Please read the Client Engagamet Contract 

 

CLIENT ENGAGEMENT/CONTRACT

TRANSFORMATION 360 LLC is not responsible if the taxpayer provides us with incorrect information (i.e., social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund.   TRANSFORMATION 360 LLC is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. TRANSFORMATION 360 LLC is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to file an Amendment. Prices Vary. If you have any federal or government debts (i.e., school loans, child support, DPP, DFCS, etc.) There is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304- 3107 or 1-800-829-7650 to see if your refund will be partially or fully taken.

If your refund is fully taken you are responsible for paying the preparation fees.

 

 
By choosing to have tax preparation fees deducted from your refund, you acknowledge and agree to the following:

    1.    Your tax refund will be processed through a third-party bank, which will receive the funds from the IRS before disbursing them to you.

    2.    The third-party bank will deduct all applicable fees in the following order:

    •    Tax software fees

    •    Bank processing fees

    •    Filing fees

    •    Tax preparation fees

    •    Remaining refund amount (if any) paid to the taxpayer

    3.    If your refund is reduced by the IRS for any reason (e.g., offsets, adjustments, audits), the required fees will still be deducted in the order listed above. This means that in some cases, the fees may exhaust the entire refund, leaving little to no payout to you.

    4.    You understand that you are responsible for any unpaid tax preparation fees if your refund does not fully cover them.

If for any reason you are recieved a check from the IRS instead of direct deposit, you are still responsible for your tax prep fees. We will attempt to debit the account on file to render our payment for our sevices. If in the event you fail to pay your payment we will leagally sue you for the funds. 

Transformation 360 LLC will charge upfront fees for anyone who will not be recieving a refund. You will have to pay an upfront fee of $200-$300. You can pay in full or 3 installments over 3 months.

 

TRANSFORMATION 360 LLC provides the taxpayer with ONE complimentary copy of their tax return via email. Should you need any additional copies, there is a $25 fee per copy (federal and state included). 

TRANSFORMATION 360 LLC is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from TRANSFORMATION 360 LLC is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees or preparer fee in the event of any occurrence once your return is processed.

As your tax preparer, I promise confidentiality:

Your tax information with not be knowingly nor recklessly disclosed. Under Internal Revenue Code (IRC) section 7216 and its concomitant regulations, a tax preparer must obtain the consent of a taxpayer before disclosing or using the taxpayer’s tax return information when that consent is required.

 

**Privacy Disclosure for TRANSFORMATION 360 LLC Services**

 

 At TRANSFORMATION 360 LLC, we value and prioritize the privacy of our clients. This Privacy Disclosure outlines our practices concerning the collection, use, and protection of your personal information. By using our services, you consent to the practices described in this disclosure.

 

**Information We Collect**

 

We collect and process the following types of personal information:

 

1. **Contact Information**: Name, address, phone number, email address, and other contact details.

 2. **Financial Information**: Income, tax-related documents, bank account information, and other financial data necessary for tax preparation.

 3. **Identification Information**: Social Security numbers, tax identification numbers, and other identification documents as required by tax authorities.

 **How We Use Your Information**

 We use your personal information for the following purposes:

 1. **Tax Preparation**: To prepare accurate and compliant tax returns on your behalf.

 2. **Client Communication**: To communicate with you regarding your tax matters, updates, and inquiries.

 3. **Compliance**: To ensure compliance with tax laws and regulations.

 **Information Sharing**

 We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:

 1. **Government Authorities**: To fulfill legal requirements and reporting obligations.

 2. **Service Providers**: Third-party service providers who assist us in providing tax preparation services.

 **Data Security**

 We employ industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

 **Your Choices**

 You have the following rights regarding your personal information:

 1. **Access**: Request access to your personal information we have on record.

 2. **Correction**: Request corrections to any inaccuracies in your personal information.

 3. **Deletion**: Request the deletion of your personal information, subject to legal obligations. However, we are required by the regulations of the Internal Revenue Service to maintain records for a min of 36 months.

 **Contact Us**

 If you have any questions or concerns about this Privacy Disclosure or wish to exercise your privacy rights, please contact us

 **Changes to this Disclosure**

 We reserve the right to update this Privacy Disclosure to reflect changes in our practices. Any updates will be posted on our website with an updated effective date.