We appreciate the opportunity to provide tax preparation, tax consulting, and related services. These Terms & Conditions describe our services and the responsibilities of both you and Tax Mithra. By engaging our services, you agree to these terms.
1. Scope of services
We may prepare your U.S. federal, state, city, and local tax returns and provide other tax-related services specifically requested by you and agreed to by us.
Our services are based on the information and documents you provide. We may request additional information or clarification when necessary.
Our services do not include an audit, investigation, or independent verification of the information you provide.
2. Your responsibilities
You are ultimately responsible for the accuracy, completeness, and timely filing of your tax returns.
You must provide complete and accurate information and review your tax return before authorizing us to file it.
You should maintain copies of tax returns and supporting documents, including W-2s, 1099s, receipts, statements, and other records required to support the information reported on your return.
3. Tax positions and professional judgment
Tax laws may involve uncertainty or differing interpretations. We will use reasonable professional judgment based on applicable laws and available guidance.
We will not knowingly take a position that lacks a reasonable and supportable basis.
If a taxing authority challenges a position reported on your return, you may be responsible for additional tax, interest, penalties, or other amounts imposed by the authority.
We are not responsible for additional tax resulting from inaccurate, incomplete, or omitted information provided by you, late responses, failure to provide requested documents, or changes in tax law.
4. No guarantee of outcomes
Our services do not guarantee any particular refund, tax result, assessment outcome, or action by the IRS or any other taxing authority.
Our work is based on the facts and information available to us when the services are performed.
5. Fees and payment
Professional fees will be communicated before or during the commencement of the applicable service.
Payment is required according to the payment terms provided to you. We may suspend or discontinue work if fees remain unpaid or required information has not been provided.
Fees for work already performed may remain payable if you cancel a service.
6. Communications and electronic delivery
You authorize us to communicate with you through email, telephone, electronic portals, and other available communication methods.
Electronic communications may involve risks such as interception, transmission errors, unauthorized access, or delays. We maintain reasonable safeguards designed to protect information in our possession.
You are responsible for keeping your contact information and account credentials secure and up to date.
7. IRC Section 7216 and tax return information
Federal law, including Internal Revenue Code Section 7216 and related regulations, restricts the use and disclosure of tax return information by tax return preparers.
When required, we will obtain your consent before using or disclosing tax return information for purposes not otherwise permitted by law.
You should carefully review any applicable Section 7216 consent before providing authorization.
8. Offshore processing
Certain tax preparation, review, administrative, technical, or support functions may be performed by authorized personnel or service providers located outside the United States, including India.
Where required, we will obtain your consent before making tax return information available to such personnel.
Information may include your SSN, taxpayer identification number, income information, tax forms, and supporting documents.
We maintain reasonable safeguards designed to protect such information. You acknowledge that information processed outside the United States may not be subject to the same enforcement mechanisms available under U.S. law.
9. Safeguards and improper disclosure
We maintain reasonable safeguards and restrict access to taxpayer information to authorized personnel who require it to perform their responsibilities.
We will not knowingly disclose tax return information except as permitted by law or authorized by you.
If you believe your tax return information has been improperly disclosed, you may contact the Treasury Inspector General for Tax Administration (TIGTA).
10. Review before filing
Before filing your tax return, you are responsible for reviewing the completed return and confirming that the information is accurate and complete.
Your electronic signature, written authorization, or other approval to file constitutes your authorization for submission.
We are not responsible for errors resulting from information that was not provided, was incorrectly provided, or was not brought to our attention before filing.
11. Notices, audits, and representation
IRS, state, and local tax notices, assessments, audits, examinations, and other correspondence are separate matters unless notice-response or representation services have been specifically requested and agreed upon.
You should promptly provide us with a complete copy of any tax notice you receive.
Additional fees may apply for notice resolution, amended returns, audit assistance, tax representation, or other services outside the original engagement.
12. Changes in tax law
Tax laws, regulations, filing requirements, and governmental interpretations may change.
Our services are based on the laws and information reasonably applicable when the services are provided. We do not guarantee that a tax position or recommendation will remain applicable after a change in law or governmental interpretation.
13. Marketing communications
We may send information about tax services, deadlines, educational materials, or other services that may be relevant to our clients.
You may request removal from promotional communications. You may continue to receive necessary service-related communications.
14. Agreement to these terms
By engaging our services, submitting documents, making payment, signing applicable engagement or consent forms, or authorizing us to proceed with your tax work, you acknowledge that you have had an opportunity to review these Terms & Conditions and agree to the applicable provisions.
We appreciate the opportunity to serve you and look forward to establishing a professional relationship.