Individual Annual Tax Filing Engagement for Single or Married Filing Separate Status
& Due Dilligence
Thank you for choosing The LH Law Firm, LLC to prepare and file your federal and state tax returns. This firm is required to fulfill the due diligence and compliance requirements of the IRS pursuant to Circular 230 and the ethical obligations of the State of Maryland when preparing your tax returns. This engagement details those terms and pertains only to the tax year and tax form specified herein.
A separate engagement is required for each tax year and tax form. Please answer the questions only as they relate to the tax year for the engagement.
Our responsibilities do not include preparation of any other tax returns that may be due to any taxing authority. This engagement will be completed (effectively terminated) upon the delivery of the tax returns to you.
Note: The document upload tools are provided to you for your convenience to provide documentation during this process. We will email you your organizer (if applicable) and the specific documents needed to complete your return after we review your responses to this questionnaire.