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  • Tax Client Intake Sheet

    Tax Client Intake Sheet

  • Thank you for taking the time to complete our intake package.

    For our new clients, this information is critical to ensure an accurate filing of your tax returns. We request that new clients submit at least prior year tax return (preferably two), to be used as comparison for your upcoming filing.

    For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. You will have the ability to notate if certain sections are unchanged from your prior year filing, and in those cases you will not need to re-enter information. IRS compliance is crucial, and for those who have worked with us before you know that we work extrememly hard to get you every dollar that you deserve.

    IMPORTANT: We have included a checklist of documents that are most commonly needed. You can save and return at your leisure if you need to gather some of your documents. This is meant to add to the convenience that our tax office provides.  Upon completion of ALL parts of this form, you must click the "SUBMIT" button at the bottom of the form to transmit to our office. Closing your browser before clicking "SUBMIT" will delete all info without sending it to us. You will receive a confirmation email after submission to ensure that we received your info.

    Please also note that our firm will ask for a valid government-issued photo identification during your engagement to comply with federal and state identity theft protection efforts.

    ***We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted, encrypted, and can not be compromised.

  • Client Engagement Letter

  • Simply Royal Tax Services, LLC

    Melanie Jones-Rivers, AFSP & Partners

     Tax Practitioner

    Email: info@simplyroyaltaxservices.com

    Phone:  (877) 688-7961 | (219) 202-5621

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  • Dear Valued Client,

    This letter is to detail the terms of our engagement with you, and to clarify the nature and extent of the services we will provide.  To ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. 

    By providing us with your signature, you are accepting the terms and conditions specified in this letter.

  • ***Please note that by signing this form you are affirming that you have read and understood the above-mentioned details. 

    You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that your tax preparer advised that any false and misleading information that you provide for income tax filing purposes is against the law and is subject to penalties.  You understand that Simply Royal Tax Services is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due

    If you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers. 

    We want to express our appreciation for this opportunity to work with you.

    Sincerely,  

    Simply Royal Tax Services

  • OUR RESPONSIBILITIES

    We will prepare your federal, state, and local income tax returns from the information you supply. We will not audit or otherwise verify the data you submit, however it may be necessary to ask you to clarify some of the information that you have submitted. We will supply you with guides to assist you in gathering the information required to accurately complete your return. We reserve the right to assess additional bookkeeping charges if necessary.

    • We may ask for clarification of your submitted information.
    • We are not responsible to discover fraud or other irregularities, should any exist.
    • We will work to find all the credits and deductions you are legally entitled to.

    Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as necessary to prepare your income tax return.

     

    YOUR RESPONSIBILITIES

    It is your responsibility to provide all of the information required for the preparation of complete and accurate returns. You should retain all documents that form the basis of income, expenses, credits, and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. We will keep a copy of all documents as a precaution, so as to be readily available in the event that they must be submitted on your behalf.

    • To provide all information necessary to draft a complete and accurate return
    • To provide all of your information and respond to any requested clarifications in a timely manner
    • To retain, all documents and data that attest to the claimed income and deductions in the event you have to provide them to a taxation authority
    • To carefully review all documents provided by our office before you sign your completed tax return
    • To not knowingly commit fraud

    Ultimately, you are responsible for the filing of your income tax returns and, therefore, you should review them carefully before signing and approving for IRS transmission.

     

    PENALTIES, EXAMINATIONS AND NOTICES

    The IRS and state taxation authorities have the ability to impose penalties for certain offenses, including understatement of income, late filing after the published deadline, underpaying estimated taxes, or not withholding enough in taxes from your income. They can also select any return for examination.

    There are various penalties that may be imposed when taxpayers understate their tax liability.

    Your returns may be selected for review by federal taxation authorities, state taxation authorities, or both. Any proposed adjustments by the examining agent are subject to certain rights of appeal. Optional audit protection at an additional cost.

     

    PRIVACY POLICY

    Tax preparers are bound by professional standards of confidentiality. Therefore, we have implemented policies and procedures to protect your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

     

    Types of Nonpublic Personal Information We Collect

    We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

     

    Parties to Whom We Disclose Information

    We make information available to our employees and to non-affiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

     

    Protecting the Confidentiality and Security of Former Client Information

    We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

     OUR FEES

    We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. The fee assessed is not a direct reflection of your refund amount, and payment must be remitted whether or not you are due an income tax refund.

     Additionally, by signing this form, you acknowledge that if you or your spouse owes a federal or government debt, such as IRS, child support, student loans, etc., you are still responsible for the tax preparation fees due to Simply Royal Tax Services at the time of service. If your federal refund is mailed to you, you remain responsible for the tax preparation fees as stated on your invoice. If, for any reason, you decide not to proceed with tax preparation services after the return is completed, you will be charged a $75 non-filing fee, payable immediately upon the decision not to file. If the fee is not paid immediately, you will be required to pay the full tax preparation fee as per the invoice attached to your tax return.

