OUR RESPONSIBILITIES
Our work (whether consultation, tax return, tax plan, or related product) is based on the data you provide.

• We are not responsible for auditing or verifying the data that you give to us.

• We may ask for clarification of your data or additional information.

• We are not responsible for discovering fraud or other irregularities, should any exist.

• We will work to find all the credits and deductions you are legally entitled to.

YOUR RESPONSIBILITIES

• To provide all the information required for a complete and accurate finished product.

• To provide this information promptly.

• To retain, with the completed work, all the documents, cancelled checks, and other data that form the basis of income and deductions, since you may later have to provide them to a taxing authority.

• To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.

• You are responsible for not committing fraud.

• You are responsible for letting us know if you receive additional sources of income, self-employed income, 1099k Form, and Unemployment 1099 Form.

PENALTIES, EXAMINATIONS, AND NOTICES
The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or underwithholding taxes. (If you would like more information, please contact us.) They can also select any return for examination.

PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Client Information.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

OUR FEES
We invoice for time spent, depending on schedules and forms completed, and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extension or remains undone.

TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if the return is e-filed to the IRS. Tax documents are issued via email or in the office only. To provide you with a copy of your tax documents, your tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services, and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.

Spouse Statement

Income Information

Due Diligence Questionnaire

Dependent Information

Health Insurance Questionnaire

*Additional fees will apply is services are not paid in full for before submission.

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