Documentation Needed:

• Articles of Organization
• EIN Letter from IRS
• Business Existence Letter
• Business License
• Retail License
• Business Card
• Expense Report (which includes: Signed/Dated Schedule Worksheet or Audited Profit and loss Statement signed /dated by your bookkeeper or CPA).

If the PL Statement is created by the business owner, it must be signed and dated by the business owner.

This letter is to inform you, the taxpayer, of the services we will provide you, and the responsibilities you have for the preparation of your tax return.

• We will prepare your 20 federal and state tax returns based on the information you provide. Services for the preparation of your return do not include fees for bookkeeping, auditing or verification of information provided by you.
• This engagement does not include any audit or examination of your books or records. In the event your return is audited, you will be responsible for verifying the items reported. You must review the return carefully before signing to make sure the information is correct.
• Fees must be paid before your tax return is delivered to you or filed for you. The engagement to prepare your 20 tax returns terminates upon the delivery of your completed returns and original documents to you and you are required to pay half of the cost of the tax preparation fees. Please store your supporting documents and copies of your tax returns in a secure place for at least seven years.
• Preparation fees do cover limited assistance and consultation during the year.

• You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. If you receive additional information after we begin working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information. In some cases, we will ask you to review your documents.
• You must be able to provide written records of ALL items included on your return if audited by either the IRS or state taxing authority. We can provide guidance concerning what evidence is acceptable.

Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities and that you understand our responsibilities in preparing your tax returns as explained above. For a joint return, both taxpayers must sign.

Privacy Policy. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. Please contact us with any questions regarding our privacy policy

3 | Page