Redwood Tax and Consultants LLC

2025 Tax Engagement Letter

1. Purpose and Scope of Engagement

This letter confirms our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide for the 2025 tax year.

Redwood Tax and Consultants LLC ('we', 'us', or 'our firm') will prepare your federal and state income tax returns based on the information you provide. Our services do not include auditing or verifying the data you submit unless otherwise stated in writing. We will rely on the accuracy and completeness of all information furnished by you.

2. Client Responsibilities

You agree to provide all information necessary for the preparation of your tax returns. You represent that the information you provide is true, correct, and complete. You are responsible for maintaining adequate records to support all items reported on your tax returns.

3. Our Responsibilities

We will use our professional judgment to prepare your returns in accordance with applicable tax laws. If any information appears incorrect or inconsistent, we will ask for clarification before finalizing your returns.

4. Deliverables and Filing

We will provide you with draft returns for review prior to filing. Your approval (and signature, if required) is necessary before electronic submission. Our services are complete when your tax returns have been filed electronically and accepted by the appropriate tax authorities, or when we deliver the returns to you for paper filing.

5. Fees and Payment Terms

Our fee for the preparation of your tax returns will be based on the complexity of the work, time required, and any additional services requested. Payment is due upon completion of the return, prior to electronic filing.

6. Record Retention

We will retain copies of your tax returns and supporting documents for three (3) years after filing. You are encouraged to keep all original documents, canceled checks, and other data that form the basis of income and deductions.

7. Representation and Notices

This engagement does not include representation before the IRS or state taxing authorities in the event of an audit, examination, or notice. Such services may be provided under a separate engagement agreement.

8. Limitation of Liability

Our liability for any claim arising from this engagement shall be limited to the amount of fees paid for the services rendered.

Best,

Jordan Stealey,EA