Terms of Service Agreement

Effective Date: 12-20-2025

By scheduling an appointment, submitting documents, or engaging Peoples Tax Solutions (“PTS,” “we,” “us,” or “our”) for tax preparation or related services, you (“Client,” “you,” or “your”) agree to the following Terms of Service.

1. Scope of Services

Peoples Tax Solutions provides professional tax preparation and related support services for individuals and small businesses based on information supplied by the Client. Services may include, but are not limited to:

• Federal and state income tax return preparation
• Review of tax documents and supporting records
• Filing of tax returns electronically or by other permitted methods
• General tax guidance related to the prepared return

PTS does not provide legal representation, audit defense, or financial planning services unless explicitly agreed to in writing.

2. Client Responsibilities

The Client agrees to:

• Provide accurate, complete, and truthful information
• Supply all required tax documents, forms, and disclosures
• Review the completed tax return for accuracy before filing
• Notify PTS immediately of any errors, omissions, or changes
• Maintain copies of all tax records for their personal files

PTS relies entirely on the information provided by the Client and is not responsible for inaccuracies resulting from incomplete, misleading, or incorrect data supplied by the Client.

3. Pricing and Fees

The following are minimum service fees and may increase based on complexity, additional forms, amendments, or special circumstances:

• College Student or Senior Citizen: $199.00
• W2 Single: $299.00
• W2 with Dependents: $359.00
• Married Filing Jointly: $559.00
• Married Filing Separately: $559.00
• Self Employed or Schedule C: $849.00

Additional fees may apply for amended returns, prior year filings, audits, notices, or advanced tax scenarios. All fees are communicated before filing whenever possible.

4. Payment Terms

• Payment is due at the time services are rendered unless otherwise agreed in writing
• Refund anticipation products or fee deductions from refunds are not guaranteed
• IRS or state processing delays do not alter payment obligations
• Failure to remit payment may result in withholding of services or filing

All fees are non refundable once work has commenced.

5. Due Diligence and Compliance

Peoples Tax Solutions complies with IRS due diligence requirements, including those related to:

• Earned Income Tax Credit (EITC)
• Child Tax Credit and Additional Child Tax Credit
• Other Dependents Credit
• Head of Household filing status

We reserve the right to request additional documentation or refuse to file a return that does not meet legal or ethical standards.

6. Filing Authorization

By signing or approving electronically, the Client authorizes Peoples Tax Solutions to prepare and submit tax returns using the information provided. The Client remains legally responsible for the accuracy of the return, even if prepared by PTS.

7. Refunds and Outcomes

PTS does not guarantee any specific refund amount or tax outcome. Refunds and balances due are determined by the IRS and state agencies based on applicable tax laws.

We are not responsible for delays caused by governmental agencies, identity verification processes, or third party systems.

8. Amendments and Corrections

If an error is identified that is directly attributable to Peoples Tax Solutions, we will assist in preparing a correction or amendment at no additional preparation cost. Government penalties, interest, or fees assessed by taxing authorities remain the responsibility of the Client.

9. Limitation of Liability

To the maximum extent permitted by law:

• Peoples Tax Solutions is not liable for indirect, incidental, or consequential damages
• Liability is limited to the amount of fees paid for the specific service
• We are not responsible for penalties or interest resulting from inaccurate or incomplete Client information

10. Confidentiality and Data Security

We take reasonable measures to safeguard Client information. However, no system can guarantee absolute security. By using our services, you acknowledge and accept this risk.

Client data will not be shared except as required to complete tax filings, comply with the law, or with Client authorization.

11. Right to Refuse or Terminate Services

Peoples Tax Solutions reserves the right to refuse or terminate services if:

• Information provided is incomplete, misleading, or fraudulent
• The Client requests actions that violate tax law or ethics
• Payment obligations are not met
• Professional judgment determines continued engagement is inappropriate

12. Dispute Resolution

Any disputes arising from these Terms shall be governed by the laws of the state in which Peoples Tax Solutions operates. Parties agree to attempt good faith resolution before pursuing formal legal action.

13. Acceptance of Terms

By scheduling an appointment, submitting documents, making payment, or authorizing filing, the Client acknowledges that they have read, understood, and agreed to these Terms of Service.