{"id":1235,"date":"2025-01-20T13:35:08","date_gmt":"2025-01-20T19:35:08","guid":{"rendered":"https:\/\/www.finwb.com\/home\/?page_id=1235"},"modified":"2025-07-23T08:46:34","modified_gmt":"2025-07-23T14:46:34","slug":"engagement-letter-individual","status":"publish","type":"page","link":"https:\/\/www.finwb.com\/home\/documents-to-complete\/engagement-letter-individual\/","title":{"rendered":"ENGAGEMENT LETTER FOR INDIVIDUAL"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1235\" class=\"elementor elementor-1235\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"has_eae_slider elementor-element elementor-element-82c3fb7 e-flex e-con-boxed e-con e-parent\" data-eae-slider=\"70353\" data-id=\"82c3fb7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-94826a1 elementor-widget elementor-widget-shortcode\" data-id=\"94826a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><div class='fluentform ff-default fluentform_wrapper_9 ffs_default_wrap'><form data-form_id=\"9\" id=\"fluentform_9\" class=\"frm-fluent-form fluent_form_9 ff-el-form-top ff_form_instance_9_1 ff-form-loading ffs_default\" data-form_instance=\"ff_form_instance_9_1\" method=\"POST\" ><fieldset  style=\"border: none!important;margin: 0!important;padding: 0!important;background-color: transparent!important;box-shadow: none!important;outline: none!important; min-inline-size: 100%;\">\n                    <legend class=\"ff_screen_reader_title\" style=\"display: block; margin: 0!important;padding: 0!important;height: 0!important;text-indent: -999999px;width: 0!important;overflow:hidden;\">ENGAGEMENT LETTER FOR INDIVIDUAL<\/legend><input type='hidden' name='__fluent_form_embded_post_id' value='1235' \/><input type=\"hidden\" id=\"_fluentform_9_fluentformnonce\" name=\"_fluentform_9_fluentformnonce\" value=\"1ba2ea8444\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/home\/wp-json\/wp\/v2\/pages\/1235\" \/><div data-name=\"ff_cn_id_1\"  class='ff-t-container ff-column-container ff_columns_total_3 '><div class='ff-t-cell ff-t-column-1' style='flex-basis: 17.92%;'><\/div><div class='ff-t-cell ff-t-column-2' style='flex-basis: 66.16%;'><div class='ff-el-group  ff-custom_html' tabindex='-1' data-name=\"custom_html-9_1\" ><div class=\"elementor-widget\">\n<h2 style=\"text-align: center;color: #333\">\u00a0<\/h2>\n<h3 style=\"text-align: center\"><strong>Engagement Letter for Individual Tax Return Preparation<\/strong><\/h3>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><div class='ff-t-cell ff-t-column-3' style='flex-basis: 15.92%;'><\/div><\/div><div data-name=\"ff_cn_id_2\"  class='ff-t-container ff-column-container ff_columns_total_3 '><div class='ff-t-cell ff-t-column-1' style='flex-basis: 17.92%;'><\/div><div class='ff-t-cell ff-t-column-2' style='flex-basis: 66.16%;'><div class='ff-el-group  ff-custom_html' tabindex='-1' data-name=\"custom_html-9_2\" ><div class=\"elementor-widget\">\n<h2 style=\"text-align: center;color: #333\">\u00a0<\/h2>\n<p><strong>Cypress Tax Solutions<\/strong><br \/>13100 Wortham Center Dr Suite #188 ( 3rd Floor) Houston, Texas<br \/>Phone: 713008880<br \/>Email: <a href=\"mailto:cypresstaxsolutions@parse.atomanager.com\">cypresstaxsolutions@parse.atomanager.com<\/a><\/p>\n<p>Website: <a href=\"https:\/\/cypresstaxsolutions.