Tax Preparer Service Agreement Template

Our Tax Preparer Service Agreement Template is a professionally designed, easy-to-use document that clearly defines the terms of engagement between tax preparers and their clients. This comprehensive agreement ensures both parties understand their responsibilities, fees, filing procedures, and compliance obligations, creating a smooth and transparent tax preparation process. Ideal for individual tax preparers, accounting firms, and businesses offering tax services, it fosters clear communication, protects both parties, and reduces the risk of disputes.

Key Features:

Customizable: Add your business information, client details, fee structure, and specific services.

Comprehensive: Covers all essential aspects of tax preparation services, including:

• Filing type: Personal/Individual or Business tax return

• Preparation and filing of federal and state tax returns, including amendments if needed

• Tax consultation, planning advice, and guidance on deductions and credits

• Client responsibilities: accurate documentation, timely submissions, and approvals

• Fees and payment terms, including total payment, deposits, hourly rates, additional charges, and late fees

• Consent to electronic filing and e-signature authorization

• Fraud and ethical compliance assurance

• Data privacy, security, and record retention policies

• Refund handling, direct deposit authorization, and optional third-party communications

• Optional audit representation and Power of Attorney (Form 2848) if applicable

• Terms and conditions covering confidentiality, filing deadlines, dispute resolution, and termination

• Engagement term, deadlines, and optional service upgrades

• Client acknowledgment of understanding all terms

• Attorney fees, court costs, and limitation of liability

Protects Both Parties: Clearly defines obligations and expectations to prevent misunderstandings.

Professional and Transparent: Establishes trust and accountability with your clients.

Digital-Friendly: Easily shared, signed, and stored electronically.

How It Works:

1. Purchase and download the template instantly.

2. Customize it with your business and client details.

3. Share the agreement with clients for review and signature, ensuring a clear and professional understanding of services.

Please Note:

• Personal Use Only: This template is for use by tax preparers and cannot be resold or redistributed.

• Digital Product: No physical item will be shipped.

• All Sales Are Final: Due to the nature of digital products, refunds are not available.

This Tax Preparer Service Agreement Template is the perfect tool to formalize tax services, establish professional client relationships, and ensure clear, transparent agreements that protect both you and your clients.