    By signing this form, you agree that the bank account on file will be charged a processing fee of $100 in the following cases: (1) if your return is rejected due to having already filed or applied for a loan with another tax firm, or (2) if our office completes your return and you do not sign within 24 hours of being notified that your return is ready for signature. In this case, we will consider your return abandoned, assume you have filed elsewhere, and deactivate your return in our system.

    ARBITRATION

    If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

    AGREEMENT

    The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my understanding that these terms will continue to be enforced for the succeeding years of our engagement.

  • Client Status

  • Are you a new or returning client? Please select NEW if you have not filed with us in over 2 yrs*
  • How are you filing your return ?*
  • Are you claiming any dependents ?*
  • Are you claiming any new dependents not on last years tax return?*
  • Are you claiming the same dependents from last years tax return?*
  • How did you find us?*
  • Did you have any delays receiving your refund last year?*
  • Would you like to add CREDIT REPAIR for $349 paid with refund? Includes 3 rounds of disputes for all 3 bureaus.*
  • Would like a vacation voucher or free gift on us? (You are responsible for taxes and fees.)*
  • Are you in a state that experienced a declared disaster?*

  • Do not attach documents that are not for the tax year you have selected. If you need more than one year filed, please create a separate submission for each year.

  • New Client Prior Tax Returns

    Please upload your most recent tax return below (preferably two most recent tax returns)
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  • Household Demographic Info

  • Taxpayer Information

  • Taxpayer's Date of Birth*
     - -
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  • Filing Status Due Diligence

  • What was your marital status as of December 31st of the tax year?*
  • Have you ever been married?*
  • Date of Marriage*
     - -
  • Are you divorced?*
  • Can you provide a copy of your divorce decree if requested by the IRS?*
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  • Have you remarried?*
  • Can you provide a copy of a separate maintenance agreement, or any other document that shows separation if requested by the IRS?*
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  • Is this the same marital status from your last tax return?*
  • Will you and your spouse be filing a joint return?*
  • Are you claiming dependents on your tax return?*
  • Did you pay more than half the cost of keeping up a home in which you lived, or the cost of keeping up a home for a parent that did not live with you?*
  • Please check ALL that apply*
  • Did you live or work in any other state during the tax year?*
  • As of December 31st, were you a US citizen or resident alien?*
  • Did you live in the United States the entire year?*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Please check ALL income statements that apply*
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  • Spouse's Demographic Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Please check ALL that apply*
  • Please check ALL income statements that apply*
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  • Do you receive any form of government assistance?*
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  • Dependent Claims & Rules

  • Is there anyone else living in your household that helps provide support for your dependents?*

  • **Earned Income Credit**

    You may not claim the Earned Income Credit if you have not lived with the child for over half the year, even if you have supported the child.

  • TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply:

    If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.
    If the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year.


    If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year.


    If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child.

  • Dependent Information

  • Dependent #1 Info

  • Date of Birth*
     - -
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  • Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?*
  • Is this dependent married?*
  • Are they filing a joint return with their spouse?*
  • Does this dependent provide more than half of their own support?*
  • Can this dependent be claimed on anyone else's return?*
  • Is your dependent's last name different from yours?*
  • Are both biological parents of this dependent listed on this return?*
  • Does the dependent's parent(s) provide any financial support or assistance?*
  • Please select any that apply to this dependent:*
  • Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?*
  • Who watched this child while you worked?*
  • Has the dependent been declared disabled by a physician?*
  • Does this dependent receive social security disability benefits?*
  • Are you listed as the Social Security Representative payee for this dependent?*
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  • Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Was the student convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Was the student enrolled at least part-time?*
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  • Child/Dependent Care Provider Information

  • Did you pay for child/dependent care?*
  • Did you pay an individual or a business for child/dependent care?*
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  • Do you have another dependent to claim?*

  • Dependent #2 Info

  • Date of Birth*
     - -
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  • Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?*
  • Is this dependent married?*
  • Are they filing a joint return with their spouse?*
  • Does this dependent provide more than half of their own support?*
  • Can this dependent be claimed on anyone else's return?*
  • Is your dependent's last name different from yours?*
  • Are both biological parents of this dependent listed on this return?*
  • Does the dependent's parent(s) provide any financial support or assistance?*
  • Please select any that apply to this dependent:*
  • Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?*
  • Who watched this child while you worked?*
  • Has the dependent been declared disabled by a physician?*
  • Does this dependent receive social security disability benefits?*
  • Are you listed as the Social Security Representative payee for this dependent?*
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  • Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Was the student convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Was the student enrolled at least part-time?*
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  • Child/Dependent Care Provider Information

