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Terms of Service

Updated January 8, 2023

Thank you for choosing Daisy Does Taxes! We are honored that you have entrusted us to prepare your tax return.

This Agreement is made effective as of signed date below by Tax preparer and their Client.

In this Agreement, the party who is contracting to receive the services shall be referred to as “Client,” and the party providing the services shall be referred to as “Preparer.”

Preparer will provide tax preparation services or tax consultation services.

New Clients are entitled to a $25 initial consultation, which can be applied toward any other service purchased within 3 months of the consultation date. If a Client wishes to schedule a second meeting to discuss their tax needs they may do so, however any meetings with Daisy after the Initial consultation will cost an additional $75 per hour.

Returning Clients are entitled to one free 30 minute meeting prior to February 15 to discuss any changes to their Tax situation or any questions they may have.

Clients may email the Preparer any questions at no additional cost. We encourage frequent communication.

Before any work on your taxes begins, the Client will need to pay a deposit for 50% of the cost of all services requested. The remaining balance will be due after the Client’s return has been prepared, but before it is filed with the IRS. Once the balance is received, or arrangements have been made to pay the remaining balance at a later date, the Client’s return will be filed.

It is the duty of the Client to obtain and provide all the information required for an accurate tax return. It is the Client’s responsibility to retain documents, receipts and other relevant data that form the basis of income and deductions for at least the period of the statute of limitations. It is the duty of the Client to review the income tax returns before approving them.

All Client information received is confidential and shall only be used by the Preparer for purposes of filing their return. This includes, but is not limited to, the Client’s personal information such as legal name and address, the nature of the work performed by the Client, and any documents shared by the Client. The Client is welcome to request an NDA from the Preparer in addition to this agreement.

Client shall submit all tax documents through TaxDome. They will be given a secure login which only the Client will have access to. The Preparer will have access to all documents uploaded to TaxDome.

Any and all Cash income or Expenses must be organized and totaled by the client. If you wish for the Preparer to calculate your Income or categorize and calculate Expenses you may request this service, but will be charged an additional $40 per hour. This service may not be available, or may delay the preparation of your return, depending on the Preparer’s workload.

If the Client wishes the Preparer to file an extension on their behalf, they must pay their 50% deposit prior to the extension being filed.

If payment for the deposit is not received before March 1st, then we will need to file an extension for the Client.

If all documents are not received from the Client on or before March 15th, then we will need to file an extension for the client.

Extension Form must be received by the Preparer on or before April 12th if the Client wishes the Preparer to file an extension on the Client’s behalf. If the Extension Form is not received by that date, the Client may file their own extension form.

Clients are required to be **respectful** and understand that they are not our only Client. If at any time you engage with the Preparer or any and all employees in a disrespectful manner it will lead to immediate termination of services without refund.

The Preparer will make every effort to prepare the Client’s return within one to two weeks of receiving all required documents from the Client. This time frame may extend during the Preparer’s busiest times (March and April), but will not exceed four weeks.

If the Preparer is waiting on the Client to upload documents in order to prepare the Client’s return, and three months or more pass without any communication from the Client, the Preparer will assume the Client has filed their return elsewhere.

Should the Client wish to continue services with the Preparer, an additional fee equal to 50% of the total cost of service will be applied.

Clients on extension may still have their taxes done before the deadline, but that is not guaranteed.

Your engagement with us serves as your understanding and consent to the terms stated in this agreement.

Please email [email protected] with any questions.

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