Forms

Engagement Letter and Tax Organizer

The purpose of the engagement is to support the preparation of your federal and state income tax returns with supporting schedules from information that you will furnish to us. Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations or other irregularities, should any exist.  We will use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible.

 

Power of Attorney and Declaration of Representative

The purpose of the power of attorney is to authorize us to receive and inspect confidential tax information and to perform any and all acts that you authorize us that may include the authority to obtain tax return transcripts, represent you before the IRS, and/or sign any agreements, consents, or other documents. The authority does not include the power to receive refund checks, the power to substitute another representative or add additional representatives, or the power to sign certain returns.