No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications. If you wish to contact the webmaster of this website, please call CPA Websites Solutions at 800-896-4500.

Disclaimer of Warranties and Limitations of Liability
This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

Delivery Policy
The tax return will be delivered using secure cloud computing, USPS, or FedEx.  Additional fees may apply.  Prior to paying please review the income tax return to make sure that you have supplied my office with all the information necessary to prepare a complete and accurate return.

Refund Policy:
Upon receipt of payment and properly signed and date electronic filing forms and engagement letter the tax return will be electronically filed. Once the return has been filed no refunds will be issued.

Preparation Policy
Once our office has received the information that you have submitted we will prepare the tax return.  Prior to the return being sent back to you via client portal, USPS or Fedex my office will contact you to review the items that have been submitted, discuss any potential tax savings that you (the client) may have overlooked when sending the original set of paperwork.  After the phone consultation if there are no further changes my staff will review the data entry portion of the return which includes but it not limited to pedigree information, W-2s, 1099’s, 1098’s etc.  Once reviewed the return will be sent back for your final review.  The total time of completion from when we first receive the information to when the completed tax return/extension of time to file for most clients is between 1-5 business days.   Due to the complexity of some returns it may take 30-60 days for the delivery of a properly prepared tax return, completeness and accuracy rather than time being the primary factor in preparation time.

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