Thank you for the opportunity to work with you in preparing your income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information.
We will prepare your federal & state income tax returns from information you will furnish to us. We may process the returns through an outside computer service. We will not audit or other wise verify the data you submit, although we may ask you to clarify some of it. We will be available to assist & guide you in gathering the necessary information, by furnishing you with questionnaires or worksheets & by answering your questions. It is your responsibility to provide all the information necessary to complete your tax returns. There are substantial penalties for claiming items on tax returns that you may not be able to prove clearly with written documentation during an audit examination. You represent to us that all information you furnish to us will be true, complete & accurate & in addition, that you have retained all necessary written support & documentation should it be required by an IRS or state audit examination later. Since you have final responsibility for the information on the income tax returns, we highly recommend that you review the tax returns carefully before signing & filing them. You agree to provide us with copies of any government correspondence that you receive regarding tax returns that we prepare for you. If a question arises interpreting tax law, and a conflict exists between the taxing authorities' interpretation of the law and other supportable positions, we will use our professional judgment in resolving these issues. Whenever possible, we will resolve the issues in your favor. We do not offer legal services. The returns are prepared solely for presentation to the appropriate tax authorities. You agree not to utilize the returns for any other purposes (such as bank loan, etc.) without first obtaining our express written consent.
Our fees are based on the time required by the individual assigned to the engagement, plus out-of-pocket costs (including computer processing charges), per our minimum fee schedule. Telephone or e-mail consultations, including mid-year consulting after the tax returns are done, are billed at the same standard rate as office visits. A service charge will apply to missed appointments and less than 24-hour notice of cancellations. Our invoices are due upon presentation. Tax returns are paid for in advance or you must sign a promissory note (BANK PRODUCT 8879) agreeing to pay tax fees by April 15 or at least set up payment arrangements. All unpaid fees are subject to a late fee and if not paid within 90 days of the first notice, we will file a lawsuit in the small claims court of your county.
The undersigned agrees to pay reasonable past due collection costs including attorney's fees, collection agency fees, and preparer's time spent in collection at standard billing rates. Claims for reimbursement cannot exceed the cost for that service. No guarantee is made by preparer regarding allowance of any refund, credit, or item as reflected on the returns. If the foregoing is in accordance with your understanding of the terms and conditions of our engagement, please sign below. Each client is important to us! We are pleased to have you as a client and look forward to serving you now and for many years to come.
Consent To File Tax Return Electronically
We are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your 2024 tax return.
To grant us permission purpose, please sign below
Once we received your authorization, we will complete your tax return and provide you copies of your signed and completed tax return.
Please let me know if you have any questions or concerns.
Thanks so much!