Sample Tax Preparation Agreement

3. Additional preparation, accounting or accounting procedures are not carried out that are not mentioned here, unless explicitly stated in the “Special Circumstances” section below or in a separate written agreement. EARLY END OF ENGAGEMENT: If any of us are experiencing unexpected difficulties in carrying out the tasks under this agreement, we may choose to terminate this commitment by a written notification prior to the period described above in the “End of Commitment” section. There may be a reason for early resignation or not, and we can see that dismissal for no reason is in our collective interest to avoid further conflicts. In the event of early termination, the engagement fee is reduced to half the amount described in the “Fees” section above. All work will be completed in place of termination and the provisions in the “Work to Do” section above will no longer apply. We both recognize that these simple provisions of this “Early End of Engagement” section must be used as a compromise agreement previously agreed upon to resolve a potentially distressing situation in the event of unforeseen circumstances. IF EVENT OF AUDIT: Your tax returns can be selected by the tax authorities for verification. All corrections proposed by the comptroller are subject to certain rights of appeal. Procedures and representation fees are not included in this agreement and this agreement does not ensure that I will be available for representation at a review. A product return form is a good way to measure how good (or bad) you do as a business. With this sample product questionnaire, you will find a large number of frequently asked questions.

In this product survey form, your respondents are asked how long they use your products/services, how you compete with other competitors, how you compete with the products/services offered, and a few more related to the overall experience they have had. POST-ENGAGEMENT LOCAL TAXES: Unless otherwise agreed, this commitment includes, if applicable, the calculation and establishment of a local tax return, but not the online filing or paper filing of a local return. In most cases, it is easier and more efficient for you to do it yourself and most customers prefer this method. I am available for additional services related to local tax returns. Work on a local tax issue after the closing and filing of the tax return, as described here, is considered after the end of the commitment. THREE PARTY PAYMENTS AND DISCOUNTS: I try to negotiate discounts on the products and services I buy and offer them, and if possible, I try to get a commission or referral fee for the products and services I recommend. Any discounts or payments I receive will be included in the total price of future services I offer as an additional savings measure. You have the right to know the specific details of the discount I receive or the fees I paid by a third party, but I often don`t know in advance of a transaction, so this will be disclosed and included in the next practical agreement. This is an example agreement on high value for individual tax preparation services, which includes cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised on 07.02.2019 for 2018 tax returns).