Your rights & responsibilities
What you can expect from us, and what we need from you.
A good return depends on both sides. These are the commitments we make to every client, and the part only you can play.
Your rights
As a CRJ client, you can:
- Know the cost before work begins
- Understand why we ask for each piece of information
- Know who is preparing your return, and their credentials
- Ask questions at any stage
- Review your return before it is filed
- Decline to approve anything you believe is incorrect
- Have inaccurate information corrected
- Receive copies of your filed return and documents
- Approve any additional work, and its cost, before we do it
Your responsibilities
For an accurate return, we rely on you to:
- Provide complete and accurate information
- Report all income and relevant life changes
- Provide documents that support what you claim
- Review the completed return carefully
- Ask about anything you do not understand
- Keep your own copies and records
- Keep your portal login private
You remain legally responsible for what is on your return, even when a professional prepares it. That is why your review matters.
This page explains how we work with clients. It is general information, not legal advice. The IRS publishes its own Taxpayer Bill of Rights, which applies to your dealings with the IRS.
IRS Taxpayer Bill of Rights