Dear Valued Client,
Thank you for choosing Yana Tax Services to assist with your tax return. This letter serves as a confirmation of our agreement and outlines the services we will provide, along with both our responsibilities and expectations to ensure a successful tax season.
Our Responsibilities
At Yana Tax Services, we are committed to:
Preparing Your Tax Return: Our team will prepare your federal and state tax returns accurately, aiming to maximize deductions and credits.
Maintaining Security: Protecting your personal information is a priority. We use secure processes and technologies to safeguard your data.
Providing Expert Guidance: We’re here to answer questions and offer guidance on tax regulations that may impact your return.
Adhering to Deadlines: We’ll inform you of key deadlines and ensure timely filing once all necessary documentation is complete.
Your Responsibilities
To ensure smooth and accurate filing, we ask that you:
Provide Accurate Information: Please supply all required tax forms and personal information to the best of your knowledge. Providing truthful and accurate information is essential.
Meet Documentation Deadlines: Submit all documents to avoid last-minute delays.
Confirm Your Information: Review your tax return draft carefully to confirm accuracy and completeness before filing.
Communicate Changes: Notify us of any changes in your tax situation, such as changes in marital status or dependents, or etc as soon as possible.
Agreement to File
By working with Yana Tax Services, you authorize us to prepare and file your tax return on your behalf with the IRS and relevant state authorities. Before filing, we will review your return with you to confirm all information is accurate. Upon delivery of the completed tax returns (either paper or e-filed), our engagement will conclude. If you choose not to e-file with our office, you will be responsible for filing your returns with the appropriate authorities.
No Fraudulent Information Policy
Yana Tax Services adheres to strict ethical standards. By engaging with us, you agree to provide truthful information. We do not accept responsibility for, nor will we file, returns containing fraudulent or misleading information. Providing false information may lead to penalties, and we reserve the right to terminate our services if fraud is detected or suspected.
Privacy Policy
Yana Tax Services collects only the information necessary to prepare your return and securely files it with authorized tax agencies. We do not share your information with third parties unless required by law, and we strictly adhere to confidentiality agreements to protect your data.
Payment & Fees
By signing this agreement, you accept responsibility for payment of tax preparation fees, even if you or your spouse owe federal or state debt, or if your federal refund is mailed. Failure to pay may result in legal action to collect unpaid fees. Please note that clients cannot dispute fees due to IRS delays.
Invoices are due upon presentation.
Paper copies of your tax return or other documents may incur a fee if requested.
Document Storage & Retention
Once our engagement is complete, we will return your original records. Please securely store these records, as they may be required to verify your return. We will retain copies of your records and work papers for three years, after which they will be destroyed.
By signing below, you confirm your understanding of and agreement to these terms. Your signature also allows Yana Tax Services to apply your authorization to forms 1040, 8879, 7216, and all other applicable forms within the finalized tax return.
Thank you for choosing Yana Tax Services.