Cancellation Policy
Fees and expenses paid under our agreement are by retainers and rates as stated on our website for consultation services and audits; there is separate and outlined fee schedule for tax returns; fees are nonrefundable. You may cancel one or more of the services at any time by emailing our firm.
Confidentiality
Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding the privacy of client information. Our firm adheres to professional standards of confidentiality that are even more stringent than those required by law. The only nonpublic personal information we collect is information that you provide to us or information that we obtained with your authorization.
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures might include providing information to our employees or, in limited situations, to unrelated third parties that need the information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.
Limited Liability
Our firm shall not in any event be liable for any incidental, indirect, special, punitive, or consequential damages (including lost profits) that you or others may experience as a result of or relating to this agreement or the use of this service, even if we advised you of the possibility of such damages.
Rates
By booking your appointment with Richard Colins, you are agreeing to the terms of our rates as stated on our website. We keep our rates fair, transparent, and competitive within our industry. Expediting fees apply for urgent requests throughout the year. Due to the rigorous demand of attention and the extensive bandwidth required of our team to execute last minute requests towards the end of tax season, an additional $275 fee is invoiced when scheduling for the last 14 days before tax season deadline; an additional $550 is invoiced when scheduling for the final 7 days before deadline. You have the option to file an extension. Our team can assist you with that.
Regular and Off Season Hourly Rates
Hourly rates for our time and consultation apply even if you choose not to file with us for reasons specifically associated with our rates after agreeing to these terms.
Rates are subject to change each year to accommodate inflation and growing cost of operations.
Payment
Tax Returns: If applicable, the owner of this portal shall pay our firm all applicable fees immediately upon the completion of a tax return review together. Tax returns will not be filed until all balances are fulfilled. Our firm may adjust fees and will advise you of any fee increase before it goes into effect.
IRS Audits: If applicable, the owner of this portal shall pay our firm an initial retainer in the equivalent of 4 hours to start the services discussed in the assessment together. A 4 hour retainer must be fulfilled after the depletion of the prior for the continuation of services. Any portion of the retainer unused is reimbursed after the completion of services.
All other services related to Tax Planning, Tax Advisory, Maintenance, and Compliance: All invoices due immediately in full or if applicable, monthly recurring payments per proposal agreed upon by all parties involved.
Termination
Our firm can terminate this agreement in the event of your material breach, including failure to pay sums when due, unless resolved within ten business days of notice of breach or nonpayment. Our firm has the right to immediately terminate this agreement, without notice, upon client’s breach of confidentiality obligations or proprietary rights. In addition, and without limiting its termination rights, our firm may suspend client access to the services in the event of a breach.
Upon termination for any reason, we will store any information provided by the said client and any documents provided through the service for the client’s convenience as a courtesy until the end of the calendar year. We will make these documents available to the client upon client’s written request during that said calendar year, provided that the client is current on all payments under this agreement.
Your Warranties
You warrant to our firm that you have full power and authority to enter into this agreement and to perform your obligations herein and that you will comply with all applicable laws, rules, and regulations including those relating to professional ethics, conduct, and advertising. You represent and warrant that the provision and use of content provided by you does not and will not violate any copyrights, trade secrets or other proprietary rights of any third party, or create any liability to any third party. You acknowledge that any breach of your representations and warranties is a material breach of this agreement.
General
Our firm may modify these Terms and Conditions at any time. Upon doing so, you will be notified of the change and required to agree to the new terms the next time you log in to your portal. If you do not agree to the Terms and Conditions, you will not be able to access your assigned portal.
We want to express our appreciation for this opportunity to work with you. If you have any questions, or if we can be of assistance in any way, please do not hesitate to contact us.