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/cypresstaxsolutions.com\/<\/a><\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><div class='ff-t-cell ff-t-column-3' style='flex-basis: 15.92%;'><\/div><\/div><div data-name=\"ff_cn_id_3\"  class='ff-t-container ff-column-container ff_columns_total_3 '><div class='ff-t-cell ff-t-column-1' style='flex-basis: 17.92%;'><\/div><div class='ff-t-cell ff-t-column-2' style='flex-basis: 69.7%;'><div class='ff-el-group  ff-custom_html' tabindex='-1' data-name=\"custom_html-9_3\" ><div class=\"elementor-widget\">\n<p><strong>Client Information<\/strong><\/p>\n<p>\u00a0<strong>Please complete the fields below:<\/strong><\/p>\n<\/div><\/div><div data-type=\"name-element\" data-name=\"names\" class=\" ff-field_container ff-name-field-wrapper\" ><div class='ff-t-container'><div class='ff-t-cell '><div class='ff-el-group ff-el-form-top'><div class=\"ff-el-input--label ff-el-is-required asterisk-right\"><label for='ff_9_names_first_name_' id='label_ff_9_names_first_name_' >Name<\/label><\/div><div class='ff-el-input--content'><input type=\"text\" name=\"names[first_name]\" id=\"ff_9_names_first_name_\" class=\"ff-el-form-control\" placeholder=\"first &amp; last name\" aria-invalid=\"false\" aria-required=true><\/div><\/div><\/div><\/div><\/div><div class='ff-el-group'><div class=\"ff-el-input--label ff-el-is-required asterisk-right\"><label for='ff_9_input_text_1' id='label_ff_9_input_text_1' aria-label=\"Phone Number\">Phone Number<\/label><\/div><div class='ff-el-input--content'><input type=\"text\" name=\"input_text_1\" class=\"ff-el-form-control\" placeholder=\"Your phone number\" data-name=\"input_text_1\" id=\"ff_9_input_text_1\"  aria-invalid=\"false\" aria-required=true><\/div><\/div><div class='ff-el-group'><div class=\"ff-el-input--label ff-el-is-required asterisk-right\"><label for='ff_9_email' id='label_ff_9_email' aria-label=\"Email\">Email<\/label><\/div><div class='ff-el-input--content'><input type=\"email\" name=\"email\" id=\"ff_9_email\" class=\"ff-el-form-control\" placeholder=\"Email Address\" data-name=\"email\"  aria-invalid=\"false\" aria-required=true><\/div><\/div><\/div><div class='ff-t-cell ff-t-column-3' style='flex-basis: 12.38%;'><\/div><\/div><div data-name=\"ff_cn_id_4\"  class='ff-t-container ff-column-container ff_columns_total_3 '><div class='ff-t-cell ff-t-column-1' style='flex-basis: 14.85%;'><\/div><div class='ff-t-cell ff-t-column-2' style='flex-basis: 75.15%;'><div class=\"ff-el-group ff-el-section-break  ff_left\" data-name=\"section_break-9_4\" ><h3 class='ff-el-section-title'><\/h3><div class='ff-section_break_desk'><p><strong>Scope of Services<\/strong><\/p>\n<p>\u00a0 \u2022\u00a0 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.<\/p>\n<p>\u00a0 \u00a0 \u2022 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.<\/p>\n<p>\u00a0 \u00a0 \u2022 Our tax preparation fee includes limited tax-related consultation throughout the year.<\/p>\n<p>\u00a0 \u00a0 \u2022 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.<\/p>\n<p style=\"text-align: center\">__________________________________________________________<\/p>\n<p><strong>Client Responsibilities<\/strong><\/p>\n<p>\u00a0 \u00a0 \u2022 You agree to provide all relevant tax documents, including W-2s, 1099s, income statements, and other necessary records, in a timely manner.<\/p>\n<p>\u00a0 \u00a0 \u2022 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.<\/p>\n<p>\u00a0 \u00a0 \u2022 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.<\/p>\n<p>\u00a0 \u00a0 \u2022 You must review the returns carefully before signing to make sure the information is correct.<\/p>\n<p>\u00a0 \u00a0 \u2022 <strong>All required tax documents must be provided at least three days before<\/strong> your scheduled appointment. Failure to provide documents on time may result in delays in completing your tax return and may incur additional fees.<\/p>\n<p style=\"text-align: center\">__________________________________________________________<\/p>\n<p><strong>Fees &amp; Payment Terms<\/strong><\/p>\n<p>\u00a0 \u00a0 \u2022 A retainer fee of <strong>$373<\/strong> 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.<\/p>\n<p>\u00a0 \u00a0 \u2022 All fees must be paid before your tax returns are delivered or filed.