This past month I’ve work hard to balance what appears to me to be a shift in fundamental client demands surrounding tax services with the legal requirements for income tax return preparers. The background of the issue is covered in more detail in this previous blog post. While I work primarily as an adviser, I must adhere to the legal standards of tax preparers whenever my work anticipates the filing of income tax returns.
The following is the end result of this re-balancing work. My standard tax service engagement agreement is amended as follows: