint returns, you are each our client. You each acknowledge that there is no expectation of privacy from the other concerning our services in connection with this engagement, and we are at liberty to share with either of you, without the prior consent of the other, all documents and other information concerning the preparation of your returns. Any request for documents or other information must be communicated to us in written form. You also acknowledge that unless we are notified otherwise (in advance and in writing), we may construe an instruction from either of you to be an instruction on your joint filer. Absent a contrary written instruction in the future, from either or both of you, we will communicate with either or both of you.

Attestation. If the foregoing fairly sets forth your understanding, please sign the enclosed copy of this letter in the space indicated and return it to our office.

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April 21, 2022 11:10 am PST

Client Engagement Uploaded by Yolanda Arechiga - israel@israelcollazo.com IP 108.184.117.134