Engagement Letter

Please read the following Letter of Engagement and Acceptance of Engagement with ProActive Tax Solutions carefully and answer all of the questions.

Thank you very much. We look forward to working with you this tax season!

ENGAGEMENT LETTER

Dear Client:

The purpose of this engagement letter is to confirm and specify the terms of our engagement and to clarify the nature and extent of the services we will provide. Thank you for choosing us to work with you to provide tax planning and prepare your income taxes. Below is the Acceptance of Engagement with Georgia Rogers, EA, for you to complete and to acknowledge that you have read and accept it.

ProActive Tax Solutions will prepare the federal and state individual income tax returns for the year ended December 31, 2009, from the information you provide. ProActive Tax Solutions will not audit or otherwise verify the data you provide.

ProActive Tax Solutions is available to answer your inquiries on specific tax matters and to consult with you on personal income and business tax planning.

In the event of any review by a government agency, this statement will verify that your return was prepared based on the information you provided, and there was no intentional misstatement made by you. If your return is selected for audit, we will be available to represent you at our regular billing rates.

Finally, in order to agree to this Engagement Letter, please read the Privacy Statement and check that you agree to the terms, which appear on the next page. We look forward to working with you in this tax season!

DEADLINE

If you submit your tax information to us later than March 15, 2010, we cannot guarantee your return will be filed be by April 15, 2010.

Data received later than March 15, 2010, may go on extension to file. If we need to apply for an extension of time to file your income tax returns, this does not extend the time for paying the taxes. As long as we receive your data by March 30, 2009, we can provide you with an estimate of your tax liability. It will be your responsibility to pay it when we submit the application for extension.

REQUEST AN APPOINTMENT 

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Best regards,
Georgia Rogers, EA
ProActive Tax Solutions

Acceptance of Engagement with Georgia Rogers, EA, ProActive Tax Solutions

I authorize ProActive Tax Solutions to prepare my 2009 federal and related state income tax returns, as determined by the information I provide. I agree to pay for these services based on the amount of time required to complete the tax returns and does not include the cost of a review by the taxing authority.

You also agree that you have the proper records to substantiate all items of income and deductions, including travel and entertainment expenses, and that you will carefully examine and approve your completed returns before signing them.

Privacy Statement

In accordance with the Gramm-Leach-Bliley Act of 1999, my policy is non-disclosure of any nonpublic personal information about current or former clients. Access to such information is granted only to employees of the firm who need such information to complete tasks and duties they customarily perform in regard to agreed-upon services that are rendered for our clients.

We maintain physical, procedural, and electronic safeguards that comply with federal regulations to guard your information, and any information considered sensitive is shredded before disposal. We do not disclose personal or confidential information, including telephone numbers, email or physical addresses, to anyone outside of our firm without prior permission from you.