Terms & Conditions

Welcome to Tax Whiz! These Terms & Conditions outline the rules and regulations for using our services. By accessing or using any part of the Tax Whiz website (taxwhiz.us) or our services, you agree to these Terms & Conditions.

1. Services Provided

Tax Whiz offers professional tax resolution, compliance support, and related services to individuals and businesses across the United States. Our services include:

• Assistance with unfiled tax returns
• Payroll tax resolution
• Representation in IRS and state tax matters
• Personalized tax debt management plans
• Ongoing compliance programs and support

We combine advanced technology and expert professionals, including Enrolled Agents, CPAs, and tax attorneys, to deliver tailored solutions to meet your tax needs.

2. Client Responsibilities

To ensure we can serve you effectively, you agree to:

• Provide accurate and complete information regarding your financial and tax matters.
• Respond promptly to any requests for documentation or clarification.
• Review all documents prepared on your behalf for accuracy and approval before submission.

3. Payment Terms

Tax Whiz offers flexible, interest-free financing options to make our services accessible to everyone. You agree to:

• Pay service fees as outlined in your service agreement.
• Adhere to agreed-upon payment schedules.
• Understand that services may require upfront fees or installment plans, depending on the scope of work.

Failure to make timely payments may result in delays in service delivery.

4. Confidentiality and Privacy

Tax Whiz is committed to safeguarding your personal and financial information. We:

• Use secure technology, including our eResolution Client Portal, to protect your data.
• Do not share your information with third parties except as necessary to provide services (e.g., with the IRS or state tax agencies).
• Offer full transparency, with updates available through our secure client portal and real-time case notifications.

For more details, please refer to our Privacy Policy.

5. Communication

You consent to receive communications from Tax Whiz, including email, phone calls, and portal messages. Our team is dedicated to maintaining open lines of communication to provide timely updates and address your questions.

6. Limitation of Liability

While Tax Whiz commits to providing high-quality services, we cannot guarantee specific outcomes due to the complexities of tax matters. Tax Whiz is not liable for:

• Actions taken by the IRS or state tax agencies beyond our control.
• Penalties or interest incurred before engaging our services.

7. Refunds and Cancellations

Tax Whiz aims to ensure client satisfaction. Refunds for unused services will be considered on a case-by-case basis, as outlined in your service agreement. Cancellation requests must be submitted in writing.

8. Nationwide Availability

Tax Whiz services are available to individuals and businesses throughout the United States. There are no jurisdictional limitations, and we proudly serve clients in all states and territories.

9. Inclusive Services for All Taxpayers

Our services are designed to meet the needs of all taxpayers, regardless of their stage in life or financial situation. Whether you are a young entrepreneur, a seasoned business owner, or self-employed, we are here to assist you.

10. Amendments

Tax Whiz reserves the right to update these Terms & Conditions to reflect changes in our services or legal requirements. Any updates will be posted on our website and communicated to clients.

Contact Information

If you have any questions about these Terms & Conditions or our services, please contact us:

• Website: taxwhiz.us
• Email: [email protected]
• Address: 213 Woodland Dr, Cromwell, CT 06416, USA

Thank you for choosing Tax Whiz. We look forward to helping you achieve your financial goals with confidence and peace of mind.