Business Policy

 

BUSINESS POLICY


Stated on our  forms Terms & Conditions 9/17/2026

  1. Accuracy of Information Provided

Client is solely responsible for the completeness and accuracy of all information, documents, and figures submitted through this checklist and upload portal. Preparer relies on the information provided in good faith and is not liable for errors, omissions, or IRS/state notices that result from:

  • Incomplete, inaccurate, or conflicting information or documents supplied by Client or Client’s other service providers (e.g., bookkeepers, payroll processors, financial institutions).
  • Documents that are unclear, cropped, low-resolution, or otherwise difficult to read upon submission (e.g., numerals that are ambiguous or illegible).
  • Information withheld, omitted, or provided after the return has already been prepared or filed.
  1. Document Submission Deadline & Late/Amended Documents

All relevant tax documents must be submitted at the time of checklist completion. Documents received after Preparer has begun or completed return preparation may require:

  • Rework of the return, and/or
  • An amended return filing, either of which may be subject to an additional fee at Preparer’s standard hourly or flat rate, communicated to Client prior to the work being performed.
  1. Minimum Turnaround Time

Client acknowledges that tax return preparation requires a minimum of fourteen (14) calendar days from the date of full and complete document submission. This timeframe may be extended if documents are incomplete, illegible, or require clarification from Client. Rush requests, where accommodated, may incur an additional expedite fee.

  1. IRS/State Notices and Post-Filing Correspondence

Preparer stands behind the accuracy of work performed based on the information Client provided. If Client receives an IRS or state tax authority notice, letter, or inquiry (including matters relating to prior tax years) and the underlying issue is not the result of a preparation error by Preparer — including but not limited to notices arising from Client-provided information that was incomplete, incorrect, or conflicting, or from third-party reporting discrepancies (e.g., mismatched 1099s/W-2s, employer or brokerage corrections) — the following applies:

  • Reviewing, researching, and responding to such notices constitutes additional advisory/representation work beyond the scope of standard tax preparation.
  • This work will be billed separately at Preparer’s then-current hourly rate, with an estimate provided to Client before work begins.
  • If the notice is determined to result from a documented error on Preparer’s part, no additional fee will be charged for correcting that specific error.
  1. Scope of Services

Services provided under this checklist are limited to preparation of the tax return(s) specified. This engagement does not include tax advisory, IRS representation, audit defense, or tax controversy services unless separately agreed to in writing and billed accordingly.

  1. Client Cooperation

Client agrees to respond to Preparer’s requests for clarification or additional documentation in a timely manner. Delays caused by Client’s non-response may affect filing deadlines, and any resulting penalties or interest assessed by a taxing authority are the responsibility of Client.

  1. No Guarantee of Outcome

Preparer will apply professional care and current tax law knowledge in preparing Client’s return. Preparer does not guarantee any specific refund amount, audit outcome, or that a taxing authority will not issue an inquiry, as these depend in part on information and circumstances outside Preparer’s control.

  1. Fees & Payment

Standard preparation fees are due as outlined separately. Any additional fees arising under Sections 2 or 4 above will be communicated to and agreed to by Client before work begins, unless Client has provided standing pre-authorization.

  1. Record Retention

Client is responsible for retaining copies of all original source documents. Preparer retains copies of submitted materials in accordance with firm policy and applicable regulations but is not the Client’s sole recordkeeper.