Terms and Conditions

KLM Tax Service - Terms and Conditions for Tax Preparation Intake Form

These Terms and Conditions ("Agreement") govern the tax preparation services provided by KLM Tax Service to clients who submit an intake form. By completing and signing the intake form, you ("Client") acknowledge and agree to the following terms:

1. Scope of Services

a. Tax Preparation: KLM Tax Service will prepare your federal and state income tax returns based on the information you provide.
b. Accuracy of Information: You are responsible for providing complete, accurate, and truthful information, including all required documents (W-2s, 1099s, deductions, credits, etc.).
c. Review of Return: Before filing, you will have the opportunity to review your tax return for accuracy. Your signature confirms your approval.

2. Client Responsibilities

a. Honest and Accurate Reporting: You certify that the information provided is true and correct to the best of your knowledge.
b. Supporting Documents: You agree to provide all necessary documentation required to prepare your tax return. Failure to do so may result in incomplete or inaccurate filing.
c. Record Retention: You are responsible for keeping copies of your tax returns and supporting documents. KLM Tax Service does not store client tax documents beyond the required retention period.

3. Fees and Payment

a. Service Fees: Fees for tax preparation are based on the type of return and complexity of services rendered. A pricing list is available upon request.
b. Payment Due: Payment is due at the time of service unless other arrangements have been made. Returns will not be filed until full payment is received.
c. Refund Transfer Fees: If you opt to have preparation fees deducted from your refund, applicable processing fees will be charged.

4. Refunds and Liabilities

a. No Guarantee of Refund Amount: KLM Tax Service does not guarantee a specific refund amount or that you will receive a refund.
b. Liability for Errors: If an error is made due to incorrect information provided by the client, KLM Tax Service is not responsible for penalties, interest, or additional taxes assessed. If an error is due to KLM Tax Service, we will correct the return at no additional cost.
c. Audit Assistance: KLM Tax Service provides general guidance on audits but does not represent clients before the IRS unless a separate agreement is made.

5. Confidentiality and Data Security

a. Privacy Protection: Your personal and financial information will be kept confidential and used solely for tax preparation services.
b. Electronic Communication: By using our services, you agree that we may communicate with you via phone, email, or text regarding your tax return.

6. Filing Authorization

a. E-File Consent: By signing the intake form, you authorize KLM Tax Service to electronically file your tax return.
b. IRS and State Correspondence: KLM Tax Service is not responsible for IRS or state tax authority decisions regarding audits, delays, or additional tax liabilities.

7. Acknowledgment and Agreement

By submitting this intake form, you acknowledge that you have read, understood, and agreed to these Terms and Conditions. You also confirm that all information provided is accurate to the best of your knowledge.

Client Signature: ______________________
Date: _______________

Preparer’s Signature: ______________________
Date: _______________