Step 3 of 3

Review and Accept Your Engagement Letter

Please review the terms of your tax preparation engagement below. You may accept on this page or download a PDF copy if you prefer to sign offline before continuing.

Engagement Letter

Resident Individual Return (1040)

Please review the engagement letter for your resident individual tax return below. You may accept it directly on this page, or you may download a PDF copy at the end if you prefer to review and sign it offline.

Resident Individual Return English Website Acceptance PDF Option Available

Engagement Letter Summary

Thank you for choosing Okeybooks, LLC. This engagement letter explains the scope of our tax preparation services, your responsibilities as the client, and the terms that apply to our work together for your resident individual return.

Services Included

Okeybooks will prepare your individual income tax return based on the information and documents you provide. Depending on your situation, this may include:

U.S. federal individual income tax return
State and local individual income tax return(s)
Related schedules and standard forms normally required for your filing

Services Not Included Unless Separately Agreed

Unless specifically agreed in writing, this engagement does not include:

Tax planning outside the return being prepared
IRS, state, or local notice response
Audit or examination representation
Amended returns or prior-year returns
Business tax returns, bookkeeping cleanup, or legal, immigration, or investment advice

Your Responsibilities

You agree to provide complete, accurate, and timely information and documents needed to prepare your return. This includes all relevant tax forms, income information, deductions, credits, dependents, and any corrected or late-arriving forms.

You remain responsible for reviewing your completed return before signing or authorizing filing.

Deadlines, Extensions, and Payment

Tax deadlines are strict. If information arrives late or incomplete, Okeybooks may recommend an extension if authorized. An extension gives more time to file, but not more time to pay. Any tax due may still be due by the original filing deadline.

Fees and Additional Work

Our fee is based on the complexity of your return, the forms required, the condition of the records provided, and any additional work needed to complete the engagement.

Late or corrected documents may create additional fees
Additional schedules or filings may increase fees
Post-filing support is separate unless specifically included

Additional Terms

These additional terms provide more detail for special situations and define important limitations and responsibilities. Expand any section below to review it.

Foreign accounts and foreign income Expand

You must tell us about foreign bank accounts, foreign income, foreign assets, foreign gifts, foreign inheritances, or other international reporting issues. These items may require additional forms, disclosures, and fees.

Digital assets Expand

You must disclose cryptocurrency or other digital asset activity so we can determine whether reporting is required.

Late documents and corrections Expand

If documents arrive late, corrected forms are issued, or information changes after preparation begins or after delivery, additional fees, delays, or further review may be required.

Audit support not included Expand

IRS notices, state notices, audits, examinations, and representation are not included unless separately agreed in writing.

Electronic communication and portal use Expand

By moving forward, you agree to electronic communication, document delivery, and secure portal use as part of the client workflow.

Record retention Expand

You are responsible for keeping copies of your tax records and supporting documentation. We recommend maintaining your records for at least seven years, and longer when appropriate depending on your situation.

No legal, investment, or immigration advice Expand

Our services are limited to tax preparation and related tax matters. We do not provide legal, investment, or immigration advice under this engagement.

No third-party reliance Expand

Your return and related work are intended for your tax filing obligations and are not prepared for third-party reliance unless separately agreed in writing.

Termination and unpaid fees Expand

Either side may end the engagement by written notice. Work already performed remains billable, and unpaid balances remain due according to the engagement terms.

Scope and responsibility Expand

We prepare the return based on the information you provide and do not independently verify that information. You remain responsible for the completeness and accuracy of what is reported and for reviewing the return before filing.

Accept on this Page

Complete the form below to accept this engagement letter and continue to the next step. If you prefer not to sign on this page, you can download the PDF version at the bottom instead.

Prefer a PDF version?

You can download a copy of this engagement letter here if you would rather review it in detail or sign it offline. If you choose that option, keep the signed copy ready so you can upload it later when your secure portal is available.

Download Engagement Letter PDF I’ll Sign Offline and Continue