Tax Preparation Service Agreement Template

Our Tax Preparation Service Agreement Template is a detailed, customizable document designed to clearly define the terms and expectations between tax professionals and clients. This contract provides transparency on services, fees, policies, and responsibilities, ensuring a smooth and professional experience during the tax preparation process. Ideal for tax preparers and clients, this agreement establishes a respectful and clear understanding of the services provided. The key areas covered in the agreement include:

Scope of Services: 

Tax Return Preparation: Details the preparation and filing of individual or business tax returns, including necessary forms and schedules.
Consultation Services: Outlines advisory services like tax planning, deduction optimization, and other related services as requested by the client.
Filing Assistance: Covers the filing of tax returns with federal and state agencies after client review and approval.
Amendments: Specifies the preparation of amendments to previously filed returns, if applicable.
Additional Services: Lists any other services available to the client, subject to additional charges.

Client Responsibilities:

Provision of Information: The client is responsible for providing accurate, complete, and timely documentation, including income statements, receipts, and records of deductions.
Supporting Documents: Ensures the client provides documents required to substantiate claims made in the tax return.
Approval and Signature: The client must sign the tax return and provide necessary approvals for filing, including electronic submission if applicable.

Fees and Payment Terms: 

Fee Structure: Specifies the fees for tax preparation, hourly consultations, amendments, and special form preparation.
Payment Terms: Includes details about deposit requirements, payment methods (check, bank transfer, or credit card), and due dates for final payments.
Late Fees: Outlines any late fees for delayed payments.

Confidentiality
Ensures the tax preparer maintains the confidentiality of all personal, financial, and tax-related information provided by the client, with exceptions only as required by law.

Accuracy and Responsibility:
Client's Accuracy: Emphasizes that the client is responsible for ensuring the accuracy and completeness of the information provided for tax preparation.

Refund Policy:

Includes a No Refund Policy indicating that once services are rendered or tax returns are filed, fees are non-refundable.

Dispute Resolution:
States the process for resolving disputes, often through mediation before any litigation.

Termination of Agreement: 
Details how either party can terminate the agreement, with the client responsible for payment for services rendered up to the termination date.

Limitation of Liability:
Defines the tax preparer's limited liability regarding any penalties, fines, or consequences arising from incorrect or incomplete information provided by the client.

Miscellaneous Provisions:
Governing Law: Specifies the jurisdiction governing the agreement.

Amendments: States that any amendments to the agreement must be made in writing and signed by both parties.

Entire Agreement: Acknowledges that the agreement constitutes the entire understanding between the parties.

Signatures:
Both parties sign the agreement to confirm their understanding and acceptance of the terms.

Key Features:

• Easy to Edit: Customize the template with your business information and specific terms to fit your unique tax practice.
• Print-Ready: Once edited, this template can be printed for physical use, making it perfect for in-person consultations.
• Fax-Friendly: The layout is suitable for faxing, allowing quick and efficient communication with clients.

• Email-Friendly: The file is easy to attach and download via email, simplifying digital correspondence.

How It Works:

1. Purchase the Tax Preparation Service Agreement Template.
2. Edit the contract in Microsoft Word by customizing it with your business name, contact details, and specific terms and conditions.
3. Save your updated contract and use it to formalize agreements with clients.

PLEASE NOTE:

• Personal Use Only: This template is for personal use only. You may not resell, redistribute, forward, or share this file.
• Digital Product: No physical product will be shipped. This is a digital product available immediately after purchase.

• All Sales Are Final: Due to the nature of digital products, all sales are non-refundable.

Enhance your tax preparation business with a clear, professional agreement that provides peace of mind for both tax preparers and clients. Streamline operations, clarify expectations, and ensure a smooth, efficient working relationship.