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Tax Engagement Disclosure for Individuals

This Tax Preparation Engagement Disclosure confirms our understanding of the terms and objectives of our tax services engagement and to clarify the nature and conditions of the tax services to be provided. We will prepare the individual federal and state income tax returns for the current tax year, prior year(s) and subsequent year(s) returns upon your request.

You have received our client tax organizer. A properly completed organizer will minimize potential errors and generally allow us to serve you better. The organizer includes questionnaires and worksheets to guide you in organizing the information we need to prepare your tax return(s). It is your responsibility to provide us with all the information necessary for the preparation of complete and accurate income tax returns. We will not verify or audit the information you give us; however we may ask for additional clarification of some information.

Our tax return preparation engagement ends upon submitting the completed return(s) electronically to you for review, and if approved by you, upon the electronic filing of your tax return. Any follow-up services required (such as responding to IRS and state inquiries) will be deemed to be a separate engagement and will be governed by the terms and conditions of a separate engagement letter. You agree that our maximum liability to you for any negligent errors or omissions committed by us in the performance of this engagement will be limited to the amount of our fees for this engagement, except to the extent determined by taxing authorities to result from our gross negligence or willful misconduct.

Your documents are subject to examination by the taxing authorities. In the event of an audit, you may be required to produce documents, records or other evidence to substantiate items of income and deduction shown on a tax return. If an examination occurs, we will accompany you if you so desire; however this additional service is not part of this tax return preparation engagement and not included in our fee for preparation of your returns.

It is important that you know the law imposes a penalty if a taxpayer makes a substantial understatement of tax liability. For individual taxpayers, a substantial understatement occurs when the understatement for the year exceeds the greater of 10% of the tax required to be shown on the return or $5,000. The penalty is 20% of the tax underpayment.

You should also know that the IRS audit procedures will almost always include questions on bartering transactions and on deductions that require strict documentation such as travel and entertainment expenses and expenses for business usage of autos and computers. In preparing your returns, we rely on your representations that we have been informed of all bartering transactions and that you understand and have complied with the documentation requirements for your expenses and deductions. If you have questions about these issues, please contact us.

We are available to provide you with additional, ongoing tax planning advice but we are not obligated to do so unless you specifically request an additional tax planning engagement. It is our policy to put all tax planning advice in writing. You should not rely on any advice that has not been fully reviewed and put in writing by our firm (either on your tax returns or in a separate, advisory letter).

Certain communications involving tax advice between you and our firm may be privileged and not subject to disclosure to the IRS. By disclosing the content of those communications to anyone or by turning over information about those communications to the government, you may be waiving this privilege. To protect your right to privileged communication between yourself and our firm, please contact us or your attorney prior to disclosing any information about our tax advice to anyone. If, during our work, we discover information affecting your prior year tax returns, we will make you aware of the facts. However, we cannot be responsible for identifying all items that may affect prior year returns. If you become aware of such information during the year, please contact us to discuss the best resolution of the issue.

Our fees for tax services are calculated based on the tax forms used to prepare your return. Your return may require additional services such as bookkeeping to organize and total receipts, special analysis to re-organize and compute expenses in standard expense classifications, unexpected tax law research or calculating asset cost basis for sales, exchanges, abandonment or dispositions. Please refer to our Tax Preparation Fee Schedule for more details.

You will be provided an itemized invoice when your return is prepared for your review or your project is delayed for any reason more than 10 business days. Our fee is earned when your documents are submitted to us and we have commenced preparing your return based on the information you provide. Our earned fee is not contingent upon you providing information to finalize your return, nor your decision to actually file the prepared return.

Upon acceptance of this agreement you authorize Whitfield & Associates LLC to initiate an electronic payment from the checking account provided on the check included with your tax documents for tax preparation services. It is your responsibility to ensure funds are available to pay for such services before commencing the project.

You authorize a $30.00 service charge for each returned check and/or unpaid draft and agree to the automatic checking debit for the balance due and the accrued service charge(s).

You will be notified by email when the secured PDF copy of your return is ready for your review. You are required to sign IRS Form 8879 and your state’s electronic filing authorization before we can file your return electronically. We will include the electronic filing authorization form(s) with the review copy of your return.

If the tax services and terms outlined above are in accordance with your understanding of our engagement, please sign this letter in the space provided and return one copy in the enclosed envelope along with the questionnaire and any supporting documents. If you are filing a joint return, both spouses must sign.

Sincerely,
Belinda Whitfield
CEO/Certified Public Accountant

Do you want to use Direct Deposit for your refund?

Yes. Use the same account as last year.

Yes. Use the account information on the attached voided check.

Yes. Use the attached account information for my savings account.

No.

Upload voided check or savings account routing number and account number.

The foregoing is in accordance with my understanding of your engagement to provide tax return preparation services. The terms described in this letter are acceptable and hereby agreed to.

December 10, 2025

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Timestamp

Audit

April 7, 2018 2:20 pm CST

Tax Engagement Disclosure for Individuals Uploaded by Belinda Whitfield - bwhitfield@churchcpa.com IP 67.184.41.70

April 7, 2018 2:40 pm CST

Tina Marcocig - tmarcocig@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 24.15.123.171

April 7, 2018 2:42 pm CST

Tina Marcocig - tmarcocig@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 24.15.123.171

April 7, 2018 2:51 pm CST

Tina Marcocig - tmarcocig@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 24.15.123.171

April 7, 2018 4:32 pm CST

Tina Marcocig - tmarcocig@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 24.15.123.171

October 5, 2018 11:46 am CST

Tina Marcocig - tmarcocig@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 98.226.184.202

May 26, 2019 6:34 pm CST

Tina Marcocig - tmarcocig@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 98.226.184.202

April 3, 2022 4:55 am CST

Tax Team - tax@churchcpa.com added by Belinda Whitfield - bwhitfield@churchcpa.com as a CC'd Recipient Ip: 67.184.41.70