Terms of Services

Returns we will prepare/Tax information required

We will prepare your federal and state(s) income tax returns fr om information which you will furnish to us. We will make no audit or other verification of the data you have submitted and we perform our tax services under the assumption that all the information you submit to us is true, complete and accurate according to documents and other information retained in your files(particularly auto, travel and entertainment expenses). While it is not necessary that you provide us with support documents at the time we prepare your returns, you should retain all necessary written support and documentation should it be required by an IRS examination at a later date. We reserve the right to withdraw from this engagement if requested information is not received in a reasonable period of time.

We will furnish you with questionnaires and/or worksheets to guide you in gathering the necessary information. If you prefer to assemble data in your own organized manner, please do so. Complete and organized data will assist us in keeping our fee to a minimum.


You should note that the IRS provides for interest and penalties which may be imposed on you. Most of these penalties provide for assessment in the event of some wrongdoing or negligence on the part of the taxpayer. However, penalties may be imposed even though there is no fraud, negligence or willfulness on your part. Please contact us if you receive any correspondence or notices from the Internal Revenue Service or Franchise Tax Board.

Our fees

Fees for our services will be at our standard rates for tax matters. Generally, we will bill you after we complete the returns. However, progress billings may be prepared for returns that cannot be completed due to incomplete information from you. Our invoices are due and payable on presentation. In fairness to our clients who pay promptly we charge a late payment service charge on all accounts unpaid after 45 days from billing at the rate of one and one half percent (1.5%) per month of all such delinquent balances. It is agreed that any dispute over fees may be submitted for resolution by arbitration in our sole discretion.


As your Tax Preparer, we collect information provided by you: worksheets, documents and discussions and information that we develop as part of the engagement. We are required to keep all information about our engagement confidential so we will not make any disclosure about you unless we have your approval or are required/permitted by law. This applies even if you are no longer a client.


Your original records, which will be returned to you, comprise the backup and support for your income tax returns. Our records and files are our property and not a substitute for your own records. Our firm destroys client files after a retention period of seven (7) years, after which time these items will no longer be available. Also, catastrophic events or physical deterioration may result in our records being unavailable. If the above fairly sets forth your understanding, please sign on the line below and return it to us. This letter will be in effect regarding our engagement until superseded by a subsequent understanding.