Service Engagement Terms
These are the terms of our services for you. You agree to these services when you pay a deposit to start work. The services provided will be listed on the invoice.
Tax Return Preparation: We will prepare your tax return from the information that you give us. We may ask for clarification, but we don’t verify your information. We automatically file a six-month extension on all returns to allow adequate time to prepare your return. After receiving your approval and your payment of the final invoice, we electronically file or mail your returns. Upon successful filing, the work of tax return preparation is done.
Estimating Taxes Owed: Tax authorities require you to estimate and pay income taxes during the year as the income is received. Employers do this by withholding taxes from paychecks. For other income, you must estimate and pay. The IRS expects 90% of taxes owed to be paid by January 15th. Estimation service is not included in the Preparation service.
IRS Representation: Responding to IRS letters is not included in tax return preparation services. We are very proficient at all types of IRS/State representation in matters of income examination, audit, debt collection, and appeals.
Data Protection: We place a high priority on data and identity protection. Enrolled Agents and other certified tax professionals must comply with IRS standards of confidentiality and data protection. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We do not disclose any nonpublic personal information obtained during our engagement, except as required or permitted by law, or as is necessary to properly provide our services to you. We use a secure portal for exchanging files called ShareFile which encrypts and protects your data.
Payment: For tax preparation services, a nonrefundable deposit of at least 50% is required up-front and the balance is due before the filing of returns. Payment for hourly services and actual and reasonable expenses are due upon invoice. Tax Estimation, Representation and other consultation services are an additional charge.