Financial Statements & Tax Services
Thank you for selecting Help House Solution to provide professional tax preparation and related financial services. This Letter of Engagement outlines the terms, scope, and conditions under which our services will be provided.

Scope of Services
Based on the information and documentation you provide, Help House Solution will prepare applicable financial statements and tax filings as agreed. Services are limited to those expressly outlined in this engagement and do not include representation before the Internal Revenue Service or any taxing authority unless separately authorized in writing.

This engagement applies to the applicable tax year and will remain in effect for future years unless amended or terminated in writing by either party.


Client Responsibilities

You are responsible for providing complete, accurate, and timely information necessary for the preparation of your tax returns and financial documents. We will rely on the information you provide and will not independently verify its accuracy or completeness.

Our services do not include auditing, reviewing, or verifying financial data, nor do they include the detection of fraud, errors, or illegal acts. However, should any material discrepancies or concerns come to our attention during the course of our work, we will notify you accordingly.

Timely submission of required information is essential to ensure completion of services within expected timeframes.


Use and Distribution of the Financial Information
The financial information prepared by Help House Solution is intended solely for your internal use and for tax reporting purposes. You may provide copies to third parties at your discretion; however, we assume no responsibility or liability to any third party that relies on such information.

You agree to indemnify and hold harmless Help House Solution from any claims arising from third-party use of the information provided.



Confidentiality and Professional Standards
All services are performed in accordance with applicable professional standards, including IRS Circular 230. Client information is treated as confidential and will not be disclosed without your authorization, except as required by law or professional obligation.

Fees and Payment Terms
ees are based on the time required, complexity of services, and professional expertise involved. Where applicable, estimates or fixed pricing may be provided in advance.

Payment terms are as follows:

• Tax Preparation Services: 50% due at engagement and 50% due upon completion

• Accounting Services: Invoiced monthly and due on the 1st of each month

• Cleanup or Catch-Up Services: 75% due upfront and 25% upon completion

Outstanding balances may accrue interest at a rate of up to 15% annually. Help House Solution reserves the right to withhold deliverables until all outstanding balances are satisfied.

Limitation of Liability
Help House Solution will exercise reasonable skill and care in the performance of its services. However, to the fullest extent permitted by law, our total liability to you, whether arising in contract, tort, equity, or otherwise, for any loss, damage, or expense (including legal fees) resulting from our services, shall be limited to the total fees paid by you for the specific services giving rise to the claim, excluding taxes, disbursements, and expenses.

Where services are provided across multiple financial years, any liability shall be limited to the fees paid for the applicable year in which the act or omission occurred.

Any claim against Help House Solution must be brought within twelve (12) months from the date the relevant services were completed.

Ownership and Record Retention
All documents and records you provide remain your property. Workpapers and materials prepared by Help House Solution remain the property of the firm.

Tax records will be retained for a period of three (3) years following the applicable filing year, after which they may be securely destroyed unless otherwise requested.

Non-Legal and Non-Investment Disclaimer

Help House Solution does not provide legal or investment advisory services. Any statements or discussions related to legal or financial matters are for general informational purposes only and should not be construed as professional legal or investment advice.

Future Engagements
This agreement shall remain in effect for future engagements unless amended or terminated in writing by either party.

Acknowledgment and Acceptance
If you have any questions regarding this engagement, please contact our office prior to proceeding.

By signing electronically, you acknowledge that you have read, understand, and agree to the terms outlined above.