“Let us account for every penny, then the dollars will take care of themselves.”

Tax Preparation

Tax Preparation 2023

Terms and Conditions

Thank you for choosing The Tax Center, LLC to assist you with your tax preparation. The following
confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

  • Our fee is due in full and payable upon presentation of the invoice, except for pre-approved Refund Transfers.
  • The tax return results will be provided to you for review after our fee is paid in full.
  • Our fees are based on the complexity of your returns and the time required to prepare.
  • We will depend on you to provide the information needed to prepare your tax returns accurately and timely.
  • We may ask for clarification but will not audit or otherwise verify the accuracy of your data.
  • All tax documents must be clear, legible, scannable.
  • DOCUMENT SUBMISSION DEADLINE: To avoid late filing penalties, all documents must be received in our office ten (10) days prior to the tax filing deadline. Documents received after this deadline may still be processed, however, there is no guarantee the tax returns will be filed by the tax deadline.
  • If we are unable to e-file your return, you will be solely responsible to file the returns with the appropriate taxing authorities.
  • You agree to carefully review the tax returns before signing.
  • Our engagement to prepare your tax return will conclude with the delivery of the Client Copy. Store these records and all supporting documents in a secure location for up to seven (7) years.

 

Please check the box to affirm your understanding and agreement to the terms and conditions.