These Tax Services Terms apply whenever vOfiz provides tax preparation and filing services, and supplement — not replace — the vOfiz General Terms of Service and the Master Terms incorporated into your signed Engagement Agreement. If you have not signed an Engagement Agreement for tax services, these Terms describe the terms under which such services would be provided.
1. Scope of Service
vOfiz will prepare your federal and state income tax returns based on the information you furnish. vOfiz will not audit or otherwise verify the data you submit, though it may ask for clarification. vOfiz will use professional judgment in resolving questions where the tax law is unclear or where taxing authorities' interpretations conflict with other supportable positions and, unless you instruct otherwise, will resolve such questions in your favor whenever supportable.
2. Information Deadline
All information required to prepare your return must reach vOfiz no later than {{TAX_INFO_DAYS}} (e.g., twenty (20) days) before the applicable filing deadline. If information arrives later than this, an extension may be required, and vOfiz is not responsible for penalties or interest resulting from late information.
3. Your Responsibilities
You are responsible for providing complete and accurate information, and you represent that adequate substantiation exists for any deductions claimed. You hold final responsibility for your returns and should review each one carefully before signing and filing. You will retain the documents, canceled checks, and other records that form the basis of reported income and deductions. If an error results from incorrect information you supplied, or from amended or corrected forms received later (such as W-2s, 1099s, or K-1s), you are responsible for any resulting additional tax, interest, and penalties.
4. Penalties
Tax law provides penalties for understatement of tax liability. Information on the amount and circumstances of applicable penalties is available from vOfiz on request.
5. Examinations
Returns may be selected for review by taxing authorities, and any proposed adjustments carry rights of appeal. Upon request, vOfiz will support you in a government tax examination, provided you have executed IRS Form 8821 (Tax Information Authorization) or the applicable state equivalent. Examination support is billed separately as an additional service, and vOfiz may request a retainer before beginning such work.
6. Tax Authorizations
Where tax services are in scope, you will execute IRS Form 8821 and equivalent state authorizations so vOfiz may receive transcripts and correspond with taxing authorities on your behalf. vOfiz uses Form 8821, not Form 2848 — vOfiz does not represent clients before the IRS as an enrolled agent, attorney, or CPA acting under a power of attorney.
7. General Terms Govern
Fees and payment, confidentiality, liability limitations, termination, and record retention for this service are governed by the Master Terms incorporated into your Engagement Agreement, and are not repeated here. Where any term in these Tax Services Terms conflicts with the Master Terms on a matter specific to tax services, these Terms control for that matter only.