Dear Client:
Thank you for choosing Evans Tax & Accounting to assist you with your financial needs. This letter confirms the terms of our engagement with you and explains the nature and extent of the services we will provide, as well as a few new things to be aware of for this coming tax year.
This year, I am asking you to submit your documents 7-10 Business days before you want to schedule an appointment. Once I have your tax data processed, we will call or email you to schedule your Video Conference/In office Tax appointment for review and any needed adjustments to the tax return. I have Appointments during the week in the evening, and Saturdays are also available. You can book online on my website ar www. evanstaxandaccounting.com or use the following link to schedule online: https://evanstaxaccounting.setmore.com/lisa-evans
Our address for appointments and mailing is 1427 West 500 South, Syracuse Utah 84075.
Services you are requesting us to engage and we agree to provide are for Tax Preparation and Accounting services as requested by you.
The professional relationship described in this letter will be for 12 months, commencing on the date of this letter, and ending 12 months thereafter. Our compensation is based on a hourly rate of $150.00 an hour for Accounting services. Tax return services are based on the per form and item rate unless you decide not to file your taxes with us at which time you will be billed the above hourly rate of $150.00 an hour for time spent preparing your taxes.
Accounting Clients only - will provide Evans Tax & Accounting with current Bank logins including Username and password, to accomplish the requested accounting work if we are also engaged to do that work for you. If this changes, the client will notify and provide the updated Username and log-ins to access the financial data and Bank Statements. Payment is due upon receipt of the Invoice. If we can extend our services, we will talk about our fee arrangements at that time. Just so you know, all services provided will be billed as work is completed.
We will review your current federal and state income tax returns. We will depend on you to provide the information we need to complete an accurate assessment and provide recommendations. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. Review or revision of prior year(s) returns is also available at an additional charge.
We will perform services only as needed to review, revise or prepare your tax returns or other financial services you have requested our services in preparing. Our work will not include procedures to find misappropriated funds or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover in the course of the work you have engaged us to perform.
The law imposes penalties when taxpayers underestimate their tax liability or report fraudulent or incorrect financial accountings. Clients who have these issues will be fully responsible for all their penalties, interest, and fees associated with these findings. Please feel free to call us if you have concerns about these penalties.
Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.
Our fee will be based on the time required at the standard hourly billing rate ($150 per hour) plus any out-of-pocket expenses. Any services required in less than 30 days will be billed at our RUSH rate of $200.00 an hour when Evans Tax & Accounting agrees to such terms and due dates. This may include Accounting and Tax preparations to correct fraudulent returns, Audits, and Financial Statements to owners or companies on their behalf such as Mortgage Brokers. Tax return Preparation Services are billed according to the rate charged for each form rather than the hourly billing rate. Hourly billing rate applies only to Accounting and any work that does not result in the completion of a final tax return or financial product such as Financial Statements. Invoices are due and payable when you present or receive the invoice.
To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. No additional services will be provided until all client balances are paid in FULL or a signed payment arrangement is agreed upon.
Any balances that are not paid within 30 days will be charged a minimum $35 monthly late fee or 5% of the remaining balance each month, whichever is larger, in addition to any collections and legal costs necessary to collect past due accounts. This can include legal, court, and attorney fees.
If legal counsel is necessary to respond to a concern, Subpoena, Deposition, Court Appearance, or any manner of Legal proceeding the client will be billed for all communications and document production at a rate of $200.00 per hour plus attorney fees. This includes but is not limited to Forensic Accounting and any financial analysis and can include any and all legal matters. Clients will be responsible for any legal fees and collections fees incurred due to non-payment or other inquiries by your legal counsel. See the posted fees and pricing for such services here on my website at https://evanstaxandaccounting.com/pricing
We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove the accuracy and completeness of returns or accounting. We will retain copies of your records and our work papers for your engagement for three years, after which these documents can be destroyed and may not be available for reproduction or delivery.
Our engagement to prepare your tax returns will conclude with the delivery of our analysis of your return along with any recommended clarifications or corrections. Accounting services are engaged for a full 12 months as specified above in this document. If you are not eligible to electronically file or If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them.
To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign the enclosed copy of this letter in the space indicated or click the "Accept" button in the Intuit Link software application or Print and sign with Pen and ink and submit by Email (evanstax.lisa@gmail.com), Fax (800-688-9127) or Mail - 1427 W 500 S, Syracuse UT 84075
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