As a service provider, our Terms and Conditions for payment of services are outlined below. All clients are required to pay for services rendered, regardless of circumstance. Once the Client and Consultant Engagement is established, it serves as confirmation of our working agreement and the obligations within it.
Terms & Conditions Payment Rule section with:
• Use of Bank Products
• Refund/no‑refund policy
• Service delivery expectations
• Client responsibilities
• Consultant responsibilities
Common Payment Rules for services:
- No upfront cost when using a bank product. When you choose a bank product, your tax preparation fees are automatically withheld from your tax refund.
- Returns that do not fund due to delays or holds by an outside agency are still considered an unpaid tax bill with our establishment. An invoice will be sent for any outstanding payments.
- If you choose not to use a bank product, payment is due at the time of service. No returns filed, or client copies will be released until payment is made in full.
- Upfront tax preparation fees may be paid by cash or credit card. A 3.5% processing fee applies to all credit card payments.
- Tax return disbursement options include money cards, direct deposit, or a paper check issued from our office.
Consultant responsibilities
- Provide accurate and professional tax preparation services based on the information supplied by the client.
- Maintain confidentiality of all client documents and personal information in accordance with federal and state privacy laws.
- Prepare and file tax returns in a timely manner, once all required documents and payments (when applicable) have been received.
- Communicate clearly with the client regarding missing documents, required forms, or additional information needed to complete the return.
- Explain tax results, refund amounts, or balances due to ensure the client understands their filing outcome.
- Offer guidance and education on tax laws, credits, deductions, and compliance requirements relevant to the client’s situation.
- Provide copies of completed tax returns once payment has been made in full (if not using a bank product).
- Respond to client questions within a reasonable timeframe during tax season.
- Support clients with IRS notices related to returns prepared by the consultant, within the scope of the service agreement.
- Operate with integrity, professionalism, and transparency throughout the engagement.
