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Cancellation Policy

Tax Filing Services – Policy This Tax Filing Services Policy outlines the terms, scope, and limitations of tax preparation and filing services. By engaging our tax filing services, the client agrees to the terms below. Scope of Services Tax Filing Services may include preparation and electronic filing of federal, state, and/or local tax returns as agreed upon in writing. Services are limited to the tax year(s) and forms specifically listed in the engagement. No services are provided beyond the agreed scope unless authorized in writing. Client Responsibilities Clients are responsible for providing complete, accurate, and timely information, including income records, expense documentation, prior-year returns, and any required tax forms. The client affirms that all information provided is true and correct to the best of their knowledge. The client is responsible for reviewing the completed return prior to filing and approving it for submission. Deadlines and Timelines Timely filing depends on the client providing all required information by requested deadlines. Delays caused by missing, late, or inaccurate information may result in late filings, penalties, or interest, for which we are not responsible. No Audit Representation Tax Filing Services do not include audit support, correspondence handling, or representation before the IRS or state taxing authorities unless separately contracted in writing. Accuracy and Reliance We prepare tax returns based solely on information provided by the client and applicable tax laws in effect at the time of preparation. We are not responsible for penalties, interest, or assessments resulting from incomplete, inaccurate, or omitted information provided by the client. Fees and Payment All tax preparation fees can be paid either before or when tax payment is received and are non-refundable once preparation has begun. Additional forms, amended returns, or expanded scope may result in additional fees. Limitation of Liability Our liability is limited to the amount paid for the specific tax filing services rendered. We are not liable for indirect, incidental, or consequential damages, tax outcomes, or changes in tax law. Confidentiality Client information is kept confidential and used solely for tax preparation purposes, except where disclosure is required by law. Engagement of Tax Filing Services constitutes acceptance of this policy.

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