Tax Preparation Terms & Conditions

Tareq Prime Advisory LLC (“TPA,” “we,” “us,” or “our”) provides tax preparation, tax compliance, accounting, bookkeeping, and related advisory services.

By engaging TPrime Tax for services, the client agrees to the applicable terms stated on this page.

Any free tax estimate provided by TPrime Tax is a preliminary estimate based on the information provided by the client.

The estimate is not a completed tax return and is not a guarantee of the client's final refund or tax liability.

The final result may change after TPA receives and reviews the client's complete tax documents and supporting information.

The client is responsible for providing complete, accurate, and truthful information and supporting documents.

TPA relies on the information provided by the client when preparing the tax return.

The client must promptly notify TPA of any changes, omissions, or errors.

After payment and receipt of the required documents, TPA may commence the tax preparation process.

The professional service may include document review, tax analysis, calculations, preparation of tax forms and schedules, communication with the client, quality review, draft preparation, and electronic filing were included in the selected service.

Where applicable, TPA will provide the client with a draft copy of the prepared tax return before electronic filing.

The client must review the draft and verify the information, including income, deductions, credits, filing status, dependents, bank information, state information, and other relevant details.

The client is responsible for reviewing the draft return and informing TPA of any corrections or missing information before e-filing.

TPA will obtain the required client authorization before electronically filing the applicable return.

After the applicable electronic filing process has been completed, TPA will provide the client with the final/original electronic copy of the completed tax return, subject to the applicable filing process.

The service fee represents compensation for professional services performed by TPA.

The fee is not solely a charge for electronic transmission or e-filing.

Professional work may include document review, tax preparation, calculations, analysis, draft preparation, communication, review, corrections, and filing services.

Services outside the original scope of engagement may require additional fees.

These may include amended returns, additional states, prior-year returns, tax notices, audit support, additional research, or other services not included in the original engagement.

TPA does not guarantee:

• A specific tax refund;
• A specific tax liability;
• Acceptance of a deduction or credit;
• IRS, CRA, or state tax authority approval;
• Government processing time; or
• Any specific governmental outcome.

By approving a tax return for filing, the client confirms that they have reviewed the information presented to them and have provided the required authorization to proceed.

By engaging TPrime Tax, making payment, submitting required documents, approving a draft return, or authorizing electronic filing, the client acknowledges that they have reviewed and agreed to the applicable Terms & Conditions and Refund Policy.

Tareq Prime Advisory LLC

Email: info@tprimetax.com

Website: tprimetax.com