Policies for FS & Tax

ContactOne – Policies and Guidelines for Clients with Financial Statements Compilation and/or Tax Preparation Services

Dear Valued Client,

Please find below guidelines and policies for any services involving Compilation of Financial Statements and/or Tax Filing (without bookkeeping services)

Kindly take time to review the illustrated guidelines and policies to ensure that our services to you can be carried out smoothly, efficiently and without dispute.

This set of policies and guidelines shall be deemed as read upon successful delivery to the contact email provided by our client. Contact Email may be an email specified by the Client or the email that the Client has used to secure the FS & Tax Services.


Select which method you will be entering your transaction records

I am using an Accounting Software

I am using ContactOne’s Bookkeeping Template

I am using my own Excel Recording Tool