Will prepare your 2024 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the Taxpayer (you), have provided to Optimum Accounting Services, LLC the attached tax information and to the best of my knowledge this information is true, correct, and complete.

We will prepare your income tax returns based solely on the information you provide. Upon completing your tax returns, we will return any original documents to you. While our office may retain electronic copies of certain documents for record-keeping purposes, you are responsible for maintaining all original records, receipts, canceled checks, and other documentation that support your income, deductions, and tax positions.These documents may include but are not limited to:Records supporting deductions for meals, travel, business expenses, charitable contributions, and vehicle use (if applicable).Bank and credit card statements or other financial records.It is your responsibility to retain these documents for at least five years after the filing or due date of your tax returns, as they may be required in the event of an audit or review by tax authorities.

Our work in preparing your tax returns does not include the identification or detection of errors, irregularities, or illegal acts, including fraud. We will exercise professional judgment to resolve any tax law ambiguities in your favor where possible and reasonable. However, we cannot guarantee that the positions taken will not be challenged by taxing authorities, nor can we predict the outcome of such challenges. Optimum Accounting Services, LLC cannot be held responsible for issues arising from incomplete or inaccurate information provided during the preparation process. It is critical that you disclose all income, expenses, and relevant details before filing.

If you decide not to file your tax return after we have completed it, a fee of $150.00 will be charged for services rendered. This payment is due immediately .In the event of nonpayment for services, Optimum Accounting Services, LLC reserves the right to pursue legal action to collect any outstanding balance. You may also be responsible for reimbursing our firm for legal or collection costs incurred. Thank you again for entrusting Optimum Accounting Services, LLC with your tax preparation. We look forward to working with you and ensuring your financial success.