This agreement is between Corporate Crown Tax Group (“Preparer”) and the undersigned Client (“Taxpayer”).
1. Scope of Services
Preparer agrees to prepare and electronically file the Client’s federal and applicable state tax return(s) based solely on information provided by the Client.
Preparer does not audit, verify, or independently confirm the accuracy of information provided unless otherwise agreed in writing.
2. Client Responsibilities
Client agrees to:
Provide complete, accurate, and truthful information
Disclose all income, including cash, digital, or electronic payments
Maintain records supporting income, deductions, and credits
Review the completed tax return prior to filing
Client understands failure to provide accurate information may result in penalties, interest, audits, delays, or denial of refund.
3. No Guarantee of Refund
Client understands:
Refund amounts are not guaranteed
IRS and state agencies determine refunds, not the Preparer
Processing times are controlled by taxing authorities
4. Audit & IRS Correspondence
This engagement does not include audit representation or correspondence with the IRS or state agencies unless a separate written agreement is executed.
5. Fees & Payments
Fees are based on complexity and services selected
All fees are non-refundable once preparation has begun
Client authorizes Preparer to collect agreed fees via selected payment method or bank product
6. Bank Products & Refund Transfers (If Applicable)
Client acknowledges that use of a bank product is optional and subject to third-party bank approval.
Preparer is not responsible for bank delays, denials, or funding decisions.
7. E-File Authorization
Client authorizes Preparer to electronically file tax return(s) after review and approval.
8. Limitation of Liability
Preparer is not responsible for penalties, interest, or additional taxes due to:
Incomplete or inaccurate information provided by Client
IRS or state processing errors
Identity theft or fraud beyond Preparer’s control
9. Record Retention
Client is responsible for maintaining copies of tax returns and supporting documentation.
Preparer may retain copies per legal and regulatory requirements.
10. Governing Law
This agreement shall be governed by the laws of the state in which the Preparer operates.
Client Acknowledgment
By signing below, Client confirms they have read, understand, and agree to all terms of this engagement.
☐ I understand fraudulent credits, false dependents, or fabricated income will not be filed
☐ I understand amended returns require a separate fee
☐ I understand identity verification may be required