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DISCLAIMER

To protect you, the Client, this professional tax preparation firm follows accepted ethical procedures as specified by the Internal Revenue Code and/or applicable guidelines governing the conduct of professional tax preparers. After reading each statement below carefully, please acknowledge your acceptance by signing the bottom of this form. Thank you for your cooperation and understanding of the responsibilities we must accept as professional tax preparers. The specified income tax returns have been prepared for me and/or my business at my direction by Name of Tax Professional, Title, through the Name of Tax Firm. I have reviewed the completed returns and understand their contents and have received a copy of the returns. I do realize it is my responsibility to include in my files all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least the tax year. All information on these returns is true and accurate according to the information furnished by me to Tax Firm. Nothing has been added or deleted by the preparer that would understate my tax liability. All taxable income has been reported, including any bartering, any partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources. I have informed my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business during the tax year. I have been informed that I must have adequate written records for all business and self employment income deductions and specifically for:

• Any business use of a Vehicle.
• Any business use of “Listed Property".
• Any business related Expenses.

Furthermore, In  the event I am elected to itemized my deduction I do understand that I am responsible to provide and retain adequate written record in regards to:

• Medical Expenses
• Mortgage Interest Statement 
• Deductible Property Taxes
• Non-Cash Charity Donation
• Cash Charity Donation.
• Any Other Deductible Expenses

C&A Financial Services and Tax Cloud Services will ensure professional diligence to provide me with the best professional advice and guidance in accordance to present tax Laws regulations, and other applicable authority.

I do understand that C&A Financial will base all entries on these returns according to tax laws. I do understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year. If my tax preparer has indicated any aggressive applications to me, I do understand such a position may be questioned or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this (these) returns. 

I do understand that, in the event of an unforeseen audit situation, resulting in a adverse decision due to unintentional error, omission, incorrect professional judgement or incorrect computation, Professional Liability Insurance Coverage through Hiscox Insurance Company Inc. will be provided and C&A Financial Services will take responsibilities for all financial damages such as Interest and Penalty. C&A Financial Services will not be responsible for my tax liability.

I do understand my tax preparer doesn't control the process of when my return is filed with the IRS and/or State.

By agreeing to this disclaimer statement above I ensured that I had fully read and understand the terms and conditions.