[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301546-105":53,"doc-detail-301546-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","2023-1065-tax-return-annual-engagement-letter","2023-1065 Tax Return Annual Engagement Letter","","Annual engagement letter confirming Winfree & Associates, Inc.’s understanding of arrangements for a client’s 2023 income tax return preparation. It specifies that returns will be prepared from information the client provides, outlines client and tax preparer responsibilities, and clarifies key limitations, including no auditing or verification of submitted data. It also addresses scope for Federal Form 1065 partnership filings, potential consequences for failing to provide required partner representative details, and billing for related assistance at the firm’s standard hourly rate.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2023-1065-tax-return-annual-engagement-letter/301546/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2023-1065-tax-return-annual-engagement-letter/301546.png","ImageObject",442,249,{"name":88,"@type":89},"Jordan Avery","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-22","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What does the engagement letter confirm for the 2023 tax returns?","Question",{"text":108,"@type":109},"It confirms Winfree & Associates, Inc.’s understanding of arrangements to prepare the client’s 2023 income tax return(s) and the terms under which the firm will perform the requested work.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What are the tax preparer responsibilities under this letter?",{"text":113,"@type":109},"The firm will prepare the specified 2023 Federal and listed State(s)/City partnership returns using information provided by the client, without auditing, reviewing, compiling, or verifying the submitted data.",{"name":115,"@type":106,"acceptedAnswer":116},"What happens if the client does not provide the partner representative name?",{"text":117,"@type":109},"The firm will not name one, and during an IRS audit the IRS may name a representative contrary to the partnership’s wishes, potentially creating consequences for the decision.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301546,1790114690,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":9,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},1099523882367,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","2023 1065 Tax Return Annual Engagement Letter  \nDate:   Client Name(s)   \n1. We, Winfree & Associates, Inc. (the “accounting firm” or “firm”) , are pleased to confirm our understanding of the arrangements for your (the “client”) income tax return(s) . This engagement letter confirms the services you have asked our firm to perform and the terms under which we have agreed to do that work. Please read this engagement letter carefully because it is important to both you and our firm that you understand what you can and cannot expect from our work. In other words, we want you to know the limitations of the services you have asked us to perform. If you are confused at all by this engagement letter or believe we have misunderstood what you need, please call us before you sign it.  \n2. This engagement letter represents the entire agreement regarding the services described herein and supersedes all prior negotiations, proposals, representations , or agreements, written or oral, regarding these services. It shall be binding on the heirs, successors , and assigns of you and us. The Internal Revenue Service imposes penalties on taxpayers, and on us as return preparers, for failure to observe due care in reporting for income tax returns. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to confirm the following arrangements. We will prepare the returns from information which you will furnish to us. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. We will furnish you with any questionnaires and/or worksheets that you request to guide you in gathering the necessary information. Your use of such forms will assist us in keeping our fee to a minimum. To the extent we render any accounting and/or bookkeeping assistance, including (but not limited to) telephone calls, letters, emails , and 3rd party consultations , it will be limited to those tasks we deem necessary for preparation of the returns and will be billed at our standard billing rate of $250 per hour, billed in ¼ hour increments.  \nTax Preparer Responsibilities  \n3. We will prepare your 2023 , and only your 2023 Federal and Specific State(s)/Cities:   Partnership Income Tax Form 1065 and the related Federal and Specific State(s)/Cities Partnership Form 1065 income tax return schedules from information you furnish us. We will not audit, review, compile, or otherwise verify the data you submit , although we may ask you to clarify some of the information. Our minimum fee to prepare a partnership federal tax return is $1,000, and your fee will be based upon our fee schedule plus any charges incurred as discussed in number 2 above. We are not responsible for ensuring the accuracy of forms provided to you by or prepared by other preparers. If you have taxable activity in a country, state, and/or city other than that specifically listed, you are responsible for notifying our firm in writing regarding any other applicable country, state, and/or city and providing our firm with all information necessary to prepare any additional applicable income tax returns for any additional country, state, and/or city that we may agree to prepare. Unless otherwise specifically agreed in writing, we will prepare only those federal, state, and/or city returns specifically listed above, and we will not and have not determined if you have taxability or filing requirements in those countries, states, and/or cities not listed.  \n4. We are responsible for preparing only the specific Federal Form 1065 partnership income tax forms for the specified years and reporting agencies listed in number 3, above. Any other requested services, forms, or other actions on our part require a separate written, signed engagement letter. In the absence of written communications from us documenting such services, our services will be limited to and governed by the terms of this engagement letter. O","cbCaivSFHfSiePmP","https://ap.wps.com/l/cbCaivSFHfSiePmP","pdf",295864,"English","# Tax Preparer Responsibilities\n## Taxpayer Responsibilities—PLEASE READ CAREFULLY","[{\"question\":\"What does the engagement letter confirm for the 2023 tax returns?\",\"answer\":\"It confirms Winfree \\u0026 Associates, Inc.’s understanding of arrangements to prepare the client’s 2023 income tax return(s) and the terms under which the firm will perform the requested work.\"},{\"question\":\"What are the tax preparer responsibilities under this letter?\",\"answer\":\"The firm will prepare the specified 2023 Federal and listed State(s)/City partnership returns using information provided by the client, without auditing, reviewing, compiling, or verifying the submitted data.\"},{\"question\":\"What happens if the client does not provide the partner representative name?\",\"answer\":\"The firm will not name one, and during an IRS audit the IRS may name a representative contrary to the partnership’s wishes, potentially creating consequences for the decision.\"}]","2023-1065 Tax Return Annual Engagement Letter | PDF",1789783448]