Did you know that you could be fined $1,000 per tax return or 50% of your fee, whichever is greater?

New and substantially heavier tax preparer penalties under §6694 take effect on January 1, 2008 and affect every tax return. This tax season, it is much more important than ever for CPAs to reduce their exposure to liability, reduce errors on tax returns, and put greater responsibility on the client.

Protect yourself! Surgent McCoy’s new engagement letter and client questionnaire have been designed to meet the new requirements and give you everything you need to start this busy season off right. Engagement letters from former years must be totally rewritten – but we’ve done all the work for you. Plus, the brand-new client questionnaire eliminates the need to send out tax organizers to clients, and creates a more uniform system for processing individual returns.

For one low price, you get access to both the 4-page engagement letter and 7-page questionnaire in a downloadable format, so that your firm can make modifications applicable to you. Pricing is determined based on the number of professionals in your firm.

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com