STANDARDS OF CONDUCT/CODE OF CONDUCT

Express Tax Lane Powered by Lopez Tax Service® wants all its customers to follow the Code of Conduct outline below. Each person involved in preparing or interviewing clients for tax preparation:

Must not make fraudulent, untrue, or misleading statements or representations which are intended to induce a person to use their tax preparation services.

Must not obtain the signature of a customer to a tax return or authorizing document, which contains blank spaces to be filled in after it has been signed.

Must not fail or refuse to give a customer, for their own records, a copy of any document requiring the customer’s signature, within a reasonable time after the customer signs.

Must not fail to maintain a copy of any tax return prepared for a customer for three years from the later of the due date of the return or the completion date of the return.

Must not engage in advertising practices, which are fraudulent, untrue, or misleading.

Must not violate provisions of the United States Tax Code prohibiting tax preparers from disclosing any information obtained in the business of preparing federal or state income tax returns unless (1) consented to, in writing, by the taxpayer in a separate document; (2) expressly authorized by law; (3) necessary for the preparation of the return; and, (4) pursuant to court order.

Must not fail to sign a customer’s tax return when payment for services rendered has been made.

Must not fail to return, upon the demand by or on behalf of a customer, records or other data provided to the tax preparer by the customer.

All classes are taught at:

Express Tax Lane Powered by Lopez Tax Service®
1588 Moffett Street, Suite F
Salinas, CA 93905
Telephone: 1.831.422.4888
FAX: 1.831.422.4844

Email: info@expresstaxlane.com