I confirm that all information I entered here is accurate and true. I allow REACH Financial to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information. I have read the terms and conditions and the privacy policy of REACH Financial. By signing below, I acknowledge that I have read and understood my responsibilities, and our responsibilities in doing this tax return.
To protect you, the Client, this professional tax preparation firm follows accepted ethical procedures as specified by the Internal Revenue Code and/or applicable guidelines governing the conduct of professional tax preparers. After reading
each statement below carefully, please acknowledge your acceptance by signing the bottom of this form. Thank you for your cooperation and understanding of the responsibilities we must accept as professional tax preparers.
The specified income tax returns have been prepared for me and/or my business at my direction by: REACH CONSULTING SERVICES
I have reviewed the completed returns and understand their contents, and have received a copy of the returns. I realize it is my responsibility to include in my files all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least 7 years.
All information on these returns is true and accurate according to the information furnished by me to REACH. Nothing has been added or deleted by the preparer that would understate my tax liability.
All taxable income has been reported, including any bartering, any partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources.
I have informed my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business.
I have been informed that I must have adequate written records/supporting documents for all deductions and specifically for:
Any travel or entertainment,
Any business use of a vehicle,
Any business use of “listed property,”
Any non-cash contributions to charity,
Any donations and reimbursed employee expenses.
I understand my professional tax preparer has based the entries on these returns according to present laws, regulations, and other applicable authority. I understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year.
My tax preparer has indicated any aggressive applications to me, and I understand such a position may be questioned or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this (these) issues.