PFL Tax Service, LLC

5000 Eldorado PKWY STE 150-308

Frisco, TX 75033

01/01/2025

Dear Client,

Thank you for choosing PFL Tax Service, LLC to assist you in preparing your federal and state income tax returns for the 2024 tax year. This engagement letter is intended to clarify the scope and limitations of our services and to confirm our mutual understanding regarding your

responsibilities and our role as your tax preparer.

Scope of Services

We will prepare your 2024 federal and applicable state income tax returns based on the information you provide to us. Our services do not include auditing, reviewing, or verifying the accuracy of the information provided. Our engagement is limited to preparing your tax returns; we are not responsible for any financial or tax planning unless specifically agreed upon in writing.

Client Responsibilities

You are responsible for providing complete, accurate, and timely information necessary to prepare your tax returns. It is your responsibility to ensure that all income, deductions, and other relevant data are reported accurately and supported by appropriate documentation.

We are not responsible for investigating or questioning the accuracy or completeness of the information you provide. It is solely your responsibility to confirm the accuracy of the details reported to us and to ensure compliance with applicable tax laws. Any changes to the

information provided or errors discovered after filing may require amended returns, which may incur additional fees.

Our Responsibilities

We will use our professional judgment to prepare your tax returns in accordance with applicable laws and regulations. However, we cannot guarantee that your returns will not be audited or challenged by tax authorities. In the event of an audit or inquiry, we can assist you upon request for an additional fee.

Fees and Payment Terms

PFL Tax service, llc Our fees for tax preparation services are based on the complexity of the return and the time required to complete the work. We will provide an estimate upon request. Payment is due upon

completion of your tax returns and prior to any filing with the IRS or State. Rush and time sensitive client matters will be charged a priority fee.

Termination of Agreement

This engagement letter remains valid until the completion and filing of this year’s tax returns. However, it may be terminated earlier if we determine that we can no longer effectively service your account or if you fail to provide the necessary cooperation and meet the established deadlines required to complete your work.

Acknowledgment and Agreement

By signing this engagement letter, you acknowledge that:

1. You have reviewed this letter and agree to its terms.

2. You will provide complete and accurate information necessary for the preparation of your tax returns.

3. You understand that we are not responsible for verifying the information provided to us.

4. Once this return is e-filed, this engagement is considered complete.

If you have any questions or need clarification regarding this engagement, please do not hesitate to contact us. We look forward to working with you.

Sincerely,

PFL Tax Service

Enrolled Agent – Anthony Bass

Acknowledged and Agreed:

Taxpayer Signature: ____________________________ Date: _______________

Taxpayer Name (Printed): _________________________

Spouse Signature: ____________________________ Date: _______________

Spouse Name (Printed): _________________________