The Tax Preparation and Enrolled Agent Services may be offered to Private Client and Wealth Management clients.

TAX PREPARATION SERVICES

To the extent requested by Private Client and Wealth Management clients, we can provide tax preparation services on a stand-alone separate fee basis set forth in a separate engagement letter. 

ENROLLED AGENT SERVICES

To the extent requested by Private Client and Wealth Management clients*, Shantelle Palermo, Enrolled Agent, may be engaged represent the client before the Internal Revenue Service (IRS) and/or the State Department of Revenue for matters relating to any of the following.

Communicating with the IRS and/or State Department of Revenue for a taxpayer regarding the taxpayer's rights, privileges, or liabilities under laws and regulations administered by the IRS and/or State Department of Revenue.

Representing a taxpayer at conferences, hearings, or meetings with the IRS and/or State Department of Revenue.

Preparing and filing documents with the IRS and/or State Department of Revenue for a taxpayer.

Corresponding and communicating with the IRS and/or State Department of Revenue for a taxpayer.

The terms and conditions, and corresponding fee, for any such engagement shall be set forth in a separate engagement letter between Ms. Palermo and the client. No client is under any obligation to engage Ms. Palermo for any of the above services.