Client Engagement Agreement

Client Agreement Form

Thank you for choosing Perez Tax Services. This agreement explains the terms of our tax preparation services, your responsibilities as the client, and what you can expect from us. Please review this agreement carefully before signing.

1. Scope of Services

Perez Tax Services will prepare the federal and applicable California income tax return(s) agreed upon with the client using the information and documents provided by the client.

Unless otherwise agreed to in writing, tax preparation services do not include bookkeeping, amended returns, audit representation, tax notice representation, legal services, or other services outside the preparation of the agreed-upon tax return.

2. Client Responsibilities

The client agrees to provide complete, accurate, and truthful information necessary to prepare their tax return. This includes reporting all applicable income, deductions, credits, dependents, and other relevant tax information.

The client is responsible for reviewing the completed tax return and informing Perez Tax Services of any errors, missing information, or necessary corrections before filing.

3. Reliance on Information Provided

Perez Tax Services will prepare the tax return based on the information and documentation supplied by the client.

Perez Tax Services is not responsible for errors, penalties, interest, or other consequences resulting from inaccurate, incomplete, omitted, or misleading information provided by the client.

If additional information or clarification is needed, Perez Tax Services may pause preparation until the requested information is received.

4. Fees and Payment

The total preparation fee will be communicated separately through an invoice.

A required deposit must be paid before tax preparation begins. Any remaining balance must be paid before the completed tax return is electronically filed.

Additional services or work outside the original scope of the engagement may result in additional fees. Any additional charges will be communicated to the client before the additional work is completed.

5. When Preparation Begins

Tax preparation begins only after Perez Tax Services has received:

• A signed Client Engagement Agreement

• The required deposit

• The tax documents and information reasonably necessary to begin preparation

Submitting only one or two of these items does not mean preparation has started.

6. Documents and Deadlines

The client is responsible for submitting requested documentation in a timely manner.

Perez Tax Services cannot guarantee completion or filing by a particular tax deadline when information or documentation is provided too close to that deadline.

If necessary information is missing, preparation may be delayed until the client provides it.

7. Review of Your Tax Return

Before filing, the client will be provided an opportunity to review the completed tax return.

The client should carefully review names, Social Security numbers, income, deductions, credits, dependents, banking information, refund or balance-due amounts, and other information contained in the return.

The client must notify Perez Tax Services of any corrections before authorizing filing.

8. Electronic Filing Authorization

Signing this Client Engagement Agreement does not authorize Perez Tax Services to electronically file your tax return.

Once preparation is complete, the client must separately review the completed return and sign the applicable electronic filing authorization before Perez Tax Services transmits the return.

9. Refunds, Taxes Due, and Processing Times

Perez Tax Services does not guarantee:

• A specific refund amount

• That a client will receive a refund

• A specific amount of tax due

• IRS or California processing times

• A specific refund deposit date

• Acceptance of a return by a taxing authority

Tax results are based on applicable tax law and the information provided by the client.

10. IRS or California Notices

Basic tax preparation fees do not automatically include assistance with future IRS or California Franchise Tax Board notices, audits, examinations, amended returns, or other post-filing matters.

If the client requests assistance with one of these matters, Perez Tax Services may offer the service separately and additional fees may apply.

11. Electronic Communications

The client agrees that Perez Tax Services may communicate with them electronically regarding their engagement, including through email, Wix forms, invoices, electronic signatures, and secure document-sharing methods.

Clients should avoid sending sensitive tax documents, Social Security numbers, banking information, or similar information through unsecured communication methods such as ordinary text messages or social media direct messages.

12. Privacy and Confidentiality

Perez Tax Services will handle client tax information with care and will use client information for purposes related to providing the requested tax services, complying with legal obligations, and administering the client relationship.

Client tax information will not be intentionally disclosed to third parties except as permitted or required by law or with the client's authorization when authorization is required.

13. California Tax Preparer Information

Perez Tax Services

Preparer: Armando Perez

Business Email: info@pereztaxservices.com

CTEC Registration Number: A368186

Surety Bond Company: Merchants Bonding Company

Bond Number: 101908545

CTEC Website: www.ctec.org

Client Acknowledgment

By signing below, I acknowledge that I have read and understand this Client Engagement Agreement. I agree to the terms described above and authorize Perez Tax Services to begin providing the agreed-upon tax preparation services once all required onboarding items have been received.

I understand that signing this agreement does not authorize Perez Tax Services to electronically file my tax return. I will separately review and authorize the completed tax return before filing.