What is an engagement letter?

Once you’ve submitted your Tax Questionnaire and uploaded supporting documents, your tax preparer will analyze them and draw up an engagement letter. The engagement letter is an electronic agreement between you and Taxes for Expats which specifies the rights and obligations of both parties, including:

  •     The service to be provided,
  •     The cost of said services,
  •     The payment terms,
  •     And information about your duties and rights regarding taxes.

You must sign the engagement letter electronically before we start working on your return. Once the letter is signed, we’ll start preparing your documents.

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