Letter of Engagement

Dear New Client,  

Dandy Tax is delighted to formalize our engagement with you for the provision of comprehensive accounting and consulting services. This Letter of Engagement outlines the terms and conditions of our agreement.  

1. **Scope of Services:**    We will provide a range of services, including:

 **Accounting Services:**       

- Bookkeeping services, including the maintenance of financial records and ledgers      

- Preparation of financial statements to present a clear overview of your company's financial position.       

- Filing of annual income tax returns in compliance with applicable regulations.    

 **Consulting Services:**       

- Expert guidance on investment strategies tailored to your business needs.          

- Personalized advice on optimizing your financial portfolio.          

- Analysis and recommendations to enhance your overall financial well-being.       

**Document/Data Storage:**       

- Secure storage of relevant financial and business documents in compliance with data protection regulations.  

2. **Pricing:**    - Our fees for bookkeeping and specific personal and business tax forms are detailed are as follows:

-Bookkeeping and General Accounting Services $60 / hour 

-Form 940 (California) $78

-Form 940 (Schedule SE, Self Employment Tax) $41

-Schedule C (Business) $192

-Schedule E (Rental) $145

-Schedule EIC (Earned Income Credit) $65

-Form 1040 (Federal non itemized) $220

-Form 1040 (Federal itemized) $323

-Form 709 (Gift Tax) $421

-Form 1041 (Fiduciary) $576

-Form 1065 (Partnership) $733

-Form 990 (Exempt Organization) $735

-Form 1120S (S Corporation) $903

-Form 1120 (Corporation) $913

-From 706 (Estates) $1,289

- Invoices will be issued annually, upon the completion and filing of the tax returns.   

- Payment is due within 30 days of the invoice date. 

3. **Term of Engagement:**    

- This engagement will commence on the date of digital signature below, with no specified end date, unless terminated earlier by mutual agreement.

4. **Client's Responsibilities:**    

- You agree to provide all necessary financial records and documents for the accounting services promptly.

5. **Confidentiality:**    

- Both parties agree to maintain the confidentiality of any sensitive financial information exchanged during the course of this engagement.  

6. **Ownership of Records:**    

- All original documents provided by you shall be returned upon request, and copies will be retained for our records. 

7. **Governing Law:**    

- This engagement shall be governed by the laws of California in case of any disputes.  

8. **Amendments:**    

- Any amendments to this engagement must be mutually agreed upon in writing.  

Please review the terms outlined in this letter. Your acceptance of these terms can be confirmed by digitally signing below entering your information and by clicking the 'I ACCEPT button.' Dandy Tax is excited about the prospect of providing comprehensive support to your business and personal financial needs.  

Sincerely,  

Jordan Larson 

President 

Dandy Tax