Thank you for selecting Norris Tax Group,LLC. to assist you with your tax affairs. This letter confirms the terms of our engagement with you and the nature and extent of services we will provide. We will prepare your federal and state income tax returns you request using the information you provide to us. We may ask for clarification of some items, but will not audit or otherwise verify the data you submit.
It is your responsibility to provide information required for preparation of complete and accurate returns. You should
keep all documents and all other data that support your reported income and deductions since you are solely
responsible for the returns and providing the documentation requested by the IRS.
In the event a particular form, expense, or information is used to prepare your tax return as but not limited to Sch A, Sch. D, Sch C, American Opportunity Credit (AOTC), Earned Income Credit (EIC), and or Child Tax Credit (CTC) and the IRS requested documentation you are solely responsible to provide documentation or you could be responsible for full repayment and or penalties/fees.
If Applicable: I am aware that may return my include but not limited to AOTEC, EIC, CTC, and/or Sch. C form. I have conducted a thorough and in-depth interview with my preparer and reviewed all requirements to be eligible for these forms, I verify that I meet the requirements, if necessary, I will provide documentation to the IRS. I verify any business income/expenses are provided and verified by me on the Norris Tax Group, self-employment ledger and/or actual Sch-C form. I have been educated on the need for recordkeeping and the consequences of failure to keep records. If I did not provide a 1098t for the AOTC, I verify any qualified education expenses are provided and verified by me on the Taxology Education Expense Form and/or actual Education 8863 form.
We must use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. In order to avoid penalties, we will apply the “more likely than not” reliance standard to resolve such issues. Our work will not include any procedures to defalcations or other irregularities. You agree to honor our decisions regarding the need to make protective disclosures in your returns.
I acknowledge, accept, and understand that tax preparation is based on the complexity of the return, the number of schedules necessary and required by the taxing authorities to complete an accurate final return plus any out-of-pocket the transmitter (Norris Tax Group LLC) may incur. Further, I have been advised by my preparer that there is a payment for the preparation of the return and he/she has provided me with all information, cost and fees required and in connection with the preparation of my return. I have read, understand, and acknowledge the above items have been disclosed and explained to me in regards to the preparation of my tax return and accept all fees related to it.
Penalties can be imposed on you for failing to disclose participation in “reportable transactions,” that is, certain
arrangement the IRS has identified as potentially abusive. The laws impose penalties when taxpayers understate
their tax liability. If you have concerns about such penalties, please call us.
To affirm that this letter correctly summarizes your understanding for this work, please sign this form either manually
or via electronic signature.
Norris Tax Group LLC.
2092 Sw Altman Ave
Port Saint Lucie, Florida 34953