Tax Preparation Services Terms & Conditions – Client Acceptance
By checking the box below and submitting this form, you (“Client”) acknowledge and agree to the following terms for tax preparation services provided by Best Life Consulting Group, LLC (“Firm”):
1. Scope of Services
The Firm will prepare your federal and/or state income tax return(s) based solely on the information you provide. This engagement does not include audit representation, IRS/state correspondence, or tax planning unless separately agreed to in writing.
2. Client Responsibilities
You confirm that all information and documents provided are complete and accurate to the best of your knowledge. You understand that you are ultimately responsible for the accuracy of your tax return, even if prepared by the Firm.
3. Fees & Payment Authorization
If no bank product is selected, tax preparation fees are due prior to filing. If a bank product is selected, you authorize preparation fees to be deducted from your refund, along with any applicable third-party bank fees. You understand that refund timing, approval, and funding decisions are made by third parties and are not controlled by the Firm.
4. Refunds & Balances Due
You understand that refunds are not guaranteed. Any tax balance due, penalties, or interest assessed by taxing authorities are your sole responsibility.
5. Errors & Corrections
If an error is identified that is directly attributable to the Firm’s preparation, the Firm will correct the error in a timely manner when notified. Errors resulting from incomplete or inaccurate information provided by you may require an amended return and additional fees.
6. Limitation of Liability
The Firm’s liability is limited to the amount of tax preparation fees paid for the return in question. The Firm is not responsible for penalties, interest, refund delays, offsets, or third-party processing issues.
7. Electronic Communication
You consent to electronic communication and acknowledge the inherent risks of transmitting information electronically.
Client Acknowledgment
I have read, understand, and agree to the Tax Preparation Terms and Conditions above and authorize Best Life Consulting Group, LLC to prepare and electronically file my tax return(s).