It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You agree to provide us with complete and adequate information as required by law on a timely basis and you represent that the information you are supplying to us is accurate and complete to the best of your knowledge. We will rely on your source documents, W-2's, 1099's, computer disks, and other third party source documents in determining the tax, character, and treatment of a given transaction.

You represent there is adequate substantiation to support deductions for any expenses claimed on the returns. You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign any document authorizing us to electronically file the returns for you (or before you sign them for filing and mailing, if they are not electronically filed). In addition, it is your responsibility to make quarterly estimated tax payments if you are required to do so.

The IRS and other taxing authorities have the right to examine the tax returns you file. You should be aware of certain record keeping requirements. The law requires you to maintain information substantiating all income and deductions on your tax returns. Specific written records are required for deductions of certain charitable contributions, business travel, meals, entertainment, most business auto mileage, and some home computer use. There is a specific question on your tax return about whether you keep such written records – and we assume you do have these written records unless you let us know otherwise. Let us know if you have questions about the kinds of documentation that will satisfy these IRS requirements. All of your original records will be returned to you at the end of each engagement. Our working papers and files are not a substitute for the original records that you should maintain. You should retain all the documents, canceled checks, and other data that form the basis of income and deductions for a minimum of 5 years. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority if you are audited.

We are available to provide you with tax planning advice, although we are not obligated to do so unless you specifically request it. Our policy is to put all tax planning advice in writing; therefore, you should not rely on any unwritten advice because it may be tentative, incomplete, and not yet fully reviewed. In addition, certain communications involving tax advice between you and our firm may be privileged and not subject to disclosure to the IRS. By disclosing the content of those communications to anyone or by turning over information about those communications to the government, you may be waiving this privilege. To protect your right to privileged communication between yourself and our firm, please contact your attorney or us prior to disclosing any information about our tax advice to anyone.

You are responsible for determining your tax filing obligations with any state or local tax authorities, including, but not limited to income, franchise, sales, use, and property taxes. You agree that we have no responsibility to research these obligations or to inform you of them. If upon review of the information you have provided to us, along with information that comes to our attention, we believe you may have additional filing obligations, we will notify you of this in writing and ask you to contact us. If you ask us to prepare these returns, we will confirm this representation in a separate engagement letter.

You are responsible for complying with the tax filing requirements of any other country. You acknowledge and agree that we have no responsibility to raise these issues with you and that foreign filing obligations are not within the scope of this engagement.

As part of your filing obligations, you are required to report the maximum value of specified foreign financial assets, which include financial accounts with foreign institutions and certain other foreign non-account investment assets that exceed certain thresholds. You are responsible for informing us of all foreign investments, so we may properly advise you of your filing obligations.

These assets include any ownership interests you directly or indirectly hold in businesses located in a foreign country, and any assets or financial accounts located in a foreign country, and any assets or financial accounts located in a foreign country over which you have signatory authority. Based on the information which you provide, this information will be used to calculate any applicable foreign tax credits. We will also use this data to inform you of any additional filing requirements, which may include Form 8938, Statement of Specified Foreign Assets, and FinCEN 114, Report of Foreign Bank and Financial Accounts (FBAR). Failure to file required forms can result in the imposition of both civil and criminal penalties, which can be significant. The FBAR is not a tax return and its preparation is not within the scope of this engagement. If you ask us to prepare the FBAR, we will confirm this representation in a separate engagement letter.

If an extension of time to file the returns are required (extension is until October 15th), any tax that may be due with the returns should be paid with the extensions. We will file extensions as we judge necessary to avoid any reasonable chance of failing to comply with filing deadlines should information needed to complete a return not be received by us with adequate time (in our sole judgment) for careful preparation. Any amounts not paid by the filing deadline are subject to interest and late payment penalties when those amounts are actually paid.

If you receive tax letters/notices from any taxing authority, we will be glad to review them to determine if they are accurate. However, this service will be billed at the applicable hourly rate and is NOT included as part of your tax preparation fee. If it turns out that an additional tax, penalty and/or interest is assessed due to an error on our part, you will not be charged for our time. In addition, we will either pay the penalty/interest or give you a credit for that amount off your next bill. The tax portion of the bill is always your responsibility, and we will not pay it under any circumstances.

