Terms and Conditions

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(PLEASE READ)

Protaxhelp4u (hereby referred to as the Company) provides tax preparation and certain tax accounting services to individuals and businesses. Please note the following:

1. Tax returns are prepared based on the information provided to the Company by you (hereby referred to as the Customer). The Company does not use prior year information (relating to income and expenses) to prepare your tax return. Please do not ask us to do so. All information (excluding carryovers) provided to us must relate to income and expenses for the current year. If information provided to the Company by the Customer is inaccurate or incomplete, the Company is not responsible for any additional taxes or penalties that may be due or imposed by the taxing agencies relating to the omission or the inaccuracy of the information provided. It is not the job of the Company to police the information provided to us by the Customer. If necessary, the Company will ask for certain information to verify identity. 

2. Tax return preparation can take 3 or more days to prepare. The time it takes to prepare a tax return depends on the complexity of the return, how organized your documents are, and if we have all the required information to file the tax return. In most cases, individual returns can be prepared within 3-5 days. As business tax returns are more complex, it will take longer to prepare those returns. 

NEW CUSTOMERS:

To prevent identity theft and to legally protect the Company, it is necessary for the Company to ask to see a valid state I.D. and proof of social security numbers for the tax filer, as well as all others listed on the tax return. 

PAYMENT FOR SERVICES:

Fees for services will be provided by the Company to the Customer prior to any work being started. In some cases, the stated amount may change due to additional work having to be done. 

Payment for services are due no later than 72 hours of completion of work. The Company will invoice the Customer within 48 hours of completion of the tax return or other tax related service. Under no circumstance will a tax return be e-filed prior to the Company receiving payment. The Customer agrees to make the required payment for the service provided via the online payment platform used by the Company, no more than 24 hours after receipt of the invoice. The payment invoice will be delivered via the email address on file. The Company will provide the Customer with an estimated time of completion prior to starting the work. 

E-FILING SERVICES:

It is the  intent of the Company to e-files all tax returns. However, in some cases, the IRS or the state taxing agency will reject a tax return. If the rejection cannot be corrected, it will be necessary to mail in the tax return. The Company has no control over rejected tax returns. If a paper return has to be mailed, the Company will provide the Customer with 2 copies of the return, a paper copy (to be mailed/with instructions), and a Customer copy. If not in person, the delivery of the tax returns will be delivered via secured email. Note that once the tax return has been e-filed, NO changes can be made to it.

TAX RETURN REQUEST/SUBMISSION CUT-OFF DATE (April 15th Deadline):

To allow the Company ample time to prepare tax returns, for tax year 2024 tax return preparation, all document submissions must be made to the Company no later than April 7, 2025 for the April 15th deadline. The Company will not accept requests for tax return preparation after April 7th for the April 15th deadline. 

EXTENSIONS:

If the Customer wishes to file an extension until October 15th, Customer is allowed to submit tax documents after April 7th. Extensions request can be mailed in or submitted electronically by the Company for a fee. Extension requests must be made prior to the tax return due date, which for individuals is generally April 15th. Customers in certain states who were affected by Hurricane Helene, have until May 1, 2025 to file their tax return or make required payments. For more information, please read the blog relating to this. 

LATE FEES:

If the Customer does not pay the invoice with 24 hours of receipt, at the discretion of the Company, a 10% late fee could apply. As payment is due prior to e-filing a tax return, late fees do not apply to tax return preparation services. 

The Customer must agree to adhere to the terms and conditions stated herein prior to work being performed. Prior to providing any service, the Company will ask the Customer (new and repeat customers), if they agree with the terms and conditions.