Your responsibilities & what you can expect from us
Responsibilities & expectations
Last updated on
January 3, 2023
Here is what you can expect from Atlanta Tax - whether that’s Alicyn or another Atlanta Tax representative:
We will uphold our core values in all relationships. These consist of being useful, responding quickly & informing regularly, being collaborative, and taking an interest in your financial life.
No surprise bills. Fees for your core engagement are included in your engagement letter. Any projects you request that are outside of the scope of that engagement letter will be discussed as they arise with any related fees agreed to in advance of being invoiced.
We will provide you and your other advisors a reasonable response time. This includes a 24-business hour response to emails except in the case of holidays, vacations, training, and similar times.
We will provide you with a reasonable turnaround time for your tax returns and other projects.
Care of your confidential information.
Education around the applicable tax laws and strategies around your particular situation so that you can make optimal choices.
To enable us to meet the expectations outlined above, we need the following from you:
For us to provide our best advice and service to you, you should have an appropriate financial and legal team in place or in the works.
For us to keep you informed, we need you to keep us informed. Please let us know in as far in advance as possible of any significant changes to your employment, business, family, legal, or other relevant situation so that we can work through the tax implications. If you’re behind on monthly accounting work, scheduled tax payments, etc., please reach out to us soon after such issues manifest so that we can work through a solution in advance of any related deadlines.
For us to provide helpful and timely advice, we need you to respond when we reach out. We do not have a hard and fast rule regarding client response time, but as a guideline request a response within 48 business hours regarding tax returns and within one week regarding other matters. The context of the situation will also factor into a reasonable response time.
For business owners, we need for you to maintain accurate and current financial statements. These are the backbone of tax planning and tax return preparation.
We use electronic means to work together and exchange data. This allows for a high level of responsiveness and collaboration with you and your other advisors. We need for you to be willing and able to use electronic methods to communicate and to exchange information.
