Expert Guidance and Advice…

Tax Preparation and Planning

We will prepare your federal and requested state income tax returns from information that you furnish us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you, on request, with organizers and/or worksheets to guide you in gathering the necessary information. Your use of such forms will assist in keeping pertinent information from being overlooked. We want you to keep as much of your hard-earned money as possible.

It is your responsibility to provide all the information required for the preparation of complete and accurate returns in a timely manner. You should retain all the documents, cancelled checks and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility of your income tax returns whether they are filed on paper or electronically submitted, and therefore, you should review them carefully before you sign them or allow them to be electronically processed.

We will use professional judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible.