Tax Services Addendum
This Tax Services Addendum sets out additional terms applicable to U.S. federal, state, and local tax preparation and compliance services provided by or coordinated through doo.FINANCE US, Inc.
This Addendum applies only where tax services are expressly included in a Letter of Engagement, Order Form, or other written acceptance that incorporates the Services Agreement and this Addendum by reference.
Last Updated: January 14th, 2025
1. Scope of Tax Services
Where expressly agreed in writing, tax services may include U.S. federal, state, and local tax compliance services, including the preparation of tax returns and related filings based on information provided by the client.
The scope of tax services is limited strictly to those services expressly described in the applicable Letter of Engagement or Order Form. No services are provided on a standing or implied basis.
Unless expressly agreed in writing, tax services do not include tax planning, tax structuring, legal advice, audit or attestation services, representation before tax authorities, or any non-U.S. tax filings.
2. Regulatory and Licensing Position
doo.FINANCE US, Inc. is not a certified public accounting firm and does not hold itself out as such. doo.FINANCE US is not a member of the American Institute of Certified Public Accountants (AICPA) and does not provide services that require licensure as a public accounting firm.
Tax returns and related filings may be prepared and/or signed by duly licensed certified public accountants, enrolled agents, or other licensed tax professionals acting independently or through partner firms within the doo.FINANCE network.
doo.FINANCE US may coordinate tax services but does not, by doing so, create any partnership, joint venture, agency, or fiduciary relationship between the client and doo.FINANCE US or any network firm or professional.
Tax services are performed in accordance with applicable U.S. tax laws and regulations, including IRS Circular 230.
3. Client Responsibilities and Information Reliance
Tax services are performed based solely on information, representations, and documentation provided by the client or by third parties at the client’s direction.
The client is responsible for ensuring that all information provided is accurate, complete, and timely. doo.FINANCE US and any coordinating professionals have no obligation to independently verify the accuracy or completeness of client-provided information.
The client remains responsible for reviewing all tax returns and filings prior to submission and for confirming their accuracy before filing.
Any delays, errors, penalties, interest, or adverse consequences arising from incomplete, inaccurate, or late information provided by the client are the sole responsibility of the client.
4. No Audit, Review, or Fraud Detection
Tax services do not include an audit, review, examination, compilation, or any other form of assurance engagement.
No procedures are performed to detect fraud, illegal acts, or irregularities, and no opinion or assurance is provided regarding the accuracy or completeness of the underlying records.
Tax services are not a substitute for internal controls, internal audits, or compliance reviews.
5. Filing, Deadlines, and Payments
The client remains solely responsible for the timely filing of tax returns and the payment of all taxes, penalties, and interest due to applicable taxing authorities.
Any filing deadlines depend on the timely provision of complete and accurate information by the client. Extensions of time to file may be requested where applicable but are not guaranteed.
doo.FINANCE US and any coordinating professionals are not responsible for missed deadlines, penalties, or interest resulting from delays, omissions, or failures by the client.
he Agreement or any specific Services, any support or information production related to the terminated Services shall be at our sole discretion, and if we perform such support or information production you agree to reimburse us for our professional time at our then-current standard hourly rates. We do not guarantee the availability of any documents or information after such termination. You agree that it is your responsibility to retain and protect your records for possible future use, including potential examination by any government or regulatory agencies.
6. No Third-Party Reliance
Tax services may be performed by licensed tax professionals, partner firms, or subcontractors within the doo.FINANCE network or otherwise engaged for this purpose.
doo.FINANCE US may act as a coordinator of such services but does not control or supervise the professional judgment exercised by independent licensed professionals.
doo.FINANCE US is not responsible for services provided by third parties that are not acting under its coordination or for services outside the scope of the applicable engagement.
7. Using the Services on Behalf of Others
Tax deliverables, returns, and communications are prepared solely for the internal use of the client.
No third party, including investors, lenders, regulators, or other stakeholders, may rely on any tax services, deliverables, or communications provided under this Addendum.
No duty or obligation is owed to any third party.
8. Changes in Law and Future Events
Tax services reflect applicable tax laws and regulations in effect at the time the services are performed.
doo.FINANCE US and any coordinating professionals have no obligation to monitor or advise on changes in tax law, regulations, or interpretations after the completion of the services, unless expressly agreed in writing.
9. Relationship to Other Documents
This Tax Services Addendum supplements and forms part of the Services Agreement.
It is incorporated by reference into applicable Letters of Engagement or Order Forms where tax services are included.
In the event of any inconsistency, this Tax Services Addendum prevails with respect to tax-specific matters.
