📝 EverTax & Co – Client Acknowledgment & Engagement Agreement

 

 Thank you for choosing EverTax & Co to prepare your tax return. Please carefully review the following terms. By signing this form, you agree to all policies outlined below.

 

Tax Return Preparation

We prepare your tax returns based solely on the information you provide. You are responsible for keeping copies of all records used to prepare your return. We may retain scanned copies for up to three years. We use professional judgment to resolve unclear tax issues but cannot guarantee the outcome of any positions taken on your return.

 

Scope of Services & Fees

Our services cover annual income tax preparation. Additional services (e.g., payroll, sales tax, audits, or representation) are billed separately. Fees are due upon completion of your return. Returns, forms, or tax documents will not be released until fees are paid in full. If fees remain unpaid, we may pursue legal action—including small claims or civil court—to recover balances and associated legal costs.

 

Refund Offset & Loan Repayment

If your tax refund is offset, seized, delayed, or reduced by the IRS, state agencies, or other entities, you remain responsible for all preparation fees and any loan/advance amounts issued by EverTax & Co. These amounts must be paid directly to us regardless of whether you receive your refund.

 

 Defamation of Character

Any false, slanderous, or defamatory statements made—verbally, in writing, or online—about EverTax & Co, its affiliates, or representatives will result in legal action of $5,000 or more, depending on damages. This includes social media posts, online reviews, or any public statements intended to harm our reputation.

 

 Privacy & Identity Protection

We take your privacy seriously and will never sell or disclose your information to outside parties. We may use limited information internally for communication (e.g., holiday cards or newsletters). To combat identity theft, we may request documents (such as government IDs, Social Security cards, or birth certificates) to verify your identity and that of any dependents.

 

 Correspondence & Additional Work

If you receive IRS or state correspondence related to a return we prepared, we will handle up to 120 minutes of response time at no cost. Additional time will be billed at our hourly rate. Audit representation is not included unless you opt into our Audit Maintenance Protection program.

 

 Client Acknowledgment

By signing and submitting this form, I acknowledge that I have read, understood, and agree to the terms and conditions above. I also certify that all information I provide is accurate and complete.