We have created this policy for two reasons, to educate the Taxpayers and advise the Taxper theirs rights the rights of your Tax Professional.. This policy is an agreement as well an policy so that both are in compliance with the IRS, the Banks, the Tax professional.
It the Responsibility of theTax payers to be familar of the Tax Laws, and be educated of tax forms and filing. The IRS and many other web sites has educational information available. We are providing webinars on ou rsite as well on you tube with video education.
"The IRS will tell you it is not an excuse not to know the tax laws in concern of your tax return. Each & every tax payer should be familar with the tax laws no matter how comprehensive it seems to be."
This does not excuse the Tax Prrofessional eitherr. Sadly TP might have a typo errors or misunderstood what was told to them in deductions. That is why you need to fill out the checklist/Tax Organizer completely, return it signed with all Tax Forms received in the mail.
Review this policy carefully and download the Tax Organizers with the Policies
the Tax Payers/Clients is known as 'Toth the Tax Payer/Client and the Tax
We agreed that it is the responsibility of the Tax Payers to report all change of address, name change to their employers, Social Security Administration (www.ssa.gov), and the IRS (form 8622) in an appropiate time manner as well as any prospective financial institutes/agreements.
We agreed that it is necessary to make sure that the TP/C should be responsible for their Income Tax filing. The TP/C understands that filing of their Tax Return must be submitted to tcludes Bank Products) or by U.S. Postal Services; Extensions are available for Tax Payersand must be filed by April 15 for the extenstion to August 15.
We agreed that the Purpose of the Tax Organizer is to make sure the TP/C will report all family members information that resides with them in their home (including college students away from home and seniors living in Nursing home/Living Assistance), the Tax Payer's all Earned income and Self Employed income and any eligible deduction that they are allowed;
We agreed that the Tax Payers/Clients is to fill out their Tax Organizer completely, sign it, date it and review it. If a page of the organizer does not implied to the Tax payer, the page or category may be crossed out or write "NA" . The TP/C must submit with their Tax Organizers, a clear copy of their driver's license and spouse's if any, copies of social security cards for each family member lto be listed on the 1040 tax form or tax organizer.
We agreed that the TP/C is responsible to keep their records which can consist receipts for their deductions in a safe place either by scanning them into the computer unto a disk or place them in an air tight zip lock bag to prevent them from fading or make photo copies;
We agreed that if the A/TP has any other question, the A/TP can call the TP/C and the TP/C will give the A/TP permission to write the information on their Tax Organizer. IT is the responsibility of the Tax payer/Client to keep a record of verbal information given to the A/TP by phone fax or by e-mail.
We agreed that it is necessary that the TP/C needs to make the time to review their Income Tax forms upon receiving it from their Accountant or Tax Professional (A/TP) and report any errors before filing the forms;
If the Tax Payer(s) fails to review their Tax Retrun and they allow the return to be file with the IRS, the Tax Payer(s) will take the full responsibility if the IRS finds any errors. It is the responsibility of the Tax Payers to review their Tax Return and advise the A/TP within 15 days of any error by contacting the Accountant/TP either by E-mail. fax, phone or in person. Failure to respond or report a error is not the responsibility of the Accountant/Tax Professional; if the TP/C receives a letter from the IRS within 36 months of filing the A/TP will take full responsibility.
IF the TP/C had contacted the A/TP (with proof of contact) the Accountant/TP and the error was not made, our office shall take the responsibility. But Proof of contact must be provided that the contact was made. If any calls made (verbal) name of the person given, date and time. Please call on your Mobile Phone with detaled listing. All Emails or faxes, circle errors in red with corrected information. Send Emal with "Receipt Read" and a respond from the office that they received your email. All Faxes, must have TX Call Log with date and time. And all in persons shall have a copy of the incorrect return initial and dated with a new printed return. All in persons shall review their return and agreed before submitting to the IRS.
The Law requires that the above forms and any other tax form must be mailed out by January 31 and must be post mark on and prior to the above date. The Tax Payer has up to 10 days to receive the forms before calling the sender.
We have agreed that if any TP/C files with their last Employer Payroll Stub, they must submit to the A/TP their W-2's immediately upon receiving them (this is for the Early Birds or Rapid Refund Clients). The A/TP needs two stubs of the W-2's from each employer (NO faxes) and the TP/C must attached their W-2's to their tax forms on the front page of the 1040 form; and if there are any changes due to a different reporting from the payroll check stub, an amendment is necessary to be file for a change of a refund. A fee of $75.00 will be charge for the Amendment.
We have read the above Policy and are in agreement with this Policy. We understand that we are fully responsible for any error on our part. If it is found to be the error of the Tax Professional, the office and the Tax Professional will take full responsibility to correct the error and if necessary to pay the IRS any difference, and will fully refund the Tax Payers.
If we have any questions in concern of this policy, we will contact the office of SysPRO Consultants and Tax Service and ask to speak with the Tax Professional.
