Client On-Boarding Step 2 Client On-Boarding Step 2 Client On-Boarding Step 2 aBIZ Unique IdentifierReview and Consent to our Policies and Agreements* Select All GDPR Privacy Policy Website Terms of Service DMCA Act Creative Commons Licens Fair Use and Attribution Article We take our responsibilities very seriously and expect that our clients, employees and partner will do the same. Consent* I agree to the Policies and Agreements in the Item aboveReview of Base Engagement Documents Select All Base Engagement Letter General Terms and Conditions Consent* I agree to the Base Engagement Documents described in the item aboveSupplemental Riders to Base Engagement*Tax Controversy RepresentationIndividual ComplinaceFinCEN ReportingTax ProjectionsTaxpayer Sec. 7525 EngagementPlease mark each of the items that will apply to our EngagementCannabis Industry Business*YesN0Cannabis Industry Policy is incorporated into and made part of the Engagement Letter for any client of the firm involved in the cannabis industry, without regard to their being "plant touching". Cannabis Industry Policy Due to the nature of the industry in which you are involved and the fact that the business activity violates certain Federal laws, it is important that you provide us with the following representations in a written document at the conclusion of our engagement and prior to our filing of the tax returns: All information provided for the preparation of the client’s tax returns, either verbal or written, is true and correct to the best of the client’s knowledge and belief. All items pertaining to gross income are reported without offset or reduction. No items of expense or liability are overstated. If any of this information is later found to be in error, the client will (1) notify our firm immediately and (2) assume full responsibility for any discrepancies. In the event that our firm is unable to provide tax returns due to delays arising from the untimely response or lack of documentation, the client will hold the firm harmless for any penalties that may incur. The client acknowledges that a tax provision, known as “Internal Revenue Code Section 280E,” is applicable and that it may potentially limit claimed deductions for business expenses incurred. The client acknowledges that advice has been rendered by our firm regarding the non-deductibility of certain expenses reported on the tax returns and the subsequent tax consequences of these The client represents that they are not affiliated with any law enforcement agencies. The client further represents that none of the interactions with our firm have been for the purposes of gathering evidence for any court, criminal or civil. If the client is found to be so associated with law enforcement, the client hereby acknowledges that all of the actions taken constitute “entrapment.” The client asserts that no requests have been made for illegal services or requests to “launder money” or to misrepresent facts to any person, including outside financial institutions. Further, the Client will indemnify, save and hold harmless, our firm and its members and employees from any loss, cost or expense or liability arising out of, or on account of any and all court proceedings, criminal or civil, on actions taken involving the Client Consent - Tax Controversy Rider I agree to the Tax Controversy RiderConsent - Individual Tax Compliance Rider I agree to the Individual Tax Compliance RiderConsent - FinCEN Reporting Rider I agree to the FinCEN Reporting RiderConsent - Tax Projections Rider I agree to the Tax Projections RiderConsent - IRC Sec 7525 Rider I agree to the IRC Sec. 7525 RiderConsent - Cannabis Industry Rider I agree to the Cannabis Industry RiderPenalty of Perjury Statement.*Under the penalty of perjury, i affirm that have read and understood each of the Agreements, Policies, Engagement Letter, General Terms & Conditions, and related services, and if applicable Cannabis Industry RIders and affirmed my consent to be bound thereby. Every statement and affirmation contained in this Part 2 is true, complete and correct to the best of my knowledge and belief. I affirm the Penalty of Perjury satement Client Support