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 [...]
Federal, state, and local tax authorities impose various penalties and interest charges for non-compliance with tax laws and regulations, including failure to file or late filing of returns, and underpayment of taxes. You, as the taxpayer, remain responsible for the payment of all tax, penalties, and interest charges imposed by tax authorities. We rely on the accuracy and completeness of the information you provide to us in connection with the preparation of your tax returns. Failure to disclose or inadequate disclosure of income or tax positions may result in the imposition of penalties and interest charges.
The original filing due date for your tax returns is April 15, 2017 for federal and state. Due to the high volume of tax returns prepared by our firm, the information needed to complete the tax returns must be received no later than April 9, 2017 so that the returns can be completed by the original filing due date. It may become necessary to apply for an extension of the filing deadline if there are unresolved tax issues or delays in processing, or if we do not receive all of the necessary information from you in a timely basis. [...]
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. [...]
Intuit Link is a fast, smart and secure way for you to collaborate with your tax and accounting professional. Fast - Makes your tax season meeting more efficient! Submit your documents as you receive them and link your account to download W-2s and 1099s from over 300 financial institutions as soon as they are available! Smart - Start preparing sooner! Help your practitioner prepare ahead of time by submitting answers to our annual questionnaire and engagement letters. Your professional will contact you with follow-up questions or additional document requests if necessary. Secure - Data is secure using bank-level security [...]
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 email@example.com Request an appointment using our online scheduler.