| From | Jeanne Tonkinson (Associated Asset Management (AAM)) |
|---|---|
| To | James Breitenstein |
| Date | October 30, 2018 |
Hello, James. Please see the attached compilation agreement. Per Arizona State Statute, we have to send the Association’s financials out every year for review by an outside accounting firm. They also prepare your income tax returns. Mark is the most reasonably priced firm I have worked with.
This won’t actually be billed until sometime between February and June. Can you please sign and return to me ASAP?
Let me know if you have any questions. Thank you!
Jeanne M. Tonkinson, CAAM
Community Manager
AAM, LLC
[phone redacted] (direct line)
[phone redacted] (direct fax)
[phone redacted] (main line)
From: Laura Reece [mailto:[email redacted]]
Sent: Thursday, October 25, 2018 1:02 PM
To: Jeanne Tonkinson <[email redacted]>
Cc: Nathalie Tessier <[email redacted]>
Subject: McClellan Meadows 2018 compilation engagement letter
Mimecast Attachment Protection has deemed this file to be safe, but always exercise caution when opening files.
________________________________
Hi Jeanne,
Attached is the 2018 compilation engagement letter for McClellan Meadows. Please let me know if you have any questions.
Have a great day,
Laura
Laura Reece
Accounting Coordinator
Mark Reece, CPA
P.O. Box 19897
Fountain Hills, AZ 85269
Phone: [phone redacted], ext. 101
Fax: [phone redacted]
Required Disclosure Pursuant to U.S. Department of Treasury Circular 230
In accordance with requirements imposed by the Internal Revenue Service, we are obligated to inform you that any tax advice contained in this communication, including attachments, is based upon information provided by you, and cannot be relied upon or used for the purpose of avoiding penalties imposed under the Internal Revenue Code or promoting, marketing, or recommending to another party any transaction or matter contained in this communication.
