OUR RESPONSIBILITIES

• Our services—including consultations, tax returns, tax planning, and related products—rely on the information you provide.
  
  
• We do not audit or verify your data but may request additional details or clarification.
  
  
• We are not responsible for uncovering any fraud or irregularities that may be present.
  
  
• Our goal is to help you maximize all the credits and deductions you are legally eligible for.
  

YOUR RESPONSIBILITIES

• Provide all necessary information to ensure a complete and accurate outcome.
  Submit this information promptly.
  
  
• Keep all relevant documents, such as receipts, canceled checks, and other records that support your income and deductions, as you may need them for tax authorities.
  
  
• Review all completed work from our office thoroughly before signing, as you hold final responsibility for submissions to any taxing authority.
  
  
• Avoid any actions involving fraud.
  
  
• Inform us if you receive any additional income, self-employment income, 1099-K, or Unemployment 1099 forms.

PENALTIES, EXAMINATIONS, AND NOTICES

The IRS and state tax authorities may impose penalties for certain violations, such as understating income, late filing, underpayment of estimated taxes, or inadequate withholding. If you'd like more information on this, please reach out to us. Additionally, tax authorities may select any return for examination.

PRIVACY POLICY

As tax preparers, we adhere to strict confidentiality standards. We are committed to protecting your privacy and do not disclose nonpublic personal information gathered during our work, except when required or permitted by law or necessary to fulfill our services.

Information We Collect: We gather nonpublic personal information that you provide or authorize us to obtain.

Disclosure of Information: Information is shared only with employees or third parties as needed to assist us in serving you, and we ensure these parties have agreements to maintain the confidentiality of your data.

Security of Client Information: We retain records to help serve you and meet professional guidelines. To protect your nonpublic personal information, we use physical, electronic, and procedural safeguards consistent with our professional standards.

OUR FEES

Fees are based on time spent, forms completed, and any incurred out-of-pocket expenses, varying by the nature of the work. In some cases, we may invoice for partially completed work that has been extended or remains incomplete.

TAX DOCUMENTS

Upon completion of tax preparation and successful e-filing to the IRS, clients receive a copy of their tax documents via email or in-office. Additional copies are available for $20 per copy.

A retainer is required before beginning tax returns or any new client projects.

ARBITRATION

In the event of a dispute related to this contract or engagement letter that cannot be resolved through negotiation, the parties agree to first pursue mediation, administered by the American Arbitration Association under its commercial mediation rules, before considering arbitration, litigation, or another dispute resolution method.

AGREEMENT

This document reflects our understanding of your engagement for tax and financial services. You confirm that each revenue and expense item is substantiated by appropriate documentation and that all information provided is accurate to the best of your knowledge. These terms will remain in effect for future years of our engagement.

Please provide for your appointment

• Last year's tax return (new clients only)
• All statements (W2’s, 1098s, 1099s, Business Income Statements)
• Name and address label (from government booklet or card)

By submitting my documents, I understand that A1 Tax Care will calculate my tax refund or repayment amount based on the information I (Taxpayer/Taxpayer Spouse) have provided. If additional documents are required, an amended return may be necessary, resulting in a separate fee. I acknowledge full responsibility for the accuracy and completeness of the documents I submit and release A1 Tax Care from any liability claims arising from missing documentation on my part. (Please print your name (s) in the box below.)