Standard Guarantee

“It is unwise to be too sure of one’s own wisdom. It is healthy to be reminded that the strongest might weaken and the wisest might err.”
Mahatma Gandhi

Nobody likes making a mistake. Unfortunately, we are all human and no matter how hard we try to be perfect…sometimes it just doesn’t happen. The test of character and integrity is to admit when you make a mistake and to do what you can to correct it.

We are diligent in our tax preparation services with quality control and reviews built into our policies and procedures. We support our clients after the filing of their tax returns with complimentary tax question assistance from an Enrolled Agent, admitted to practice before the IRS in all 50 states. We reimburse for interest and penalties assessed due to a legitimate preparer error and provide free audit representation if the audit is due to a legitimate preparer error.

If You Receive a Notice

If you receive a notice from the IRS or a state tax department, please get it to us within 45 days of the date on the notice. We will review the notice, explain it to you and advise you of what needs to be done to respond to it. We will assist you in responding to the notice. We may ask you to sign documents so we can get information about your tax account directly from the IRS or from the state tax department.

We will review our files and, if we made a mistake, we will tell you and reimburse you, subject to our reimbursement policies, for initially assessed interest and penalty that you have to pay due to our mistake.

Please don’t assume that the IRS or state is correct! Sometimes there are computer glitches, misunderstandings or missing information that can clear everything up. Get the notice to us within 30 days of the date of the notice!

Our policy is to reimburse clients for interest initially assessed by the IRS or a state tax department due to our error.

We reimburse clients for late payment penalties initially assessed by the IRS or state tax department due to our error. Again there are time constraints that apply and you must give us the opportunity to dispute the penalty or to ask that it be waived if the law allows.

Please get any notices to us within 45 days of the date of the notice. In fact, get all notices to us no matter how much time has passed. We may not reimburse you for all the interest or late payment penalty, but we will provide review and assistance services free of charge. Representation is also provided if the tax problem is a result of legitimate preparer error.

If You Discover an Error

Please, let us know about the mistake as soon as you notice it. We will correct the return free of charge and reimburse you for late payment penalty and interest, subject to our reimbursement policies. Late payment penalty and interest accrues from the due date of the initial return until the tax due is received by the IRS or state and credited to your tax account. We will reimburse you for interest up to the date that we advise you that your corrected return is ready for filing, providing you have timely given us the information necessary to correct the return. The same policy applies for late payment penalty, with the exception that you must give us the opportunity to request a waiver of the penalty on your behalf. We will not reimburse you if the penalty is waived or if you don’t allow us to try to get it waived.

If We Discover an Error

If we discover an error after the filing of the tax return, we will promptly notify you of the error. We will prepare a corrected tax return at no cost to you. We will reimburse you for any late payment penalty or interest due, subject to the same conditions as if you had discovered the error.

Definition of Our Error

We use the information and documents that you provide to us for use in preparing your tax return.  We have an internal quality review of the return prior to presenting it to you.  We review the tax return with you prior to it being filed so that you can ask questions and make sure the return is accurate to the best of your knowledge and belief. Our error would be if we overlooked a document you had given to us, entered a number inaccurately, the software had a calculation glitch, something like that.

The key ingredients are the information and documents you provide to us. If the error was caused by information or documents we didn’t receive or that were inaccurate, we don’t believe the mistake is our error.

If We Didn’t Make a Mistake

Sometimes things happen. You don’t get a document until after the tax return is filed.  You get a corrected document late. You forgot something. Something got lost. Things fell through the cracks. We understand.

First of all, don’t assume that you will owe additional taxes if this should happen to you. Sometimes you may get a refund!

Please advise us of the situation right away. We will help you with a corrected tax return at a discounted price and help you request a waiver of any late payment penalties if you owe money. There is no guarantee that the IRS or state will grant the waiver, but we will certainly help you to the best of our ability to get it waived or reduced.

Income Tax Due

Sorry, we do not reimburse for additional income tax due or for excess refunds that have to be paid back to the IRS or state.