Due Diligence is a IRS requirement!

Thank you for choosing KW TAX PROS for your tax preparation needs.

This engagement letter outlines the terms and conditions of our professional relationship for the preparation of your tax return. Please review this letter carefully and feel free to contact me with any questions or concerns.

1. Services Provided:

I will prepare your federal and state income tax returns based on the information you provide. My services include:

Accurate and timely preparation of your tax return.

Identification of deductions, credits, and other applicable tax-saving strategies.

Electronic filing of your tax return with the IRS and state authorities.

2. Client Responsibilities:

To ensure accurate and timely preparation, you agree to:

Provide complete and accurate information for the tax year in question.

Respond promptly to any requests for additional documentation or clarification.

Review your completed tax return before submission to verify accuracy.

Please note that I rely on the information you provide, and I am not responsible for verifying the accuracy or completeness of your data.

3. Fees and Payment Terms

The fee for my services ranges from $250 to $1,500, depending on the complexity of your return. Once your tax return is completed, you will be invoiced for the preperation fee. Although, this fee is not due upfront. All fees should be paid immediately upon submission if a bank product is not used.

Please note that this fee is due regardless of the status of your refund.

4. IRS Refund Offsets

While I will work to maximize your refund based on the information you provide, please be aware that the IRS may offset (reduce or withhold) your refund to pay any outstanding federal or state debts (e.g., back taxes, student loans, child support, etc.). In the event of an IRS offset, the full tax preparation fee remains due and payable.

5. Payment and ACH Authorization

After the invoice is sent, you will have 15 days to make payment in full. Should payment not be received within this period, I will initiate an automatic ACH draft from the bank account you have provided. By signing this engagement letter, you authorize KW Tax Pros to process the ACH payment for the amount invoiced.

6. Confidentiality

Your privacy is of utmost importance to me. I will not disclose any personal or financial information to third parties without your express consent, except as required by law.

7. Limitation of Liability

While I strive for accuracy in every return prepared, I am not responsible for any errors or omissions resulting from incomplete or inaccurate information provided by you. Additionally, I am not liable for any penalties, interest, or additional taxes assessed due to delays caused by the IRS or state authorities.

8. Termination of Services

Either party may terminate this agreement at any time with written notice. In the event of termination, you will be responsible for payment for services rendered up to the point of termination.

9. Acknowledgement and Agreement

By signing this engagement letter, you agree to the terms outlined above, including the payment of the preparation fee in the event of an IRS offset and the authorization of ACH payments for any outstanding balances.

Please sign and return this letter to indicate your acceptance of these terms.

Thank you for choosing KW TAX PROS for your tax preparation needs. I look forward to assisting you.

PLEASE NOTE. If you change your mind and choose not to allow us to file your return and we have completed it, there will be a charge of $50.00 that will be due immediately. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to pursue legal action to collect fees due to us, you may be asked to reimburse our firm for the costs to collect any outstanding balance.

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

For the purposes of this consent form, “we,” “us,” and “our” mean .

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Pathward, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2025 tax return information necessary for evaluating the request to Pathward. If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or Services. If you would like us to disclose your 2025 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information. By signing below, you authorize us to disclose to Pathward all of your 2025 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at [email protected]

CONSENT TO USE OF TAX RETURN INFORMATION:

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for these products and services.