ENGAGEMENT LETTER

This letter is to confirm the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask clients for whom legal documents are prepared to confirm the following arrangements:

We will prepare your documents from information you will furnish to us. We will not audit your records but will prepare your legal documents from the information you supply, although it may be necessary to ask you for clarification of some of the information. Therefore the responsibility for the correctness and accuracy of such information rests with you.

It is your responsibility to provide all the information required for the preparation of accurate returns. You should retain all the documents, canceled checks and other data that form the basis of income and deductions. These may be necessary to provide assurance regarding the accuracy and completeness of the returns to taxing authority.

The responsibility for providing us the source documents on a timely basis rests with the client and in case any penalty is levied on the client for late submission of returns (as a result of their late submission of records), Infotaxsquare shall have no responsibility for that.

We will use professional judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities' interpretations of the law and other supportable positions. Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible.

Your credit card will be charged on every first day of the month according to the fees scheduled in the contract. Both parties have right to terminate the contract any time during the year.

If the foregoing fairly sets forth your understanding and limitations of our agreement regarding this engagement please check the box to approve. However, if you have any questions or reservations regarding this engagement letter please call us so that we may discuss the matter in person. Please note that our firm has adopted this policy and will not sign off on any documents that are not accompanied by an approved engagement letter.

Thank you for your consideration in this matter. Our clientele is our highest consideration.




BY USING THIS SITE AND/OR ANY SERVICES RELATED THERETO, YOU AGREE THAT YOU HAVE READ, UNDERSTAND AND AGREE TO THE ENGAGEMENT LETTER

Thank you for choosing Infotax Square as your document filing service. Please feel free to contact us with any questions or concerns you may have.

 

 

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Testimonials

TMB Consulting Inc., have been more than happy with the services that Infotax Square have provided to us. Infotax have been very responsive to all our needs. We really like their light method of work combined with professional knowledge.

It's really a pleasure to work with Infotax Square , and we are looking to work with Infotax in the future.

Alex @ TMB Consulting Inc. Manhattan, NY

Royal Global Group, LLC Infotax Square have been exceedingly helpful in enabling me to achieve my business potential. This company has been a wonderful resource for all my financial services and tax needs. Every year I'm surprised at how much more I'm able to save because of their sophisticated and latest software and their incredible knowledge of the tax code/laws.   Thank you for your incredible dedication and for saving me a lot of money.

Usman Mian -Massapequa , NY

SURUCHI, Inc. We are in the business for more than ten years and have experienced other accountants and found Infotax Square’s services the best compare to others. Their research and knowledge is incomparable. We advice for quality services go to Infotax Square

Nita & Bharat Shah, Bellmore,NY


 
Have a Question? Please contact our customer service department from 9:00 AM - 7:00 PM Eastern time at 866-754-4460 or 516-822-3100, 516-822-3175. You may also email your questions to info@infotaxsquare.com, or take advantage of our Live Chat option. Live Chat available 24/7
 
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