Service & Payment Policy

Effective Date: January 1, 2026

Thank you for choosing TaxPro Depot. Please review the following service policies carefully before proceeding.

By engaging our services, you acknowledge and agree to the terms below.

1. Consultation & Fee Determination

All new clients are required to schedule a brief consultation between 6:00 PM and 11:00 PM (Eastern Time) so we can properly assess your tax situation and determine the appropriate preparation fee.

Fees are based on complexity, number of income sources, credits, schedules, and compliance requirements.

2. Preparation Fee Requirement

The full preparation fee is required before we begin reviewing any tax documents.

Work will not begin until payment is confirmed.

Payment confirms your agreement to proceed with the preparation of your tax return under the terms outlined in this policy.

3. Non-Refundable Policy

Once tax analysis or preparation has begun, the preparation fee is non-refundable.

Tax preparation is a professional analytical service. The fee covers time, expertise, review, and compliance work, regardless of the final refund amount or balance due.

Refunds will not be issued based on dissatisfaction with tax outcome.

4. Document Submission

After payment is received, a secure upload link will be provided.

Clients are responsible for submitting:

Complete and accurate documentation

All income statements (W-2, 1099, K-1, etc.)

Marketplace insurance forms (1095-A, if applicable)

Any additional documents relevant to filing

Failure to provide complete documentation may result in delays or additional fees.

5. Client Responsibility

Clients are responsible for the accuracy and completeness of all information provided.

TaxPro Depot is not liable for penalties, interest, or adjustments resulting from:

Omitted income

Inaccurate information

Undisclosed transactions

Late submission of required documents

6. E-File Authorization

No tax return will be electronically filed without written or text confirmation from the client approving:

Filing status

Reported income

Refund or balance due

Direct deposit information

Approval serves as authorization to e-file.

7. Additional Fees

Additional fees may apply for:

Schedule C (self-employment)

Rental property reporting

Cryptocurrency transactions

Multi-state filings

Amendments

IRS notices or representation

Marketplace insurance reconciliation (1095-A)

Prior-year corrections

Clients will be informed of any additional fees before work continues.

8. Amendment & Post-Filing Services

Amended returns and post-filing adjustments are billed separately.

Audit support and IRS correspondence assistance are not included unless specifically agreed upon in writing.

9. Communication Policy

Consultation calls are scheduled between 6:00 PM and 11:00 PM ET.

For security and documentation purposes, important approvals must be confirmed via text or written communication.

10. Acceptance of Terms

By submitting payment, you acknowledge that:

You have read and understood this policy

You agree to the non-refundable preparation fee

You authorize TaxPro Depot to prepare your tax return based on the information you provide