Schedule E - Rental

WAIVER REQUIRED FOR ANY GOOD FAITH DEPOSIT: Good Faith Deposits are held and applied to future engagements. All payments are non-refundable. We require Good Faith Deposits because our Firm can only accept a limited number of Client engagements. If the Firm and Client agree to end an engagement, the Firm, at its sole discretion, may elect to refund some or part of a payment contingent upon receipt of the Firm’s release signed by all related Client(s).

COPIES OF RECORDS: We will upload copies of the final returns to your portal at the end of this engagement. It is the Client’s responsibility to store these records, along with all supporting documents, in a secure location for the statute of exam which is a minimum of three (3) years, often is six (6) years and can be decades longer for assets or items such as depreciation, investment/business ownership basis, bank & financial transactions, and capital gain reporting. Paper copies of records can be requested and will be billed by time and materials.