Notice to all Our Tax Clients:
Thank you for choosing our firm to prepare your income tax returns for this tax year. This notice confirms the services we will provide.
We will prepare your federal and state returns for tax this year and/or unfiled year(s) based on information you are going to provide us.
Complete Income Tax Interviewers
Although our work will not include procedures to discover irregularities or inaccuracies in the tax data you provide, we may ask for clarification of certain information, or additional information, so that we can prepare accurate and complete returns for you.
It is your responsibility to provide all necessary information related to income and deductions for this tax year, and to respond to our inquiries in a timely manner so that we are able to accurately complete your returns by the appropriate due dates.
You are responsible for maintaining appropriate records, such as official tax documents you receive, receipts and substantiation for your deductions, and purchase and sales information for assets.
It is your responsibility to review your returns before they are filed to determine that all income has been correctly reported and that you have substantiation for your deductions. Filing your returns by the due dates is your responsibility.
If your returns are later selected for review or audit by taxing authorities, we will be glad to assist or represent you if you desire. Our fees for preparing your returns do not include time that might be necessary to assist you during a taxing authority review.
Our fees for preparation of your returns are based upon our standard billing rates plus out-of-pocket expenses. Our invoices are due and payable upon presentation.
If this letter accurately summarizes your understanding of our agreement relating to the preparation of your tax returns, please (download this Preparation Agreement, and) sign the copy in the space indicated and return it to us by Tax-By-Fax or Tax-By-Mailbox. You may bring those Income Tax Questionnaires and Agreement if you decide to visit our Home Office.
Thank you again for choosing our firm to prepare your yearly tax return. We appreciate your business.
All the Best!
Edwin B. Blanco
President & CEO
DBA: The Biggest In Tax Savings Company
A Division Of: Philusa Incorporated
2750 Colorado Blvd., Suite 2
Los Angeles, CA 90041-1063