Engagement terms

Last updated: January 1, 2025

These terms govern tax preparation and related services performed by Yellow Business Services Co. (“Firm”) for you (“Client”). In case of conflict, your signed engagement letter controls.

1. Scope of services

We prepare federal Form 1040 and applicable state returns as outlined in your engagement letter. Additional schedules (e.g., C, E, D), prior-year returns, or advisory services are quoted separately.

2. Client responsibilities

• Provide complete and accurate information and timely responses.
• Retain documentation supporting all items reported on the return.
• Review draft returns carefully and notify us of any discrepancies prior to e-signing.

3. Firm responsibilities

• Perform services with due professional care under CPA standards.
• Apply a CPA quality review prior to filing.
• Maintain confidentiality and protect data consistent with our Privacy Policy.

4. Fees & payment

Fees are confirmed after document review. Payment is required prior to e-filing. Out-of-scope items will be discussed and approved before work proceeds.

5. Timing & deadlines

Turnaround depends on the completeness of your materials and the complexity of your return. You are responsible for deadline awareness; we make reasonable efforts to assist with extensions as requested.

6. Communications

We use encrypted portals and secure e-signature tools for document exchange and approvals. Routine communications may occur via email; avoid sending sensitive data unencrypted.

7. Notices & disclosures

Circular 230 disclosure: Any U.S. tax advice provided is not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal tax penalties.

Not legal or investment advice: Our services relate to tax compliance and general tax information. We do not provide legal or investment advice.

Questions about these terms?

We’re happy to clarify scope, pricing, and timelines.