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TRUEFILE TAX CO.

ENGAGEMENT AGREEMENT – INDIVIDUAL TAX RETURN

This Engagement Agreement (“Agreement”) governs the tax preparation services provided by TrueFile Tax Co. to the undersigned client (“Client”).
By submitting this form, the Client expressly agrees to the terms below.

1. Scope of Engagement

TrueFile Tax Co. shall prepare the Client’s federal and applicable state income tax returns based solely on information and documentation provided by the Client. TrueFile’s services are limited to tax return preparation and do not include audit, review, attestation, or investigative procedures.

2. Authorization & Commencement of Services

The Client authorizes TrueFile Tax Co. to begin tax preparation services upon submission of required documents or acknowledgment of this Agreement.
Tax preparation services are deemed to have commenced once any professional time is expended, including but not limited to document review, data entry, analysis, consultation, or tax law application.

3. Client Representations & Responsibilities

The Client represents that all information provided is complete, accurate, and truthful to the best of their knowledge. The Client acknowledges sole responsibility for the accuracy of the information supplied and agrees to review all returns prior to authorization for filing. TrueFile Tax Co. shall rely exclusively on Client-provided information and shall not verify, audit, or validate such information.

4. Fees, Withdrawal, & Non-Refundability

Fees are determined based on the complexity of the return and the professional time required.

If the Client withdraws, discontinues services, or elects not to file the return after services have commenced, the Client remains fully responsible for payment of all fees for work performed up to the date of withdrawal.
Fees for work performed are earned upon commencement and are non-refundable

Payment is due regardless of whether the return is filed
Client withdrawal does not negate compensation owed for professional services rendered.

Invoices are due upon presentation. Accounts unpaid after thirty (30) days may accrue interest or late fees as permitted by law.

5. Additional Services

Tax planning, audit representation, correspondence response, financial planning, and business consulting services are excluded from this Agreement and require separate engagement and fees.

6. Audits, Notices & Liability

If the Client’s return is selected for examination by the IRS or state authorities, TrueFile Tax Co. may provide assistance or representation for an additional fee.

TrueFile Tax Co. will correct, at no charge, any errors directly attributable to its preparation. TrueFile Tax Co. is not responsible for payment of taxes, penalties, or interest assessed by taxing authorities.

7. Confidentiality & Safeguards

TrueFile Tax Co. maintains confidentiality of Client information and employs reasonable administrative, technical, and physical safeguards in compliance with applicable federal and state regulations.

8. Record Retention

Original records will be returned to the Client. TrueFile Tax Co. will retain electronic copies of records and work papers for a period of seven (7) years, after which they will be securely destroyed.

9. Limitation of Reliance

This Agreement does not constitute legal advice. TrueFile Tax Co. does not guarantee any specific tax outcome or refund amount.

10. Term & Applicability

This Agreement applies solely to the tax year indicated unless expressly extended or amended in writing.

11. Acknowledgment & Binding Consent

By submitting this form, the Client acknowledges that they:
Have read and understand this Agreement

Authorize TrueFile Tax Co. to begin tax preparation services
Agree to be bound by the fee, withdrawal, and non-refundability provisions
Understand that professional time expended is compensable

I understand that once tax preparation work begins, fees are earned and non-refundable, even if I choose not to file or withdraw services.