Tax Preparation Engagement Agreement
Compliant with IRS Circular 230 (31 C.F.R. Part 10)
This Tax Preparation Engagement Agreement (“Agreement”) is entered into by and between
Restemblance, LLC, Atlanta, Georgia (“Preparer”) and the undersigned client (“Client”).
1. Scope of Engagement
Restemblance, LLC agrees to prepare the Client’s federal income tax return and applicable
state income tax return(s) for the identified tax year.
Services may include:
- Preparation of Form 1040 and related schedules
- Preparation of applicable state income tax return(s)
- Electronic filing upon client authorization
This engagement does not include audit representation, bookkeeping, legal advice, tax planning, or amended returns unless separately agreed in writing.
2. Compliance with IRS Circular 230
Restemblance, LLC follows regulations governing practice before the Internal Revenue Service.
No contingent fee is charged for the preparation of an original tax return. Fees are not based on refund amount.
3. Fees and Payment Terms
Client agrees to pay a non-refundable $50 service fee and any additional flat preparation fee communicated before filing.
Payment is due before electronic filing unless otherwise agreed in writing.
4. Client Responsibilities
- Provide accurate, complete, and timely tax information
- Submit all required tax documents
- Review the completed return before signing and filing
- Maintain records supporting income, deductions, and credits
The Client remains responsible for the accuracy of the information provided.
5. Refund Processing
Restemblance, LLC does not control IRS or state processing times, refund issuance, direct deposit timing,
or offsets for prior debts. No guarantee is made regarding refund amount or processing speed.
6. Errors and Corrections
If an error occurs solely due to preparer negligence, Restemblance, LLC will correct the return at no additional preparation charge.
Restemblance, LLC is not responsible for penalties or interest resulting from inaccurate or incomplete information supplied by the Client.
7. Confidentiality
Client information will be handled in accordance with applicable federal law, including Internal Revenue Code §7216,
the Gramm-Leach-Bliley Act, and applicable privacy laws.
8. Limitation of Liability
Any liability arising from services under this Agreement shall not exceed the amount of fees paid to Restemblance, LLC.
9. Governing Law
This Agreement shall be governed by the laws of the State of Georgia.
10. Electronic Signature Consent
By signing electronically below, Client agrees that the electronic signature is intended to authenticate this Agreement
and has the same force and effect as a handwritten signature.
After submission, the signed agreement details will be sent to Restemblance, LLC at
restemblance@icloud.com.