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. 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 misappropriation of funds 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 data 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 the preparation of a tax return are due when the final draft (subject to client review) is finished, not when you receive your refund. I will inform you of this with a "Return Ready" email. Payment should be made within 24 hours of receiving this email or your return will not processed.
I will provide you with a copy of your tax returns (via email) upon full payment of the tax fee.
If you submit your complete tax information shortly before the tax deadline (my cutoff for timely filing is generally April 1 for individual returns, but sometimes I can still get them done through about April 7) but I am unable to prepare and/or finish your tax return in time, I will file a federal extension free of charge. I will also file any state extensions that I anticipate will be required.
As a tax professional, I must protect your data and comply with IRS regulations in order to do so. Rest assure that your personal information is safe. We are committed to safeguarding and protecting your data from theft.
If you do not accept the conditions above I will not be able to provide any tax preparation services.