The Tax professional you select will be your point of contact for the entire tax season. please be patient with the time frame it takes for them to reach back out to you. Each professional has a high volume client base and will be sure to reach out to you within 24-48 business hours of your submission.

IN ORDER FOR US TO FILE YOUR FEDERAL AND STATE RETURN, WE NEED THE FOLLOWING INFORMATION. THE INFORMATION  YOU PROVIDE TO US WILL REMAIN CONFIDENTIAL. WE VALUE YOU AS OUR CLIENT AND PROMISE NOT TO SHARE YOUR INFORMATION WITH ANY THIRD PARTY VENDORS.

 

          Taxpayer Responsibilities

  You agree to provide us with all income and deductible expense information. If you receive additional information after we commence work on your return, you will contact us immediately to ensure that your completed tax returns contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance on what evidence is acceptable.

IRS MUST ACCEPT/ACKNOWLEDGE your return before a copy of your return is provided to you. It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.

  By signing below, you acknowledge reading, understanding, and accepting your obligations and responsibilities.

  For a joint return, both taxpayers must sign.

         NEW & FIRST TIME CLIENTS

     If you are a NEW CLIENT, a copy of your previous year Tax Transcript . Will be required for our tax professionals to verify you have no previous or current outstanding balances, holds, audits or adjustments. This will also verify that you in fact received your 2023 tax refund. Failure to produce this document could result in our REFUSAL TO PERFORM SERVICES to you as a Client. We base the foundation of our services on a relationship of HONESTY and TRUST. All information will remain confidential and will NOT be sold or traded. 

EXAMPLE: 

refund amount: $10,000

advance amount $7,000

tax prep fee :$500

interest rate 35.99% 

7,000x35.99%=2,519.3 interest amount

7,000+2,519.30=9,519.3 total deducted from full refund amount( not including prep fees). Intrest rates on advances are often higher, so if you want your full refund do not request one. Wait the extra 2 weeks for IRS to open and process your return. 

PLEASE understand as tax professionals we are here to advise you of what to do to make sure you make the best decisions pertaining to your refund. We offer refunds but we do not suggest them because of the high interest rates they come with. We strongly suggest you wait for IRS to process your full refund amount and get all the money you deserve with no additional fees taken out outside of the original tax prep fee.