1040 - Individual Tax Return Engagement Letter Template (Page 2 of 2) in pdf

1040 - Individual Tax Return Engagement Letter Template Page 2

BEFORE WE CAN FILE

Our fee for preparation of your tax returns will be based on the amount of time required at standard billing rates. All invoices are due

and payable upon completion. To the extent permitted by state law, an interest charge may be added to all accounts not paid within

thirty (30) days. WE DO NOT FILE WITHOUT PAYMENT IN FULL. Prior to e-filing your return, it is required, per the IRS, that

Form 8879 is signed by all taxpayers (and their spouse if applicable). We also require that this engagement letter is signed by all

taxpayers. We do not start a return without these forms in our possession. If you are eligible for the Earned Income Tax Credit, a

face-to-face meeting is also required.

REPORTING CHANGES

After reading the list below, please mark any box that is applicable to you for the current tax year.

□ Has there been a change in the people included on the return since the last tax year?

□ Has there been a change of address since the last tax year?

□ Has there been a change in filing status since the last tax year?

□ Has there been a change in occupation since the last tax year?

□ Have all people listed on the return been covered with medical insurance all 12 months of the last tax year?

If there are other notable changes, please list them here:

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.

We appreciate your confidence in us.

Sincerely,

Number Crunchers, Inc

Melody Cutler

MSA, EA, RTRP

ACCOUNTANT IN CHARGE

Accepted By:

(Taxpayer) _____________________________________________________________ Date: _________________

Spouse (if applicable) _____________________________________________________ Date: _________________

1040 - Individual Tax Return Engagement Letter Template Page 2