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This agreement outlines the terms of our engagement for tax preparation services.
Returns to be Prepared
Please check the returns you would like us to prepare for the 2025 tax year:
Scope of Services
Services Provided
The scope of this engagement is to prepare only the returns or work noted above unless otherwise
communicated in writing. Any other return, or other work not covered by this or other engagement
agreements, is to be done by you or by others.
Review by Tax Authorities
It is understood that all tax returns are subject to review by taxing authorities. The agreed fee
for this engagement does not provide for assistance you might need in connection with inquiries,
examinations, or assessments by authorities including any and all correspondence therewith.
Tax Advice Excluded
This engagement does not include advice as to the conduct of affairs in the future. All taxpayers
are advised, however, to maintain records of anything affecting tax returns for the last five
years. Ach Management Group, LLC does not, and cannot, provide legal advice or representation.
In no event shall any recommendation or advice provided by Ach Management Group, LLC be
construed as legal advice or recommendations. You will need to seek independent and appropriate
legal advice for matters requiring such.
No Independent Verification
Returns will be prepared on the basis of information and documents supplied by you and by others
designated by you, and it is understood that no independent verification, including audits of
any nature, will be made of such records. Accordingly, you agree to provide accurate information
on a timely basis to facilitate the preparation and submission of tax filings.
Fees & Payment Terms
Fee Structure
Our fee will be based upon our standard hourly rates, plus any out-of-pocket costs such as
computer processing charges, long distance calls, postage, transportation, and travel. Estimated
fees for this engagement will be based on your previous return pending any changes.
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If you are new, returns are typically in the range of $299 - $699 for personal and $599 -
$1999 for business/corporate. These are just estimates which depend on your return and what
is involved.
Payment Terms
All fees and charges associated with this engagement are due upon your receipt of service, our
delivery or our submission of your return(s) and filing(s). Amounts remaining unpaid after 30
days, from such events bear interest of 1.5% compounded monthly.
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Fees should be paid in full at time prior to e-filing.
Client Acknowledgment & Digital Signature
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Your signature below indicates that you have read, understood, and agree to the terms and
conditions of this engagement letter. Engagement of our services constitutes acceptance of these
terms.
