Engagement Letter

A professional to client letter outlining the terms of the relationship covering the respective responsibilities between the two parties. The letter serves as a contract related to services rendered.

Errors and Omissions Insurance

Errors and Omissions Insurance

Oops!  We’ve all done it at some point in our lives.  We make a mistake while serving a client.  Mine cost me a little over $2,000 in penalties to the Internal Revenue Service for failure to file an extension on a partnership tax return.  Not a good day. 

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