Name of Tax Preparer: *

The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate "due diligence" requirement on paid tax return preparers whose client are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to question and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC, and now HOH.

I AGREE, The information contained in this office or on this website is of a general nature. It should not be construed as legal advice nor should it be acted upon in your specific situation without further details and/or professional assistance. Any use of information contained in this office or on our web site is done so at the risk of the user, and BBB Tax Academy is not responsible for the result or outcome of its use. BBB Tax Academy does not guarantee and is not liable for the truthfulness, accuracy, effectiveness, or any resulting effects of the use of any information contained in this office or on the web site. It is advised and it is the responsibility of the visitor of this office or web site to seek proper instruction and/or seek professional assistance in all matters regarding taxes and the IRS. BBB Tax Academy is thus held harmless, released of, and users of information contained in this office or on this web site assume full responsibility for, any violation of Tax laws and/or IRS procedure, and any other legal liability resulting from use of any information contained in this office or on this web site. I attest that all information contained in this income tax return was obtained from the taxpayer or spouse and is true and correct to the best of his/her knowledge. *

Yes

I agree by signing my name that I have answered the above due diligence questionnaire to the best of my knowledge. BBB Tax is not responsible if the taxpayer provides us with incorrect information(i.e social security numbers, names, or date of births)and I understand this will delay my refund. BBB Tax is not responsible for IRS Tax Audits and all information obtained must presentable if the IRS audits your tax return. You must pay for $75 Audit assistance separately if you need to utilize this service. BBB Tax provides each customer one complimentary copy of their return . Should you need additional copies, there is a $15 fee per copy. We are not responsible for any changes by the IRS or Bank on disbursement dates, filing status, or any other required information from the IRS. We Do Not Reimburse any bank fees in the event of delays out of our control. *

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