Please read carefully before signing.
This agreement is between R & R Financial Resolutions and Notary L.L.C. (“the Company”) and you, ( “the Client”), for the preparation of your federal and state income tax returns.
Client Responsibilities
• Provide complete and accurate information: You agree to provide all necessary tax documents (W-2s, 1099s, receipts, identification, etc.) in a timely manner and to the best of your knowledge.
• Retain your records: You are responsible for keeping copies of your tax returns and all supporting documents for at least three (3) years.
• Review your return: You agree to carefully review your tax return before signing to confirm that all information is accurate and complete.
• Respond to notices: If you receive any IRS or state tax correspondence after filing, you agree to promptly notify the Company and provide copies of such notices.
• Provide truthful information: You confirm that all information given to the Company is truthful and complete, and understand that false or incomplete information may result in penalties or audits.
Company Responsibilities
• Prepare your return accurately: The Company will prepare your tax return based on the information you provide, following applicable federal and state laws and regulations.
• Maintain confidentiality: Your information will be kept confidential in accordance with IRS and state privacy laws and will not be shared without your written consent except as required by law.
• Explain your return: The Company will review the completed return with you, answer your questions, and obtain your signature before filing.
• E-file when possible: The Company will e-file your tax return(s) with the IRS and applicable state agencies once you have signed all required authorization forms.
• Assist with post-filing inquiries: If you receive an IRS or state notice related to a return the Company prepared, we will assist you in understanding and responding, but representation before the IRS or state agencies is a separate engagement.
Limitations
• The Company is not responsible for any penalties, interest, or additional taxes resulting from inaccurate, incomplete, or untimely information provided by the Client.
• Audit or representation services are not included in this agreement but may be offered under a separate engagement and fee.
Acknowledgement
I confirmed that all information I entered here is accurate and true.
I allow R&R Financial Resolutions and Notary, to capture my sensitive data like personal id, government id, and other tax related information.
I have read the terms and conditions and privacy policy of R&R Financial Resolutions and Notary.
• By signing below, you acknowledge that you have read and understood this Terms and Agreement statement, and that you agree to the responsibilities listed above.