Tax Bucks Inc is a Washington Corporation located near Spokane committed to providing individuals and businesses with quality accounting services, specializing in Income Tax Preparation. We are currently working with clients in over 20 states, and 3 countries. Our staff is headed up by an Enrolled Agent who is licensed nationwide. Our goals are to serve our clients needs pertaining to Federal and State tax law while minimizing tax liability. We offer competitive prices with personal attention to each clients specific needs.
PRIVACY POLICY
Federal law requires that this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. Old disposed paper files containing your information are cross cut shredded. We maintain electronic and physical safeguards to comply with federal standards guarding your nonpublic personal information. Your confidence in us is important and we want you to know that your personal account information is safe. In addition, we cannot disclose a copy of your tax return or information regarding your privacy to anyone including mortgage lenders without written authorization from you. We may accept a faxed authorization from you giving us permission to share your information with those you specify.
CALIFORNIA DISCLOSURE
The California B&P Code Section 22251 requires we provide written disclosure of our name, address, phone number and evidence of compliance with B&P Code Section 22250 bonding requirements. Our tax preparers have a $5,000 California Tax Preparer’s Bond issued by American Contractors Indemnity. Education requirements must be met before a bond may be issued. They participate in 20 hours or more per year to meet bonding requirements as prescribed by applicable B&P Code Sections. CA CTEC website: CTEC.ORG
ENGAGEMENT AGREEMENT
We will prepare your Federal and State business and/or personal income tax returns including estimated tax vouchers when requested. We may, upon request also assist in or run payroll, prepare and/or file payroll tax forms, prepare and/or file sales tax returns, prepare informational returns such as W2’s and 1099’s, and assist in or perform bookkeeping functions. The work completed represents our best efforts and professional judgments. Tax return preparation often involves application of conflicting authorities and interpretations that present varying possibilities of challenges from the IRS or state taxing authorities. Opinions of various IRS or government personnel and of various courts are often conflicting. Judicial and legislative thought is subject to continual change. Therefore, we can only guarantee our very best efforts to help you arrive at the lowest legal tax liability. The information you provide will be correct and complete to the best of your knowledge. We will not initiate additional services without advance approval. We will not audit or otherwise verify the data you submit to us, however, we will make appropriate inquiries if the information provided by the taxpayer appears incomplete or incorrect. Our work in connection with the preparation of the tax returns does not include any procedures designed to discover defalcations or other irregularities. You will be responsible for providing proof of documentation should the taxing authorities audit your return. You agree to review for accuracy and completeness prior to signing the tax returns, e-file authorization forms and other forms. Furthermore, you agree that maximum liability for any negligent errors or omissions committed by us in the performance of any particular task will be limited to the amount of the fee for the individual work that was done. This document shall remain in effect until you or Tax Bucks, Inc. cancels this contract in writing.