Submittals

New Client Information

Taxpayer Name

Dependents are those whom you provide over 50% of their support

Contact Information

INCOME: Did you (or your spouse) Receive:

Form for Individual Tax Return Submittal

Thank you for giving us the chance to work with you and offer you advice on your individual income taxes, both federal and state. We request confirmation of the following arrangements from all of our clients for whom returns are prepared in order to guarantee that we both understand our responsibilities.

1.Your individual tax returns, both federal and state, will be prepared by us. We will prepare these returns using the information you provide. Even though we might need to ask you to clarify some of the information, we won't audit or otherwise verify the data you submit. To assist you in gathering the required data, we will provide you with a checklist. Please be aware that this list is not all-inclusive, and you should submit any forms you are unclear about to us before we prepare your tax forms. Should a taxing authority conduct an audit, you will have to give them the supporting documentation for each item in question. All supporting documentation for your tax liability must be obtained and kept by the taxpayer (you).

2.It is your obligation to supply all the data needed to create an accurate and comprehensive tax return. For at least the duration of the statute of limitations, which is normally three years but may be indefinite in some circumstances, you should keep all records, canceled checks, and other information that serves as the basis for your income and deductions. Documents supporting items carried over into open years, such as cost basis data, nondeductible IRAs, net operating losses, etc., should also be kept on file. To demonstrate to a taxing authority the completeness and accuracy of the returns, this information might be required. Since you are ultimately responsible for the income tax returns, you should carefully read them over before signing. Please get in touch with us if you think the tax authorities have not received your returns for any reason (for example, you have not received your refund or your check has not been cashed).

3.None of the procedures we use to prepare your income tax returns are intended to find any fraud, defalcations, misrepresentations, or other irregularities that may exist, or to find errors or omissions on your part. For the sole purpose of preparing your income tax returns, we will provide any accounting and bookkeeping support deemed necessary. Giving us accurate and truthful information to use in creating your tax forms is your responsibility.

4.In cases where the tax law is ambiguous or where there might be disagreements between the taxing authority's interpretation of the law and other reasonable viewpoints, we will apply our professional judgment to resolve the matter. We will resolve such issues using the "more likely than not" reliance standard in order to avoid penalties. You commit to upholding our rulings about the necessity of including protective disclosures in your returns. Unless you specify otherwise, we will, whenever feasible, settle such disputes in your favor. Failure to disclose participation in "report-able transactions," or certain arrangements the IRS has identified as potentially abusive, can result in penalties of up to $100,000. We will insist on appropriate disclosure for all such transactions.

5.Understating one's tax liability can result in a number of penalties under the law. Taxpayers and return preparers who neglect to exercise due care when filing income tax returns may also be subject to penalties from the Internal Revenue Service.

6.The taxing authorities may choose to review your returns for any number of reasons. Certain appeal rights apply to any changes the examining agent proposes. We will assist you in resolving these issues upon request in the event of such a government tax examination.

7.However, this kind of help is not covered by our tax preparation fee, and on an individual basis, we will charge extra for the time and costs involved. Additionally, you might receive correspondence from the taxing authorities about your tax return. You commit to promptly sending this letter to us for examination and analysis. Moreover, fees might be assessed based on the type of response needed.

8.A standard rate schedule for the kinds of forms that must be filed serves as the basis for our fees. In this manner, our clients are aware of the cost of preparing their returns up front. All invoices must be presented in order to be paid. Services must be paid for before your tax return is filed.

The following will result in additional charges:

> Returned Checks: Any checks that bounce may be subject to a $20.00 fee from ATP&B.

> Collection Fees: Should your account be referred to a collection agency due to non-payment, you will be liable for all associated collection fees.

> Non-Funded Payment: If you select a bank product and the funds are not funded to ATP&B, you are liable for tax preparation fees.

> Interest Charges: All accounts that are not paid within thirty (30) days may be subject to an interest charge, to the extent allowed by state law.

9. Copies of the documents you gave us and our work papers for your engagement will be kept on file for three years. Our engagement files and work papers will be destroyed after three years. At the conclusion of this engagement, you will receive all of your original records back. The original documents should be stored in a secure location.

10. In the event that you do not specify otherwise in writing (email is adequate), we will generate a PIN for you to use as your signature on your tax forms (this is only applicable to electronically filed tax forms; starting in January 2011, ALL prepared returns MUST be e-filed).

