Dear Client(s):

We appreciate the opportunity of serving you and advising you regarding your income taxes and/or accounting needs. To ensure a complete understanding between us, we are setting forth the pertinent information about the services that we propose to provide for you.

Tax Work:
We will prepare your federal and state income tax returns based on information you furnish to us. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify some of it. You may be required to request an extension if we do not receive all required information by the April 15th due date.

We will use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities' interpretation of the law and other supportable positions. Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible.
It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You represent that there is adequate substantiation to support deductions for any expenses claimed on the return. 
You are ultimately responsible for the accuracy of your return and should review it carefully before signing it.

You should retain all the documents, canceled checks, and other data which form the basis of income and deductions for 4 years. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such government tax examination, we will be available upon request to represent you and will request a retainer before performing such services.

If there is an error on the return resulting from Incorrect information supplied by you, or due to your subsequent receipt of amended, missing or corrected tax forms (W-2's, 1099's, K-l's), you are responsible for the payment of any additional taxes which would have been properly due on the original return(s), along with any interest and penalties charged by the IRS. Also, there will be an additional charge to prepare the amended 1040X tax return, if necessary.

Verification of our tax preparers can be found at



Mon - Fri:  9am - 7pm

Engagement Policy Statement & Client Questionnaire

​​​Due to Covid 19 the Ontario office has moved.  We are located in the Hyatt Place Hotel. 4760 E Mills Circle  Ontario, CA 91764

Tel: (323)292-5407        Fax: (877) 690-7818

Please read the following Engagement Policy Statement and answer questions from the Client Questionnaire. Then, electronically sign and submit.