Taxpayer Responsibilities
• You agree to provide us all income and deductible expense information. If additional information is received after we begin working
on the return, you will contact us immediately to ensure the completed tax returns contain all relevant information.
• You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records.
In some cases, we will ask to review documentation.
• You must be able to provide written records of all items included on the return if audited by either the IRS or state tax authority.
We can provide guidance concerning what evidence is acceptable.
• You must review the return carefully before signing to make sure the information is correct.
• Fees must be paid before the tax return is delivered to you or filed for you. If you terminate this engagement before completion, you
agree to pay a fee for work completed. A retainer is required for preparation of late returns.
• You should keep a copy of the tax return and any related tax documents. You may be assessed a fee if you request a copy in the future.
Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities.