Price Transparency
Individual Returns:
Base Price - Basic Individual Tax Return or Amendment ( up to two W-2 Forms): $450
Your actual tax preparation cost may differ from the base price.
Here are some reasons your tax preparation cost may increase:
- Filing with Spouse: Up to two W-2 Forms Per Spouse: +$125
- Individual Rental Property: +$100
- Capital Gains & Losses: +$100
- LLC, 1099, Sole Proprietor: +$200
Corporate Returns:
- Partnerships - Base Price: $1,350
- C Corporations/S Corporations - Base Price: $1,475
Terms and Conditions for Tax Preparation Services
1. Introduction
This Agreement ("Agreement") governs the terms and conditions under which the Tax Preparation Services ("Services") will be provided by [Kacy Gray of US Tax Preparers Association] ("Provider") to the Client ("Client"). The Client agrees to engage the Provider for the preparation of their federal, state, and/or local tax returns for the tax year.
2. Deposit Requirement
The Client agrees to pay a nonrefundable deposit of Four Hundred Fifty Dollars ($450.00) ("Deposit") at the time of entering into this Agreement. The Deposit shall be applied to the final balance of the tax preparation fees due and payable by the Client to the Provider for the Services rendered.
3. Submission of Required Documents
The Client shall have a period of ten (10) business days from the date of execution of this Agreement ("Submission Period") to submit all documents and information requested by the Provider to facilitate the preparation of the Client's tax returns. All documents shall be submitted in a complete, accurate, and timely manner. The Client acknowledges that the timely submission of documents is essential for the provision of Services by the Provider.
4. Cancellation and Forfeiture of Deposit
In the event that the Client fails to provide the requested documents and information within the Submission Period, this Agreement shall be deemed terminated automatically, and the Client's engagement with the Provider shall be canceled ("Cancellation"). Upon Cancellation, the Client acknowledges and agrees that the Deposit shall be forfeited in its entirety and shall not be subject to refund under any circumstances.
The Provider shall refund any additional amount paid by the Client, beyond the Deposit, to the original method of payment within 30 days.
5. Nonrefundable Deposit
The Client acknowledges and agrees that the Deposit is strictly nonrefundable and is intended to compensate the Provider for the allocation of time and resources to the preparation of the Client's tax returns. The Deposit shall not be refundable in any manner or under any circumstances, except as expressly set forth herein.
6. Governing Law and Venue
This Agreement shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles. The parties hereby consent to the exclusive jurisdiction and venue of the courts located in Broward County, Florida, for any dispute arising out of or relating to this Agreement.
7. Entire Agreement
This Agreement constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior or contemporaneous agreements, understandings, negotiations, or representations, whether oral or written. No amendment or modification of this Agreement shall be valid unless in writing and signed by both parties.
8. Severability
If any provision of this Agreement is held to be invalid, illegal, or unenforceable under applicable law, such provision shall be modified to the minimum extent necessary to achieve the original intent of the parties, and the remaining provisions of this Agreement shall continue in full force and effect.
9. Adherence to Filing Deadlines
Strict deadlines apply for tax filing services. In order for the tax return to be electronically filed by the filing deadlines, the following must occur:
- For reservations made prior to the regular filing deadline of April 15th, the deadline to secure this tax prep reservation is March 31st, and the deadline to submit documents is April 5th.
For reservations made prior to the late filing deadline of October 15th, the deadline to secure this tax prep reservation is September 30th, and the deadline to submit tax documents is October 5th.
Taxpayers who do not adhere to these deadlines have no guarantee that their tax return will be filed on time. No refunds will be given due to a taxpayer's failure to comply with these deadlines. The regular requirement to submit tax documents within 10 business days of booking is waived only under these conditions. Please plan accordingly.
10. Acceptance of Terms
By making the Deposit, the Client acknowledges having read, understood, and agreed to all terms and conditions set forth herein.
**The fee to reserve this appointment is $450. This fee will be placed as a deposit towards your tax preparation services. This fee is nonrefundable.**