Confidentiality Information:

For American Tax Savings, LLC and its subcontractors to conduct their review and determination of qualification for various State and Federal tax credits, certain CLIENT information will be made available to ATS, its field consultants, and subcontractors, which may include State and Federal Income Tax Returns and other supplementary information.

Whereas, the CLIENT has agreed to furnish these confidential records, ATS and its agents, agree to hold confidential or proprietary information in trust and confidence and agrees that it shall be used only for the contemplated purposes necessary.

Should a Consulting Agreement be signed by the two parties, ATS will make third party disclosures to the State Taxing Authority and/ or Internal Revenue Service for the purpose of securing tax credits and/or refunds for the CLIENT.

This confidential information will not be shared or disclosed to any other third party except the employees/associates of who have a need to know. This policy will also govern all communications between the parties, including fax and e-mail. CLIENT gives referring field consultant permission, as a conduit to ATS and subcontractors of ATS, to receive and deliver the completed documents.

Self Employed Tax Credit Intake Form

SELF-EMPLOYMENT QUALIFIED SICK AND FAMILY LEAVE CREDIT INTAKE FORM

SELF-EMPLOYMENT QUALIFIED
SICK AND FAMILY LEAVE CREDIT
INTAKE FORM