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Engagement letter

This agreement is written to confirm our understanding of the terms of our engagement and the nature and extent of the income tax preparation services this office will provide.
We will prepare your Federal and State Income Tax Return (individual & corporate) for the year(s) you will specify us. We will not verify all of the data you submit; however, we will ask you to clarify or substantiate some of the information. We will be available to assist and guide you in gathering the necessary information by furnishing you with questionnaires and worksheets, and by answering your questions.
It is your responsibility to provide all the information necessary to complete your tax return. You need to retain all documents and records to substantiate the items of income and expenses claimed on your tax return. Since you have the final responsibility for the information on your tax return, it is highly recommended that you review your return carefully before signing it.

We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.
Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt the alternative you select.
We will retain our work papers and a copy of your tax return for seven years. All of your original records will be returned to you with your tax return. If you should need additional copies of your tax return, we will provide that directly to you for an additional fee.
Fees for our services are based on your service request; you may request an estimate before signing this letter. Prepared returns will not be released or electronically filed without full payment. Our engagement ends when you have signed your return and it has been accepted by e-file or mailed to the IRS; or one year after this engagement is signed whichever comes first. All returns are subject to review by taxing authorities.
Gonzalez & Associates Accounting Firm stands behind our work. However, examinations or inquiries do occur, we are here to represent you, but as a separate engagement. This is not a continuation of your tax preparation services. Tax Notice Engagements are charged on a retainer basis. If our investigation into your issue determines that the cause was an error or omission made by us, your retainer will be returned to you and your Tax Notice Resolution will be at no charge. Errors and erroneous notices made by any taxing authority, or government agencies are considered billable as we have no control over these occurrences.
We value your trust and confidence and want to assure you that we keep information about you secure and confidential. We adhere to the highest level of professional ethical standards and obligations to protect the confidentiality of all client information. We do not disclose any nonpublic personal information about our clients or former clients to anyone. We restrict access to non-public personal information to those professionals necessary to prepare your income tax return, and maintain physical, electronic and procedural safeguards to protect your non-public information.


     Thank you for this opportunity to work with you.

     Roberto González, PhD

     Senior Accountant

     Accepted by:

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