Thank you for choosing REEF Tax Group to assist you with preparation of your taxes. This letter confirms the terms of our engagement with you
and outlines the nature and extent of the services we will provide.
We will prepare your federal and state income tax returns. We will depend on you to provide the information we need to prepare
complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.
We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or
other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be
necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we
discover. The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties.
Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses
of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.
Our fee is due with the delivery of the completed returns to you (if paper-filing) or your signature and our subsequent submittal of your tax return
(if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate
taxing authorities. Review all tax-return documents carefully before signing them.
We will return your original records to you at the end of this engagement. Store these records, along with all supporting documents, canceled
checks, etc., in a secure location in case these items are needed later to prove accuracy and completeness of a return. We retain copies of your
records and our work papers for your engagement for seven years, after which these documents will be destroyed.
Your privacy is important to us. Please carefully review the following privacy policy and disclosure statement.
We collect nonpublic personal information about you from various sources, including:
* Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number,
number of dependents, income, and other tax-related data
* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099-R, 1099-INT and 1099-DIV, and
stock transactions.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as
required by law. We restrict access to personal information concerning you, except to our employees who need such information in order to
provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard
your personal information.
We will not in any circumstances, share, sale or disclose your email address to any individuals or third parties without your permission.
REEF Tax Group LLC nor its partners, members, employees, contractors are licensed attorneys in the state of Nevada and are unable to provide
legal advice or representation. Preparation of your federal and state return and any communication between you and REEF Tax Group or any of
its representatives is not protected from disclosure by any privilege. REEF Tax Group has posted a surety bond in the amount of $50,000 with
the State of Nevada. Bond #01BSBV5131 REEF Tax Group State Business License # is NV20151636664
If you have any questions about our privacy policy, letter of engagement or the disclosure statement, contact our office at 702-744-7074