To minimize the possibility of a misunderstanding between us, I am setting forth pertinent information about the services BTS Tax LLC dba Barbara’s Tax Service will perform for you. You have engaged BTS Tax LLC, dba Barbara’s Tax Service (BTS) to prepare one or more of the following items:
It is the client’s responsibility to provide BTS with all the information required to complete their tax return(s). It is further understood that:
RECORD RETENTION In accordance with BTS current document retention policy, we will retain our work papers and copies of client tax records for a period of four years. BTS provides a paper copy of the depreciation schedules and tax returns. Additional copies are available for $25.00 per year, per return. Physical deterioration or catastrophic events may shorten the term during which records will be available. All work papers prepared by BTS shall remain the property of Barbara’s Tax Service.
FEES No tax return will be electronically filed or released until all bills are paid in full. All fees are due upon completion of the tax return. New customers may be required to provide a retainer before any work is started. Payment may be made online by credit card, electronic check, or mailed by check. Any card payments are subject to a 2.5% courtesy fee. Short term payment plans, with restrictions, may be available for an additional convenience fee. Please contact BTS for further information. Quotes are based on information supplied by client. If work is more extensive than initially estimated, additional fees may be charged. In that event, BTS will notify client before proceeding with the project.
TERMINATION OF THE ENGAGEMENT BTS’ services will be concluded upon delivery of ALL items on page one of this contract or one (1) year from the date of this Engagement Agreement, whichever comes sooner.
I appreciate the opportunity to serve you, and look forward to a continuing, mutually satisfying relationship.
Very truly yours,
Barbara Boyd EA
BTS TAX LLC