This 5-page compliance set is for practitioners who do not require specialized consents.
The Compliance Set PDF includes the following;
The Compliance Set PDF includes the following;
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Introduction Page - Saves time by explaining the requirements and what the client needs to do before the appointment or send in with their tax data.
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Engagement Letter- Deals with tax law compliance, client's responsibilities, taxes, interest and penalties, fees associated with government inquires, confidentiality issues, tax positions and conflicts of interest.
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Use Consent - To provide other tax-related services.
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Privacy Policy Statement - No unauthorized disclosure.
- Referral Promotion - Let your clients know you appreciate their referrals.