Restrictions and Limitations

REGISTRATION WITH THE IRS IS NOT VIEWED AS AN ENDORSEMENT BY THE IRS.
THE IRS DOES NOT ENDORSE ANY PARTICULAR INDIVIDUAL TAX RETURN PREPARER.
MORE INFORMATION IS AVAILABLE ABOUT THIS ON IRS.GOV.
Regarding Steve Clott, CPA CFP® EA:
Certain limitations, restrictions, exclusions, and/or deadlines may apply.  Offers or rates are subject to change or withdrawal without notice.
Some tax returns might be completed AFTER our initial meeting.  Not all returns qualify for acceptance: As a general tax practitioner, some complex returns may be extended, referred with permission, declined of our services, or declined later, after review.  Delinquent returns for prior years are not eligible for current “tax-season” rates, and are usually declined.  Payment is due upon delivery [of personal, individual returns].  Retainers might be requested before work is started.  A signed Tax Engagement Letter is required annually, before the start of any work.
NO NEW 1040 CLIENTS WILL BE ACCEPTED BETWEEN MAY AND DECEMBER, AS WE CONTINUE TO SERVICE EXISTING AND NEW INVESTMENT ADVISORY CLIENTS, AND EXISTING AND NEW LONG-TERM CARE INSURANCE AND LIFE INSURANCE CLIENTS.
We are here year-round for our present tax clients.  We offer various financial services throughout the year.  Although your 1040 tax return extension expires 10/15 with the government, our season for accepting current-year, new 1040’s ends 4/30.
Due to limited practice in certain specialized areas, we may decline to take on certain tax preparation services, such as taxpayers requiring form 2555, or form 1040NR, or last-minute filers with employer stock options, or other items.
Per new IRS standards, we, the preparer, may be expected by the IRS to consider studying the returns of pass-thru entities, such as partnerships, S-Corps, etc., (assuming that the facts and circumstances may suggest that this further inquiry is necessary),  BEFORE we prepare any such entity’s partners’ or shareholders’ 1040.  Considering our firm’s size, we refer these individuals back to their entity’s preparer, for 1040 completion.
Any estimated fee quotes made over the phone are not encouraged, not authorized, not binding, nor final.
General Advice Warning
The information provided on this website is general in nature only, and does not constitute personal financial or tax advice. It may not apply to your particular circumstances, and it should not be relied upon.  Consultation with a personal or financial tax advisor is recommended before acting upon this info.  The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Steve Clott can help you with this.

Disclaimer
All statements made on this website are made in good faith and we believe they are accurate and reliable. Steve Clott, or his employees or representatives do not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Steve Clott, his employees and/or representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, copyright of information provided on this website is owned by Steve Clott. You may not alter or modify this information in any way, including the removal of this copyright notice.

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