Thank you for choosing our tax preparation services. Below are the terms and conditions you need to be aware of before proceeding:

Identification:

1. A copy of the client’s Driver’s License is required. It must match the information to be filed.
2. The client must provide a secondary form of identification to ensure accurate representation.

Communication:

1. We require a valid phone number and email address for communication purposes.
2. Clients must be available for a live video chat using the link provided to them.

Pricing:

1. Our minimum tax preparation fee is $150, which covers basic scenarios such as married filing joint tax returns with W-2 wages and schedule A itemization.
2. Complex tax returns may incur higher preparation fees. Please contact us directly for pricing.
3. Payment should be made using our PayPal link, ensuring that the primary or secondary taxpayer’s name matches the name on the card used for payment.
4. To streamline our operations and maintain cost-effectiveness, we request advance payment for services.

Security:

1. In the event of attempted filing of false or fraudulent tax returns without adequate documentation, no refunds will be issued from the $150 payment.
2. We reserve the right to halt the tax return filing process if any suspicious activity is detected.
3. All file uploads and downloads must be conducted through our secure portal; we do not accept email attachments for security reasons.

Please review these terms carefully and feel free to reach out to us if you have any questions or concerns. We look forward to assisting you with your tax preparation needs.