Appointments: In-person and phone appointments MUST be scheduled. This is extremely important so that we can schedule a time that is convenient for both of us and allow us to provide the best service to all clients. Dropping in to speak with someone to discuss a tax question/issue without an appointment or calling repeatedly are not the most efficient ways for us to assist you so please refrain from doing so. It is extremely rare that we will be able to schedule a same-day or even same-week appointment during tax season so please prepare in advance for this.

Communications: Please allow up to 24 hours for us to respond to a communication from you. We will contact you as soon as possible but are most likely working with other clients and not available to respond at that moment. Please do not call or e-mail repeatedly as we will get back with you within the 24-hour time period or provide you an alternate time if that is not possible. If you have an emergency, please send us an e-mail so we can plan to call you back as soon as we are available. We respectfully request that you DO NOT communicate by text as these are easily missed. The preferable method of communication is e-mail unless it's not possible for some reason.

Our fee for our tax services, for the initial engagement (fees are generally subject to annual periodic changes), will be based upon the complexity of the tax returns, taking into account interview and tax research time, skill needed to prepare the return, number of forms and items per form, tax return processing charges, and clerical costs, plus any applicable out-of-pocket costs such as long distance phone calls, postage, and transportation expenses. A non-refundable deposit may be required once the engagement has been accepted. Payment is due and payable upon the completion of your tax returns and before the returns are electronically filed (or prior to when the returns are delivered to you, if the returns are not to be filed electronically). In the event that our statements for fees remain unpaid after 20 days, we reserve the right to charge a re-billing administration fee for each subsequent statement issued, plus interest at the rate of 3.75% per month, to help defray a portion of the additional costs of carrying and administering delinquent accounts. For a full explaination of our collection policy please click here. A minimum fee of $85 may be charged for each rerun or recalculation due to the submission of additional data by the client after the returns have been completed. Tax return preparation fees referred to above are based on the assumption that the client supplies schedules and expense category totals necessary to enable us to prepare the return. Additional accounting work we need to perform to supply necessary totals or schedules not supplied by the client will be subject to additional charges at our hourly rate in effect at that time.

Federal, state and local taxing authorities impose various penalties and interest charges for non-compliance with tax laws and regulations, including failure to file or late filing of tax returns, and underpayment of taxes. You, as the taxpayer, remain responsible for the payment of all taxes, penalties, and interest charges imposed by taxing authorities.
We rely on the accuracy and completeness of the information you provide to us in connection with the preparation of your tax returns. Failure to disclose or inadequate disclosure of income or tax positions can result in the imposition of penalties and interest charges.

The return of a check (electronic or paper) issued to Ahura Group will result in a $50.00 returned check fee being placed on the account of the client on whose behalf the check was presented for each returned check, no matter the reason.
Each account will be allowed two returned checks after which payment by check will not be accepted. This includes returned electronic payments. Written notification on how to resolve the returned check will be sent to the maker of the check, and to the person whose account was affected. A hold will be placed on the account affected, until the returned check has been redeemed.
If the returned check has not been redeemed within the stated time frame on the notification, a late fee not in excess of 10% of the past-due amount will be levied, and Ahura Group will begin its collection proceedings as stated within the guidelines of the Ahura Group policy.

We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Within the client portal we will retain uploaded records for no more than 2 years. We recommend that clients retain all records for a minimum of 7 years.
IRS CIRCULAR 230 DISCLOSURE REQUIREMENT: IRS Circular 230 requires us to notify you that any tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding tax penalties that may be imposed by law.

Tax or professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal tax opinion upon which the addressee can rely.

By using our site and services, you agreeing the with our Terms of Service.

To Our Individual Clients:

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.

A. Types of Information We Collect

We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request.

Examples of sources from which we collect information include:

interviews and phone calls with you,

letters or e-mails from you,

any documents uploaded to the client portal,

tax return or financial planning organizers, and

financial history questionnaires.

B. Parties to Whom We Disclose Information. As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

To comply with a validly issued and enforceable subpoena or summons.

In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.

In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)

C. Confidentiality and Security of Nonpublic Personal Information. Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.

Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting you privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.