  • Did you pay for child/dependent care?*
  • Did you pay an individual or a business for child/dependent care?*
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  • Do you have another dependent to claim?*

  • Dependent #3 Info

  • Date of Birth*
     - -
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  • Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?*
  • Is this dependent married?*
  • Are they filing a joint return with their spouse?*
  • Does this dependent provide more than half of their own support?*
  • Can this dependent be claimed on anyone else's return?*
  • Is your dependent's last name different from yours?*
  • Are both biological parents of this dependent listed on this return?*
  • Does the dependent's parent(s) provide any financial support or assistance?*
  • Please select any that apply to this dependent:*
  • Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?*
  • Who watched this child while you worked?*
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  • Has the dependent been declared disabled by a physician?*
  • Does this dependent receive social security disability benefits?*
  • Are you listed as the Social Security Representative payee for this dependent?*
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  • Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Was the student convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Was the student enrolled at least part-time?*
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  • Child/Dependent Care Provider Information

  • Did you pay for child/dependent care?*
  • Did you pay an individual or a business for child/dependent care?*
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  • Do you have another dependent to claim?*
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  • Additional Household Info

  • Are there other people living in the home that are not reported on the tax return?*
  • Is/Are these people listed above related to your dependents?*

  • Identity Protection

    This can be retrieved by logging into your online IRS account under "PROFILE" menu. Return will be rejected if you have it and it's not listed on the tax return!!!
  • Has anyone listed on your tax return been issued an IRS Identity Protection PIN?*
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  • Self-Employment/Business Income

  • Are you filing business/self-employment/side job/cash job income?*

  • Business Owner Worksheet

  • Does your business have an EIN?*
  • Would you like assistance applying for an EIN?*
  • Have you completed the business filing for this business?
  • Is your business registered with the Secretary of State (LLC) or your county (DBA)?*
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  • Is your business home-based?*
  • Do you have separate banking accounts for personal and business transactions?*
  • Have you been issued a 1099-NEC, 1099-K, or any other document to support the income?*
  • How do you keep track of your business income and expenses? (Select all that apply)*
  • How do you receive payment from customers/clients? (Select all that apply)*

  • Business Income Information

  • Do you have inventory at the beginning of the year that you sell throughout the year?*
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  • Did you make payments to independent contractors that require you to issue a 1099?*
  • Have you already filed the required 1099 forms?*
  • Do you need help filing the required 1099 forms for this business?*
  • Rows
  • Do you use a vehicle to conduct business functions?*
  • Do you have evidence to support business mileage?*
  • Is this evidence written?*
  • What type of evidence do you have?*
  • Rows
  • What documents do you have to substantiate your business?*
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  • Do you have an additional business to report?*

  • Credits & Deductions

  • Have you, or someone who previously claimed you as a dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Were you convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Were you enrolled at least part-time?*
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  • Has your spouse, or someone who previously claimed your spouse as a dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Has your spouse been convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Were you enrolled at least part-time?*
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  • Did you, your spouse, or a dependent purchase health insurance via HealthCare.gov or a State Marketplace?*
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  • Please select ALL that apply:*
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  • Please make sure this information is accurate. If what you report differs from what the IRS has on file, your refund will be delayed 8-10 weeks and there is nothing our office can do to expedite processing. Attach a photo of your IRS notice or a screenshot of your Tax Record from the IRS online account.


    If you have not yet set up an account using IdME, please do so: https://www.irs.gov/payments/your-online-account

  • Additional Info

  • Do you know of any potential offsets/garnishments to your tax refund?*
  • What type of offset/garnishment do you have?*
  • Do you need assistance with any of the following:

  • Tax Credit Due Diligence Questionnaire

  • We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits.  While the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws.  We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible. 

     

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  • I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned)*
  • Was the Earned Income Credit (EIC/EITC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), or American Opportunity Tax Credit (AOTC) claimed by you disallowed or reduced by the IRS on a past tax return?*

  • Financial Information

  • Refund Bank Products

    You are not required to use a refund bank product for disbursement. You may choose to pay your preparation fees upfront to avoid the costs associated with using a refund bank transfer. These fees are for the refund bank transmission and service bureau. They are not included in your quoted tax preparation fees.

     

    SBTPG CLIENT FEES 
    Service Bureau Fee: 45.00
    Transmission Fee: 41.00
    Audit Protection: 52.00
    Bank Fee: 53.95

     

     

  • Optional Fees

    **All Schedule C clients will have Audit Protection added by default

    Audit Protection: $52

    Defend My ID: $49.95

  • Based on this information, would you like to have preparation fees withheld from your refund, or would you like to pay upfront for tax preparation?*

  • Refund Advance Loan Details

    Approval rate of 85%. Your refund and loan history is reviewed from previous years. 4 out of 5 of clients are approved. 

