By signing this form, I acknowledge, understand, and agree to the following terms and conditions:
Accuracy & Client Responsibility
I certify that all information, statements, and documents I provide to We2Proactive are true, correct, complete, and 100% accurate to the best of my knowledge. I understand that I am solely responsible for reviewing all information submitted and for promptly notifying We2Proactive of any changes, corrections, or omissions before my tax return is filed. I acknowledge that inaccurate, incomplete, or outdated information may result in delays, penalties, audits, reduced refunds, or additional tax liability, for which We2Proactive bears no responsibility.
Scope of Services
I understand that We2Proactive provides tax preparation services based solely on the information and documentation I supply. Services include preparing and filing federal, state, and/or local tax returns as requested. We2Proactive is not responsible for discovering unreported income, undocumented deductions, credits, or errors not disclosed by the client.
Client Review & Approval
I acknowledge that I am responsible for reviewing my completed tax return prior to filing. By authorizing submission, I confirm that I have reviewed the return and approve it as accurate and complete. Failure to review does not relieve me of responsibility for the contents of the return.
Tax Liability & No Guarantee
I understand that all tax liabilities, penalties, interest, and amounts owed are my sole responsibility. I acknowledge that We2Proactive makes no guarantees regarding refund amounts, tax outcomes, acceptance by taxing authorities, or audit prevention.
Electronic Filing Authorization
I authorize We2Proactive to electronically file my tax return where permitted. I understand that electronic filing acceptance is determined by the IRS and/or state agencies and is not guaranteed. I consent to receive electronic copies of my tax return and related documents.
Fees, Payments & No Refund Policy
I agree to pay all agreed-upon fees for tax preparation services. I understand that fees are earned upon commencement of work and are non-refundable, regardless of outcome, refund amount, or filing status. Additional fees may apply for amended returns, additional forms, notices, audits, or supplemental services.
Deadlines & Delays
I acknowledge that processing timelines depend on my timely submission of complete and accurate information. We2Proactive is not responsible for missed deadlines, delayed filings, or rejected returns caused by client delays, incomplete documentation, or third-party systems (IRS, state agencies, or software platforms).
IRS & State Authority Communication
I authorize We2Proactive to communicate with the IRS and/or state taxing authorities on my behalf solely for matters related to the preparation, submission, or clarification of my tax return. This authorization does not constitute ongoing representation unless separately agreed to in writing.
Audit, Notices & Representation
I understand that tax preparation services do not include audit defense, IRS representation, or correspondence handling unless explicitly contracted and paid for separately. Any notices, audits, or examinations remain my responsibility unless otherwise agreed in writing.
Limitation of Liability
To the fullest extent permitted by law, We2Proactive shall not be liable for indirect, incidental, consequential, or punitive damages, including penalties or interest arising from information provided by the client. Any liability, if established, shall be limited to the amount of fees paid for the specific tax return prepared.
Indemnification
I agree to indemnify and hold harmless We2Proactive, its owners, employees, and contractors from any claims, penalties, losses, or damages arising from inaccurate, incomplete, or misleading information provided by me.
Record Retention
I understand that my tax documents may be retained for the period required by law. I may request copies of my records at any time, subject to reasonable administrative fees.
Termination of Services
We2Proactive reserves the right to refuse or terminate services if information provided is incomplete, inaccurate, fraudulent, or if required documentation is not supplied in a timely manner. Fees paid remain non-refundable.
Governing Law
This agreement shall be governed by and construed in accordance with the laws of the applicable state and federal tax regulations.
