
Compliance Agreement
✅ I understand that I am working under Fasttrack Accounting, LLC EFIN and am expected to operate with honesty, integrity, and full IRS compliance.
✅ I will comply with all IRS rules, regulations, and due diligence requirements related to tax preparation, including verifying client eligibility for credits, dependents, and deductions.
✅ I understand the importance of confidentiality and agree to safeguard all taxpayer data and financial information at all times.
✅ I will NOT engage in fraudulent activities, alter documents, or knowingly prepare inaccurate returns.
✅ I will follow all Fasttrack Accounting, LLC policies, procedures, and software guidelines.
✅ I understand that I am responsible for maintaining my own active PTIN status annually.
✅ I acknowledge that Fasttrack Accounting, LLC reserves the right to revoke my access and terminate my preparer relationship immediately for any misconduct, compliance violations, or breach of this agreement.
✅ I understand all tax preparation fees, bank products, and commission structures have been explained to me clearly.
✅ I understand that any violation of this agreement can result in IRS investigations, penalties, or legal action AND that I would be fully responsible for all fees including the office penalty if one occurs.
✅ I agree to use Fasttrack Accounting, LLC approved platforms for communication, document uploads, and client management.
✅ I will keep my contact information updated at all times.
✅ I will respond promptly to compliance reviews, audits, or any requests for documentation
I have read and fully understand the expectations and compliance requirements outlined above. I agree to operate within these guidelines and understand the consequences of non-compliance.