Disclaimers
Required Tax Documentation is requried prior to filinG
All applicable tax documentation must be uploaded via the mobile app before your tax return is completed and submitted to the IRS. Your tax preparer will practice due diligence to ensure accuracy and compliance with IRS guidelines.
Tax preparers are required by law to exercise due diligence when preparing your tax return. This means they must:
- Ensure all information provided by you is accurate and complete
- Ask relevant questions to verify eligibility for credits and deductions
- Review documents carefully to maintain compliance with IRS guidelines
- Advise you on your tax obligations and options based on your unique situation
By practicing due diligence, your tax preparer helps ensure your return is correct, complete, and filed properly with the IRS. Click below for a list of common tax documentation.
*TAX FILING LEGAL DISCLAIMER
Filing your taxes accurately and on time is your responsibility. By using our services, you agree to provide complete and truthful information. We are not liable for any errors or omissions caused by inaccurate data provided by you. Refunds and tax outcomes depend on IRS approval and are subject to federal and state regulations. Any fees for our services will be disclosed upfront. We do not guarantee any specific tax refund amount or timing. Please consult a tax professional for specific legal advice regarding your tax situation.
**BANK PRODUCT FEE AND INTEREST DISCLAIMER:
Payment for services is due before taxes are filed with the IRS. To pay with your refund, we offer bank products through Refund Advantage. Pay-with-your-refund transfers are subject to bank and processing fees. Refund advances and loans are subject to approval by the financial institution. Fees and interest rates may apply and can vary depending on the product and your personal situation. All terms and conditions will be provided before you agree to any bank product. Approval for a refund loan or advance does not guarantee you will receive a tax refund or the expected amount. Please review all disclosures carefully before agreeing to any terms.
Need Help!
Need help with our mobile app? Schedule an appointment, and one of our friendly, trusted tax preparers will be happy to assist you!