This letter is to confirm and specify the terms of engagement as well as to clarify the nature and extent of the services between stated client (as specified below) and Alma’s Accounting & Tax Services (AATS). In order to ensure an understanding of our mutual responsibilities, AATS asks all clients for whom tax returns are prepared to confirm the following arrangements:
AATS will prepare your Federal and requested State income tax returns (where/if applicable) from information that you, the client, provide. AATS will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification regarding some of the information.
It is solely the responsibility of the client to provide all the information required for the preparation of complete and accurate returns. You should retain all source of information for 3 years (7 years in particular cases) including documents, bank statements, and other data that form the basis of income and deductions as stated on the return prepared. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You will have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.