By signing below, I acknowledge and agree to the following:
Accuracy of Information
I confirm that all information I have provided to BSB Tax Preparation is true, complete, and accurate to the best of my knowledge. I understand that the accuracy of my tax return depends on the information I provide.
Required Documentation
I agree to provide all necessary tax documents (W-2s, 1099s, ID, Social Security cards, income/expense records, etc.). I understand that my tax preparer cannot submit my return without proper documentation as required by law.
Review of Return
I understand that I will have the opportunity to review my completed tax return before it is filed. It is my responsibility to verify that all information is correct.
Tax Refunds
I understand that BSB Tax Preparation does not control IRS or state processing times, refund amounts, audit selections, or delays. All refunds are issued solely by the IRS and/or state taxing authorities.
Fees & Payments
I acknowledge that all tax preparation fees must be paid before the return is filed unless I choose a refund-transfer option (if available). All fees are for preparation services only and are non-refundable once the return is submitted.
No Guarantee of Outcome
I understand that BSB Tax Preparation does not guarantee approval of any tax credits, deductions, or refund amounts. All tax outcomes are based on IRS/state rules and the information I provide.
Responsibility After Filing
I understand that I am responsible for keeping copies of my tax documents and for any additional information the IRS or state may request. I agree to notify my preparer immediately if I receive any letters or notices.
Privacy & Consent
I authorize BSB Tax Preparation to prepare and electronically file my federal and/or state tax return. My personal information will be kept confidential and used only for tax-related purposes.