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40 Kupaoa Street, Suite 104 Makawao, HI 96768 808/5726454FAX: 808/4421000 www.pbsmaui.comMEMORANDUM TO:All ClientsRE:General Excise Taxes (Individual Clients Only)DO YOU NEED HELP FILING YOUR GENERAL

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Prepare a draft of the engagement letter including the parties involved, scope of work, fees, payment terms, deadlines, and other relevant details.

02

Review the draft with the individual(s) who will be signing the letter to ensure clarity and understanding.

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Finalize the engagement letter and have all parties sign and date it to make it legally binding.

Who needs engagement letter ge taxes-individuals?

01

Individuals who are seeking professional tax services and are looking to engage a tax consultant or accountant to assist them with their tax preparation and filing needs.

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What is engagement letter ge taxes-individuals?

An engagement letter for individual taxes is a formal agreement between a tax professional and an individual taxpayer that outlines the terms and conditions of the tax preparation services to be provided.

Who is required to file engagement letter ge taxes-individuals?

Individuals seeking the services of a tax professional for filing their tax returns are typically required to have an engagement letter.

How to fill out engagement letter ge taxes-individuals?

To fill out an engagement letter for individual taxes, provide the taxpayer's names, contact information, details of the services to be rendered, fees, and signatures from both the taxpayer and the tax professional.

What is the purpose of engagement letter ge taxes-individuals?

The purpose of the engagement letter is to define the scope of the services, establish responsibilities, outline fees, and protect both parties by documenting the agreement.

What information must be reported on engagement letter ge taxes-individuals?

The engagement letter should include the taxpayer's name, address, services to be provided, estimated fees, terms of service, and signatures.

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