OUR RESPONSIBILITIES
Our services—including consultations, tax preparation, tax planning, and related services—are based entirely on the information and documentation you provide to us. To ensure accuracy and compliance, we rely on your full cooperation and transparency.
• We will prepare your tax return and/or provide services using the information you submit, without independently auditing or verifying that information.
• We may request additional documentation, clarification, or supporting details as needed to accurately complete your return or provide recommendations.
• We are not responsible for identifying fraud, misstatements, or omissions in the information provided, whether intentional or unintentional.
• We will apply our professional knowledge to identify all eligible credits, deductions, and tax-saving opportunities based on current tax laws.
• We will exercise due diligence and adhere to applicable IRS regulations, ethical standards, and industry best practices in all services provided.
• We will maintain the confidentiality and security of your personal and financial information in accordance with applicable privacy laws.
• We will communicate with you in a timely and professional manner regarding the status of your return or any issues that may arise.
• We will inform you of any significant tax matters, risks, or opportunities that come to our attention during the preparation process.
• We are not responsible for penalties, interest, or additional taxes assessed due to incomplete, inaccurate, or omitted information provided by you.
• We will retain your records in accordance with our document retention policy and provide copies upon request when applicable.
CLIENT RESPONSIBILITIES
• You agree to provide complete, accurate, and truthful information necessary for the preparation of your tax return or any related services.
• You agree to provide all required documentation and information in a timely manner to avoid delays in processing your return.
• You agree to disclose all sources of income, including but not limited to W-2 wages, self-employment income, 1099 forms, unemployment income, investment income, and any other taxable earnings.
• You agree to maintain and retain all supporting documentation, including receipts, records, and financial statements, as these may be required by taxing authorities for verification.
• You understand that you are ultimately responsible for the accuracy and completeness of your tax return, even if it is prepared by our office.
• You agree to carefully review your completed tax return before signing and submitting it. Your signature confirms that all information is accurate to the best of your knowledge.
• You agree not to knowingly provide false, incomplete, or misleading information, and acknowledge that doing so may result in penalties, interest, or legal consequences.
• You agree to inform us promptly of any additional information, corrections, or changes that may impact your tax return.
• You agree to respond to any requests for additional information or clarification in a timely manner.
• You understand that failure to provide complete and accurate information may result in delays, additional fees, or the inability to complete your return.
PENALTIES, EXAMINATIONS & NOTICES
The Internal Revenue Service (IRS) and applicable state taxing authorities may impose penalties and interest for various reasons, including but not limited to underreporting income, late filing, underpayment of taxes, or insufficient tax withholding.
You understand that any tax return may be selected for review, audit, or examination by the IRS or state authorities at their discretion.
We are not responsible for any penalties, interest, or additional taxes assessed as a result of incomplete, inaccurate, or omitted information provided by you.
If you receive any notices, letters, or correspondence from the IRS or state taxing authorities, you agree to notify our office promptly so we may assist you as needed. Additional fees may apply for audit support or representation services, if requested.
If you have questions regarding potential penalties, compliance requirements, or ways to minimize future tax liabilities, we are available to provide guidance and planning strategies.
PRIVACY POLICY
We are committed to protecting your privacy and maintaining the confidentiality of your personal information. Any information you provide is used solely for the purpose of preparing your tax return and delivering our services.
We do not share or disclose your nonpublic personal information to third parties except as required by law or as necessary to provide our services.
Use and Protection of Client Information
We collect nonpublic personal information about you that is provided directly by you or obtained with your authorization. This information is shared only with our employees and select third parties who require it to assist in delivering our services, and all such parties are bound by strict confidentiality agreements with appropriate safeguards. We retain records related to the services we provide to better serve your ongoing needs and to comply with professional standards. To protect your information, we maintain physical, electronic, and procedural safeguards designed to ensure the security and confidentiality of your data.
FEES & PAYMENT POLICY
Our fees are based on the complexity of your tax return, the forms and schedules required, and the time involved in completing your services. Pricing may vary depending on the nature of the work performed, including any additional services or out-of-pocket expenses incurred.
A non-refundable $100 service fee will be charged if your documents have been reviewed, entered, or work has begun on your return and you choose not to proceed with filing through our office. This fee covers the time and professional services already rendered.
We reserve the right to invoice for work that has been partially completed, including returns placed on extension or services that remain unfinished. Full payment is required prior to the release or filing of any completed tax return.
*A retainer fee may be required prior to the start of services, particularly for new clients or more complex tax engagements.
TAX DOCUMENTS & RECORDS
Clients will receive a copy of their completed tax return once the return has been finalized and submitted to the IRS. Copies are provided electronically via email or made available for in-office pickup.
Please note, a copy of your tax return will only be released after the return has been completed, filed, and all outstanding balances have been paid. Additional copies of previously filed tax returns may be requested for a fee of $50 per tax year.
DISPUTE RESOLUTION & ARBITRATION
In the event of any dispute arising from this agreement or the services provided, both parties agree to first attempt to resolve the matter through good faith discussions. If a resolution cannot be reached, the parties agree to participate in mediation administered by the American Arbitration Association (AAA) under its applicable rules.
If the dispute remains unresolved after mediation, it may proceed to arbitration or other appropriate legal remedies in accordance with applicable laws.
AGREEMENT
This agreement reflects our mutual understanding of your engagement with our office to provide tax and financial services. You acknowledge that all income and expenses reported can be supported by appropriate documentation, including receipts, cancelled checks, or other relevant records.
You affirm that the information provided is true, accurate, and complete to the best of your knowledge. By proceeding, you agree to the terms outlined in this engagement, which will remain in effect for the current engagement and may continue for future services unless otherwise updated or terminated.