We will prepare your federal and requested state and local income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. An organizer is enclosed to help you collect the data required for your return. The organizer will help you avoid overlooking important information.
Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.
The law imposes penalties when taxpayers underestimate their tax liability. Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.
Our fee will be based on the initial information provided during phone, video or email consultations. Invoices are due and payable upon receipt. We will retain copies of your records and our work papers included in this engagement for seven years, after which time these documents will be destroyed.
Our engagement to prepare your tax return will conclude with the delivery of the completed tax returns to you, your signing, and the subsequent submission of your tax return (e-filing, or paper filing if necessary). Please make sure to review all tax return documents carefully before signing them.
We will be using the Practitioner PIN method of signing returns with a PIN number that acts as your electronic signature. Signing below verifies that you understand that you will be signing by this electronic and tree-saving method and will not physically sign the actual tax return. We will also provide a copy of your tax return via electronic methods.
This engagement does NOT include the preparation or filing of Washington B&O, Multnomah/Clackamas/Washington County Business Personal Property, Arts Tax or sales tax returns. We encourage you to file these items yourself, or inquire about a separate engagement.
