Terms of Service

Last updated: January 2026

Agreement to Terms

By using our tax preparation services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

Services Provided

We provide professional tax preparation services including but not limited to:

  • Federal and state tax return preparation
  • Tax consultation and planning
  • Prior-year return preparation
  • Amended return preparation (Form 1040-X)
  • Self-employment tax filing

Client Responsibilities

You agree to:

  • Provide accurate and complete information
  • Provide all necessary documentation for tax preparation
  • Review and approve your tax return before filing
  • Pay for services as agreed
  • Notify us of any changes to your tax situation

Fees and Payment

Our fees are based on the complexity of your tax return and are communicated to you before services begin. Payment is due at the time of filing unless other arrangements have been made. We accept cash, credit/debit cards, and can arrange fee deduction from your tax refund.

Tax Refund Policy

We do not guarantee specific refund amounts as tax refunds depend on individual circumstances and IRS determination. We make every effort to maximize your legitimate deductions and credits, but final refund decisions are made by the IRS.

Confidentiality

All information provided to us is kept strictly confidential in accordance with IRS regulations and our professional standards. Your tax documents and personal information will not be shared with third parties except as required for tax filing purposes.

Limitation of Liability

While we take great care in preparing your tax returns, we are not responsible for changes made by the IRS or for penalties incurred due to inaccurate information provided by the client. Our liability is limited to the fees paid for our services.

Cancellation Policy

If you need to cancel or reschedule an appointment, please contact us at least 24 hours in advance. Cancellations made less than 24 hours before the scheduled appointment may be subject to a cancellation fee.

Contact Information

For questions about these Terms of Service, please contact us:

Phone: 718 570 4418
Email: [email protected]