Policy

We do not send tax time flyers or e-mails to our customers to promote our business. 

Call us whenever you are selected for an audit or if you have a complex tax situation. We appreciate working with you anytime you need. However, it may take a little more time to look over your circumstances and gather information for regular customers. If an error or omission is found on your past tax return, we would advise you to file an amended return.

Safeguarding your personal information is our top priority. To protect yourself from identity theft, we ask all of our clients to use our secure portal to submit all your personal data. We utilize a secure file-sharing system to upload, view, and download your personal information, thereby protecting your documents and other sensitive data from potential data breaches. To ensure the security of our data system, we hire a network expert and utilize multiple Security Software Solutions.

Either party, a client or the EA, shall be free to terminate the engagement at any time. In such an event, clients shall be responsible for all fees, expenses, and disbursements incurred through the termination date.

To avoid a Cir 230 0.29(a) conflict of interest, we do not prepare tax returns for entities with more than one member and one or more individual partners and shareholders.  

Please note that we do not provide any further service to customers who receive a withdrawal letter from us. A withdrawal letter will be issued to customers who take a position that does not comply with the laws and disagree with changing his/her position to what is legally permitted.