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The letter specifies client responsibilities for providing accurate, complete data and retaining records, including documentation for deductible expenses. It outlines IRS and e-file requirements, disclosure obligations for foreign financial accounts and specified reporting categories, and explains handling of unclear tax-law questions, extensions, and post-filing assistance. 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The IRS imposes penalties on taxpayers and tax return preparers for failure to observe due care in preparing income tax returns. To ensure an understanding of our mutual responsibilities, we ask all clients to conﬁrm the following arrangements.  \nWe will prepare your 2025 U.S. Individual Income Tax Return and state Individual Income Tax Return(s) using all necessary supporting forms and schedules and information provided by you. It is your responsibility to provide and retain, for up to seven years, all the information required for the preparation of a complete and accurate income tax return. Under IRS rules, we are required to obtain a copy of W-2’s before we can electronically ﬁle your return. You report that the information you are supplying to us is accurate and complete to the best of your knowledge. Any expenses claimed for meals, travel, duesand memberships, vehicle usage, and/or charitable contributions are supported by records as required by Section 274 of the Internal Revenue Code and you have disclosed all known tax liabilities. If relevant, you acknowledge that you have reported all 2025 income you received including barter, crypto-currency, consumer-to-consumer activity, cash-based revenues, foreign or non-US income and all other income whether received in-person, in-kind, or electronically.  \nYou are conﬁrming that you have not withheld any information that may aﬀect your tax situation or tax ﬁling. If you are unsure about an issue, please bring it up for discussion before you sign your income tax return.  \nPlease note that any person or entity subject to the jurisdiction of the United States having a ﬁnancial interest in, or signature or other authority over, bank accounts, securities, or other ﬁnancial accounts having an aggregate value exceeding $10,000 in a foreign country, shall report such a relationship. Filing requirements also apply to taxpayers that have director indirect control over a foreign or domestic entity with foreign ﬁnancial accounts, even if the taxpayer does not have foreign account(s) . Failure to disclose the required information to the U.S. Department of the Treasury may result insubstantial civil and/or criminal penalties. Such disclosure includes ﬁling Form 8938 with this Form 1040 and Form FinCen 114 directly with the Department of the Treasury. In the absence of such information being provided we will presume you do not have any foreign assets or ﬁnancial interests and will not ﬁle any applicable disclosure forms without separate written authorization. In addition, currently the Internal Revenue Service requires information reporting if you are anoﬃcer, director, or shareholder with respect to certain foreign corporations, foreign-owned U.S. corporation or foreign corporation engaged in a U.S. trade or business or U.S. transferor of property to a foreign corporation. By your signature below, you accept responsibility for informing us if you believe that you fall into one of the above reporting categories and you agree to provide us with the information necessary to prepare the appropriate forms. We assume no liability for penalties associated with the failure to ﬁle or untimely ﬁling of any of these forms.  \nCryptocurrency activity may require reporting on tax returns ﬁled with other countries. We have not determined if such returns are due nor have we been hired to determine ﬁling requirements or to ﬁle any tax returns for foreign countries.  \nIRS guidelines require us to electronically ﬁle (e-ﬁle) all income tax returns we prepare. Unless you feel e-ﬁling your income tax return will cause you undue hardship, your income tax return will be ﬁled el","cbCain84E2emZ0fg","https://ap.wps.com/l/cbCain84E2emZ0fg","pdf",162325,"English","# Engagement Confirmation\n## Services Covered and Client Responsibilities\n## IRS Requirements, Disclosures, and Extensions\n## E-File, Review, Fees, and Limitations","[{\"question\":\"What tax returns will the firm prepare under the engagement?\",\"answer\":\"The firm will prepare the 2025 U.S. Individual Income Tax Return and any state Individual Income Tax Return(s) using necessary forms, schedules, and information provided by you.\"},{\"question\":\"What does the client need to provide and retain for accurate filing?\",\"answer\":\"You must provide accurate and complete information to the best of your knowledge and retain required records for up to seven years. This includes support for claimed meal, travel, dues and memberships, vehicle usage, and charitable contribution expenses.\"},{\"question\":\"Are there disclosure obligations for foreign financial accounts?\",\"answer\":\"Yes. If you have financial interest, signature authority, or other authority over foreign financial accounts exceeding $10,000 in aggregate, you must report the relationship. The letter also notes that failure to disclose required information may lead to civil and/or criminal penalties and that specific forms may be required.\"}]","2025 Individual Income Tax Preparation Engagement Letter | PDF",1789534871]