This Agreement is between Tax Majesty, LLC (“Tax Preparer”) and the undersigned Client for the preparation of federal and state income tax returns.
Scope of Services
1. Tax Preparation
Tax Majesty will prepare your tax returns based solely on the information you provide.
Bank products (e.g., refund transfers) are optional and not included in preparation fees. If no bank product is selected, all fees are due at the time of preparation.
Fees are not contingent on receiving a refund.
2. Tax Planning
Tax planning is available and billed as a percentage of any tax savings achieved.
3. Business Owners
Business owners must certify the accuracy of all income and expense information submitted.
4. Audit Protection
Audit protection is strongly recommended. Any taxpayer may be audited regardless of accuracy.
5. Tax Resolution Services (Not Included)
Tax resolution services are NOT included in standard tax preparation fees and will incur additional charges.
Resolution services include, but are not limited to:
Responding to IRS or state notices on your behalf
Preparing reasonable cause statements
Setting up, modifying, or reinstating installment agreements
Penalty abatement requests
Filing or negotiating Offers in Compromise
Representation for audits or examinations
Requesting transcripts or researching prior-year tax issues
Identity theft case assistance
Amended returns filed for the purpose of resolving IRS issues
Client Responsibilities
Provide all documents in an organized manner; incomplete or disorganized documents may delay your return.
Ensure all information submitted is complete and accurate. Tax Majesty is not responsible for omissions or errors in client-provided data.
Review the completed return prior to signing and filing.
Refund offsets or garnishments do not cancel your obligation to pay for preparation services.
Payment Terms
All preparation fees are due at the time of service unless a bank product is selected.
Balances unpaid after 90 days will be sent to collections and may incur additional fees.
Additional Terms
Amendments require additional fees. Amendments caused by client errors or missing information are the client’s responsibility.
Returns will be electronically filed unless otherwise requested. Signing this Agreement authorizes e-filing.
The client must provide timely responses and documentation for completion and filing.
If audit protection is declined, audit support will be billed separately.
Acknowledgment
By signing below, you acknowledge and agree that:
Your return is prepared solely from the information you provide.
You are responsible for reviewing your tax return before filing.
You agree to pay all fees regardless of refund status.
You confirm that all information provided is accurate and truthful.
You authorize Tax Majesty LLC to collect and store required personal and government identification.
You have reviewed Tax Majesty LLC’s Terms & Conditions and Privacy Policy.
Special Notices
$99 W-2-only preparation must be paid upfront. Bank product fees may add approximately $279.
Additional fees apply for amendments or corrections due to missing or inaccurate client-provided information.
Self-employed filers must accurately report all income and expenses.