Last Updated: 01/01/2023
These Terms and Conditions ("Terms") govern the tax preparation, filing, and related services ("Services") provided by Joe("Company," "we," "us," or "our") to you ("Client," "you," or "your"). By engaging our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms.
1. Scope of Services
We provide tax-related services that may include, but are not limited to:
Individual and/or business tax preparation
Electronic filing of federal, state, and local tax returns
Tax planning and consulting (if separately agreed)
Assistance with IRS or state tax correspondence (if separately agreed)
Services are limited to those expressly agreed upon in writing. Any additional services requested may require a separate agreement and additional fees.
2. Client Responsibilities
You agree to:
Provide complete, accurate, and timely information required for tax preparation
Supply all relevant income statements, expense records, deductions, credits, and other documentation
Retain copies of your tax returns and supporting documents for your records (after Payment is received)
You acknowledge that you are ultimately responsible for the accuracy of the information provided and the tax returns filed.
3. Accuracy of Information
We rely entirely on the information you provide. We do not audit, verify, or independently validate the data you submit unless otherwise agreed in writing. We are not responsible for errors, penalties, or interest resulting from inaccurate, incomplete, or misleading information provided by you (banking or routing numbers).
4. Fees and Payment
Fees for Services will be disclosed prior to commencement or at the time of service
Payment is due as agreed and, unless otherwise stated, is required before filing any tax return
Fees are non-refundable once services have been performed
Failure to pay may result in suspension or termination of Services.
5. Filing Authorization
By signing or electronically authorizing your tax return, you confirm that:
You have reviewed the return and it is true, correct, and complete to the best of your knowledge
You authorize us to electronically file the return on your behalf
6. Deadlines and Extensions
While we make reasonable efforts to meet filing deadlines, timely filing depends on your prompt submission of required information. We are not responsible for missed deadlines caused by delays in receiving information from you. Filing extensions may be requested at your direction; however, extensions do not extend the time to pay any taxes due.
7. No Guarantee of Refund or Outcome
We do not guarantee:
Any specific tax refund amount
Acceptance of any tax return by the IRS or state taxing authorities
The outcome of audits, reviews, or disputes
Tax laws and interpretations are subject to change and may affect outcomes.
8. Audit and Correspondence Assistance
Audit representation or assistance with tax authority notices is not included unless expressly stated in writing. Additional fees may apply for such services.
IRS and State Correspondence Requirement
You agree to notify me of any letter, notice, audit request, or correspondence received from the IRS or any state or local taxing authority within three (3) calendar days of receipt.
Failure to provide such correspondence within this timeframe may result in:
Additional service fees
Penalties or fines assessed by taxing authorities
Limited or no assistance available due to missed response deadlines
We are not to be responsible for penalties, interest, fines, or adverse outcomes resulting from delayed, incomplete, or failed notification by the Client.
9. Confidentiality and Data Security
We take reasonable measures to protect your personal and financial information. You authorize us to use your information solely for providing Services and as required by law. We may disclose information if required by legal or regulatory authorities.
10. Limitation of Liability
To the fullest extent permitted by law:
Our liability is limited to the amount of fees paid for the specific Services giving rise to the claim
We are not liable for indirect, incidental, consequential, or punitive damages
We are not responsible for penalties, interest, or additional taxes resulting from client-provided information or changes in tax law
11. Indemnification
You agree to indemnify and hold harmless its owners, employees, and agents from any claims, liabilities, penalties, or expenses arising from inaccurate or incomplete information provided by you or misuse of the Services.
12. Termination of Services
Either party may terminate Services at any time. You are responsible for payment for all Services performed up to the date of termination.
13. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to conflict of law principles.
14. Changes to Terms
We reserve the right to update or modify these Terms at any time. Updated Terms will be effective upon posting or written notice.