Attorneys and Tax Professionals who perform legal, accounting and financial services, including tax case resolution before the Federal and State taxing authorities, tax return preparation and tax consulting services, require clients to sign an Engagement Letter. This is a form of contract that defines our mutual responsibilities, the nature of the services that are to be provided. and the terms of payment for those services.
For preparing your tax returns or providing you with consulting services, the Engagement Letter is the only document that you (and if your are married, your spouse) need to sign.
In order to represent you before the tax agencies, you (and your spouse, if you are married and we are dealing with a joint liability) will need to sign a Power of Attorney (in addition to the Engagement Letter) giving me authorization to represent you. The Engagement Letter is a Word Document that I can E-mail (as an attachment), fax or mail to you. Once signed and dated, you can mail it back to me.
Your Power of Attorney is an official document that I must submit to the IRS, Franchise Tax Board, EDD or Board of Equalization. I will either e-mail, fax or that document to you, or hand it and the Engagement Letter to you if we are meeting to discuss your case, for your signature and return.
Please E-mail me your (and your spouse's, if applicable):
full name and home address,
daytime, evening, mobile and fax phone numbers,
your (and spouse's if married) Social Security Numbers and date of birth,
the tax years (or tax periods) for which you need my services,
and your private E-mail address
if you would like me to prepare and E-mail the Engagement Letter (and Power of Attorney, if required) to you. The Engagement Letter requires Word (or another program that can read .doc files) to access, and the Power of Attorney is an Adobe Acrobat document for which you need the (free) Adobe Acrobat Reader, the full Acrobat product version, or another program that can read .pdf files to access.
Once you receive the Engagement Letter (and Power of Attorney, if required), please review them carefully and contact me if you have any questions. As soon as I receive the signed documents back along with the applicable deposit or retainer, I can begin working on your returns, perform consulting work or begin representing you before the specific tax agency or agencies for which you need my help.
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