We have created this policy for two reasons, to educate the Taxpayers and advise the Taxpayers their rights and the right of the Tax Professional. This policy is to helps the Tax Payers to be in compliance with the IRS, the Banks, and with their Tax Professional.
It the Responsibility of theTax payer to be familar with the Tax Laws, and be educated of tax forms and IRS filing. The IRS and many other web sites has educational information available.
We will be providing webinars Seminars on our site as well and providing links to YouTube/IRS for continue education of Tax laws and proper filing.
"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." IRS Commissioner 2008
The IRS will not acceept as an excused that they did not know the tax laws or how to file their returns. Sadly, some Tax Professionals may had caused an typo errors or may had misunderstood what was told to them when providing information for Tax deductions. To prevent these kind of errors, it is the responsibility of the Tax Payers to provide a completed Tax Organizer. It is important that Tax Payer needs to fill out the checklist/Tax Organizer completely, return it signed with all Tax Forms that the Tax Payers received in the mail.
Please Review this policy carefully and download the Tax Organizers with the Policies
The Tax Payers is known as 'oth the Tax Payer/Client and the Tax Professional is known as the TP/A
It is agreed that it is the responsibility of the TP/C to report all change of address and name to their employers, the Social Security Administration office (www.ssa.gov), and the IRS (form 8622)as well to the TP/A in an appropiate time manner (20 days).
It is agreed that the TP/C be responsible for their Income Tax filing and that it is filed on time. (by April 15) The TP/C understands that filing their Tax Return must be submitted to (includes Bank Products) or by U.S. Postal Services; Any 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.
