Taxpayer Privacy and Fee form

Privacy Notice and Tax Preparation Fee


EPA Business & Financial Services, Inc.


The purpose of this notice is to inform you of EPA Business & Financial Services, Inc. privacy policies and procedures.  We protect your nonpublic personal information (NPI) from disclosures that are not allowed by law or restricted or disallowed in this Initial Privacy Notice.  EPA Business & Financial Services, Inc. gives this Notice as a service to all valued customers and to comply with the requirements of the law. 


This Privacy Notice describes how EPA Business & Financial Services, Inc. collects, discloses and protects the personal information we gather about you.  We may materially change our privacy policies and procedures, and if we do we will notify you before we make the changes.


We gather two types of protected information about you.  1) Nonpublic personal information (NPI) and nonpublic personal financial information (NPFI).


NPI includes any list, description or grouping of consumers that is derived using any personally identifiable information that is not publicly identifiable.  It includes the financial and character information that we gather to provide you  tax services.

NPFI is the protected financial information we gather about you.


Your Right to Access, Copy Review and Request Correction of NPI.  You have the right to access, copy, review and request correction of any NPI in our possession.  We will honor requests in writing to view and copy customer records that are reasonable identified, reasonably locatable and retrievable.  We will, within 30 days or receipt of the request, contact the customer and inform them of the nature and substance of the recorded information and make arrangements for them for which we will charge $2.00 per page plus $250.00 per hour for staff time.  If you believe that there is an error in the information, you may request in writing that it be corrected.  We have 30 days from receiving the request to make the correction or to inform you as to why we will not make the requested change and the reasons why.  If you disagree with the refusal, you may supply us with a concise statement why you disagree and it will be filed with your NPI.


Tax Preparation Fees for 2013

Fees remain as the same as last year. $375.00 for Transportation employees, $550.00 for basic Business returns, Corporations start at $650 plus $150 per hour after the first 5 hours. Others are by per form unless stipulated prior to engagement.

Electronic Signature

By typing your names below as your Electronic Signature, you have read and agreed to the above Privacy and fee agreement. This acknowledgement allows EPA Business and Financial Services, Inc. act on your part for all and any Tax matters. Tax matters as mention above or other Tax matter not mentioned but have agreed to either in writing or orally.

Type in your name and has your spouse or partner type their name in spouse box. You can print this form and bring it with you on your appointment

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Tax Payer name


Spouse Name


EPA Business and Financial Services, Inc.
Revised: March 03, 2013