Clients Acknowledgment (Page 2 of 3) in pdf

You acknowledge that verbal tax advice is tentative and not biding as the facts and circumstances may

be incomplete or not fully reviewed. Our firm will provide a written tax opinion if you desire.

In consideration of the relative risks and benefits, we agree to the fullest extent of law, to limit the liability

of Lauren Erion, Certified Public Accountant, and the employees, agents, insurers, shareholders, and

successors in all claims, losses, and damages to the total fee for services under this annual agreement.

We also agree to a one year limitation period to bring claims against the parties for errors and omissions

beginning on the date the tax return or tax forms are signed, which are covered by this engagement letter.

If there are additional services that you wish to request (additional fees may apply) please list or describe

below:

The potential for conflicts of interest exists in any engagement. In the event that we in or sole discretion

believe that a conflict has arisen affecting our ability to service your account in accordance with either

ethical standards of our firm or the ethical standards of our profession, we may be required to suspend or

terminate our services.

We are available to discuss or clarify any part of this letter with you.

Lauren E. Erion, CPA, P.A.

We do not disclose any non-public personal information about our customers or former customers to

anyone, except as instructed to do so by such customers. We restrict access to non-personal information

to those professionals necessary to prepare tax and other financial condition documents generated by

this office or as required by law, our state licensing board, or court subpoena, or to collect delinquent

accounts. We maintain physical, electronic, and procedural safeguards to protect your non-public

information. We may use outside processing companies for electronic filing and back-up storage

purposes. We do not use foreign third parties for preparation of your tax returns.

COPIES OF YOUR TAX RETURNS

You will receive a copy of your tax return. Keep this copy in a safe place where you can find it easily

throughout the year. You may need your copy for bankers, mortgage companies, etc. The fee for each

additional copy of a tax return that is requested during the year will be $20. You may request additional

copies of your tax return on a CD in PDF format or in paper form. After 7 years, our work papers and files

will no longer be available.

IRS CP2000 LETTERS

The minimum fee to resolve tax issues presented by Internal Revenue Service CP2000 letters will be

$50. Additional fees will apply for services exceeding an initial phone call to the IRS and initial submission

of documentation requested by the CP2000 letter.

Clients Acknowledgment Page 2