Tax Preparer & Taxpayers Agreement
Dear Taxpayer,
Thank you for the opportunity to work with you in preparing your income tax return this year.
Financial Freedom Solution Services, LLC takes your privacy, identity, and personal information very seriously. We will take whatever steps are necessary to safe guard that information. That includes covering you in any way we can.
We will prepare your Income Tax Returns based solely on the information you furnish to us and your previous tax return. Which means, We cannot be held responsible for any discrepancies on your Tax Return. We will always go over your Tax Return at least 2 times before sending it off for Review.
You will have 2 chances to view your Tax Return before its sent off for Review. 1) I will call you after the Preparation process of your Tax Return to go over your entire Return for vocal accuracy 2) You will have access to view your Tax Return before signing your Return.
If there's ever a time your audited or called into court we will always lend a hand to help you with your paperwork.
By signing the Agreement you understand you have to make sure to provide accurate information that can be proven in some kind of reading or physical form.
We will keep record of all documents, canceled checks, and other data that form the basis of income and deductions and other tax return forms, schedules, elections, and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements for 4 years.
We recommend you keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.
By signing the Agreement you understand we will keep record of your data for 4 years and that we recommend you to do the same
Because we understand that cost is an important issue for many clients, we will do our best to provide you with a very reasonable Tax Preparation Fee. Please let us know if you have any questions or concerns about your fee.
Upon completion of your Return we will provide a copy of your Tax Return that includes all signatures. We will notify you about your Return/Refund Process. You will also receive an automatic message on the day your funds go into your bank account OR the day your funds should've reached your mailbox
Please be aware that by signing below and giving us your information, you expressly agree to the terms of this Agreement and waive Financial Freedom Solution Services, LLC of any error due to incorrect information.
We want to thank you for putting your trust in Financial Freedom Solution Services, LLC to file your Tax Return and look forward to a long and mutually satisfying relationship.
Sending Love, Peace, and Prosperity
