We will prepare your tax return based on information you provide. In the event your return is audited, you will be responsible for verifying the items reported. It is important that you review the return carefully before signing to make sure the information is
correct. Unless otherwise stated, the services for preparation of your return do not include auditing, review, or any other verification or assurance.

In the event your refund is offset for a debt you owed, held up for any reason, or not disbursed at the fault of your negligence, you are still responsible for your agreed prep fee. Payment options are available upon request. Do you understand and agree?

Taxpayer Responsibilities

You agree to provide us all income and deductible expense information. If you receive additional information after we begin
working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.
You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we will ask to review your documentation.
You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority.
We can provide guidance concerning what evidence is acceptable.
You must review the return carefully before signing to make sure the information is correct.
If you owe a federal debt, all fees must be paid before your tax return is delivered to you or filed for you. If you terminate this engagement before completion, you agree to pay a fee for work completed.
You should keep a copy of your tax return and any related tax documents. Please keep username and password to client portal for quick easy access to tax information.

Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities.

For a joint return, both taxpayers must read and sign.