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It defines the scope of services, including preparation of specified federal and Minnesota individual income tax forms and related schedules from client-provided information, while limiting verification and stating responsibilities for accuracy. It also outlines fee basis, hourly billing for certain assistance, the client’s duties to provide required information for complete returns, and disclosures tied to foreign financial accounts and worldwide income, including potential civil or criminal penalties.",{"@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/form-1040-engagement-letter-client-tax-return-services-terms/303117/",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/form-1040-engagement-letter-client-tax-return-services-terms/303117.png","ImageObject",442,249,{"name":88,"@type":89},"Ezra","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-05","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"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 client’s 2025 tax returns?","Question",{"text":108,"@type":109},"It confirms the firm’s understanding of the client’s request to prepare individual 2025 Form 1040 income tax return(s) and the terms governing how the work will be performed. It highlights limitations and expected responsibilities for both parties.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which tax forms will the firm prepare under the letter?",{"text":113,"@type":109},"The firm will prepare the client’s 2025 federal and Minnesota Individual Income Tax Form 1040 and related schedules based on information the client provides. It also states that it will not automatically file the 2025 Minnesota Property Tax Return.",{"name":115,"@type":106,"acceptedAnswer":116},"What are the taxpayer disclosure obligations for foreign financial accounts?",{"text":117,"@type":109},"Persons with U.S. jurisdiction who have specified foreign financial accounts exceeding $10,000 generally must report the relationship, with limited exceptions. 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We are pleased to confirm our understanding of the arrangements for your individual 2025 Form 1040 income tax return(s) . This 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 letter carefully because it is important to both our firm and you 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 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. 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 3 rd party consultations it will be limited to those tasks we deem necessary for preparation of the returns and will be billed at an hourly billing rate, billed in ¼ hour increments.  \nTax Preparer Responsibilities  \n3. We will prepare your 2025, and only your 2025 Federal and Minnesota Individual Income Tax Form 1040 and the related Federal and Minnesota individual income tax return schedules from information you furnish us. We will not in any way verify the data you submit although we may ask you to clarify some of the information. We will not automatically file the 2025 Minnesota Property Tax Return. It is your responsibility to provide us with a copy of the 2026 Property Tax Statement. We are not responsible for ensuring the accuracy of forms provided to you by or prepared by other preparers. Our minimum fee to prepare an individual federal tax return is $325, and your fee will be based upon our fee per form schedule plus any hourly 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 state/city other than that specifically listed you are responsible for providing our firm with all information necessary to prepare any additional applicable state(s)or local income tax returns as well as informing us of the applicable states. We will prepare only those state/city returns specifically listed above and do not nor have not determined if you have taxability in those states, cities or countries not listed.  \n4. We are responsible for preparing only the specific individual income tax forms for the specified federal and state individual tax agencies listed in number 3, above. Any other requested services, forms or other actionson 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. Our services are not intended to determine whether you have filing requirements other than the one(s) which you have requested in paragraph 3 above. Our firm is avail","cbCaijGOpD2n4TyQ","https://ap.wps.com/l/cbCaijGOpD2n4TyQ","pdf",380632,"English","# Tax Preparation Arrangements\n## Client Responsibilities and Scope of Services\n## Tax Preparer Responsibilities\n## Taxpayer Responsibilities (Foreign Accounts and Reporting)\n## Penalties and Disclosure Requirements","[{\"question\":\"What does the engagement letter confirm for the client’s 2025 tax returns?\",\"answer\":\"It confirms the firm’s understanding of the client’s request to prepare individual 2025 Form 1040 income tax return(s) and the terms governing how the work will be performed. It highlights limitations and expected responsibilities for both parties.\"},{\"question\":\"Which tax forms will the firm prepare under the letter?\",\"answer\":\"The firm will prepare the client’s 2025 federal and Minnesota Individual Income Tax Form 1040 and related schedules based on information the client provides. It also states that it will not automatically file the 2025 Minnesota Property Tax Return.\"},{\"question\":\"What are the taxpayer disclosure obligations for foreign financial accounts?\",\"answer\":\"Persons with U.S. jurisdiction who have specified foreign financial accounts exceeding $10,000 generally must report the relationship, with limited exceptions. Failure to disclose required information to the U.S. Department of the Treasury may result in substantial civil and/or criminal penalties, and disclosure may include filing related forms.\"}]","Form 1040 Engagement Letter - Client Tax Return Services Terms | PDF",1789800000]