A few
signatures.One less thing
to worry about.

Standard paperwork. Clear terms. Two minutes, then you are done.

A quick final step before we begin.

ENGAGEMENT LETTERWhat I do and what it costsTAX INFORMATION CONSENTHow your information may be usedYOUR ACKNOWLEDGMENTConfirming what you have provided
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Who Is Signing

Your signature is the full legal name you type below. Start here so each document you sign is matched to the right file.

A phone number or an email address is enough. Krystal Londono needs one of them to match your signature to your file and to reach you about it.

Tax Preparation Engagement Letter

Tax Year 2026 • Client [CLIENT NAME] • Date [DATE]

Thank you for choosing Protected With Love, LLC (“we,” “us”) to prepare your tax returns. This letter confirms the terms of our engagement.

  1. Services. We will prepare your federal and, where applicable, state income tax returns for the tax year shown above, based on the information you provide. This engagement does not include audit representation, bookkeeping, or amended returns unless separately agreed in writing.
  2. Your responsibilities. You agree to provide complete and accurate information, including all income from all sources. Expense and deduction totals you provide are your own figures; you confirm they are accurate, were incurred for the stated business purpose where claimed, and that you have and will retain the records and receipts to support them for at least four (4) years. We rely on the information you provide and do not audit or independently verify it.
  3. Our responsibilities. We will prepare your returns with professional care based on the information provided and current tax law, sign as paid preparer (PTIN P01241303), and electronically file your returns after you have reviewed and approved them.
  4. Review and e-file authorization. You must review your completed return before it is filed. Your signature on IRS Form 8879 (and any state equivalent) authorizes electronic filing. You remain responsible for the accuracy of the return.
  5. Fees. Fees are quoted before filing and are due upon receipt of invoice. Returns are not filed until fees are paid unless otherwise agreed in writing.
  6. Penalties and interest. Taxing authorities may assess penalties and interest for underpayment, late filing, or inaccurate or incomplete information. These are your responsibility unless caused solely by our error.
  7. Confidentiality. Your information is kept confidential and is not used or disclosed except to prepare and file your returns, or as you separately authorize in writing, consistent with Internal Revenue Code §§7216 and 6713.
  8. Records. We retain copies of your return and the supporting documents you provide. Your original documents remain your property and your responsibility to keep.

Typing your full legal name is your signature on this document.

Consent to Use of Tax Return Information (IRC §7216)

I/we authorize Protected With Love, LLC and Krystal Londono to use my/our tax return information – including name, contact information, filing status, household and dependent information, and income information – to determine whether I/we may benefit from, and to contact me/us about, insurance products and services offered by Protected With Love, LLC, including ACA Marketplace health insurance, life insurance, and annuities.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Your Acknowledgment

I acknowledge and agree to the Engagement Letter above. I understand that I will review my completed return and sign IRS Form 8879 before anything is electronically filed. I consent to receive appointment, document, and service communications from Protected With Love, LLC by text message and email.

Your signed record is saved and Krystal Londono's office can send you a copy on request. Nothing is filed until you have reviewed your completed return and signed IRS Form 8879.