ENGAGEMENT LETTER

Thank you for choosing Double D Tax Services, Inc. to assist with your income tax needs. This engagement letter outlines the terms of our engagement that remains in effect until further notice.

Tax Return Preparation & Advising:

·       We will prepare your federal and state income tax returns on an at-will basis using information provided by you in person, via Zoom, email, or mail.

·       While we may seek clarification on certain items, we will not audit beyond IRS Form 8867 and relevant state requirements.

·       Our firm retains tax returns (not your supporting documents) per IRS and state regulations.

·       Although we review for irregularities, we cannot guarantee they are discovered.

·       Advice provided during our appointments outside the scope of tax advising is for general informational purposes only and does not constitute professional advice.

Your Responsibilities:

·       Maintain all documents and tax returns to substantiate your reported income, credits, and deductions.  

·       If you have an active LLC, Partnership, S-Corporation, or C Corporation, you are responsible for filing your BOI Report and staying current.

Payment Terms:

·       Payment is required before filing your return. Additional services (e.g., forecasting, research, payroll, audit defense, entity creation) are billed separately and due upon completion.

·       Filing payment includes year-round advising via phone or email.

Tax Payment Options:

·       Payments can be made by mail, online, or phone. We include a voucher in your tax return folder to pay the relevant tax authority.

·       Late payments, interest rates, and unreported income may affect your balance.