Tax Preparation Agreement

Tax Preparation:

a) We will prepare your federal and state tax return(s) with supporting schedules for the applicable tax year based on information you provide us.

b) You will provide any requested records needed in order to complete the tax return(s) preparation.

c) We will not audit or otherwise verify your records to discover errors or omissions, should any exist. However, if we find irregularities or unusual items, we will bring them to your attention and/or ask for clarification.

d) We will provide bookkeeping assistance necessary to complete the tax preparation at an additional charge.

e) You attest that income and expense items you claim are substantiated by proper records and receipts, and can furnish such documentation in the event of an audit.

f) You attest that the information you provide is accurate and complete to the best of your knowledge.

g) You are ultimately responsible for the accuracy of the tax return(s) and should review all documents carefully before signing.

Fees & Payment:

a) All preparation fees are invoiced per tax return per tax year.

b) Our fees are based on the complexity of your tax return(s) as well as out-of-pocket expenses.

c) We reserve the right to ask for a retainer to be paid in advance of work done by new clients and any client with whom we have experienced payment problems.

d) In the event the client has any past due balances, we reserve the right to cease working on your tax return(s) or providing any other services until the balance has been paid in full or other acceptable payment arrangements have been made.

e) Past-due balances of more than 30 days are subject to 18% annual interest.

f) At any time after 60 days past due, your account may be sent to collections. You are responsible for any court costs, attorneys’ fees, and any costs resulting from collection attempts.

g) We will charge the card/ACH you placed on file when the tax return is filed. You will be notified prior to filing.

Important Notices:

a) Where tax law is ambiguous or unclear, we will use our best judgment. Unless otherwise instructed by you, we will resolve such questions, when possible, in your favor.

b) Penalties can be imposed when taxpayers understate their tax liability. If you would like information on these penalties, please contact us.

c) If an extension of time is required, any estimated taxes owed must be paid when the extension is filed. Any amounts not paid by the filing deadline are subject to interest and late payment penalties.

d) The IRS does not permit us to discuss your tax return except if authorized by the client by checking a specific box on your tax return. Unless otherwise instructed by you, we will check the box that authorizes the IRS to discuss your tax return with us.

e) Your tax return(s) may be selected for audit by tax authorities. We are available to prepare materials in response to correspondence. However, these are additional expenses.