Audit Assurance Plan Agreement > Pg. 3of5

 

Audit Assurance Plan Agreement
 
 
Client Obligations:    Our Responsibility > Tax Gallery, LLC is responsible for providing you the highest audit assurance service
                                                                       available.
 
                                  Your Responsibility             > You are responsible for performing or providing the following:
 
 
                                                   1. Upon receipt of any communication for the IRS or State; promptly call Tax Gallery, LLC.
     Do not call the IRS! To ensure effective service regarding your audit, you must use
     Tax Gallery, LLC as your only contact with the IRS or State. If you do not contact
     Tax Gallery, LLC within 15-days of the date of the first notice, additional charges may apply.      If you wait too long, you will impede our ability to adequately represent you.
 
2. Provide your signature[s] on the required IRS or State ‘Power of Attorney’ form & return to
     Tax Gallery, LLC in a timely manner. This enables your audit representative to communicate with       the IRS or State on your behalf. This document may not be altered in any way.
3. Provide in a timely manner; the information & documents necessary to substantiated the various
     items of income & expense in question so your audit representative[s]] can prepare your defense.
4. We ask that you comply with the audit procedure & strategy actions recommended by Tax Gallery,
     LLC & any audit representative[s]] working on your behalf. If you are unable to maintain this
     commitment, Tax Gallery, LLC cannot be responsible for the outcome of your audit & reserves the
     right to cease providing service where reasonably warranted.
 
 
 
Audit Assurance Plan Limitations
 
 
Tax Gallery, LLC is dedicated solely to protecting the rights & assets of our clients in the event of an audit or notice
The following defines our service limitations
 
 
· Tax Gallery, LLC does not provide legal assistance, nor represent our clients in Federal or State Court[s],
         including Tax Court.
 
· Tax Gallery, LLC does not provide legal assistance in defending issues of civil or criminal fraud.
 
· Tax Gallery, LLC will not reconcile checkbooks, organize records or do record keeping or bookkeeping for our clients.
 
· Tax Gallery, LLC does not provide assistance for collection notices when we did not represent client at audit. If you have a collection notice from the IRS or State; it is not considered an audit & is not covered by
         your audit assurance plan certificate.
 
· Tax Gallery, LLC is not responsible for the extra work or costs involved if you report your audit or notice late or you do not cooperate by providing the documentation to your representative in a timely manner;
         resulting in the auditing agency issuing a Notice of Deficiency [NOD] or State equivalent. If this occurs,
         Tax Gallery, LLC will pass these additional costs on to you [client] in the form of a Late Fee.