    **All loans have an Annual Percentage Rate (APR) of 35.99% attached.

    The maximum amount for a Refund Advance Loan is $7000. Loans are offered in amounts from $500-$7,000 and are offered post-IRS acknowledgment of the tax return. The amount of interest you are charged depends on how many days it takes to repay the advance from your tax refund. In other words — if your tax refund is processed and deposited by the IRS or State quickly, you’ll pay less than if your tax refund takes longer to be released.

    Interest charges are capped at 60 days. So, the charges to you will stop at 60 days if your refund is delayed. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,059.16 including principal and interest.

    **DISCLAIMER: DESPITE APPROVAL ODDS, REFUND ADVANCES ARE NOT GUARANTEED.  THE REFUND BANK HAS THE OPTION TO APPROVE THE AMOUNT REQUESTED, APPROVE THE APPLICATION FOR A LESSER AMOUNT, OR DENY THE APPLICATION**

    ADVANCE LOANS WILL NOT BE AVAILABLE AFTER MARCH 15, 2026

  • Would you like to apply for a refund advance loan?*

  • If you apply for a refund advance loan, the deposit method you choose for the refund advance will be the same method used for your refund deposit. The method can't be changed in the event the loan application is denied.

  • How would you like your advance/refund disbursed? (*There is an additional fee to mail printed checks or prepaid debit cards)*

  • Bank Account Information

    Please ensure that your bank information is correct. Once transmitted, your banking information can't be changed by your tax preparer or the refund bank. Any returned payment due to incorrect bank information, will be issued as a paper check, and result in a delay of your refund being disbursed.
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  • Marketing Permissions*

  • Bank Product Verification

  • Since you have opted to have fees withheld from your refund, the refund bank requires bank verification responses. Please select the bank verification information that you would like to have submitted. 

  • Would you like to receive a text message when bank funding occurs?*

  • Attestations & Disclaimers

  • Consent To Use of Tax Return Information

    SIMPLY ROYAL TAX SERVICES LLC (“we”, “us” and “our”)

    Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.

    You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

    For your convenience, we have entered into an arrangement with Santa Barbara Tax Products Group, LLC, a subsidiary of Green Dot Corporation (“Processor”), using banking services of Green Dot Bank, to provide qualifying taxpayers with the opportunity to apply for refund processing services offered by and through Processor. To determine whether these services may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

    If you would like us to use your tax return information to determine whether these services may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

    By signing below, you (including each of you if there is more than one taxpayer) authorize us to use your 2025 tax return information to determine whether to present you with the opportunity to apply for refund processing services through Processor.

    If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

  • Consent to Disclosure of Tax Return Information

    SIMPLY ROYAL TAX SERVICES LLC (“we”, “us” and “our”) 

    Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

    You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

    You have indicated that you are interested in applying for a Refund Transfer (“RT”) product from Santa Barbara Tax Products Group, LLC, a subsidiary of Green Dot Corporation (“Processor”) using banking services of Green Dot Bank (“Bank”). In order to have your refund processed by and through Processor, we must disclose all of your 2025 tax return information to Processor and Bank.

    By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Processor and Bank all of your 2025 tax return information so that Processor can evaluate and process your application and Bank can provide banking services for the RT product. You understand that if you are not willing to authorize us to share your tax information with Processor and Bank, you will not be able to obtain an RT product from Processor, but you can still choose to pay us directly to have your tax return prepared and filed for a fee.

    If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov. 

  • Consent for Payment

    Simply Royal Tax Services is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.).  These errors may delay your refund. Simply Royal Tax Services does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf.  All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 

    Simply Royal Tax Services is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse.  If your tax figures change you will need to submit an amendment.  Simply Royal Tax Services offers amendment preparation for an additional fee.  If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc….) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront.  You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets. If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office. 

    Simply Royal Tax Services is not responsible for any changes the IRS or receiving bank may make on disbursement dates.  Simply Royal Tax Services is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

  • MUTUAL NON-DISPARAGEMENT

    Simply Royal Tax Services agrees to refrain from any disparagement, defamation, libel, or slander of any of the Releasees, and agrees to refrain from any tortious interference with the contracts and relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about Simply Royal Tax Services. Any instances of this found by Simply Royal Tax Services will result in a $1000 penalty per occurence payable by the client to Simply Royal Tax Services.

  • Clerical/Banking Errors

    Simply Royal Tax Services tries its best to ensure that all client information is entered correctly. In the event a clerical error is dicovered that causes an incorrect deposit into your account, you give Simply Royal Tax Services permission to debit your account for the amount of the deposit to reverse this error. 

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