We offer Individual Tax Preparation, Couples Tax Preparation, and Business Tax Preparation, including but not limited to:
-Document Review and organization, Tax return preparation and filing for federal and state returns, deductions and credit optimization, consultation…
The fees for our services are determined based on the complexity of you tax preparations needs. We offer 3 pricing plans: Individual: starting at $550, couples: starting at $900, and business: starting at $950.
Additional Fees: If your return requires more extensive work than originally anticipated due to additional documents, complexity, etc. We will discuss any additional charges before proceeding or during the consultation (if applicable).
Payment Term:
-If You Are Owed a Refund: If your return results in a refund, the filing fee may be deducted directly from your refund before disbursement. You authorize us to process the fee from the refund amount.
-If You Owe Taxes: If you owe taxes and will NOT receive a refund, payment for the filing fee is due upfront and must be made before the return is submitted to the IRS or state agencies.
Accurate Information: You agree to provide complete, accurate, and timely information and documents necessary for the preparation of your tax return. We will not be responsible for any penalties, interest, or other issues arising from inaccurate or incomplete information.
-Deadlines: You are responsible for providing the necessary information in a timely manner to meet tax filing deadlines. We are not liable for missed deadlines if informations not received by the agreed-upon dates.
Filing Authorization: We will electronically file your tax returns upon receiving your written or electronic authorization. You are responsible for reviewing the return for accuracy before submission.
-Responsibility for Filing: We will not file your returns until we have received confirmation from you. Failure to approve the return in a timely manner may result in missed deadlines.
Electronic Filing: By default, all eligible tax returns will be filed electronically with the federal and state agencies for faster processing and secure handling.
Confirmation: You’ll receive a confirmation of filing from the IRS and your state tax agency.
-Exceptions for Prior Year Returns: If prior year tax returns need to be filed, they may be required to be submitted by mail, as the IRS does not allow electronic filing for certain past tax years.
Errors and Omissions: We make every effort to ensure accuracy in the preparation your tax returns. However, we are not liable for any errors or omissions caused by incorrect information provided by you. Our liability is limited to correcting any errors at no additional cost to you.
-Penalties and Interest: We are not responsible for penalties, interest, or other damages incurred as a result of late filings or payments due to delays caused by incomplete or inaccurate information provided by you.
We maintain strict confidentiality of your financial information in accordance with federal and state laws. Your data will not be shared with third parties without your consent, except as required by law or regulation.
Our standard tax preparation service does not include full audit representation. However, we will provide documentation and limited support in the event of an audit at no additional cost.
-Comprehensive audit representation or assistance beyond document preparation may be subject to additional fees or should be added a
Either party may terminate the engagement at any time by providing written or verbal notice. If you terminate services after work has commenced, you will be responsible for payment for work completed up to the date of termination.
We reserve the right to amend these Terms and Conditions at any time. Changes will be communicated to you via email or posted on our website, and will take effect upon your continued use of our services.
For any questions or concerns regarding these Term and Conditions, please contact us at contact@praisefinancialinstitute.com