These terms are provided to inform you, the taxpayer, of the services we will provide to you and the responsibilities you have for the preparation of your tax return.
Tax Return Preparation: We will prepare your 2024 federal and state tax returns based on the information you provide. Services for preparation of your return do not include auditing or verification of information provided by you.
1. This engagement does not include any audit or examination of your books or records. In the event your return is audited, you will be responsible for verifying the items reported.
2. You must review the return carefully before signing to make sure the information is correct.
3. The tax return preparation fee does not include additional information or income provided after the filing of a return
4. Fees charged for tax return preparation do not include audit representation or preparing materials to respond to correspondence from taxing authorities.
5. Preparation fees do cover limited assistance and consultation during the year.
6. The engagement to prepare your 2023 tax returns terminates upon delivery of your completed returns and original documents to you. Please store your supporting documents and copies of your tax returns in a secure place for at least seven years. Copies will be provided at the time of Filing. After April 15th, the year of filing a fee of $25 will be charged for Reprint/Email of copies.
Taxpayer Responsibilities
1. You agree to provide RG Financial Group with all income including but not limited to W-2, 1099-Misc , 1099-G (unemployment ) 1099-R (retirement) and deductible expense information. If you receive additional information after we begin
working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.
FILING WITH A LAST PAYSTUB OR NOT FILING ALL W-2 FORMS CAN DELAY REFUND! IRS CAN SUBMIT YOUR RETURN UNDER REVIEW STATUS SINCE PAY STUBS ARE NOT ALWAYS ACCURATE.
If you authorize us to efile your return and income is inaccurate or missing additional
W-2’s, additional fees will apply.
2. You affirm that all expenses or other deduction amounts are accurate and that you have all the required supporting written records. In some cases, we will ask to review your documentation.
3. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.
4. You will verify that all spelling of Names, socials, relationships to you, phone number and Address are correct before signing 1040 forms to submit to the IRS.
IF YOU MOVE OR YOUR FORM OF CONTACT CHANGES IT IS YOUR RESPONSIBILITY TO INFORM US OF THESE CHANGES IMMEDIATELY! BY NOT PROVIDING CHANGES IT CAN CAUSE DELAYS IN RECEIVING DOCUMENTATION FROM THE IRS & OR REFUND.
5. You must affirm that you do not have any additional income or tax forms missing before having a return e-filed. After submission of a return additional cost will apply.
By signing below, you acknowledge that you have read, understood and accepted your obligations and responsibilities and that you understand our responsibilities in preparing your tax returns as explained above. For a joint return, both
taxpayers must sign.
