Engagement terms, in plain language
These summarize how I work. Each client also signs a written engagement letter, and that letter controls.
Scope
I prepare and e-file California Form 568 (and related forms like 3522/3536 vouchers) for the LLCs listed in your engagement. Personal returns, catch-up years, and multi-member LLCs are separate, written add-ons.
Automation
I use software, including AI-assisted tools, for a stack check: fee tiers, missing $800 payments, and data gaps. These tools assist me. They don’t prepare, sign or file your return.
Who prepares your return
568 Desk is a sole proprietorship offering Form 568 tax prep. It is not a CPA firm. The preparer reviews and signs every return.
Your responsibilities
You provide complete and accurate information and pay any tax, fees, penalties and interest owed to FTB. You review and approve each return before I file it.
Pricing
Fixed per-return fees as listed on Pricing. Your volume rate applies to every 568 in the engagement.
Not legal advice
I give tax preparation services, not legal advice on forming, structuring or dissolving entities.