Tax Preparer Checklist Form

TAX PREPARER CHECKLIST FORM: MASTER SERVICE AGREEMENT

This Tax Preparer Checklist Form (the "Agreement") is entered into as of this [Day] day of [Month], [Year] (the "Effective Date") by and between [Client Name/Entity Name], a [Legal Entity Type] organized under the laws of [Jurisdiction], with its principal place of business at [Address] (the "Client"), and [Tax Preparer Name/Firm Name], a [Legal Entity Type] organized under the laws of [Jurisdiction], with its principal place of business at [Address] (the "Preparer").

1. RECITALS

WHEREAS, the Client desires to engage the Preparer to provide professional tax preparation services and associated advisory functions; WHEREAS, the Preparer represents that it possesses the requisite qualifications, licenses, and professional expertise to perform said services in compliance with all applicable tax laws and regulations; WHEREAS, the parties desire to establish a formal protocol—codified herein as the "Checklist"—to govern the intake, review, and accuracy of tax-related information.

2. OPERATIONAL DEFINITIONS

1. "Checklist" means the document attached hereto as Exhibit A, detailing the mandatory evidentiary documentation and data points required for the preparation of tax returns.
2. "Data" means all financial statements, receipts, logs, bank records, and personal identification provided by the Client.
3. "Services" means the preparation, filing, and advisory services related to federal, state, and local income tax returns.
4. "Work Product" means the completed tax returns and all ancillary schedules generated by the Preparer.
5. "Deficiency" means any omission of material fact, non-submission of required documents, or failure to perform services according to professional standards.

3. SUBSTANTIVE TERMS & OBLIGATIONS

1. Client Obligations: The Client warrants that all information provided via the Checklist is true, accurate, and complete. The Client assumes full responsibility for the authenticity of the Data and shall provide all required documentation within [Number] business days of the Effective Date.
2. Preparer Obligations: The Preparer shall exercise reasonable professional care in the review of the Checklist. The Preparer is not responsible for auditing the Client’s financial records unless explicitly contracted to do so in a separate engagement letter.
3. Performance Metric: The Preparer shall deliver the initial draft of the Work Product within [Number] business days upon receipt of a fully completed and signed Checklist.
4. Representations: Both parties represent that they have full legal capacity to enter into this Agreement and that the performance of this Agreement will not violate any existing contract or regulatory obligation.

4. DEFAULT, TERMINATION, AND REMEDIES

1. Breach: A material breach occurs if either party fails to perform any obligation defined herein, including but not limited to the failure to submit required Data or the submission of fraudulent information by the Client.
2. Cure Period: The non-breaching party shall provide written notice of a breach. The breaching party shall have thirty (30) business days from the receipt of such notice to cure the breach.
3. Termination: If the breach remains uncured after the 30-business-day period, the non-breaching party may terminate this Agreement immediately upon written notice.
4. Remedies: In the event of a breach, the non-breaching party may seek monetary damages, subject to a limitation of liability not to exceed [Dollar Amount], and/or seek equitable relief through a court of competent jurisdiction.

5. BOILERPLATE LEGAL PROVISIONS

1. Severability: If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.
2. Entire Agreement: This document constitutes the entire agreement between the parties and supersedes all prior discussions, representations, or agreements, whether written or oral.
3. Force Majeure: Neither party shall be liable for failure to perform due to causes beyond their reasonable control, including acts of God, war, or governmental regulation.
4. Governing Law: This Agreement shall be governed by the laws of [Jurisdiction], without regard to its conflict of laws principles.
5. Dispute Resolution: Any controversy arising out of or relating to this Agreement shall be settled by binding arbitration in [City, State] in accordance with the rules of the American Arbitration Association.

6. FORMAL EXECUTION BLOCK

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duly authorized representatives as of the Effective Date first written above.

For: [Client Name/Entity Name]

Signature: __________________________ Name: _____________________________ Title: ______________________________ Date: ______________________________

For: [Tax Preparer Name/Firm Name]

Signature: __________________________ Name: _____________________________ Title: ______________________________ Date: ______________________________