Engagement Letter HTMLTax Preparation Engagement Letter Welcome to Frank Dzidula Tax Pros LLC. This letter outlines our agreement to prepare your taxes. Please review carefully. ✅ Services Provided: Federal & State income tax return filing Schedules (A, B, C, D, SE, E, etc.) as applicable 📄 Documents You Should Upload/Bring: W-2, 1099-NEC, 1099-MISC, 1099-K (Uber, PayPal, etc.) 1099-G, 1099-R, SSA-1099 (unemployment, pension, Social Security) 1099-INT, 1099-DIV, 1099-B (investments) 1098, 1098-T, real estate taxes, mortgage interest Childcare provider info (name, EIN, amount) Self-employment summary (income, expenses, mileage) Prior year return (if new client) 💵 Payment Terms: Fees depend on complexity. Payment due before filing. Zelle, CashApp, or Card accepted. 🔒 Privacy: Your data is confidential. We will never share it without your consent or legal requirement. ⚖️ Limitation of Liability: We rely on the documents and facts you provide. We are not responsible for penalties due to missing or false information. ✅ Acknowledgment: By checking the box and submitting this form, you agree to the terms listed above.PrefixMr.Mrs.Ms.Mx.MissDr.Prof.First Name *Middle NameLast Name *Email Address *Phone *Upload fileChoose FileNo file chosenDelete uploaded fileI have read and agree to the terms of this Engagement Letter for tax preparation services. *RequiredSubmitting this form serves as your electronic acknowledgment and agreement to our terms. *RequiredType Your Full Legal Name to Confirm *Submit
