Engagement Letter¶

Morris Legal and Tax LLC 2801 Buford Hwy Suite 430

Atlanta, GA 30329 admin@AtlantaTaxAndEstate.com

Phone: (404)328-7300

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Fax: (678)302-0820

December 21, 2022 Sarah Zeeman 2740 Grove St NE

Brookhaven, GA 30319 Subject: Preparation of Your 2022 Tax Returns Sarah Zeeman: Thank you for choosing Morris Legal and Tax LLC to assist you with your 2022 taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide. We will prepare your Individual 2022 federal income tax returns and state income tax returns. Your fee will include any communications with Georgia Department of Revenue & Internal Revenue Service. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but

will not audit or otherwise verify the data you submit. We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will

inform you of any material errors, fraud, or other illegal acts we discover. Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your

behalf, the alternative you select, however we cannot and will not assist in the violation of any laws. For the 2023 calendar year, we will be available to you for tax planning advice. Additionally, we will represent you in a federal or state audit of any tax returns that we prepare. Our fee is set at $617.40 for the 2023 calendar year.

We will return your original records to you after the returns have been filed. Store these records, along with all supporting documents, canceled checks, etc., in a secure location in case these items are needed later to prove

accuracy and completeness of a return. We retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. To affirm that this letter correctly summarizes your understanding of the arrangements for this work, DocuSign this

letter OR print and return a copy to us for our files. Thank you for the opportunity to be of service. If you have any questions, contact our office at (404)328-7300.

Sincerely,

Morris Legal aud Tar LL

(Both Spouses must sign for preparation of joint returns.) Accepted By:

Taxpayer

Taxpayer

Date