Effective Date: 06/11/2025

These Terms of Service ("Terms") govern your use of the services provided by Ultimate Tax Preparation, LLC ("we", "our", or "us"). By using our website, client portal, or any of our services, you agree to the following terms and conditions.

1. Scope of Services

We offer virtual tax preparation services, including individual, business, and amended tax return filing. All services are provided remotely through our secure client portal and communication channels.

2. Client Responsibilities

You agree to:

- Provide accurate and complete information for tax preparation

- Respond in a timely manner to requests for clarification or additional documentation

- Review your completed return before it is filed

- Assume responsibility for the accuracy of the return once approved

3. Fees and Payment

Fees are based on the complexity of the return and are due prior to filing unless a refund-based payment option has been selected. All fees are disclosed in advance. Non-payment may result in delays or cancellation of services.

4. Refund Policy

All sales are final. We do not offer refunds after a return has been filed. If you believe a mistake has been made, please contact us immediately so we can review the situation.

5. Accuracy Guarantee

We strive for 100% accuracy. If a filing error is made due to our mistake, we will correct and resubmit the return at no additional charge. We are not responsible for errors caused by incorrect or incomplete information provided by the client.

6. Confidentiality

We maintain strict confidentiality of all client information and comply with IRS regulations under IRC §7216. We do not share your information without your written consent, except as required by law or necessary to complete your tax return.

7. Limitation of Liability

Our liability is limited to the amount paid for services rendered. We are not liable for any penalties, interest, or damages resulting from incorrect or incomplete information provided by the client or delays in communication.

8. Termination

We reserve the right to refuse or terminate service at any time if we believe a client is acting unlawfully, dishonestly, or abusively.

9. Changes to Terms

We may update these Terms at any time. Updates will be posted to this page with a new effective date.

10. Governing Law

These Terms are governed by the laws of the State of [Insert Your State], without regard to its conflict of law principles.

11. Contact Information

For questions about these Terms, please contact:

Ultimate Tax Preparation, LLC

Email: [email protected]

Phone: [Insert Your Business Number]

Website: https://ultimatetaxpreparation.com