TaxMaster™ endeavors to provide exceptional planning and tax service at very cost-effective rates. Keeping rates down requires efficient communications between the TaxMaster™ team and the client, as well as timely payment. The fees quoted above are based upon our estimate of the time required to complete your plan. Regarding electronic communications: In the interest of facilitating our services to you, we may communicate by facsimile transmission, send data over the Internet, store electronic data via computer software applications hosted remotely on the Internet, or allow access to data through third-party vendors’ secured portals or clouds like SmartVault, IntuitLink and others. Electronic data that is confidential to you or your company may be transmitted or stored using these methods. We may use third-party service providers to store or transmit this data, such as providers of tax return preparation software. For your convenience we may use online DocuSign or other services, so you can sign your tax forms or other documents online and we can e-file tax documents upon your request. This service is available only for tax forms eligible for e-filing, according to the taxing authorities’ rules and regulations.
In using these data communication, storage, and sign methods, our firm employs measures designed to maintain data security. We use reasonable efforts to keep such communications and data access secure in accordance with our obligations under applicable laws and professional standards. We also require all of our third-party vendors to do the same. You recognize and accept that we have no control over the unauthorized interception or breach of any communications or data once it has been sent or has been subject to unauthorized access, notwithstanding all reasonable security measures employed by us or our third-party vendors. You consent to our use of these electronic devices and applications and submission of confidential client information to third-party service providers during this engagement. For estate and asset protection planning these include, as applicable, an initial telephone conference with our attorney, preparation of the documents recommended above, as defined by that initial conference, a telephone conference after the drafts are provided you to respond to your questions and make any further refinements needed, delivery of the final documents to you for execution and providing instructions and any necessary deeds for funding your trust(s). Should any additional documents be determined to be required and are authorized by you, or in the event substantial additional time than anticipated must be devoted to responding to your inquiries, making changes, etc., we reserve the right to increase the fee accordingly after first notifying you. Please help us help you control costs by limiting conferences, calls, and emails, and by organizing your questions so they can be efficiently answered during the scheduled conferences. For tax preparation, you acknowledge that all returns are prepared in reliance on information solely provided by you, that you and you alone are responsible for timely supplying us with all tax reporting documents and only those supplied will be addressed in your tax returns that you agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS and state and local tax authorities regardless of the nature of the claim, including the negligence of any party, and that you and you alone have final responsibility for your tax returns. IRS representation and tax return audit representation services are available on request at a separate fee. We will provide you with a copy of your electronic tax returns and accompanying schedules and statements for review prior to filing with the IRS and state and local tax authorities, as applicable. You agree to review and examine them carefully for accuracy and completeness. Please note: TaxMaster services including tax services are offered subject to TaxMaster’s Standard Guideline Pricing, Procedures & Policies provided you by email and to which you agree as a condition of accepting tax and tax preparation services from us. Please also note: No Investment-related services: TaxMaster™ does not provide any investment-related or SEC-defined “financial planning” services, and no portion of your engagement of TaxMaster™ includes investment review, monitoring, supervision, management, or advice. To the extent that a TaxMaster™ client requires investment advisory or management services, the client should consult with the registered investment professional of his/her choosing. TaxMaster™ is affiliated with Camarda Wealth Advisory Group, an SEC-registered investment adviser (“Camarda”), and other registered investment advisors (“RIAs”) in the Camarda Wealth Network. Although Camarda or these other RIAs, as part of their investment advisory offering, may offer to provide similar non-investment related consulting services to its clients under similar or different fee arrangements, Camarda or other RIA affiliates do not provide any investment advisory services to a TaxMaster™ client unless the TaxMaster™ client engages Camarda or other RIA affiliates to do so per the terms and conditions of a separate engagement and written agreement. A description of Camarda’s or other RIA affiliate’s services, fees, and conflicts is set forth on its written disclosure Brochure, a copy of which is available from them or Camarda, upon request. No TaxMaster™ client is under any obligation to consider an engagement of Camarda or other affiliated RIAs.