Please sign if you believe the above accurately expresses what you understand. We are grateful that you have faith in our expert tax preparation service.

Service Payment ACH Authorization

All clients who use our bookkeeping and payroll services must set up automatic payments. Under the conditions listed below, you give us LLC permission to initiate an electronic debit, generate and process a demand draft against your bank account, or charge your credit card in amounts that correspond to the services billed on the sent invoices. Please be aware that a $50 return ACH fee will be applied if the demand draft is returned to us.

Using ACH will result in a cash discount from allBookkeepingAndTaxes, which keeps our prices low. It should be noted that a $50 return ACH fee will be assessed if the demand draft is returned to us. You are aware that choosing to pay with a credit card rather than a bank draft will result in an extra 3.99% being charged to your invoiced amount. This 3.99% is not a fee assessed by us; rather, it is a fee imposed by the credit card processing company.

This authorization will go into effect right away and stay in full effect until the client gives
us written notice of its cancellation in a way that gives the receiving financial institution and AllBookkeepingandTaxes Services a reasonable amount of time to take appropriate action.

Name of Primary Contact

We are honored that you have chosen us to help your S-Corp or Partnership with this year’s tax issues. This letter aims to confirm the conditions of our engagement and the services we will offer. Since you are the one in charge of the corporation’s tax affairs, you have been sent this letter.

The following services are what we anticipate providing:

For the S-Corp/Partnership return only, prepare the federal, state, and local income tax returns along with the accompanying schedules. Individual returns are made separately. Procedures to confirm your statements, find defalcations, or identify other irregularities are not included in our work on your income tax returns. When the tax law is ambiguous or there may be disagreements between the taxing authorities’ interpretations of the law and other reasonable positions, we must exercise our judgment to resolve the matter. In order to address these concerns and prevent penalties from being imposed on us as return preparers, we will utilize the “more likely than not” reliance standard. In order to prevent or lessen penalties, you commit to abiding by our decisions regarding the disclosure of return positions. Companies that fail to disclose their involvement in “reportable transactions,” or certain arrangements that the IRS has identified as potentially abusive, may face penalties of up to $100,000. We will demand that all of these transactions be appropriately disclosed. Additionally, the law stipulates that taxpayers who merely understate their tax liability may be subject to penalties. Call this office to learn more about those penalties. Since the tax items of an S-corporation or partnership are typically reported by its members or shareholders, any penalty for a significant understatement of tax of S-Corp or partnership items will be assessed at the shareholder level. The safekeeping of assets, accurate financial records, and correct transaction recording in the accounts are all under the purview of management. Before you sign and file the returns and provide the shareholders with tax reporting information, you should carefully review them because you are ultimately responsible for them.

In order to maintain our low prices, we have structured our fees to include all expenses related to filing the return on your behalf, as well as the time required to file such returns. Additionally, we think that you shouldn’t be charged more for different forms, so we have “Flat Rate Pricing” so you can see how much it will cost to prepare your return up front. Upon presentation, all invoices must be paid. Tax returns won’t be submitted until the entire amount owed is paid.

Other Fees:

Returned Checks: Any checks that bounce are subject to a $50.00 fee

Collection Fees: If a collection agency is contacted for non-payment of your account, you will be liable for all associated collection fees.

If you select a bank product and the funds are not funded to us, you are liable for tax preparation fees.

Interest Charges: If an account is not paid within thirty (30) days, interest may be applied, to the extent allowed by state law.

Copies of the documents you gave us and our work papers for your engagement will be kept on file for three years. Our engagement files and work papers will be destroyed after three years. At the conclusion of this engagement, you will receive all of your original records back. The original documents should be stored in a secure location.

Name of Primary Contact

We are honored that you have chosen us to help your C-Corp or Partnership with this year’s tax issues. This letter aims to confirm the conditions of our engagement and the services we will offer. Since you are the one in charge of the corporation’s tax affairs, you have been sent this letter.

