Terms and Conditions

Scope of Services

Precise Accounting LLC (“Preparer”) will prepare the federal and/or state tax returns agreed upon for the taxpayer(s). This includes secure preparation, review, and electronic filing when eligible. Returns are prepared based on the information you provide.

Any additional services not included in the agreed-upon scope (additional forms, complex schedules, bookkeeping corrections, etc.) will require authorization and may incur additional fees.

Fees, Estimates & Payment

To secure services, a deposit or full prepayment is required prior to completing the return and submitting it to the IRS or any state authority.

The initial estimate is based on the expected forms and complexity. Because every tax situation is unique:

• The final fee will be determined after a thorough review of your documents and tax profile.
• If additional work is required beyond the original estimate:
  • You will be informed of the updated amount.
  • You will be asked to approve the revised fee before that work begins.

Fees are not dependent on refund size or tax outcome.

Refund & Cancellation Policy

We strive for a fair and transparent process:

• 100% refund if you cancel before preparation begins.
• Partial refund if work has started but is not yet completed (based on services already provided).
• No refund once the return has been completed and provided for review.

Refunds are not issued due to disagreement with tax laws, refund outcomes, or IRS/state determinations.

Client Responsibilities

You agree to:

• Provide accurate and complete tax documentation promptly.
• Inform us of all relevant tax situations and changes.
• Review the completed return before authorizing filing.

We are not responsible for delays caused by missing, incomplete, or inaccurate information.

Communication & Authorization

You authorize Precise Accounting LLC to:

• Communicate electronically using secure methods.
• E-file your return(s) only after you have reviewed and signed authorization forms.

Refund processing times are governed solely by the IRS and state tax agencies.

Service Limitations

This engagement does not include:

• Audit representation or IRS/state correspondence.
• Legal, financial, or investment advice.

Those services may be provided under separate agreement and fees.

Agreement Confirmation

☐ I have read and agree to the Tax Preparation Engagement & Payment Terms.