ASSISTANCE

Should your return be audited, or should you receive a notice from the IRS/state taxing authority requesting additional information regarding a return we prepared, we will review the notice and provide guidance on how to address the issue, free of charge. If you need audit representation or if you need us to contact the IRS on your behalf to submit additional information regarding a return we prepared (situations where we act as your legal representative), we will be glad to do so for an additional charge. 

*Clients who have purchased our Client Care Package will receive representation services for the tax return in question free of charge. 

ACCURACY 

If we make a mistake preparing your return, we will reimburse penalties and interest resulting from that mistake. We will also take the steps necessary to correct the mistake (e.g., filing an amended return, contacting the IRS, etc.) free of charge. Here is what we will need from you:

• Notify us in writing or in person within 15 days of the date in the first letter you receive from the taxing authority concerning the tax return prepared by us.
• Provide us with all documents related to the claim and/or requested by the taxing authority.
• Authorize us to investigate and challenge, if applicable, any position taken by the IRS.

Regardless of any pending reimbursements from us, you are still responsible for timely payment to the taxing authorities.

Our guarantee does not apply in the following circumstances:

• You filed your tax return late without paying the estimated taxes on time and/or you did not file a timely extension and pay your estimated taxes.
• The information you provided on your tax return was incorrect, had omissions, was fraudulent, or was falsified.
• You were unable to prove a position on the tax return (credit, deduction, exemption, etc.) due to not having sufficient documentation or other proof as required in the appropriate Internal Revenue Code and/or laws for the applicable state/local taxing authority.
• Your tax return was subject to a tax lien, tax levy, garnishment, court-ordered collection, or other legal debt collection effort.

We only pay penalties and interest that result from mistakes we made. If you took an incorrect/fraudulent position on the tax return (credit, deduction, exemption, etc.) and the IRS disallowed that position, then we do not cover penalties and interest resulting from that position.

SATISFACTION 

If you are not pleased with the service you receive in the preparation of your current-year tax returns and you choose not to allow us to file them, you will not be charged a fee. Your tax forms and documentation will be promptly returned to you so as to facilitate filing with another company.