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Engagement Letter Tax Season

**PLEASE READ THIS ENTIRE DOCUMENT***

Dear Client:

Thank you for choosing  INFINITY FINANCIALS LLC, 1ST  PRIORITY TAX SERVICE  .  This engagement letter serves  to  confirm a complete  understanding between Advantage Tax & Accounting, Inc (herein after in this document referred to  as we, our, and us),  and you, the Client (herein after in this document referred to as you or your), of the terms and  objectives of our  engagement and the nature and limitation of the services we will provide you.  It is important  that you  read this entire  engagement letter then sign and return it to us with your tax documents. If we do not have a signed  engagement letter  from you, the preparation of your tax return will be delayed.

 Client Responsibilities

We will prepare your federal and state (if applicable) individual income tax returns for the tax year ending  CURREN T  YEAR  from  information you furnish us.  You acknowledge  that you will provide us with information which, to the  best of your  knowledge, is complete, true, and correct, and that you have disclosed all relevant facts affecting the  return(s). If an  extension is required because the client did not provide documents, there will be an extension fee  charged.  Most tax  liabilities are due no later than  APRIL OF THE CURRENT TAX YEAR  ,  for individuals  and  businesses. There are exceptions such as estimated taxes.  Please call us if you have questions concerning  this.  You are responsible for the proper recording of financial activities, for the safeguarding of assets, and for  maintaining  the accuracy of your financial records.  In your records, you should retain all documents  necessary to  support the data  used in completing your tax return.  You have the final responsibility for the information  on your  income tax returns  and, therefore, you should review them carefully before you sign and file them.

 Tax Return Preparation

We must use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts  between  the taxing authorities’ interpretations of the law and other supportable positions. To avoid penalties, we will  apply the  “more likely than not” reliance standard to resolve such issues. You agree to honor our decisions regarding  the need to  make protective disclosures in your returns.

 Tax Audits & Examinations

The IRS audit procedures will always include questions on bartering transactions. Additionally, evidence for  deductions  requires strict documentation such as all charitable contributions, shareholder loans, travel and  entertainment expenses,  and expenses for business usage of autos (i.e., mileage logs), cell phones, and computers. We  rely on your documents. Please inform us right away if you receive any letters from the government.

 Payment Terms

 Fees vary based on the time required to complete an accurate filing. Billable time will vary based on the technical  difficulty of your return as well as the organization of your information.  We will not e-file any return  without the  proper  signed authorization form. We are not responsible for penalties or interest incurred because of a return not being  filed on  time because we do not have the proper authorizations.  Direct Deposit:  You must include a current voided  check or a direct deposit form from your bank in your information  or  submit it to us before the return is due. There is no additional Fee for this service.

Confirmation of Agreement & Acceptance

If you have any further questions, please do not hesitate to ask, and please keep a copy of this letter with your files.  The  foregoing is in accordance with your understanding. I/we have read the Engagement Letter for  INFINITY  FINANCIALS LLC. 1ST PRIORITY TAX SERVICE  and agree  to its  terms. Please sign below in  the spaces provided.  

NOTE: BOTH MUST SIGN THIS DOCUMENT IF MARRIED (EXCEPTION: Surviving Spouse)

Please note: After filling out the form above you will be contacted by our representative for assistance.