Client Information

Client Tax ORganizer


  • You have the right to courteous service

  • You have the right to select and work with a responsible and dependable accountant

  • You have the right to expect financial and tax savings recommendations

  • You have the right to open, consistent communication

  • You have the right to more than one staff contact

  • You have the right to know the fee for services

  • You have the right to have any errors corrected fully and any complaints addressed promptly

  • You have the right to strict confidentiality, complete discretion and full protection of your personal and financial information

  • You have the right to request tax information from our firm that you can easily transmit to a third party vendor

  • You have the right to tell us if we are not meeting your expectations and allow us the opportunity to address and correct the situation


  • You have the responsibility to share your current financial situation, needs and objectives, as well as changes in your financial and personal circumstances with us so that appropriate recommendations can be made. You should make time to meet with us on a regular basis (at least annually) to review and revise your financial plan or as needed based upon changing circumstances. Be sure to keep us informed and consult with us prior to the end of the tax year.

  • You have the responsibility to provide information required for preparation of complete and accurate returns in a timely manner so that we have a reasonable period of time to prepare the returns prior to their due dates. You should keep all documents, canceled checks and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. All of your original records will be returned to you at the end of the engagement. You should keep the original records in secure storage.

  • You have the responsibility to maintain and provide all financial and tax related documents on a timely basis so as to allow completion of your tax filings by the intended tax deadline. Such documents include but are not limited to Form W-2, 1099, K-1, alimony paid or received, business or farming income including profit/loss statement and capital equipment information, IRA and pension distribution, rental property income and expenses, Social Security benefits and any other income related to tax return preparation.

  • You have the responsibility to review all financial documentation and tax returns in their entirety. Be sure to ask for clarification of anything you do not understand.

  • Your return may be selected for examination by state or federal tax agencies. In that event, we will be available to assist you in defending and explaining the return. That service is not part of our engagement to prepare your returns and would be the subject of a separate agreement for services.

  • You have the responsibility to make timely payments for services rendered. Invoices are due upon receipt.


Will my information be kept confidential?

We maintain a policy of the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status without your consent – even relatives, associates, or friends who might have referred you to us. 

What is the preferred method of contact?

We prefer meeting with our clients face-to-face, but we understand that your time is important and that you are very busy.  You may contact us in whatever manner is most convenient for you.

Can my documents be delivered to me via email?

Yes, our firm uses a program called ShareFile that allows us to securely exchange confidential information with our clients.  Our policy is to provide information to you and not to a third party. 

How do I transmit documents to your office?

You may mail or deliver documents to our office.  Additionally, ShareFile allows us to send you a secure link that you may use to upload documents to us via the internet.

When and how will I be billed?

You may be billed monthly (or more frequently for larger projects) or when a project is completed.  Invoices are due upon presentation.  We pride ourselves in providing timely services and expect prompt payment in return.

Can I pay by credit card or EFT?

Yes, you may call us to make payment via credit card and/or set up an EFT payment. 

Do you require a retainer?

During the new client interview process we will determine if a retainer is required.  At that time the cost and details of the retainer will be discussed with you.

How long do you keep my information on file?

Our policy is to retain client records for seven years.

Am I required to issue a 1099 for the fees I pay you?

Certain business entities are required to complete Form 1099 for our services.