Income Tax May Be

Location:

Prescott, AZ

Posted:

July 13, 2025

Contact this candidate

Resume:

Subject **** Tax Return Review (Action Required)

From <**********@*********.***>

To: <**********@*****.***>

Date Today at 10:08 AM

Diane Sandstrom,

Attached are your tax returns for review and the

documents we need signed in order to efile.

WE WILL NOT FILE WITHOUT THE SIGNED EFILE

FORM (form 8879). Please make sure to read this email in its entirety. By returning a signed Efile form, you will be agreeing to the following:

We appreciate the opportunity to work with you this year. This letter is to clarify and confirm the terms and objectives of our engagement and the nature and

limitations of the services we provide.

We performed the following service:

We prepared your 2020 income tax return from

information provided by you. It is the client’s

responsibility to gather the tax information and for the content of such information. The client is responsible for ensuring that they have provided all relevant facts concerning their tax situation. We will not audit or otherwise verify the data you submit, although we may ask you to clarify some of the information, and ask for some original forms.

Please note that we do not keep copies of your supporting documents in our files. It is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax returns. This is especially important if your return is selected for audit. For travel and entertainment expenses, the law

specifically requires that the deduction claimed must be substantiated by records indicating the amount, time, place, and business purpose of the expenditure. Please contact us if you have questions about the type of records required. You should keep these documents for seven years.

As your accounting firm, we collect information provided by you from worksheets, documents, and discussions. We also collect information that we develop as part of this engagement. We are required to keep all information about our engagement confidential, so we will not

disclose any information about you unless we have your approval or are required/permitted by law. We are

committed to the safekeeping of your confidential

information and we maintain physical, electronic and procedural safeguards to protect all information. Our engagement cannot be relied upon to disclose errors, irregularities, or illegal acts, including fraud or defalcations that might occur. (However, we will inform you of any such matters that come to our attention.) It is your responsibility to carefully examine and approve your completed tax returns before signing and mailing them. It is important for you to know that the law imposes a penalty if a taxpayer makes a substantial understatement of tax liability.

Our fees for preparing your return do not include the cost to respond to federal or state audits or other related correspondence. However, we are available to represent you, and fees will be billed using our standard rates. If fees are collected through a court of law you may be responsible for reasonable attorney’s fees and court costs. Your cooperation and assistance are necessary to the successful completion of the services and can

significantly affect our fees.

We will be happy to discuss this letter with you at any time. If the foregoing is in accordance with your

understanding, please sign and return the e-file

authorization provided.

Please return Efile authorizations one of the following ways:

1. take a picture of the signed form with your smart phone and email to **********@*********.***

2. scan and email **********@*********.***

3. fax to 435-***-****

4. mail (as a last resort) address below

We can also email the forms for electronic signature if necessary, let us know.

Sincerely,

Client Care