Documents › Household & identity › D01

D01 · Engagement letter, tax year 2025 (signed)

Miraflores · engagement_letter · belongs to joint · tax year 2025 · received 2026-01-12 17:04 from firm · engagement_letter_2025_signed.pdf · 2 pages

reference only

Supports identity / engagement; no return line.

MirafloresD01 · page 1 / 2

Engagement letter dated 01/09/2026 between Miraflores and Ngozi Okafor and Erik Lindqvist. Scope: 2025 Form 1040 and California Form 540NR, with supporting forms and schedules. Not included unless separately requested: FinCEN Form 114 (FBAR), information returns the client's business must issue (Forms 1099), Oregon or other nonresident state returns, gift tax returns.

MirafloresD01 · page 2 / 2

Fee: fixed $4,800. Client responsibilities: provide complete and accurate information; retain records 7 years. Signed electronically by Ngozi Okafor 01/12/2026 and Erik Lindqvist 01/12/2026; countersigned by Helen Strand, CPA, Partner.

Where this document landed

No return line cites it. Supports identity / engagement; no return line.

Evidence for checks: FOREIGN-FILINGS CONTRACTOR-1099

Extraction: extracted · 3 values

Used by engine: v1 ✓ · v2 ✓ · v3 ✓

3 extracted values

ev-0001 · p2 · signed_date_taxpayer

Signed by Ngozi Okafor

not used on the return

2026-01-12

99%

ev-0002 · p2 · signed_date_spouse