Regulatory Status Disclosure
Effective Date: [Insert Date]
Company Name: [Your Company Name], LLC
State of Formation: [California or Insert State]
Independent Advisory Firm
[Your Company Name], LLC is an independent tax advisory and consulting firm specialising in research and development tax credit analysis and documentation.
The Company is not a certified public accounting firm licensed under the laws of the State of California or any other jurisdiction.
The Company does not provide audit, attest, compilation, or review services that require licensure as a certified public accountant.
No Legal Services
The Company is not a law firm and does not provide legal advice, legal opinions, or litigation representation.
Nothing on this website should be construed as legal advice.
Tax Return Preparation and Filing
The Company does not prepare or sign federal or state tax returns unless expressly agreed in a separate written engagement.
Responsibility for the preparation, accuracy, and filing of tax returns, including Forms 6765, 3800, and applicable state forms, rests with the client and/or the client’s licensed tax return preparer.
The Company may coordinate with a client’s certified public accountant or other licensed tax professional to facilitate incorporation of R&D tax credit calculations into filed returns.
Such coordination does not constitute the provision of services requiring CPA licensure.
Representation Before Tax Authorities
The Company does not provide formal representation before the Internal Revenue Service or state taxing authorities unless:
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The Company or an affiliated professional is legally authorised to practice before the relevant authority;
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A written engagement agreement covering such representation is executed; and
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Any required authorisation documentation (including IRS Form 2848, where applicable) is completed.
Absent such authorisation, the Company’s role is limited to technical analysis and documentation support.