Tax Preparation Engagement Agreement (previous version, July 22, 2026)

The preparer will prepare the specific federal and, where applicable, state income tax returns you request for the identified tax year(s), based solely on information and documents you provide.

This engagement excludes tax planning, audit or examination representation, bookkeeping, legal advice, and any service not expressly requested, each of which requires a separate written engagement.

You are responsible for providing complete and accurate information and supporting documentation, and you represent and warrant that all information you provide is true and correct.

Consistent with Circular 230 (31 CFR Part 10) and IRC §6694/§6695, the preparer may rely in good faith on your information and is not required to audit or independently verify it.

You are responsible for reviewing your return for accuracy before it is signed and transmitted.

Neither the preparer nor TaxWallet guarantees any particular tax result, refund amount, refund timing, or freedom from examination. Refund amount and timing are determined solely by the IRS and state agencies and may be reduced, delayed, or offset for reasons beyond our control.

You are responsible for any tax, interest, or penalty arising from information you failed to provide or that was inaccurate, incomplete, or misleading.

To the extent permitted by law, you agree to indemnify and hold harmless the preparer and TaxWallet from claims, penalties, and costs (including reasonable attorneys’ fees) arising from information you provided or from your use of the return.

Preparation fees are disclosed before filing and are earned when the return is prepared. Fees may be paid directly or, where you qualify and elect, deducted from your refund through a refund transfer (see the Refund-Transfer Fee-Deduction Authorization).

Unpaid fees are collectible under the Billing & Refund Policy and any ACH Debit Authorization you sign, together with reasonable costs of collection.

Returns are e-filed where eligible; you must review and sign the applicable authorization (e.g., IRS Form 8879) before transmission. Electronic signatures are governed by the ESIGN Act (15 U.S.C. §7001) and our ESIGN consent.

Use and disclosure of your tax return information is governed by IRC §7216, the IRS §7216 Consent, our Privacy Policy, and our Information Sharing Disclosure.

To the maximum extent permitted by law, the total aggregate liability of the preparer and TaxWallet arising out of or relating to this engagement is limited to the amount of preparation fees you paid for the affected return.

Neither party is liable for indirect, incidental, consequential, special, exemplary, or punitive damages, or for any tax, interest, or penalty you would have owed regardless of any error.

To the extent permitted by law, any claim arising out of this engagement must be brought within one (1) year after the return is filed or the claim accrues, whichever is earlier; otherwise it is permanently barred.

You are responsible for retaining your own copies of returns and records. The preparer and TaxWallet retain records as required by law but are not your system of record.

You or the preparer may terminate before filing; fees for work performed remain payable and collectible under the Billing & Refund Policy and any ACH Debit Authorization.

This Agreement incorporates the Arbitration Agreement & Class-Action Waiver (binding AAA arbitration under the Federal Arbitration Act, 9 U.S.C. §§1–16), the Terms of Service, and the Privacy Policy. It is governed by the laws of the State of Florida, without regard to conflict-of-laws rules, and any court proceeding not subject to arbitration lies exclusively in the state or federal courts of Miami-Dade County, Florida. On matters specific to the preparation engagement, this Agreement controls.

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