LKN Accounting Group

ALL PDF DOWNLOADS BELOW HAVE BEEN POSTED ON JANUARY 12, 2026

Your 2025-26 Tax Filing Season Documents:

1. 2025-26 Personal Income Tax Checklist DOWNLOAD HERE
   This is crucial document to review when preparing your records for LKN Accounting Group
   
   

2. 2025-26 Personal Income Tax Engagement Letter DOWNLOAD HERE
   You will need to provide  a signed copy of this engagement letter  to become a client of LKN Accounting Group. The contents of this letter have also been provided below on this website for your initial review before signing.
   
   

3. 2025-26 Self-Employed Tax Deductions DOWNLOAD HERE
   A very helpful 13-page PDF detailing your deductions and allowances.
   
   

4. 2025-26 Tax Changes with the OBBB DOWNLOAD HERE
   A 3-page PDF detailing new deductions and allowances as outlined in the "One Big Beautiful Bill" passed on July 4, 2025.

What can you expect from LKN Accounting Group?

NOTE: This is the content from the 2025-26 Personal Tax Engagement Letter. You will need to download and sign this document and provide it LKN Accounting Group (download available above).

The following confirms our understanding of the terms and objectives of becoming a client of LKN Accounting Group and the nature and limitations of the services we will provide to you for the 2025-26 Personal Income Tax filing season.

Please review this letter carefully.

Scope of Services

We will prepare your 2025 federal and applicable state and local individual income tax returns based on information you provide to us.

This engagement does not include tax planning unless specifically agreed to in writing.

Our services are limited to preparation of the tax returns listed above and do not include:

• Audits, reviews, or compilations

• Verification or authentication of information provided

• Representation before the IRS or state taxing authorities (unless separately engaged)

Client Responsibilities

You are responsible for providing complete, accurate, and timely information necessary for the preparation of your tax returns. This includes,

but is not limited to:

• Income documents (W-2s, 1099s, K-1s, brokerage statements, etc.)

• Deduction and credit documentation

• Prior-year tax returns, if applicable

• Notification of any foreign income, foreign assets, or cryptocurrency transactions

You represent that all information provided is true, correct, and complete to the best of your knowledge. You are responsible for reviewing

the completed returns before signing and filing.

Accuracy & Tax Positions

We will use professional judgment in preparing your returns and may rely on information you provide without independent verification. We

will advise you of any positions that may be subject to challenge by taxing authorities. The IRS and state agencies may select your return for examination. Such examinations are beyond the scope of this engagement.

Electronic Filing

Unless otherwise instructed, we will electronically file your returns once you have reviewed and approved them. Your authorization to e-file

will be obtained prior to submission.

Fees and Payment

Fees for this engagement are based on the complexity of the return, forms required, and time involved. Payment is due upon completion of

services unless other arrangements have been made.

• Additional fees may apply for:

• Amended returns

• Notices received after filing

• Additional forms not disclosed initially

• Expedited or rush services

Record Retention

We will retain copies of your tax returns and related workpapers for our records in accordance with professional standards. You are

responsible for maintaining your original records.

Limitation of Liability

Our liability is limited to the amount of fees paid for this engagement. We are not responsible for penalties or interest resulting from omitted

or incorrect information provided by you.

Termination

Either party may terminate this engagement at any time by providing written notice. Fees for work performed through the termination date

will be due.

Acceptance of Terms

By signing and returning this letter, or by submitting tax information for preparation, you acknowledge and accept the terms of this

engagement.

We appreciate the opportunity to be of service and look forward to working with you during the 2025-26 tax season.

PERSONAL AND CORPORATE INCOME TAX PREPARATION | ACCOUNTING | BUSINESS CONSULTING

Serving the community with sound tax, accounting and financial information based on Christian principles.

Driving Directions

128 Overhill Drive Suite 105, Mooresville, NC 28117