The following services are what we anticipate providing:

For the C-Corp/Partnership return only, prepare the federal, state, and local income tax returns along with the accompanying schedules. Individual returns are made separately. Procedures to confirm your statements, find defalcations, or identify other irregularities are not included in our work on your income tax returns. When the tax law is ambiguous or there may be disagreements between the taxing authorities’ interpretations of the law and other reasonable positions, we must exercise our judgment to resolve the matter. In order to address these concerns and prevent penalties from being imposed on us as return preparers, we will utilize the “more likely than not” reliance standard. In order to prevent or lessen penalties, you commit to abiding by our decisions regarding the disclosure of return positions. Companies that fail to disclose their involvement in “reportable transactions,” or certain arrangements that the IRS has identified as potentially abusive, may face penalties of up to $100,000. We will demand that all of these transactions be appropriately disclosed. Additionally, the law stipulates that taxpayers who merely understate their tax liability may be subject to penalties. Call this office to learn more about those penalties. Since the tax items of an C-corporation or partnership are typically reported by its members or shareholders, any penalty for a significant understatement of tax of C-Corp or partnership items will be assessed at the shareholder level. The safekeeping of assets, accurate financial records, and correct transaction recording in the accounts are all under the purview of management. Before you sign and file the returns and provide the shareholders with tax reporting information, you should carefully review them because you are ultimately responsible for them.

In order to maintain our low prices, we have structured our fees to include all expenses related to filing the return on your behalf, as well as the time required to file such returns. Additionally, we think that you shouldn’t be charged more for different forms, so we have “Flat Rate Pricing” so you can see how much it will cost to prepare your return up front. Upon presentation, all invoices must be paid. Tax returns won’t be submitted until the entire amount owed is paid.

Other Fees:

Returned Checks: Any checks that bounce are subject to a $50.00 fee

Collection Fees: If a collection agency is contacted for non-payment of your account, you will be liable for all associated collection fees.

If you select a bank product and the funds are not funded to us, you are liable for tax preparation fees.

Interest Charges: If an account is not paid within thirty (30) days, interest may be applied, to the extent allowed by state law.

Copies of the documents you gave us and our work papers for your engagement will be kept on file for three years. Our engagement files and work papers will be destroyed after three years. At the conclusion of this engagement, you will receive all of your original records back. The original documents should be stored in a secure location.

Name of Primary Contact

We are honored that you have chosen us to help your LLC or Partnership with this year’s tax issues. This letter aims to confirm the conditions of our engagement and the services we will offer. Since you are the one in charge of the corporation’s tax affairs, you have been sent this letter.

The following services are what we anticipate providing:

For the LLC/Partnership return only, prepare the federal, state, and local income tax returns along with the accompanying schedules. Individual returns are made separately. Procedures to confirm your statements, find defalcations, or identify other irregularities are not included in our work on your income tax returns. When the tax law is ambiguous or there may be disagreements between the taxing authorities’ interpretations of the law and other reasonable positions, we must exercise our judgment to resolve the matter. In order to address these concerns and prevent penalties from being imposed on us as return preparers, we will utilize the “more likely than not” reliance standard. In order to prevent or lessen penalties, you commit to abiding by our decisions regarding the disclosure of return positions. Companies that fail to disclose their involvement in “reportable transactions,” or certain arrangements that the IRS has identified as potentially abusive, may face penalties of up to $100,000. We will demand that all of these transactions be appropriately disclosed. Additionally, the law stipulates that taxpayers who merely understate their tax liability may be subject to penalties. Call this office to learn more about those penalties. Since the tax items of an LLC or partnership are typically reported by its members or shareholders, any penalty for a significant understatement of tax of LLC or partnership items will be assessed at the shareholder level. The safekeeping of assets, accurate financial records, and correct transaction recording in the accounts are all under the purview of management. Before you sign and file the returns and provide the shareholders with tax reporting information, you should carefully review them because you are ultimately responsible for them.

In order to maintain our low prices, we have structured our fees to include all expenses related to filing the return on your behalf, as well as the time required to file such returns. Additionally, we think that you shouldn’t be charged more for different forms, so we have “Flat Rate Pricing” so you can see how much it will cost to prepare your return up front. Upon presentation, all invoices must be paid. Tax returns won’t be submitted until the entire amount owed is paid.

Other Fees:

Returned Checks: Any checks that bounce are subject to a $50.00 fee

Collection Fees: If a collection agency is contacted for non-payment of your account, you will be liable for all associated collection fees.

If you select a bank product and the funds are not funded to us, you are liable for tax preparation fees.

Interest Charges: If an account is not paid within thirty (30) days, interest may be applied, to the extent allowed by state law.

Copies of the documents you gave us and our work papers for your engagement will be kept on file for three years. Our engagement files and work papers will be destroyed after three years. At the conclusion of this engagement, you will receive all of your original records back. The original documents should be stored in a secure location.