Internal Revenue Service Circular 230 Disclosure

This written advice is not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer.

Admitted to practice before the Internal Revenue Service

Referrals Policy

Effective July 14, 2008:

Tax return preparation services:

For each new paying client that you refer to us, we will give you a discount of $15 on your next tax return preparation.

Bookkeeping services (trucking industry only):

For each new bookkeeping client that you refer to us, we will give you a discount of $40 to be applied towards the amount owed on the next bookkeeping or tax return preparation service we provide for you.

Bookkeeping and income tax return preparation combination (trucking industry only):

For each new bookkeeping and income tax return preparation combination service client that you refer to us, we will give you a discount of $65 towards the amount owed on the next bookkeeping or tax return preparation service we provide for you.

Discounts/referral credits are not cash refundable.

© 2007-2009 Andrew Griffith, MBA, EA, CFC, CFE, ATP