This letter is to confirm and specify the terms of BM Tax Professionals engagement with you and to clarify the
nature and extent of the services BM Tax Professionals will provide. The IRS imposes penalties on taxpayers and
tax return preparers for failure to observe due care in preparing income tax returns. In order to ensure an
understanding of our mutual responsibilities, we ask all clients to confirm the following arrangements.
We will prepare your 2022 U.S. Individual Income Tax Return with all necessary supporting Forms and
Schedules from the information provided by you. It is your responsibility to provide us all the information
required for the preparation of a complete and accurate income tax return. You represent that the information
you are supplying to us is accurate and complete to the best of your knowledge and that any expenses claimed
for meals, entertainment, travel, business gifts, dues and membership, vehicle usage, and/or charitable
contributions are supported by records as required by law and that you have disclosed all known tax liabilities.
IRS guidelines require us to e file all income tax returns we prepare. Unless you feel e filing your income tax
return will do you undue hardship, your income tax return will be filed electronically with the IRS. Prior to you
signing the Form 8879, you will be provided a complete copy of your income tax return to review.
We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for
clarification of some of the information. You have the final responsibility for your income tax return and,
therefore, you should review your tax return carefully.
We will use professional judgment in resolving questions where the tax law is unclear, or where there may be
conflicts between the taxing authorities’ interpretations of the law. We subscribe to a program of peer review
for maintenance of quality control in our office. As part of this program, your return may be reviewed by other
BM Tax Professionals tax preparers under strict rules of confidentiality.
In the event you receive an IRS Notice CP2000 on an income tax return we prepared, we will assist you in
resolving the issue with the IRS. You agree to provide us the IRS Notice CP2000 within 10 days of receipt of
the letter. Fees may apply to undisclosed tax liabilities. If you receive an IRS audit request on this 2022 Tax
Return, the initial consultation up to four (4) hours are at no cost to you; however, after the initial consultation
you will be billed at our standard rate of $250 per hour.
As a result, the Affordable Care Act regulations, we may need income information for all members of
your tax household.
We will not disclose any of your privileged information, unless required by law, without written instructions from you.
BM Tax Professioanls