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TAX PREPERATION 

“It's about more than just numbers; 
it's about YOU.”

The Bair Family Promise

Referral Rewards
REFERRAL REWARDS
Because we love our current clients as much as our new clients 

Have a good experience with us? That's our promise. Refer a friend and save off your next years tax return! 

FREE TAX REVIEW

We will review your previous years returns at no additinal cost to ensure you got the best refund possible*

The Bair Family Guarantee

*Additional fees may apply if amendments are required. Current year tax preparation required

We just reviewed a new clients prior returns and got them back an additional $1069. Let us try to do the same for you. We will review your prior years returns for free, when we do this years return. If we get you additional money back, we charge a fee accordingly.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
 

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
 

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

 

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

 

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Wyandotte

2381 Fort Street

Wyandotte, MI 48192

734.282.2022

Kathy@bairtax.com

Steve@bairtax.com

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Hartland 

2798 N Tipscio Lake Rd

Hartland, MI 48353

517.915.6538

Jocelyn@bairtax.com

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