Sasha Taxpro / Elevation Tax Pros
This Engagement Agreement (“Agreement”) is entered into between:
Sasha Taxpro / Elevation Tax Pros (“Tax Professional”)
and
[Client Name] (“Client”).
By signing electronically or physically, Client agrees to all terms below.
1. Scope of Services
Tax Professional agrees to prepare and electronically file Client’s federal and/or state tax return(s) for the specified tax year based solely on information provided by Client.
Services may include:
• Tax preparation
• Electronic filing
• Limited correspondence related to returns prepared
• Refund monitoring
This Agreement does NOT include audit representation unless separately contracted in writing.
2. Client Responsibility & Accuracy
Client certifies:
• All information provided is true, complete, and accurate
• All income (W-2, 1099, business, crypto, cash, etc.) has been disclosed
• All deductions and credits claimed are supported by documentation
• Client understands they are legally responsible for the return content
Tax Professional relies entirely on information provided by Client.
3. Fees & Payment
Fees are based on complexity and will be disclosed prior to transmission.
Payment is due:
• Upon completion and prior to filing
OR
• Through approved bank product
If Client declines to proceed after preparation:
• $25 Quote Fee applies (if quoted only)
• $75 Abandonment Fee applies if completed return is not signed within 72 hours
Client authorizes all fees to be charged to payment method on file.
4. Abandonment & Non-Transmission Clause
Once return is completed and sent for signature:
Client has 72 hours to sign.
Failure to sign within 72 hours results in:
• File marked Abandoned
• $75 Abandonment Fee assessed
• Possible repricing if re-engaged
Client authorizes automatic charge of abandonment fee.
5. Refund Advance & Bank Product Disclaimer
If Client selects a Refund Advance or Bank Product:
Client understands:
• Approval is determined by third-party bank
• Tax Professional does not control approval
• Refund timing is controlled by IRS/state
• Bank may deduct fees prior to release
Tax Professional is not responsible for:
• Bank denial
• Advance denial
• Funding delays
• Offset reductions
6. Refund Offset Disclaimer
Client understands that refunds may be reduced due to:
• Child support
• Federal/state debts
• Student loans
• IRS offsets
Client remains responsible for full tax preparation fee even if refund is reduced or offset.
7. Chargeback Protection Clause
Client agrees:
• To not dispute or reverse valid charges through their bank
• To contact Tax Professional first regarding concerns
In the event of a chargeback:
Client agrees to:
• Pay balance owed
• Cover any bank chargeback fees
• Be responsible for collection costs if applicable
8. No Refund Guarantee Clause
Tax preparation fees are for professional services rendered.
Once services are performed, fees are non-refundable, regardless of:
• Refund amount
• IRS processing time
• Refund delays
• Refund reductions
9. Identity Verification & Compliance
Client understands IRS/state may request:
• Identity verification
• Documentation review
• Additional processing time
Client agrees to notify Tax Professional immediately upon receiving:
• IRS letters
• State correspondence
• Verification notices
Failure to notify Tax Professional voids service guarantees.
10. Audit & Documentation
If audited:
Client must provide documentation supporting:
• Income
• Credits
• Deductions
Tax Professional is not liable for:
• Disallowed credits due to lack of documentation
• Penalties from inaccurate client-provided information
Audit representation requires separate agreement.
11. Limitation of Liability
Tax Professional’s liability is limited to the amount of preparation fees paid.
Tax Professional is not liable for:
• IRS penalties due to client misinformation
• Refund timing
• Bank product decisions
• Identity theft outside firm control
12. Indemnification
Client agrees to indemnify and hold harmless A Sasha Taxpro / Elevation Tax Pros from:
• Claims arising from inaccurate information provided by Client
• Legal costs due to client misrepresentation
• Penalties tied to client nondisclosure
13. Professional Conduct Clause
Tax Professional reserves right to terminate services if Client:
• Provides false information
• Requests fraudulent credits
• Becomes abusive or harassing
• Refuses documentation requests
Fees incurred remain due.
14. Electronic Signature & Delivery
Client agrees:
• Electronic signatures are legally binding
• Documents delivered electronically are valid
• Email/text communication constitutes official communication
15. Dispute Resolution
Any disputes shall be resolved through:
• Mandatory mediation first
• Jurisdiction in the State of Georgia
Client waives right to file disputes in alternate jurisdictions.
16. Non-Solicitation (Team Protection)
Client agrees not to:
• Solicit preparers within Sasha Taxpro
• Attempt to redirect team members
• Use firm training for unauthorized competitive purposes
Violation may result in legal action.
17. Governing Law
This Agreement is governed by laws of the State of Georgia
Acknowledgment
By signing below, Client acknowledges:
☐ I understand the Abandonment Clause
☐ I authorize charge of applicable fees
☐ I accept responsibility for information provided
☐ I understand no refund guarantee
☐ I understand chargeback protection clause
Tax professional:
Mary Kate Wata
Owner, Sasha TaxPro