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					Confidential




ENGAGEMENT LETTER


This letter is to confirm and specify the terms of ExpatCPA's engagement with you and to clarify the nature and extent
of the services we will provide. We ask all clients for whom returns are prepared to read the following arrangements.
Please note that the various tabs for the tax questionnaire are located at the bottom of the screen.

Purpose, Scope and Output of the Engagement
We will prepare your federal and requested state extension from information that you will furnish us. We will not audit or
otherwise verify the data you submit. We will furnish you with a questionnaire (tabs below) to guide you in gathering the
necessary information.

If your tax home is in a foreign country on April 18, 2011 you have an automatic extension until June 15th to file your
tax return. However, in the event of a tax liability, penalty for paying late and interest will begin to accrue as of April
18th.

If you would like ExpatCPA to prepare your 2010 Tax Return please submit this questionnairett and complete tabs:
CreditCard and Extension (located below).

Responsibilities
In conducting this engagement, information acquired by us in the course of the engagement is subject to strict
confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed
for by law, or with your express consent.

It is your responsibility to provide all the accurate and comprehensive information required for the preparation of your
extension.

Ownership of documents
All original documents obtained from the client arising from the engagement shall remain the property of the client.
However, we reserve the right to make a reasonable number of copies of the original documents for our records. All
other documents produced by us in respect of this engagement will remain the property of the firm. The firm has a
policy of exploring a legal right of lien over any client documents in our possession in the event of a dispute.

Payment fees
Once the tax questionnaire and our credit card charge form is completed and submitted to our offices you are
authorizing us to charge $75 USD for the preparation of your 2010 extension.

Confirmation of Terms
By submitting this tax questionnaire you are acknowledging that you have read and agree to our mutual responsibilities.
This letter will be effective for future years unless we advise you of any change.

We want to express our appreciation for this opportunity to work with you.

ExpatCPA
1 City Blvd West, Suite 870
Orange, Ca 92868
(714) 939-7670 Fax (714) 939-1032
www.expatcpa.com




ExpatCPA.com                                           Phone: (714) 939-7670                                       Fax: (714) 939-1032
Confidential




ExpatCPA.com   Phone: (714) 939-7670   Fax: (714) 939-1032
                   Confidential




ill not audit or
gathering the




sponsibilities.




                   ExpatCPA.com   Phone: (714) 939-7670   Fax: (714) 939-1032
Confidential




Phone: 714-939-7670
Fax: 714-939-1032

                    CREDIT CARD PAYMENT FORM

Thank you for your business!

Client Name or Business Name

Address on credit card




I authorize my credit card to be charged for the quoted fee in two payments. The first
payment of 50% of the stated quote will be charged at the beginning of work as a
retainer fee. The outstanding balance will be charge upon completion of the tax return.



Type of Credit Card:
       American Express                         Visa                         MasterCard

Credit Card Number:
                                  Month/ Year
Expiration Date


Signature                                                   Date:




ExpatCPA.com                                 Phone: (714) 939-7670                        Fax: (714)939-1032
       Confidential




     USA 2010 Extension
1 General Information

                         Taxpayer                                            Spouse (if applicable)
1.01 Last Name

1.02 First name

1.03 Middle initial

1.07 US social security number

1.09 Filing status:      Single                Head of Household                    Married filing separately
                                                                                    (include spouse SSN on 1.7)
          Married filing jointly               Qualifying widower

3.04 Date of arrival in foreign country

3.05 Date of the departure of foreign country or length of time expected to stay


1.14 Name of State you want us to file an extension for, if any


1.11 The US address you want the IRS to have on file for mailing purposes, if any
     street name and number                 city                   state                              zip




       ExpatCPA.com                                        Page 5            Phone: (714) 939-7670 Fax: (714) 939-1032
       Confidential
1.12 Foreign street address

      Foreign city

      Foreign state or province

      Foreign postal code

      Country

1.13 Telephone                       E-mail address




       ExpatCPA.com               Page 6              Phone: (714) 939-7670 Fax: (714) 939-1032
       Confidential
2 Notes
      Special information you would like us to know.




       ExpatCPA.com                                    Page 7   Phone: (714) 939-7670 Fax: (714) 939-1032

				
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posted:7/23/2011
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