2011 Personal Tax Engagement Letter
2011 Personal Tax Engagement Letter
2011 Personal Tax Engagement Letter
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Should we receive any request for the disclosure of privileged information from any third party, including a subpoena
or IRS summons, we will notify you. By signing this engagement letter you agree to allow us to turn over any and all
information required by law to be disclosed.
Your returns may be selected for review by the taxing authorities. In the event of an audit, you may be requested to
produce documents, records, or other evidence to substantiate the items of income and deduction shown on a tax
return. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of a tax
examination, we will be available, upon request, to represent you. However, such additional services are not included
in the fees for the preparation of the tax returns.
Our fees for tax services will be based upon the amount of time required and the complexity of your return(s). All
invoices are due and payable within ten (10) days of receipt. Unpaid invoices will be subject to a late payment charge
of 1.5% per month (18% per year). If for any reason the account is turned over to an attorney for collection, an
additional charge will be added to cover any and all collection costs.
Although this has never been necessary, in the event of any dispute related to our services, our firm and you agree to
discuss the dispute and, if necessary, to promptly use mediation in a good faith effort to resolve. We will share the
mediators fees and expenses equally, but otherwise each of us will bear our own attorneys fees and mediation cost.
Participation in such mediation shall be a condition to either of us initiating litigation. In order to allow time for the
mediation, any applicable statute of limitations shall be tolled for a period not to exceed 120 days from the date either
of us first requests in writing to mediate the dispute. The mediation shall be confidential in all respects, as allowed or
required by law, except our final settlement positions at mediation shall be admissible in litigation solely to determine
the prevailing partys identity for purposes of the award of attorneys fees.
There is the risk that potential errors can occur that can result in damages that may exceed the amount of our fees. In
order to induce us to accept this engagement, you hereby agree that our liability for any negligence, errors or
omissions committed by us will be limited to the amount of our fees. Further, you agree that any suit or counterclaim
based on this engagement must be initiated within twelve (12) months after the performance of our services.
We have the right to withdraw from this engagement, in our discretion, if you dont 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 completion of our
engagement. You agree to compensate us for our time and out-of-pocket expenses through the date of our withdrawal.
If the foregoing correctly sets forth your understanding of our tax engagement, please sign this letter in the space
below and return it to our office. If you disagree with any of these terms, please notify us immediately.
By signing and returning the consent form found on our website www.kdjcpa.com, I acknowledge that I have
read and understood the Tax Year 2011 Personal Tax Return Engagement Letter above and I am in full
agreement with its contents.
We want to express our appreciation for this opportunity to work with you.
Very truly yours,
K. David Johnson
K. David Johnson, CPA, PC
Please Note: In order for us to be able to complete you tax returns before the filing deadline, we
MUST have your tax information and this signed Engagement Letter by MARCH 30, 2012. We
can still prepare your returns if we receive your information after this date, but we will need to file
Extensions for your returns.
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