Terms of Service

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Welcome to Ultimate Tax Preparation, LLC (“we,” “our,” “us”). By using our website, client portal, memberships, or tax preparation services, you agree to these Terms. If any term conflicts with a signed engagement letter, the engagement letter controls for that service.

1) Services Provided

We provide individual and business tax preparation, amended returns, and year-round support through optional membership plans. Services are delivered virtually via our secure client portal and by phone/email.

2) Engagement & Scope

• Scope begins after we confirm the engagement in the portal and you provide requested documents.
• Unless explicitly stated, services do not include bookkeeping, payroll, legal advice, or financial planning.
• We prepare returns based solely on the information you provide and your representations.

3) Client Responsibilities

• Provide complete and accurate information and respond to requests on time.
• Review your return and disclosures before e-file; approve electronically (e.g., Form 8879).
• Keep portal credentials secure and notify us of any unauthorized access.
• Retain your original records; we keep copies per our retention policy.

4) Fees & Payment

• Fees are based on the complexity and scope of work, never your refund amount.
• Memberships are billed monthly via Stripe (see plans).
• Tax prep fees are due before e-filing or upon delivery of final copies for mail-in returns.
• Refund-based payment options (if used) may incur third-party bank/processing/admin fees.

5) Refunds, Cancellations & Membership Terms

• Membership charges are non-refundable once billed. You can cancel prospectively at any time.
• Per plan pages, memberships are 12-month agreements; early cancellation may require paying the remaining balance.
• Tax prep fees are non-refundable once services are delivered.

See specific terms: $20 Plan Terms · $40 Plan Terms.

6) Timing & Deadlines

• We’ll work toward filing deadlines when documents arrive timely. Late or incomplete documents may require an extension.
• You are responsible for any penalties/interest arising from late or missing information.

7) Post-Filing Support & Notices

• We’ll provide copies of filed returns. Keep them for your records.
• Responses to IRS/state notices are outside basic prep unless included in your plan or separately engaged.

8) No Guarantee of Outcome

We cannot guarantee refunds, processing times, audit results, or any particular tax outcome.

9) No Legal or Investment Advice

We do not provide legal, investment, or insurance advice. Consult appropriate professionals as needed.

10) Limitation of Liability

To the fullest extent permitted by law, our total liability for any claim related to the services is limited to the fees you paid for the specific service at issue. We are not liable for indirect, incidental, special, or consequential damages.

11) Indemnification

You agree to indemnify and hold us harmless from losses arising out of inaccurate or incomplete information you provide.

12) Electronic Communications & E-Sign Consent

You consent to receive documents and sign electronically (including Form 8879) and to communicate via the client portal and email.

13) Privacy, Security & Tax Return Information

We handle your information per our Privacy Policy. Tax return information is used and disclosed only as permitted by law, including IRC §7216. We maintain safeguards consistent with the FTC Safeguards Rule (GLBA).

14) Governing Law & Venue

These Terms are governed by Florida law. Venue for disputes is Broward County, Florida.

15) Force Majeure

We are not responsible for delays or failures due to events beyond our reasonable control (e.g., outages, disasters, agency system issues).

16) Changes to Terms

We may update these Terms. The updated version will be posted with a new “Last updated” date.

17) Miscellaneous

• Severability: If any provision is unenforceable, the remainder remains in effect.
• Assignment: You may not assign these Terms without our consent.
• Entire Agreement: These Terms + any signed engagement letter comprise the entire agreement.

18) Contact

Email: [email protected]
Phone: 954-304-0015