Form 709 for Stamford Connecticut 2024-2025

Form 709 for Stamford Connecticut: What You Should Know

I. General Information 1. Name: Summer Associates Tax Services 2. Address: 1261 Elm Road, Stamford CT 06902. 3. Telephone: A. Name and Contact Information. All clients who request a personal service will be contacted within one (1) business week to review, or confirm to make changes to, information provided to the firm and to provide further written verification of the information they have provided in completing the application. B. Contact Hours. After reviewing the initial information your service request is assigned, you will be provided with a telephone number and an email address to contact during your assigned review or verification. Your review or verification will result in a new review or further review, provided the information is unchanged. Please review the review schedule below to identify your assigned review or clarification hours. C. Review Hours. Each review hour will be provided in either: (a) Weekly or Daily (b) on the 3rd Tuesday of each month beginning on the last business day of the following month (unless additional review/verification is requested at which time the review will be scheduled on the 1st business day of the following business month) D. Processing Hours. We reserve the right to terminate your service or review at any time without notice. There will be a 24-hour notice of termination provided upon notice at any time (this notice may be provided by sending an email stating “I am terminating my review” and specifying the reason). We reserve the right to request any additional documentation from you and to determine whether additional review/verification is required. All reviews of our reports are done in English. E. Filing Fees. All fees are payable on an hourly basis and are due upon receipt and on review. See “Filing Fees” for more information. F. Fees. Fees for review will vary and are determined by the nature of the information provided, as well as the amount of time it takes you to complete our review and verification. G. Proof of Existence. Provide original, uncut and unaltered copies of documents (e.g. passports, driver licenses) that show your current address if they are available (for example, a driver's license is normally only considered current if the license is presented on date of mailing).

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