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Done Right. On Time. Guaranteed. Terms: Holland, Tacinelli & Klayer, Inc. (HTK) will correct and re-file tax returns at no charge to the client if an error is noted by the IRS, requiring an amended return. In addition, HTK will pay any penalties and/or interest assessed as a result of an error made by HTK on a client’s return. The client shall be responsible for any additional taxes assessed. HTK will not be responsible for incorrect or incomplete information supplied by the client.
David D. Holland, CPA, CFP® and Steven Tacinelli, CPA, CMA®, CVA®, in their respective individual capacities, can serve as trustee, successor trustee, and/or personal representative (executor) for clients' estates. Neither Holland, Tacinelli & Klayer, Inc. nor its affiliated companies, is a trust company or bank. David D. Holland and Steven Tacinelli are not attorneys and do not provide legal advice or prepare legal documents. Clients and prospective clients are encouraged to seek legal advice from a licensed attorney of their choosing regarding their estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
