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Disclosures

Disclosures
Kerr Tax Advisors, LLC is the DBA for Kerr Payroll Solutions, LLC. Kerr Tax Advisors, LLC is not a Certified Public Accounting Firm and does not provide auditing services. Kerr Tax Advisors, LLC is managed by Andrew Kerr, CRTP and Adela Patrone, CRTP. CRTP represents the California Registered Tax Preparers (CTEC). Collectively the team provides tax consulting, tax minimization strategies for State and Federal taxes, tax preparation and tax amendments.  Andrew Kerr and Adela Patron are both registered with the State of California to prepare and file individual and corporate returns for both Federal and State. However, unlike an Enrolled Agent CRTP's do not represent their clients in tax court. Clients will need to complete an IRS Form 2848 upon the receipt of notice from the IRS of an audit, inspection or question regarding a return Kerr Tax Advisors prepared for a client. If a client does not complete form 2848 they will not receive assistance beyond their return and will correspond with the IRS directly without our assistance.  

Known Conflicts of Interest
Kerr Tax Advisors, LLC is affiliated with Kerr Financial Planning Corporation, Kerr Insurance Brokers, Inc. and Kerr Payroll Solutions. There is a conflict of interest if any Kerr Tax Advisors, LLC client uses other services because additional compensation is made for such recommendations. Such services may be more affordable from other providers. It is up to the client to act on any recommendation. Such recommendations conflict with the role of a fiduciary.

Fees
Each client will be provided a copy of our fee schedule prior to engaging as a customer. Fees are charged based on scope of work. Tax work fees are charged based on number of schedules and tax forms needed to complete a compliant tax form. 

Client Representation
As a client you understand that you are to represent yourself honestly and provide accurate information so that Kerr Tax Advisors, LLC and it’s affiliates and tax preparers can provide a compliant tax return. Kerr Tax Advisors, LLC does not represent itself as a certified public accounting firm and does not provide auditing, representation work or provide tax law advice. You should seek a tax attorney for legal assistance, interpretation of the IRS laws and guidelines, limits, deductions, exclusions, levies, fines, fraudulent filing, or otherwise that may affect you. Kerr Tax Advisors, LLC is not liable, responsible or accountable for any claims, actions, penalties, assessments or punishment the IRS assigns you should there be a misrepresentation by you (the client), error (inadvertent or not). You accept full responsibility for any such claims, actions, penalties, assessments or punishment the IRS assess on you and or your business, business partners, spouse, child and affiliates.

Website and Advertising
The materials on our website, radio, tv or print ad – including newsletters, alerts, articles and similar work product – have been provided for informational purposes only and are not legal advice. This information is not intended to create — and receipt of it does not constitute — a tax preparer-client relationship. This website is intended to provide information about Kerr Tax Advisors, LLC and its services and is not guaranteed to be up-to-date or complete. Internet subscribers and online readers should not act upon this information without seeking professional counsel.

 

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Contact

Kerr Tax Advisors, LLC.

7255 N. First Street, Suite 105

Fresno, CA 93720

Phone (559) 277-4772

Fax (559) 573-8558

Tax Preparation Fresno, CA

Services

Tax Planning

Corporate Tax Returns

Individual Tax Returns

Tax Amendment

Legal and Important Links

Disclosures

Privacy Policy

Contact Us

Terms of use 

 

Kerr Tax Advisors, LLC is not a CPA firm. Kerr Tax Advisors is managed by members of which are either licensed to represent tax payers, prepare taxes and amend tax returns. Andrew Kerr is not a tax preparer and does not give legal tax advice. Andrew Kerr does incorporate tax planning into the financial planning process along with Adela Padron who is the firm's tax preparer and tax consultant.

                          

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 Kerr Wealth Management.


Important notice regarding investment advisory services: Tax services provided by Kerr Tax Advisors, LLC. Kerr Tax Advisors, LLC. is not a law firm and does not give legal advice. There is a conflict of interest if we recommend using one of our affiliates because additional compensation is received. You are advised to read our legal disclosures to understand any potential conflicts of interest with our services.

Leaving Site Disclaimer
You are now leaving Kerr Tax Advisors, LLC's website and are going to a website that is not operated by the firm. We are not responsible for the content or availability of linked sites.

 

ABOUT THIRD PARTY LINKS ON OUR SITE
Kerr Tax Advisors, LLC offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Kerr Wealth Management' website and will be redirected to another site. These sites are not under the control of Kerr Wealth Management. ​​

Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information. Please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

© 2020 Kerr Payroll Solutions, LLC DBA: Kerr Tax Advisors, LLC. A Kerr Company

 

 

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