Tax Preparation Intake Form for Returning Clients

Tax Preparation Engagement Letter

Thank you for selecting Allen Consulting & Advisory Services (“we,” “us,” or “our”) to prepare your federal and/or state income tax return(s). This letter outlines the scope of our services, responsibilities, and terms of engagement.

Scope of Services:

We will prepare your federal and, if applicable, state and local income tax return(s) based solely on the information you provide. We do not audit, verify, or independently confirm the accuracy of the information submitted. This engagement does not include tax planning, bookkeeping, legal advice, or audit representation unless agreed to in writing.

Client Responsibilities:

You are responsible for providing complete, accurate, and timely information necessary for preparing your tax return(s). You remain responsible for the accuracy of the return(s) and for any taxes, penalties, or interest assessed by taxing authorities.

Our Responsibilities:

We will prepare your return(s) in accordance with applicable tax laws and IRS professional standards. We may request clarification if information appears incomplete or inconsistent.

Fees and Payment:

Fees are based on the complexity of your return and services requested. Payment is due prior to filing. Additional services may require additional fees.

Communication & Concerns:

If you have any questions or concerns regarding your tax return, refund, or our services, you agree to contact Allen Consulting & Advisory Services directly so we may promptly address the matter.

Social Media & Public Statements:

You agree not to make false, defamatory, or disparaging statements about Allen Consulting & Advisory Services or its representatives on social media, public forums, or online platforms. Any such action will result in a contractual penalty of $2,500 per occurrence, intended as a reasonable estimate of damages resulting from reputational harm.