Courter A Day Earnings – General Terms & Conditions

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We offer comprehensive tax preparation services for small businesses, ensuring all your tax forms are accurate and filed on time. Our team of tax experts will work with you to maximize your deductions and minimize your tax liability.

You agree to:

• Provide complete, accurate, and organized information necessary to prepare your tax return.
   
• Disclose all relevant income, deductions, credits, forms, and supporting documentation.
   
• Respond to questions and requests for clarification in a timely manner.
   
• Review the completed return before filing and notify us of any errors or concerns.
   

Failure to provide requested information may delay completion or require additional fees.

 We rely fully on the information you supply. We are not liable for penalties, interest, or IRS actions resulting from incomplete or incorrect information. We cannot guarantee refund amounts, processing timelines, or IRS/state outcomes. 

• All posted prices, quotes, or baseline fees are estimates and are subject to change.
   
• Final pricing is determined after reviewing each Client’s documents, based on complexity, forms required, time involved, and additional services needed.
   
• More complex situations (e.g., multiple businesses, rental properties, capital gains, itemized deductions, crypto, multi-state filing) may incur additional fees.
   
• Payment is due prior to e-filing of any return unless explicitly agreed otherwise.
   
• Nonpayment may delay filing or void service.

 Additional charges may apply for:

• Complex tax situations
   
• Missing or disorganized documents
   
• Corrections based on late-provided information
   
• IRS notices or audit support (unless included in your plan)
   
• Prior year amendments
   
• Amended returns caused by inaccurate or incomplete information originally provided by the Client
   
• Rush or expedited filings
   
• Document reproduction, mailing, or secure portal services
   

A full fee schedule is available upon request.

 Turnaround times vary based on:

• The date documents are received
   
• The complexity of the return
   
• The volume of clients during peak tax season
   

We make no guarantee of filing by any deadline unless:

1. You have provided all required documents, and
    
2. You have received written confirmation that your return will be filed timely.
    

If deadlines cannot be met due to missing documents, an extension may be filed at your request.

 Courter A Day Earnings reserves the right to refuse or discontinue service at any time, including but not limited to situations involving:

• Incomplete or inconsistent information
   
• Suspected fraud or tax evasion
   
• Disrespectful or abusive behavior
   
• Failure to provide required documentation
   
• Refusal to pay for services
   
• Ethical or legal concerns
   

If service is refused after work has begun, you will be billed for work completed up to the point of termination.

 We protect your personal information using secure systems and industry-standard safeguards.
However, communication via email or other unsecured channels is inherently risky.
Clients are responsible for using secure upload options when transmitting sensitive documents.

We do not sell or share Client information except as required by law or authorized by the Client.

 We retain copies of tax returns and certain supporting documents for compliance purposes for the legally required period (typically 3–7 years).
We do not maintain permanent storage of all Client documents.
Clients are responsible for retaining their own records. 

 If errors or omissions are identified after filing:

• Amendments caused by Preparer error will be corrected at no additional charge.
   
• Amendments caused by incomplete or incorrect information provided by the Client will be subject to additional fees.

 Either party may terminate services at any time. No return will be e-filed or released until all fees are paid. Fees for work already completed remain due at the time of termination. 

 These Terms are governed by Ohio law. By submitting documents or engaging our services, you acknowledge and agree to these Terms & Conditions.