Client Information
Client Tax Organizer
Client’s Bill of Rights
You have the right to courteous service, to tell us if we are not meeting your expectations, and to provide us the opportunity to address the concern.
You have the right to request tax information from our firm that you can easily transmit to a third-party vendor.
You have the right to strict confidentiality and full protection of your personal and financial information.
You have the right to more than one staff contact.
You have the right to open and consistent communication.
You have the right to financial and tax savings recommendations.
Client’s Responsibilities
As an FMD Client, you are responsible for the following:
To share your current financial situation, needs, and objectives, as well as changes in your financial and personal circumstances. Appropriate recommendations can be made. You should make time to meet with us on a regular basis, at least annually, to review and revise your financial plan or as needed based upon changing circumstances. Be sure to keep us informed and consult with us prior to end of the tax year.
To provide information required for preparation of complete and accurate returns and provide information to us in a timely manner so that we have a reasonable period of time to prepare the returns prior to their due dates. You should keep all documents, canceled checks, and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. All of your original records will be returned to you at the end of this engagement. You should keep the original records in secure storage.
To maintain and provide all financial and tax-related documents on a timely basis so as to allow completion of your tax filings by the intended tax deadline. Such documents include but are not limited to Form W-2, 1099, K-1, alimony paid or received, business or farming income including profit/loss statement and capital equipment information, IRA and pension distribution, rental property income and expenses, Social Security benefits and any other income related to tax preparation.
To review all financial documentation and tax returns in their entirety. Be sure to ask for clarification of anything you do not understand.
Your return may be selected for examination by state or federal tax agencies. In that event, we will be available to assist you in defending and explaining the return. That service is not part of our engagement to prepare your returns and would be the subject of a separate agreement for services.
To make timely payments for services rendered. Invoices are due upon receipt.
FAQs
Will my information be kept confidential?
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status without your consent – even relatives, associates, or friends who might have referred you to us.
What is the preferred method of contact?
We prefer meeting with our clients face-to-face, but we understand that your time is important and that you are very busy. You may contact us in whatever manner is most convenient for you.
Can my documents be delivered to me via email?
Yes, our firm uses a program called SafeSend Exchange that allows us to securely exchange confidential information with our clients. Our policy is to provide information to you and not to a third party.
How do I transmit documents to your office?
You may mail or deliver documents to our office. Additionally, SafeSend Exchange allows us to send you a secure link that you may use to upload documents to us via email. You may contact us at any time to request a secure upload link.
When and how will I be billed?
You may be billed monthly (or more frequently for larger projects) or when a project is completed. Invoices are due upon presentation. We pride ourselves in providing timely services and expect prompt payment in return.
Can I pay by credit card or EFT?
Yes, you may call us to make payment via credit card and/or set up an EFT payment. There is also a “pay your bill” tab at the top of this page that you can use to make a secure online payment.
Do you require a retainer?
During the new client interview process we will determine if a retainer is required. At that time the cost and details of the retainer will be discussed with you.
How long do you keep my information on file?
Our policy is to retain client records for seven years.
Am I required to issue a 1099 for the fees I pay you?
Certain business entities are required to complete Form 1099 for our services.