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.