PO BOX 100
(425) 334-8138

To: Our Tax and Business Clients

Re: Engagement for Services for 2013 & 2014

The purpose of this engagement letter is to outline your rights and responsibilities that you as a client must follow as well as Lake Stevens Tax Services involvement and commitment to you, our valued client. After signing this engagement letter, you are acknowledging and agreeing to the following statements and are agreeing to the following procedures with our firm to the best of your knowledge and understanding.



The climate within the IRS and the state taxing agencies is changing when it comes to audits. In our general area, the number of IRS audits has increased dramatically. Due to this rise, as always you need to exercise extreme caution and care in assembling and preparing your records for your tax appointment. The following are procedures that you are agreeing to and policies that Lake Stevens Tax Service will follow:


The tax preparation fee that we will charge covers the following services:

Due to the ever increasing demands on our special services by client's and third party agencies, there are additional fees for extra services. As a client of Lake Stevens Tax Service, you are agreeing to the following fees and payment procedures:

Additional fees may be assessed for other extra services.

This is your copy of the engagement letter. By submitting your request in the mail or by submitting an appointment request on line at, you are stating that you agree to this engagement letter. If you have any questions, please contact the office.


The engagement letter provided to me, a client of Lake Stevens Tax Service Inc., is an acknowledgement that you have engaged LSTS to prepare your 2013 business and/or personal tax return. We will not be able to prepare your 2011 tax return until your engagement letter has been received by this office.

We greatly appreciate your giving Lake Stevens Tax Service the privilege to participate in your business and/or personal tax filing. We look forward to continued years of service to you, and by signing this engagement letter, you have decided to retain Lake Stevens Tax Service for the business and/or personal tax filing for the year of 2013-2014.

If you are requesting a tax appointment on line (via our web site WWW.LSTAX.COM) you will be required to accept the terms and conditions of this engagement letter prior to submitting your appointment request. Since you are accepting the terms, you will NOT need to send in this form.

If you are completing the YELLOW appointment request form and mailing in your request for an appointment, you are stating that you are agreeing to the terms and conditions as outlined on the engagement letter.