ProActive Tax Solution ~ Engagement Letter and Client Profile

Please carefully read the following Engagement Letter, Privacy Statement, and
Acceptance of Engagement.

Thank you very much. We look forward to working with you this tax season!

Georgia Rogers, EA, ProActive Tax Solutions
57 Spindrift Passage, Corte Madera, CA 94925

Phone: 415-924-6240
Fax: 415-329-2311

The engagement letter confirms and specifies the terms of our engagement and clarifies the nature and extent of the our services.

I will prepare the federal and state individual income tax returns for the year ending December 31, 2008, from the information you provide. I will not audit or otherwise verify the data you submit; however, I may ask you to clarify some of it with the supporting documentation.

In the event of any review by a government agency, this statement will serve as verification that your return was prepared based on the information you provided, and there was no intentional misstatement made by you. If your return is selected for audit, we will be available to represent you at our regular billing rates.

Charitable contributions of $250.00 or more must be substantiated by a contemporaneous written acknowledgement from the donor organization along with a description and good-faith estimate of the value of any goods or services received for the contributions. By your signature below, you are confirming to me that your contributions are supported by the necessary records.

Social security numbers for all children being claimed as dependents are mandatory.

If you have registered with the California Secretary of State as a domestic partner, you are required to file your California State tax return as married filing jointly or married filing separately. If you have any questions or concerns about this, please feel free to contact me.

Please submit your tax information to us no later than March 15, 2009, in order to have your return processed before April 15, 2009.

Due to the many complexities of income tax return preparation, any information received later than April 1, 2009, may not be processed by the April 15th deadline.

If we need to apply for an extension of time to file your income tax returns, this does not extend the time for paying the taxes. As long as we receive your data by March 30, 2009, we can provide you with an estimate of your tax liability. It will be your responsibility to pay it when we submit the application for extension.

Click here to schedule a tax planning and preparation appointment, or call and speak to our friendly receptionist at (866) 805-0694. These appointments can be phone conferences as well as office appointments.

Finally, please read the Privacy Statement below. When you check the required box, you are agreeing to the terms and conditions of the Engagement Letter and the Privacy Statement.

Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information. Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and business financial information.

Types of Nonpublic Personal Information We Collect

The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except in the following circumstances:

    When required or permitted by law; or
    When you have specifically authorized us to do so in writing; or
    When required to execute transactions or to provide other services you have requested.

Protecting the Confidentiality and Security of Client�s Information

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

I authorize Georgia Rogers, EA, ProActive Tax Solutions, to prepare my 2008 federal and related state income tax returns, as determined by the information I provide. I agree to pay for these services based on the amount of time required to complete the tax returns and does not include the cost of a review or audit by a taxing authority.

I also agree that I have the proper records to substantiate all items of income and deductions, including travel and entertainment expenses, and that I will carefully examine and approve the completed returns before signing them.