Thank you for considering Jr's Notary to provide you excellent tax preparation services.
Outlined below is a service agreement between Jr’s Notary (tax preparer), and you (client, customer, tax payer and/or spouse).
1. Jr's Notary will perform the following services:
- Engage you in a brief consultation, via telephone, email, video call, to assess the most economical filing method, with the greatest benefit to you.
- Complete a federal tax return (1040, 1040ez, 1041, 1120, 1120s, or 1065).
- Complete the applicable state return(s).
- Review all documents received and analyze the potential for attaining more deductions and credits.
- Prepare your return to be e-filed with the IRS and applicable state.
- Discuss your prepared return with you prior to filing the return
2. Representation:
- Should the need arise, on certain situations Jr’s Notary, will speak to the IRS on your behalf.
3. Availability
-Jr’s Notary will be available from 9am – 9pm Monday – Saturday during the tax season. (January 1 st , April 15th ) After the tax season, the hours of availability will decrease.
4. Delivery of Completed Tax Return
- Completed tax returns (or a copy) will be provided following full payment of services rendered or the client has agreed to have payment deducted from tax return refund.
- The Customer may have a copy of the return delivered as a hard copy, via email. Jr’s Notary WILL NOT fax completed tax returns.
5. Security
- Jr’s Notary will take every precaution to safeguard clients’ information and prevent identity theft.
- Jr's Notary will not disclose any of your privileged information, unless required by law, without written consent by you the taxpayer and or spouse.
6. Payment of Services Rendered
- Payment is due in full at the completion of services rendered. Payment for services rendered is due on all completed tax returns whether the client is to receive a refund or not. Payment may be deducted from client’s refund.
7. Client’s Responsibilities/Amendments
- Jr's Notary is not responsible for returns completed without all of the necessary documentation. It is the clients responsibility to provide all the information necessary to complete the tax return. We cannot and do not conduct investigations or audits of income and expenses. We rely on you to provide full disclosure of your income and expenses.
-In the event, the Client discovers that they fail to provide all documentation and the tax return has already been completed, an additional fee will be assessed to make the necessary changes. If the client's discovery is made following the filing of said tax return an amendment tax return will be required to include the additional information. Amendments have an additional fee.
I specifically acknowledge that I have reviewed the final draft of my return before authorizing this filing.
8. Digital Signature & Identity Verification
I, the taxpayer and/or spouse, authorize Jr’s Notary to obtain my electronic signature on IRS e-file authorization forms (including Form 8879), state forms, and other tax-related documents.
Remote Authentication: I understand that for remote filings, Jr’s Notary utilizes Encyro for secure electronic signatures. I consent to receiving a one-time access code (PIN) via SMS to the mobile phone number provided in my intake documentation. I acknowledge that entering this code serves as my identity authentication as required by IRS Publication 1345.
Identity Verification (Selfie/ID): I agree to provide a photographic image of my government-issued ID and a verification "selfie" to confirm my identity. I understand these measures are implemented to prevent identity theft and to meet professional due diligence standards.
Legal Effect: I agree that my electronic signature carries the same legal force and effect as a handwritten signature. I certify that I have reviewed a complete copy of my federal and state tax return(s) prior to signing any authorization. I verify that all income, deductions, and credits reported are true, correct, and complete to the best of my knowledge. By signing below, I authorize Jr’s Notary to electronically file my tax return(s).
Acknowledgment of Terms and Conditions
By signing this agreement, you acknowledge that you have read, understood, and agreed to the full Terms and Conditions of Jr’s Notary, which are available at the provided link.
You agree that by proceeding with Jr’s Notary’s tax preparation services, you are bound by these Terms and Conditions.