TERMS & CONDITIONS
ENGAGEMENT AGREEMENT
ENGAGEMENT AGREEMENT
ENGAGEMENT AGREEMENT
The purpose of this Engagement Agreement is to outline the terms, scope, and responsibilities for SmartTax Solutions’ preparation of your 2024 federal and state income tax returns based on the information you provide.
AUDIT POLICY
ENGAGEMENT AGREEMENT
ENGAGEMENT AGREEMENT
The policy explains that while the firm may assist during a tax audit, such assistance is not included in standard fees, the firm is not liable for any additional tax or penalties assessed, and any legally compelled production of documents or testimony requires client reimbursement for all related professional and legal costs.
PRIVACY POLICY
ENGAGEMENT AGREEMENT
PRIVACY POLICY
This Privacy Policy outlines how SmartTax Solutions & Bookkeeping, LLC collects, uses, shares, protects, and retains client information in connection with its tax, bookkeeping, payroll, and advisory services, as well as the rights clients have regarding their personal data.
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