4. Fees and Payment Terms
Tax preparation fees vary based on return complexity and forms required
Fees are determined once preparation has begun and the return is reviewed
Fees must be paid before filing or delivery, unless a refund transfer product is used
Non-Refundable Minimum Fee
The Client agrees to a non-refundable minimum fee of $99.99 once tax preparation has begun if the Client:
Chooses not to proceed with filing
Fails to review or sign the return
Fails to complete the filing process
This fee compensates the Tax Preparer for time, effort, and expertise and is not an estimate of total tax preparation fees.
The Client remains responsible for the full preparation fee within 90 days of completion, even if the refund is delayed or not funded.
Additional fees may apply for expedited services, complex issues, postage, or scope changes.