<\/p>\n<p>\u00a0 \u00a0 \u2022 If you terminate this engagement before completion, you agree to compensate us for the work completed at the hourly rate of $373 per hour.<\/p>\n<p style=\"text-align: center\">__________________________________________________________<\/p>\n<p><strong>Limitation of Liability<\/strong><\/p>\n<p>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.<br \/>We do not guarantee specific tax outcomes (such as refunds or reductions in tax liability), as these depend on tax laws and regulations.<\/p>\n<p style=\"text-align: center\">__________________________________________________________<\/p>\n<p><strong>Governing Law &amp; Dispute Resolution<\/strong><\/p>\n<p>This agreement shall be governed by and construed in accordance with the laws of <strong>Texas, USA<\/strong>. Any disputes shall be resolved in the courts of <strong>Houston<\/strong>.<\/p>\n<p>Before taking legal action, both parties agree to attempt to resolve any disputes through mediation.<\/p>\n<p style=\"text-align: center\">__________________________________________________________<\/p>\n<p><strong>Confidentiality &amp; Data Protection Compliance<\/strong><\/p>\n<p>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.<\/p>\n<p>Our firm follows strict confidentiality and data security policies:<\/p>\n<p>\u00a0 \u00a0 \u2022 Access to your information is limited to authorized personnel.<\/p>\n<p>\u00a0 \u00a0 \u2022\u00a0We do not disclose your information to third parties without your express written consent, except where required by law.<\/p>\n<p>\u00a0 \u00a0 \u2022\u00a0We implement physical, electronic, and procedural safeguards to protect your data.<\/p>\n<p>&nbsp;<\/p>\n<p>By engaging our services, you consent to our data privacy practices as outlined in this letter.<\/p><\/div><hr \/><\/div><div class='ff-el-group  ff-custom_html' tabindex='-1' data-name=\"custom_html-9_5\" ><div class=\"elementor-widget\">\n<p><strong>Digital Acknowledgment &amp; Consent<\/strong><\/p>\n<\/div><\/div><div class='ff-el-group    ff-el-input--content'><div class='ff-el-form-check ff-el-tc'><label aria-label='\u00a0acknowledge that I have read, understand, and agree to the terms outlined in this engagement letter.' class='ff-el-form-check-label ff_tc_label' for=terms-n-condition_72244a124a92bd3f49b83a1f945cf287><span class='ff_tc_checkbox'><input type=\"checkbox\" name=\"terms-n-condition\" class=\"ff-el-form-check-input\" data-name=\"terms-n-condition\" id=\"terms-n-condition_72244a124a92bd3f49b83a1f945cf287\"  value='on' aria-invalid='false' aria-required=true><\/span> <div class='ff_t_c'><p>\u00a0acknowledge that I have read, understand, and agree to the terms outlined in this engagement letter.<\/p><\/div><\/label><\/div><\/div><div class='ff-el-group    ff-el-input--content'><div class='ff-el-form-check ff-el-tc'><label aria-label='I understand that checking this box constitutes my legally binding electronic signature.' class='ff-el-form-check-label ff_tc_label' for=terms-n-condition_1_729d297ba96e349ed8ab386269df6156><span class='ff_tc_checkbox'><input type=\"checkbox\" name=\"terms-n-condition_1\" class=\"ff-el-form-check-input\" data-name=\"terms-n-condition_1\" id=\"terms-n-condition_1_729d297ba96e349ed8ab386269df6156\"  value='on' aria-invalid='false' aria-required=true><\/span> <div class='ff_t_c'><p>I understand that checking this box constitutes my legally binding electronic signature.<\/p><\/div><\/label><\/div><\/div><div class='ff-el-group'><div class=\"ff-el-input--label ff-el-is-required asterisk-right\"><label for='ff_9_datetime' id='label_ff_9_datetime' aria-label=\"Date\">Date<\/label><\/div><div class='ff-el-input--content'><input  aria-label='Date Use arrow keys to navigate dates. 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