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Terms of Service

Last Updated: 2025

These Terms govern your use of the Ultimate Tax Preparation, LLC website, client portal, and services (“Services”). By using our Services, you agree to these Terms.

1) Services

We provide tax preparation and related consulting for individuals and businesses in the U.S., including e-filing where available. Engagement begins when we confirm scope and receive required documents, signatures, and payments (as applicable).

2) Your Responsibilities

  • Provide accurate, complete, and timely information and documents.
  • Review your return before filing and promptly approve/authorize e-filing.
  • Retain copies of your records and filed returns.

3) Fees & Payments

  • Traditional pay-per-return fees are due as specified prior to filing.
  • Membership is billed monthly until cancelled; business returns are not included.
  • Bank/processing/transmission/admin fees are separate when applicable.

4) Cancellations & Refunds

Once a return is filed, preparation fees are generally non-refundable. If you cancel before filing, we may charge for time and work completed. Membership fees already charged are non-refundable; you can cancel to stop future charges.

5) Confidentiality & 7216

We protect your information as required by law and our Privacy Policy. For certain uses or disclosures of tax return information, we may request your written consent under IRS Form 7216.

6) No Legal/Investment Advice

We do not provide legal or investment advice. Any tax guidance is based on information you provide and current rules as of the date given.

7) Limitation of Liability

To the fullest extent permitted by law, we are not liable for penalties, interest, or losses arising from incomplete, inaccurate, or late information you provide, or for actions taken without following our written guidance. In no event will our aggregate liability exceed the fees paid for the specific service at issue.

8) Changes to Terms

We may update these Terms from time to time. Continued use after changes means you accept the updated Terms.

9) Contact

Email: [email protected]

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Ultimate Tax Preparation, LLC

Stress-free virtual tax filing nationwide since 2017.

File from anywhere with our secure portal. Choose traditional pay-per-return or join our $20/month membership that includes your annual individual return and year-round help.

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Circular 230 Notice: Any U.S. federal tax advice contained on this site is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Form 7216 Consent: We may request your written consent before using or disclosing tax return information to provide certain services. We’ll present any required consents in our client portal.
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