Legal disclaimer
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I have a client that is not giving me all of her information that I need to make a completely accurate file. She doesn't want me to handle her personal accounting, only business, but she is mixing them together. I want to protect myself in a situation like this with a disclaimer, and I was hoping to find a "cookie-cutter" legal disclaimer to have my clients sign that says:1) The information that I process is as accurate as what is given to me. 2) I will not sell/disclose any of her information3) I am not responsible for maintaining physical recordsetc.Is there anything like this available anywhere that is already written?
Answer
My best disclaimer for this client would be "I am sorry but I am unable to help you at this time."
Answer
Try this:
We will prepare your income tax return(s) for the tax year 2007. Prior to preparation, it is your responsibility to inform us of your filing status, and all federal, state, county, municipal or other income taxing authorities to whom you are obligated. In addition, it is understood that you will provide us with all necessary supporting information for the complete and accurate preparation of your return(s). Any information you provide should have adequate documentation to support it in the event of a taxing authority audit. By signing this letter you declare that you have provided all pertinent tax preparation information which is supported by appropriate documentation. Your return(s) will be prepared without specific verification from information provided solely by you and will be processed in accordance with Statements on Standards for Tax Services as promulgated by the American Institute of Certified Public Accountants and appropriate federal, state, county, and municipal tax laws and regulations.
