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Thank you for choosing Unique Tax Service to prepare your tax return. This letter outlines our process, explains how fees are handled, and outlines the expectations of both parties. Please read it carefully.

By signing below, you confirm that you understand and agree to the terms outlined in this agreement.

Client Responsibilities

You understand and agree that you are responsible for providing accurate and complete information needed to prepare your tax return. This includes income, expenses, dependents, and any other details that may affect your filing.

You confirm that:

• All information you provide is true and correct to the best of your knowledge

• You have documents to support what is being reported on your return

• You understand that you are legally responsible for the final tax return, even if prepared by a tax professional

Providing false, incomplete, or misleading information may result in IRS penalties, interest, audits, or delays.

Tax Preparation Fees & Payment From Refund

You have chosen to pay your tax preparation fees using your tax refund.

By signing this agreement, you authorize Unique Tax Service to deduct all preparation fees directly from your refund before any remaining funds are released to you.

You understand that:

• Tax preparation fees are non-refundable once services have been performed

• If your refund is delayed, reduced, offset, or denied, you are still responsible for the full preparation fee

• If your refund does not fund for any reason, you agree to pay the preparation fee directly upon invoice

Refund Advance Loans (Optional)

You may choose to apply for a refund advance loan. This is optional and not required to have your taxes prepared by Unique Tax Service.

You understand that:

• Refund advance loans are offered by a third-party lender, not Unique Tax Service

• Approval is not guaranteed and is based on the lender’s requirements

• Loan terms, fees, and repayment are determined solely by the lender

Interest Rate Disclosure

You acknowledge that any approved refund advance loan carries an Annual Percentage Rate (APR) of up to 36%.

Loan repayment is typically made from your tax refund. Unique Tax Service does not control loan approval decisions, loan amounts, or lender terms.

Refund Timing, Delays, or Offsets

You understand that tax refunds are issued by the IRS and/or state taxing authorities, not Unique Tax Service. Refunds may be delayed or reduced for reasons including, but not limited to:

• IRS review or verification

• Past-due child support or government debts

• Identity verification issues

• Errors or missing information

Unique Tax Service is not responsible for refund delays, offsets, or denials caused by the IRS or other agencies.

Audit or IRS Notices

Tax preparation services do not include audit representation. If you receive an IRS or state notice, audit, or request for additional information, assistance may be available for an extra fee.

Limitation of Liability

Unique Tax Service is not responsible for penalties, interest, or additional tax due as a result of:

• Incorrect or incomplete information provided by the client

• Failure to disclose income, expenses, or dependents

• Changes in tax law or IRS interpretation

Authorization & Consent

By signing below, you authorize Unique Tax Service to:

• Prepare and electronically file your tax return(s)

• Deduct tax preparation fees from your refund

• Share the required information with third-party processors and lenders

Contact you regarding your tax return and related services