(Applicable to All U.S. States)
This agreement (“Agreement”) is entered into between J McMullen Financial Solutions (hereinafter referred to as the “Tax Professional”) and [Client Name] (hereinafter referred to as the “Client”) for the provision of tax preparation services. By signing below, Client agrees to the following terms and conditions, which apply to services rendered in all fifty (50) United States jurisdictions:
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1. Scope of Services
J McMullen Financial Solutions agrees to provide federal and/or state tax preparation services for the applicable tax year(s) based solely on information furnished by the Client. Services may include preparation and electronic filing of income tax returns. This Agreement does not include legal representation, audit defense, or legal advice unless expressly agreed to in writing under a separate engagement.
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2. Client Responsibility & Accuracy of Information
Client affirms that all information and documentation provided is complete, accurate, and truthful to the best of their knowledge. Client understands and agrees that they are solely responsible for the accuracy of the information provided and any resulting tax liabilities, penalties, interest, or enforcement actions imposed by the IRS or any state or local taxing authority.
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3. No Guarantee of Refund or Outcome
Client acknowledges that no guarantees are made regarding tax refunds, credits, offsets, processing time, or final tax outcomes. All determinations are made by the applicable taxing authorities.
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4. Fees
Client agrees to pay the disclosed tax preparation fee based on the complexity of the return and services requested. Fees will be communicated prior to filing and are earned upon preparation and/or filing of the return.
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5. Payment Terms & Refund Offsets
Client agrees that all tax preparation fees are due prior to submission of any return. In the event a refund is delayed, reduced, intercepted, or offset for any reason, Client remains fully responsible for payment of all fees. Fees are non-refundable once preparation has begun or filing has occurred, regardless of outcome.
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6. Authorization to File & Client Review
Client confirms that they have reviewed the completed tax return(s), approve them as accurate, and authorize J McMullen Financial Solutions to electronically file the return(s) on their behalf.
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7. Audit, Examination & Correspondence Disclaimer
Client understands that audits, examinations, notices, or correspondence from federal, state, or local taxing authorities are outside the scope of this Agreement unless otherwise contracted in writing. Client agrees to cooperate and provide necessary documentation if contacted by any taxing authority.
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8. Confidentiality, Data Capture & Electronic Communications
Client consents to the collection, storage, transmission, and use of sensitive personal and financial data—including but not limited to Social Security numbers, government-issued identification, income records, and tax documentation—solely for tax preparation, filing, and compliance purposes. J McMullen Financial Solutions agrees to safeguard information in accordance with applicable federal and state privacy and data security laws. Client consents to electronic communications via email, text, or secure portals.
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9. Identity Verification & Fraud Prevention
Client certifies that they are the individual identified on the tax return or are legally authorized to act on the taxpayer’s behalf. Client further certifies that no information provided is intentionally false, misleading, or fraudulent and understands that fraudulent submissions may result in civil or criminal penalties imposed by taxing authorities.
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10. Record Retention
Client is responsible for retaining copies of filed tax returns and supporting documentation as required by law. J McMullen Financial Solutions is not obligated to retain client records beyond statutory or regulatory retention periods.
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11. Term & Termination
This Agreement applies solely to the tax year(s) specified. Either party may terminate this Agreement with written notice. Client remains responsible for all fees incurred for services rendered prior to termination.
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12. Governing Law & Venue
This Agreement shall be governed by and construed in accordance with applicable United States federal law and, where not preempted, the laws of the state in which J McMullen Financial Solutions maintains its principal place of business, without regard to conflict-of-law principles.
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13. Severability
If any provision of this Agreement is found to be unenforceable in any jurisdiction, such provision shall be severed and the remaining provisions shall remain in full force and effect.
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Acknowledgment & Authorization
By signing below, Client acknowledges that they have read, understand, and agree to all terms of this Agreement and accept responsibility for the accuracy of their tax information.
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J McMullen Financial Solutions
Owner: Jamekia McMullen