Engage Gary

Dollar bills background

To schedule an appointment, please complete and return the form below by email or fax: 

Email to: gary@1040cpataxpro.com



Fax to: 720-386-9149


Personal Tax Engagement Letter 2017 

Please read the following to better understand your obligations, which I hope will clarify our mutual roles working together.

You are obligated to comply with a [seemingly overwhelming] set of legal, accounting, and tax-related responsibilities associated with the privilege of owning and running a business. This obligation remains with you even though you may be unfamiliar with the rules.

You are responsible for the accuracy and completeness of the data/reports furnished to me and for adherence to IRS regulations. Some of these regulations (as applicable) include: Business Expenses per IRS Publication 535; Travel, Entertainment, Gift, and Car Expenses per IRS Publication 463; and Business Use of Your Home per IRS Publication 587.


Some of your responsibilities may include:

  • Maintaining complete accounting records for tax-reportable business transactions

  • Maintaining receipts containing clear descriptions of products and services purchased and the business reason for such.

  • Maintaining bank records (canceled checks/statements) evidencing payment of products/services for which you have receipts

  • Compliance with tax deductibility associated with travel, meals, and entertainment expense

  • Compliance with tax deductibility associated with business automotive use

As a consultant, my objective is to address your stated concerns. I may inquire of you if I become aware that your accounting system does not meet your obligations or I notice noncompliance in the course of addressing your stated concerns. However, I attempt to minimize additional inquiries in order to focus on your stated concerns. In other words, my objective is not to expand your engagement without your request/consent to do so. For this reason, I urge you to inquire if you feel uncertain or unfamiliar with any areas of your responsibilities in the tax and accounting arena.


I appreciate the opportunity to consult with you on expanded areas of your obligations and will do so generally only when you request such. I want you to be in control of how I work with you.