30/01/2026
✨MY Responsibilities as Your Tax Preparer✨
✅ I will prepare your income tax returns accurately based on the information you provide.
🧠 I will use my professional judgment to interpret tax laws and take reasonable positions.
💡 I will advise you on potential tax-saving opportunities and compliance issues.
🔒 I keep your personal and financial information is kept strictly confidential.
⏱️ I respond quickly to any questions or requests you have during the process.
📧 I offer up to 2 hours per year of free assistance in communicating with tax authorities if needed.
⚠️ I will notify you of any major issues or discrepancies that come up.
🗃️ I securely safeguard your documents and data.
✨ YOUR Responsibilities as My Client ✨
📋 Provide complete, accurate, and timely information for your tax returns.
🧾 Keep all supporting documents, receipts, and records to substantiate your income and deductions.
🔍 Review your completed returns carefully before signing and tell us immediately if anything looks wrong.
📝 Sign and send back all authorization forms so we can e-file or mail your returns.
💵 Pay your fees promptly once your returns are ready.
📬 Let us know if you receive any letters or notices from tax authorities about your filed returns.
🔄 Keep us informed of any changes or new info that could affect your taxes.
