Thank you for the opportunity to work with you in preparing your income tax returns. 

 

We will prepare your income tax returns based solely on the information you furnish to us. Upon completion of your tax returns we will return any original tax documents to you. For three years our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

 

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

 

Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business-related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.

 

The charges for our services are on a “perform” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges. Our fee for the preparation of your tax returns will be due and payable upon presentation of your completed income tax filing. It is company policy not to release tax returns or any tax related reports, schedules, information, advice, or notes without payment in full. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due. Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee. We will contact you if such a situation arises after you receive an estimate.

 

Upon completion of your returns and after you have paid your tax preparation fees, we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. If you see anything that requires changing please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns can not be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.