2024 Compliance Acknowledgement Set PDF

Regular price $ 35.00

This 5-page compliance set is for practitioners who do not require specialized consents.

The Compliance Set PDF includes the following;
  • 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.

  • 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.

  • Use Consent - To provide other tax-related services.

  • Privacy Policy Statement - No unauthorized disclosure. 

  • Referral Promotion - Let your clients know you appreciate their referrals.