ENGAGEMENT LETTER FOR R&D TAX CREDIT SERVICES
This Engagement Letter ("Agreement") is entered into between Strategic Incentives Solutions, Inc., a Florida corporation ("Strategic Incentives"), COMPVTIS, CPAs Inc., a Florida corporation ("COMPVTIS"), and the Client identified above (collectively, the "Parties").
1. SCOPE OF SERVICES
Strategic Incentives and COMPVTIS agree to provide the following services:
- R&D Tax Credit eligibility analysis and assessment
- Identification of qualified research activities under IRC Section 41
- Data collection guidance and documentation support
- Credit computation and calculation support
- Preparation and support of IRS Forms, including Form 6765 and related schedules
- Substantiation and audit-ready documentation preparation
- Coordination between Strategic Incentives Solutions, Inc. and COMPVTIS, CPAs Inc.
Division of Responsibilities: Strategic Incentives Solutions, Inc. provides research, technical analysis, and substantiation support. COMPVTIS, CPAs Inc. provides tax preparation and filing services where applicable.
2. CLIENT RESPONSIBILITIES
Client agrees to:
- Provide accurate and complete information in a timely manner
- Cooperate fully with requests for documentation and interviews
- Retain all records and documentation as required by IRS regulations
- Notify Strategic Incentives and COMPVTIS of any material changes to the information provided
3. NO GUARANTEE CLAUSE
Strategic Incentives and COMPVTIS make no guarantee regarding the amount of any R&D tax credit, IRS acceptance of any claim, or the outcome of any IRS examination or audit. All credit calculations are based on information provided by Client and applicable tax law at the time of preparation.
4. LIMITATION OF LIABILITY
To the fullest extent permitted by law, the liability of Strategic Incentives and COMPVTIS, and their respective officers, directors, employees, and agents, shall be limited to the fees paid by Client for the services rendered under this Agreement. In no event shall Strategic Incentives or COMPVTIS be liable for any indirect, incidental, consequential, or punitive damages.
5. INDEMNIFICATION
Client agrees to indemnify and hold harmless Strategic Incentives and COMPVTIS from any claims, damages, or expenses arising from Client's provision of false, incomplete, or misleading information, or Client's failure to comply with applicable tax laws and regulations.
6. CONFIDENTIALITY
Strategic Incentives and COMPVTIS agree to maintain the confidentiality of all Client information in accordance with applicable professional standards and legal requirements. Client information will not be disclosed to third parties without Client's consent, except as required by law or professional regulations.
7. GOVERNING LAW AND VENUE
This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. Any disputes arising under this Agreement shall be resolved exclusively in the courts of the State of Florida.
8. ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the Parties and supersedes all prior negotiations, representations, or agreements, whether written or oral. This Agreement may only be amended in writing signed by all Parties.
9. ELECTRONIC SIGNATURES
The Parties agree that electronic signatures shall have the same legal effect as handwritten signatures. By executing this Agreement electronically, Client consents to the use of electronic records and signatures in accordance with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act) and applicable state law.
10. COUNTERPARTS
This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument.
