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PUBLIC AGENCY TAX ADVISORS LLC (PATA)
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PUBLIC AGENCY TAX ADVISORS LLC (PATA)
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Last modified
4/4/2025 2:19:44 PM
Creation date
4/4/2025 2:19:39 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
Public Agency Tax Advisors LLC (PATA)
Contract Record Series
704-05
Contract Expiration
6/30/2026
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March 12, 2025 <br />www.pillsburylaw.com 3 <br />5. Respond to IRS questions (if any) <br />x Some IRS reviewers aren’t aware that public agencies are eligible for <br />refunds of COVID leave payments. Consequently, after the City files <br />the refund requests, the IRS might decline the request based on a <br />mistaken belief that the City is ineligible. If this happens, we will <br />respond to the IRS with a description of the legal basis for the <br />request. <br />C. PROPOSED FEES AND TIMELINE <br />We estimate that the City’s total refund will range from $225,000-275,000. Based on this <br />estimate, we propose a flat fee of $25,500, payable after completion of the above <br />deliverables. While Pillsbury will be responsible for all deliverables, we may engage another <br />company, Public Agency Tax Advisors LLC (PATA), to assist with accounting services. If <br />so, we would ask the City to divide payment of the flat fee into two separate checks (we will <br />provide the amounts), one to Pillsbury and the other to PATA. Lastly, we will need to gather <br />some data from the City for this project, a process that won’t require more than 5–8 hours of <br />City personnel time. <br />Docusign Envelope ID: 408895A5-B882-4B84-8AA4-E757062412A6
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