Tax Preparation Engagement Letter

Agreement for Tax Preparation & Filing Services

Date:

Primary Taxpayer

Name: Date of Birth:

SSN (last 4 only): Occupation:

Address:

Email: Phone:

Spouse / Partner (if applicable)

Name: Date of Birth:

SSN (last 4 only): Occupation:

Filing Information

Tax Year: Filing Status: Single Married Filing Jointly Married Filing Separately Head of Household

Purpose of This Letter

This Tax Preparation Engagement Letter confirms the terms under which Precise Financials, LLC ("the Firm"), a PTIN-registered tax preparer and IRS Authorized e-File Provider, will prepare and file tax returns for the above-named Client. Upon signature by both parties, this letter constitutes a binding agreement.

Scope of Services

Precise Financials, LLC agrees to prepare and file the following returns. Please check all that apply:

Federal individual return (Form 1040)

State income tax return

Business return (Schedule C)

S-Corporation return (Form 1120-S)

Partnership return (Form 1065)

Quarterly estimated tax payments

Prior year amendment (Form 1040-X)

Other:

Additional services or notes:

Fees & Payment Terms

Service	Estimated Fee	Final Fee
Tax Preparation & Filing	$	$
Additional Returns / Schedules	$	$

Payment is due upon completion of the return and before filing. Accepted payment methods: Venmo @PreciseFinancials, Cash App $PreciseFinancialsAZ, ACH, or card. The final fee may vary from the estimate based on complexity of the return.

Client Responsibilities

The Client agrees to provide complete, accurate, and timely tax documents, including but not limited to:

W-2s, 1099s, K-1s, and all income statements
Receipts and records for deductions claimed
Prior year tax return (if applicable)
Social Security numbers for all individuals on the return
Bank account and routing numbers for direct deposit of any refund
Any IRS notices, correspondence, or prior audit information

The Client is responsible for the accuracy and completeness of all information provided. Precise Financials, LLC will prepare returns solely based on Client-provided information without independent verification. The Client must review and approve the completed return before it is submitted for filing.

Important: By signing below, the Client confirms that all information provided is accurate and complete to the best of their knowledge. Filing a return with knowingly false information is a federal offense.

IRS e-File & Signatures

Precise Financials, LLC is an IRS Authorized e-File Provider. All eligible returns will be filed electronically. The Client will be required to sign IRS Form 8879 (e-File Signature Authorization) before the return is transmitted to the IRS. The Firm will not file any return without the Client's signed authorization.

Firm Responsibilities

Prepare returns accurately based on information provided by the Client.
Notify the Client of any missing documents or information needed to complete the return.
Provide the Client with a copy of the completed return for review before filing.
File the return electronically upon receiving signed Form 8879 and full payment.
Maintain confidentiality of all Client tax and financial information.
Retain Client records for a minimum of 7 years.

Confidentiality

All tax and financial information shared by the Client is held in strict confidence and will not be disclosed to any third party without written consent, except as required by law or a valid IRS or court order. Precise Financials, LLC uses industry-standard data security practices to protect all Client data.

Limitation of Liability

Precise Financials, LLC is not a licensed CPA firm. Services are tax preparation in nature and do not constitute legal advice. The Firm is not responsible for errors resulting from inaccurate, incomplete, or untimely information provided by the Client. The Firm is not liable for any taxes, penalties, or interest assessed by the IRS or any taxing authority resulting from inaccurate Client-provided information. Total liability shall not exceed the fees paid for the specific service giving rise to the claim.

By signing below, all parties confirm they have read, understand, and agree to the terms of this engagement. If filing jointly, both spouses/partners must sign.

Primary Taxpayer Signature

Signature

Printed Name

Date

Precise Financials, LLC

Brittney Cooke, Owner — PTIN Registered & IRS e-File Provider

Printed Name

Date

Spouse / Partner Signature (if filing jointly)

Signature

Printed Name

Date

Both signatures are required when filing jointly. If filing separately, only the primary taxpayer's signature is needed above.