“If other CPA reduces even $1 lawfully in tax worked out by our firm, based on information provided by the client, we will refund 125% of our fees”
This Guarantee is subject to following terms:
i) Results are subject to the information provided to us by the client. This includes details obtained both in interviews and from your written tax organizer.
This condition applies whether details are filled out by our staff or by the client, and regardless of whether or not the client has signed his or her tax organizer as this form is often received by us by mail, Email, online file transfer, or FAX, details supplied over phone must be filled out by our staff, and occasionally signatures are accidentally omitted by the client.
These conditions also apply to photocopies of the documents provided by the client.
ii) This guarantee does not apply in following cases:
(a) The client has been informed of a controversial matter and advised in advance that there are chances of disallowance of particular item.
(b) The client has insisted on claiming certain item despite our advice to the contrary.
(c) For any penalty or interest arising due to any information, estimate or facts submitted to us by the client proving to be incorrect, false, or baseless. We shall present the facts you give us in such a way as to maximize your tax savings. This Guarantee makes no promise, implicitly or explicitly, that we will audit your finances.
(d) For claims and deductions made by the client without adequate documentation or proof to offer the IRS.