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(817) 726-2181

De’More Tax Service Privacy Notification

Thank you for choosing De’More Tax Service to assist you with your taxes. This privacy notification confirms the terms of our engagement with you and outlines the nature and extent of the services we willprovide.

We will review your current federal and state income tax returns. We will depend on you to provide the information we need to complete an accurate assessment and provide recommendations. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. Review or revision of prior year(s) returns is also available at an additional charge.

We will perform services only as needed to review, revise, or prepare your tax returns. Our work will not include procedures to find misappropriated funds or other irregularities. Accordingly, our privacy notification should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

The law imposes penalties when taxpayers underestimate their tax liability. Please call us if you have concerns about such penalties at 817-726-2181.

Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

Invoices for tax preparation are due and payable prior to the release of completed tax return. Completed tax returns will not be released until payment has been received and verified.

All tax documents will not be returned and will be securely store, along with all supporting documents, W2’s type series, Social Security Cards #’s, Passports, Visa, Canceled Checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for 7 years, after which these documents will be destroyed.

Our engagement to prepare your tax returns will conclude with the delivery of our analysis of your return along with any recommended clarifications or corrections. If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them.

This privacy notice also details choices available to you regarding the use of, your access to, and how to update and correct your personal information.
We utilize administrative, technical, and physical safeguards to protect your information. We protect information submitted to us, both during transmission and once we receive it.

Special Note to Parents: Because of the nature of the services we provide, we do not market our services to children under the age of 13, nor do we knowingly collect information from children under the age of 13.

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