- I confirmed that all information I entered on this form is accurate and true.
- I understand this is NOT an Estimate and information above is enter to have my services prepared and E-file by L & R Tax Services LLC.
- I allow L & R TAX SERVICES LLC to capture my sensitive data like Personal ID, Government ID, Social Security Number (SSN), and other information.
- I have read the terms and conditions and privacy policy of L & R TAX SERVICES LLC.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
I understand if the information is incorrect, incomplete, or inconsistent, my account could result in an audit with the IRS or any other agent. I understand for any reason in case of an audit, I will be able to prove my case with requested documents to the IRS. I understand it's impertative I keep all my tax records for atleast five years after you file or after due date (whichever is later). I understand I will get a copy of each tax return by email or print, and if I need any other copies, it will be a 25.00 fee. I understand my tax preparer will not be held responsible for a delayed or an offset return. I understand if any credits (Earn Income or Child Tax Credit) are being claimed on this return, my refund may not be released before February 15th or later. I understand I can check my refund status at www.irs.gov/wheresmyrefund. I understand my tax preparer is NOT responsbile for my refund. I understand if I applied for a refund advance loan, the bank will deduct the loan amount and interest from my refund. I understand my tax professional is not responsbile for my refund advance being approved or denied.
I agree to ALL CHARGES that is processed and charged through this form. I understand if for ANY REASON my refund is offset by the Federal, State, or any Government Agency, I will be responsible to pay my preparer their full balance plus any additional fees that may be requested for a delay of payment.
I understand L & R Tax Services LLC is a paid service and monies will be due time of service. I understand I have an option to pay all fees directly to L & R TAX SERVICES LLC with cash, card, or check OR, through L & R Tax Services LLC selected bank. I understand if the check option is return, there will be an 75.00 return fee. I understand if I choose to pay through the bank, there will be bank fees added to the service fee. I understand all charges are based on a "per form" basis. I understand L & R TAX SERVICES will NOT transmit or release any documents when payment isn't paid in full. For any reason if service was transmitted due to the bank payment option being selected, and your refund was offset or you may owe a balance to any agency, YOU WILL BE RESPONSIBLE TO PAY FULL BALANCE WITH INTEREST. I understand for any reason if the bill isn't paid or complete, there will be legal actions taken against me. I understand if legal actions are taken, I will be reponsible to pay ALL court/legal fees and a fee to L & R TAX SERVICES LLS for any inconvience.
I understand this is a PAID PREPARER/ CLIENT (TAX PAYER) INTERVIEW! I understand my preparer is required by the IRS to complete a DUE DILIGENCE INTERVIEW and all questions MUST be true and accurate. I understand my answers may request a follow up before this return is filed and submitted to the IRS. I understand this WILL NOT be an estimate, if for any reason I decide not to move forward with L & R Tax Services LLC, I will be responible to pay 180.00 for the inconvenience time spent with my file. I understand if the inconvenience fee is refused, there would be a daily penality up to 20.00 for 30 days. If payment is forfeit after 30 days, there would be a 1000.00 max inconvenience fee total. I understand all documents submitted on my behalf; L & R Tax Services LLC will keep copies for their tax records and to show an inquiry or completion of the return.
I understand by signing below, I have agree to All terms and conditions above. I understand I have given the consent to L & R TAX SERVICES LLC to complete and submit my return.