TAX RETURN AMENDMENT ENGAGEMENT AGREEMENT
MyConnectz
This Tax Return Amendment Engagement Agreement ("Agreement") is entered into between MyConnectz ("Preparer," "we," "us," or "our") and the undersigned client ("Client," "you," or "your").
This Agreement outlines the terms and conditions under which MyConnectz will prepare and submit an amended tax return on your behalf.
1. Scope of Services
MyConnectz agrees to prepare and file an amended federal and/or state tax return (e.g., IRS Form 1040-X) based solely on the information and documentation provided by the Client.
Amendment services may include, but are not limited to:
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Correcting income, deductions, credits, or filing status
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Adding or removing dependents
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Correcting filing errors or omissions
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Responding to IRS or state notices (if applicable and agreed upon)
This engagement does not include:
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Audit representation unless separately agreed in writing
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Legal advice
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Financial planning or bookkeeping services
2. Client Responsibilities
You agree to:
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Provide complete, accurate, and truthful information and documentation
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Disclose all relevant changes or corrections related to the original return
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Review the amended return carefully before submission
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Respond promptly to requests for additional information
You understand that MyConnectz relies entirely on the information you provide, and we are not responsible for errors resulting from incomplete, inaccurate, or withheld information.
3. No Guarantee of Outcome
You acknowledge that:
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Filing an amended return does not guarantee an increase in refund
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The IRS or state taxing authority may accept, adjust, delay, or deny the amendment
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Processing times for amended returns are determined by the IRS or state and may take several weeks or months
MyConnectz makes no guarantees regarding refunds, balances due, penalties, interest, or processing time.
4. Fees & Payment
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Amendment preparation fees are due in full prior to filing
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All fees are non-refundable once work has begun
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Additional fees may apply if the amendment requires substantial additional work beyond the original scope
Failure to submit payment will delay or prevent filing.
5. Accuracy & Due Diligence
MyConnectz will prepare your amended return using reasonable care and professional standards based on the information you provide. However:
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You remain ultimately responsible for the accuracy of your tax return
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You are responsible for any taxes, penalties, or interest assessed by taxing authorities
6. Record Retention
You agree to retain copies of all documents, records, and supporting information related to your tax return and amendment for at least seven (7) years, or longer if required by law.
7. Limitation of Liability
To the fullest extent permitted by law:
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MyConnectz shall not be liable for penalties, interest, or additional taxes resulting from inaccurate or incomplete information provided by the Client
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MyConnectz's liability, if any, shall not exceed the fees paid for the amendment service
8. Authorization to File
By signing this Agreement, you authorize MyConnectz to:
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Prepare and electronically file your amended tax return
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Communicate with the IRS and/or state tax agencies as necessary regarding the amendment
9. Governing Law
This Agreement shall be governed by and interpreted in accordance with the laws of the state in which MyConnectz operates.
10. Entire Agreement
This Agreement represents the entire understanding between the parties and supersedes any prior agreements or representations related to this amendment service.
Client Acknowledgment & Signature
I acknowledge that I have read, understand, and agree to the terms of this Tax Return Amendment Engagement Agreement.