**To claim the American Opportunity Tax Credit (AOTC), the primary documentation is Form 1098-T, Tuition Statement, provided by your educational institution. You must also keep detailed personal records, including receipts, for all qualified education expenses in case of an IRS audit. 

Client Responsibility Notice:

You are responsible for providing complete and accurate information, including all income-related documents, for the preparation of your tax return. Failure to provide or disclose all required documentation may result in IRS audit, delayed processing, denial or reduction of your refund, or additional tax, penalties, and interest owed.In accordance with IRS Circular 230, tax preparers are permitted to rely on information provided by the client and are not responsible for verifying information that is incomplete, incorrect, or omitted. Our office cannot be held responsible for errors or consequences resulting from information you fail to disclose or provide. If issues arise due to missing or omitted information after your return is filed, additional fees will apply for any amendments, notices, audit assistance, or follow-up services required.

Client Agreement & Acknowledgment
By signing this disclosure, you agree and acknowledge that:

All information you provide to EZ Tax Co —whether written, electronic, or verbal—is true, complete, and accurate to the best of your knowledge.

You understand that providing false, incomplete, or misleading information is against the law and may result in penalties, audits, delayed processing, denial or reduction of refunds, or additional tax, interest, and penalties owed.

You accept full responsibility for supplying all income documents and relevant tax information, and you understand that our office is permitted under IRS Circular 230 to rely on the information you provide.

You acknowledge that if your refund is offset, intercepted, delayed, reduced, or not issued for any reason, you remain fully responsible for all tax preparation fees owed to EZ Tax Co.

You understand that if corrections or amendments are required due to missing, incorrect, or omitted information you provided, additional fees may apply. Amendments required due to our error will be corrected at no additional cost.
You acknowledge that you have been given the opportunity to review your tax return prior to filing and that once your return is submitted, any changes will require an amendment.

You consent to your tax information being submitted to the IRS and applicable state taxing authorities as required for filing.

You authorize EZ Tax Co to contact you regarding your tax return and related services by phone, email, text, or mail. You may opt out of marketing communications at any time by contacting our office.

By signing below, you confirm that you have read, understand, and agree to all terms outlined in this disclosure.

 

PRIVACY POLICY

The nature of our work requires us to collect certain nonpublic information. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission.

Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal infromation from unauthorized access