1) Overview
These Terms of Service (“Terms”) govern your enrollment in the Ultimate Tax Preparation, LLC (“Company,” “we,” “our”) Year-Round Membership subscription for individuals at $20/month. By enrolling, you agree to these Terms.
Plain-English summary: This plan is a 12-month commitment ($240/year). It includes one annual individual tax return (federal + 1 state) and year-round support. No refunds once a return is submitted. Early cancellation requires paying the remaining annual balance.
2) Membership Commitment & Renewal
- Billing is $20/month with a 12-month minimum (total $240/year).
- If you cancel before 12 months, the remaining annual balance is due immediately.
- After the initial 12 months, membership auto-renews monthly until you cancel.
- To cancel after the first term, notify us via the customer portal or email (see Contact).
3) What’s Included
- One annual individual tax return (Form 1040 + 1 state) prepared and e-filed.
- Year-round support: up to 5 questions/month (email or text) and 1 × 30-minute call/month.
- Guidance on W-4 & withholding, estimated taxes, deduction strategy, record-keeping basics.
- Basic entity choice considerations for new businesses.
- IRS contact option: we can be listed as your Third-Party Designee on your Form 1040 so we can discuss your filed return with the IRS. With signed IRS Form 8821 or 2848 (if applicable), we may contact the IRS on your behalf for limited purposes.
Bank/processing/transmission/admin fees at filing time are separate and not covered by membership.
4) What’s Not Included
- Business returns (Schedule C, Partnerships, S-Corps, C-Corps).
- Amended returns (Form 1040X).
- Additional state returns beyond the included one.
- Audit representation (not part of this plan).
- Services not expressly listed as included.
These items may be quoted separately if needed.
5) Refund Policy
- No refunds will be issued once a tax return has been prepared and submitted to the IRS or any state agency.
- Monthly payments made prior to cancellation are non-refundable.
- If you cancel before 12 months, the remaining balance of the $240 annual membership is due immediately.
6) Payment & Billing
- Payments are processed via Stripe. By enrolling, you authorize recurring monthly charges of $20 until cancelled per these Terms.
- If a payment fails, Stripe will retry automatically. Unpaid balances remain due and may result in suspension of services and/or collections activity.
- You must keep a valid payment method on file and update it when it changes.
7) Third-Party Designee (IRS)
By default, we may request to be listed as your Third-Party Designee on your tax return so we can discuss the filed return with the IRS. You may decline this in writing before filing. For broader IRS communications or representation, you may authorize us via IRS Form 8821 (Tax Information Authorization) or Form 2848 (Power of Attorney), as applicable.
8) Your Responsibilities
- Provide complete and accurate information and documents on time.
- Promptly respond to our requests for clarification or additional details.
- Review your return carefully before approval and e-file.
- Retain copies of your returns and supporting documents.
9) Disclaimers & Limitation of Liability
- Tax laws change. We prepare based on laws and guidance in effect at the time of service.
- We are not responsible for penalties, interest, or damages arising from incomplete/incorrect information you provide or delays outside our control.
- To the maximum extent permitted by law, our total liability is limited to the amount you paid under your membership for the applicable period.
10) E-Sign & Electronic Communications Consent
By clicking “Join,” checking the consent box, or otherwise enrolling online, you agree to conduct business electronically under the U.S. E-SIGN Act, and consent to receive agreements, disclosures, and notices electronically. You may withdraw consent by cancelling your membership and contacting us (see Contact).
11) Governing Law
These Terms are governed by the laws of the State of Florida and applicable federal law, without regard to conflicts of law principles.
12) Changes to These Terms
We may update these Terms from time to time. Material changes will be posted on this page with an updated effective date. Continued membership after changes constitutes acceptance of the updated Terms.
13) Acceptance
By enrolling, clicking “Join,” or checking the required consent box (on our site or in Stripe Checkout), you acknowledge that you have read, understand, and agree to these Terms.
14) Contact
Ultimate Tax Preparation, LLC
Email: [email protected]
Phone: +1 (XXX) XXX-XXXX
Mailing Address: 2139 N University Dr #2421, Coral Springs, Fl 33071
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