Office Policies and Procedures

We value our clients and our staff and in keeping with our Core Values we have put in place the following Covid-19 Protection Protocol. We are asking that all clients requesting in-office visits affirm that they will comply with this procedure. All clients and staff will wear a mask which completely covers the individual ‘s nose and mouth at all times while in our office. Clients agree to have their temperature checked upon entry to our office before meeting with members of our bookkeeping or tax preparation staff. Clients and staff will maintain social distancing for the safe interaction of [...]

Our fees are based upon the complexity of the work to be performed and our professional time, as well as out-of-pocket expenses. In addition, the fee depends upon the timely delivery, availability, quality, and completeness of the information you provide to us. You agree that you will deliver all records requested and respond to all inquiries made by our staff to complete this engagement on a timely basis. You agree to pay all fees and expenses incurred, whether or not we prepare the income tax returns. Amounts unpaid within 30 days of invoice will be subject to a late payment [...]

We will provide you with an income tax organizer to help you compile and document the information we will need to prepare your income tax returns. You must complete the income tax organizer with accurate and complete information. Income from all sources, including those outside the U.S., is required. We rely upon the accuracy and completeness of both the information you provide in the income tax organizer and other supporting data you provide in rendering professional services to you. Documentation You are responsible for maintaining adequate documentation to substantiate the accuracy and completeness of your tax returns. You should [...]

Unless otherwise noted, we will perform our services in accordance with the Statements on Standards for Tax Services (“SSTS”) issued by the American Institute of Certified Public Accountants (“AICPA”) and U.S. Treasury Department Circular 230 (“Circular 230”). We will prepare your tax returns based upon your filing status (single, married filing jointly, married filing separately, head of household or qualifying widow[er] with dependent child) as reflected in your income tax returns for last year. If your filing status has changed, you wish to change your filing status, or you have questions about your filing status, please contact us immediately. [...]

You can request an appointment in one of three ways: Call our office and speak to a Client Service Coordinator (480) 946-7732 E-mail a Client Service Coordinator at info@blauco.com Request an appointment using our online scheduler.