Customer Engagement Plan

1. Introduction Legacy Tax & Accounting Solutions, LLC ("Legacy Tax") is committed to providing professional, ethical, and personalized accounting and tax services to our clients. This Engagement Plan outlines the scope of services, responsibilities, and expectations to ensure a transparent and efficient working relationship. Please allow two weeks for a federal refund.

2. Scope of Services Legacy Tax provides services including, but not limited to:

1. Tax Preparation and Filing for Individuals and Businesses
2. Accounting and accounting support
3. Payroll Services
4. Financial Planning & Consulting
5. IRS Correspondence and Audit Assistance

The specific services provided will be detailed in a formal commitment letter tailored to the client's needs.

3. Customer Responsibilities To ensure accurate and timely service, customers are expected to:

1. Provide complete and accurate financial information and documentation
2. Respond promptly to requests for additional information
3. Document Collection and Preparation: Gather Required Financial Information
4. Review and Submission: Prepare, review, and submit accurate tax and accounting documents
5. Review the accuracy of documents and submissions before submitting them

4. Inherited Tax Liabilities:

1. Perform services with due care, skill, and in accordance with applicable accounting and tax laws
2. Maintain customer confidentiality and safeguard all financial information
3. Communicate clearly regarding deadlines, deadlines, and any issues that arise
4. Provide professional advice based on information provided by the client

5. Participation schedule

1. Initial consultation to assess customer needs
2. Agreement on Services, Fees and Responsibilities
3. Collection of required documents
4. Preparation and review of financial documents or tax returns
5. Submission to the competent authorities and confirmation of completion
6. Follow up on any questions or issues after service completion

6. Fees and Payment Terms

1. Rates are based on the scope of services and the complexity of each engagement.
2. Payment is due as described in the commitment letter.
3. Additional services outside the agreed scope will be quoted separately.

7. Confidentiality: All customer information will remain confidential and will only be disclosed as required by law or with the customer's consent. Legacy Tax implements strict security measures to protect sensitive information.

Resignation

Legacy Tax & Accounting Solutions, LLC provides general accounting and tax services based on information provided by the client. While we do our best to provide accurate and reliable advice:

1. No Guarantee of Outcome: Tax returns and financial advice are provided in good faith. Legacy Tax cannot guarantee specific results, refunds, or audit results.
2. Customer Responsibility: Customers are responsible for providing complete, accurate, and timely information.
3. Limitation of Legal and Tax Advice: Our services do not constitute legal representation. Clients seeking specialized legal or tax advice should consult a licensed attorney or tax advisor.
4. Third-Party Trust: Legacy Tax is not responsible for any third party's reliance on the information provided, including government authorities or financial institutions.
5. Termination of the Engagement: Either party may terminate the engagement at any time with written notice. Fees for services rendered up to the date of termination remain payable.

Acknowledgement by engaging Legacy Tax & Accounting Solutions, LLC, the client acknowledges that they have read, understood, and agreed to the terms of this Commitment and Disclaimer Plan.

Each service is customized to meet the specific needs of our clients.