2026 Tax Engagement Agreement

ACH Management Group, LLC — please read the terms and sign digitally below.

Tax Year 2026 E-Signature No Online Submission
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Returns to be prepared

Please check the returns you would like us to prepare for the 2026 tax year. At least one return is required.

Return Type Due Date Tax Year
April 15, 2027 2026
April 15, 2027 2026
March 15, 2027 2026
March 15, 2027 2026
2026

Scope of services

Services provided

The scope of this engagement is to prepare only the returns or work noted above unless otherwise communicated in writing. Any other return, or other work not covered by this or other engagement agreements, is to be done by you or by others.

Review by tax authorities

It is understood that all tax returns are subject to review by taxing authorities. The agreed fee for this engagement does not provide for assistance you might need in connection with inquiries, examinations or assessments by authorities, including any and all correspondence therewith.

Tax advice excluded

This engagement does not include advice as to the conduct of affairs in the future. All taxpayers are advised, however, to maintain records of anything affecting tax returns for the last five years. ACH Management Group, LLC does not, and cannot, provide legal advice or representation. In no event shall any recommendation or advice provided by ACH Management Group, LLC be construed as legal advice or recommendation. You will need to seek independent and appropriate legal advice for matters requiring such.

No independent verification

Returns will be prepared on the basis of information and documents supplied by you and by others designated by you, and it is understood that no independent verification, including audits of any nature, will be made of such records. Accordingly, you agree to provide accurate information on a timely basis to facilitate the preparation and submission of tax filings.

Fees & payment terms

Fee structure

Our fee will be based upon our standard hourly rates, plus any out-of-pocket costs such as computer processing charges, long-distance calls, postage, transportation and travel. Estimated fees for this engagement will be based on your previous return pending any changes.

If you are new, returns are typically in the range of $299 – $699 for personal and $599 – $1,999 for business/corporate. These are estimates which depend on your return and what is involved.

Payment terms

All fees and charges associated with this engagement are due upon your receipt of service, our delivery or our submission of your return(s) and filing(s). Amounts remaining unpaid after 30 days from such events bear interest of 1.5% compounded monthly.

Fees should be paid in full prior to e-filing.

Client acknowledgment & digital signature

Your signature below indicates that you have read, understood and agree to the terms and conditions of this engagement letter. Engagement of our services constitutes acceptance of these terms.
Taxpayer Signature
Spouse Signature
Done — Back Home
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