Terms & Conditions
- By submitting your information to me for your tax return preparation, you have engaged my services, we have established a valid contract and you are agreeing to the policies and procedures outlined here.
- It is your responsibility to provide all the information required for the preparation of a complete and accurate return. You should retain all the documents, canceled checks, receipts and other data that form the basis of income and deductions for 3 years from the due date of the tax return (or better yet 6 years). These may be necessary to support items contained in the tax return in the event of an inquiry by a taxing authority.
- I will not audit or otherwise verify the accuracy or completeness of any information you submit, although it may be necessary to ask you for clarifications. My work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcation or other irregularities, should any exist.
- During the tax preparation process I try to make sure that I have everything pertinent to your situation. I do this by comparing to last year, inquiring about pieces that appear to be missing, sending periodic reminders, and other methods. However, ultimately it is up to you to make sure I have all necessary information and to follow up as needed. It is also important to note that legally you are responsible for what is on your tax return, so even though I always do a thorough, professional job, it is important to review the numbers reported on your return. You have the right to ask me about anything that appears on the return or is used in the calculations.
- While I am generally able to provide services in an expeditious manner, I make no guarantees regarding the timing of communication, completion of work or making deadlines. It is your responsibility to provide your information to allow sufficient time to complete the process and to follow up with me, if necessary.
- If you decide to discontinue using my services before the tax return is completed, or if you elect not to use the completed return, fees for work performed will still be due.
- Fees for preparation of a tax return are due when the final draft (subject to client review) is finished. I will inform you of this with a “Return Ready” email. Payment should be made within a week of receiving this email. Additional fees may apply under certain circumstances.
- Concerns about the results (refund or tax due) are not grounds for withholding fee payment. Rest assured there will be ample time and opportunity to address and resolve them during the review process, which will take place immediately after you have paid the fee and I have sent you your tax return draft. Always keep in mind that your return is never final until you have given your signature authorization on the e-file forms or the tax return itself, so changes can still be made if need be.
Agreement to Policies & Procedures
- If you do not accept the conditions above I will be unable to provide any tax preparation services. If you have any questions regarding anything in this agreement, you may email them to me at
- I appreciate the opportunity to work with you.
