Scope of Services
 • We will prepare your 2025 Form 1040, U.S. Individual Income Tax Return, and applicable state tax return(s) based on information you provide. Services for preparation of your returns do not include auditing or verification of information provided by you.
  • Fees for tax return preparation do not include audit representation or responses to IRS or state tax authority inquiries. Additional fees apply for these services.
  • Our tax preparation fee includes limited tax-related consultation throughout the year.
  • Our engagement terminates upon delivery of your completed tax returns and original documents. Please store your records securely for at least seven years. A fee may apply for duplicate copies of your returns.
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Client Responsibilities
  • You agree to provide all relevant tax documents, including W-2s, 1099s, income statements, and other necessary records, in a timely manner.
  • You affirm that all reported income, expenses, or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation.
  • You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.
  • You must review the returns carefully before signing to make sure the information is correct.
  • All required tax documents must be provided at least three days before your scheduled appointment. Failure to provide documents on time may result in delays in completing your tax return and may incur additional fees.
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Fees & Payment Terms
  • A retainer fee of $373 is required before your scheduled appointment, covering one appointment with the tax preparer in the one hour of tax preparation at a rate of $373 per hour. If additional time is required, it will be billed separately at the same hourly rate.
  • All fees must be paid before your tax returns are delivered or filed.
  • If you terminate this engagement before completion, you agree to compensate us for the work completed at the hourly rate of $373 per hour.
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Limitation of Liability
While we take every reasonable step to ensure the accuracy of your tax return based on the information provided, we are not responsible for errors or omissions resulting from incorrect, incomplete, or misleading information supplied by you.
We do not guarantee specific tax outcomes (such as refunds or reductions in tax liability), as these depend on tax laws and regulations.
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Governing Law & Dispute Resolution
This agreement shall be governed by and construed in accordance with the laws of Texas, USA. Any disputes shall be resolved in the courts of Houston.
Before taking legal action, both parties agree to attempt to resolve any disputes through mediation.
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Confidentiality & Data Protection Compliance
We collect and maintain nonpublic personal and financial information about you only as needed to provide tax services. This information is obtained from applications, worksheets, financial reports, and client consultations. We may also review banking and credit card transactions for processing payments.
Our firm follows strict confidentiality and data security policies:
  • Access to your information is limited to authorized personnel.
  • We do not disclose your information to third parties without your express written consent, except where required by law.
  • We implement physical, electronic, and procedural safeguards to protect your data.
By engaging our services, you consent to our data privacy practices as outlined in this letter.
