Engagement Agreement Letter

I, Burroughs Tax LLC, will prepare your (the client’s) 2024 federal and the necessary state income tax returns necessary. The returns will be processed using the information the client provides. I may ask for clarification of items, but I am not responsible, nor will I conduct an audit verifying the data submitted.

Please use this form to help gather the information required for a complete return. Using this form is not required, but it will help avoid overlooking important information and contribute to the efficient preparation of the return(s).

It is the client’s responsibility to provide information required for the preparation of a complete and accurate return. The client should keep all documents, receipts, canceled checks and other data that supports the reported income and deductions. They may be necessary to verify amounts to a taxing authority . The client is responsible for the returns, so please review them carefully before you approve them.

The only accounting or analysis work I will do is that which is necessary for preparation of your income tax returns.

Please review the paragraph below. Sign and date electronically below.
Return to tax@db1040.com

To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have sufficient records and support. I authorize Burroughs Tax LLC to file my federal and state returns electronically.