Common use of Excluded Work Clause in Contracts

Excluded Work. We are not hired to provide any of the following services: a. Negotiating tax disputes with the IRS or Arizona Department of Revenue. b. Handling any dispute over decedent’s social security payments. c. Preparing any tax applications, returns, reports, or notices, except for applications to obtain a taxpayer identification numbers (Form SS‐4), and notice of acting in a fiduciary capacity (Federal Form 56 and AZ Form 210). d. Preparing any financial accounting reports. e. Preparing any paperwork to collect assets located outside the state of Arizona. f. Transferring any assets that pass by operation of law. g. Any work not described in Section 2 above.

Excluded Work. We are not hired to provide any of the following services: a. Negotiating tax disputes with the IRS or Arizona Department of Revenue. b. Handling any dispute over decedent’s social security payments. c. Preparing any tax applications, returns, reports, or notices, except for applications to obtain a taxpayer identification numbers (Form SS‐4SS-4), and notice of acting in a fiduciary capacity (Federal Form 56 and AZ Form 210). d. Preparing any financial accounting reports. e. Preparing any paperwork to collect assets located outside the state of Arizona. f. Transferring any assets that pass by operation of law. g. Any work not described in Section 2 above.