Disclosure and Service AgreementDisclosure and Service Agreement • January 15th, 2018
A qualified tax preparer (“We”) will prepare your federal and state individual income tax returns. These returns will be prepared from information which you will furnish to us. We will not audit or make any other verification on the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with an online checklist to help you in gathering the necessary information (please note this list is not comprehensive, and any forms you are unsure about should be submitted to me prior to me preparing your tax forms). In the event of an audit by a taxing authority, you will be required to provide the documentation for all items in question to the taxing authority. It is the taxpyer’s (you) responsibility to obtain or retain all documentation that supports your tax liability.
Disclosure and Service AgreementDisclosure and Service Agreement • January 15th, 2018
A qualified tax preparer (“We”) will prepare your federal and state individual income tax returns. These returns will be prepared from information which you will furnish to us. We will not audit or make any other verification on the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with an online checklist to help you in gathering the necessary information (please note this list is not comprehensive, and any forms you are unsure about should be submitted to me prior to me preparing your tax forms). In the event of an audit by a taxing authority, you will be required to provide the documentation for all items in question to the taxing authority. It is the taxpyer’s (you) responsibility to obtain or retain all documentation that supports your tax liability.
