eTaxPro LLC

PROFESSIONAL INDIVIDUAL TAX PREPARATION SERVICES

Tax Return Preparation and Filing. You are engaging eTaxPro LLC (herein referred to as "eTaxPro", “we” or “us”) to prepare your federal and/or state tax return(s) as specified within these Terms of Service. You agree to pay the fee(s) noted in the Fees section of these Terms of Service.

We will (1) interview you in person, web conference and/or via phone/email to collect financial and other information, (2) ask you for documents such as Forms W-2, 1099, and other records to accurately determine income, deductions, credits, and your identity, and (3) prepare your return(s) using commercial tax preparation software.

We will electronically file your tax return(s) upon completion of the preparation of your tax return(s) and after you have approved the final, draft copy of your return(s). We will provide this final, draft copy - as well as your finalized & filed copy - of your return(s) by a secure, encrypted and reputable file transfer service. If your return cannot be filed electronically or if you prefer to file by mail, we will prepare a paper return suitable for mailing. Fees apply as referenced in the Fees section of these Terms of Service. You will be responsible for mailing a paper return by the required due date. You may wish to consider using a delivery method that provides proof of mailing or proof of delivery.

Professional Standards. We will comply with applicable standards for the preparation of tax returns. For example, IRS rules prohibit us from taking a frivolous position or one for which “there is not a realistic possibility of being sustained on its merits” without proper disclosure.

Other Services (excluding representation). We will also act as your dedicated consultant and/or sounding board for any individual tax questions you may have throughout your subscription year. These services shall not involve representation before the IRS or other tax authorities for any individual tax matter. These additional services include, but are not limited to:

•   Secure, encrypted storage of your historical returns prepared by us.
•   Assistance with your equity compensation tax matter, if applicable. (ISOs/NQSOs/RSAs/RSUs)
•   IRS audit and/or correspondence feedback. (excluding representation, as noted above)
•   Tax-related retirement account guidance.
•   Estimated tax payment planning.
•   Form W4 guidance.

Accuracy of Information. You agree to provide us complete, correct, and timely information. Hence, you are ultimately responsible for the accuracy of your return. We will not audit or otherwise verify the data you provide us, although we may ask you for clarification. If you later find or remember information that might affect the accuracy of the return, you agree to provide us this information promptly. Our individual tax preparation service includes the amendment of the return(s) completed by us for the relevant tax year. Moreover, should your original and/or amended return(s) result in additional taxes and/or penalties due to you not providing us your complete, correct and timely information by the proper tax deadline(s) - you understand and agree that you are responsible for any/all additional taxes and penalties. eTaxPro is held harmless.

Due Dates; Extensions. We will make every effort to help you meet your tax filing deadlines. However, if we have not received all required information at least two weeks before a due date, we cannot guarantee meeting it. In such case and/or if our client workload is significant, you consent to our filing an extension request on your behalf at our discretion, and any interest assessed on an unpaid balance shall not be covered by our Accuracy Guarantee (below). You further understand that, should your tax return(s) be placed on extension, you are still responsible to pay the proper, estimated tax due by the original tax deadline of April 15th or the tax deadline set by the IRS for any given tax year.

Maintenance of Records. You are responsible for keeping the necessary records to support your claimed income, deductions, credits, etc. At minimum, you must retain these records for five years following the date your return was due or the date you actually filed, whichever is later. Records which may affect a future return, such as those needed to determine the basis of real estate or other property, should be kept indefinitely. (Indeed, we recommend keeping all tax records indefinitely, at least in electronic form.) You understand that if the IRS suspects fraud, there is no limit on the number of years they may audit.

Returns Subject to Review; Assistance. Your tax returns are subject to review and audit by the IRS and/or state taxing authorities. In the event of an IRS audit/examination, we will be available to explain how your return was prepared and provide you guidance on the process of an audit. However, our individual tax preparation service DOES NOT include representation in front of the IRS on your behalf.

ACCURACY GUARANTEE

We take the accuracy of your final tax return very seriously. We will make every effort to protect you from taxpayer penalties, and we will not knowingly take a position that will result in a penalty. However, tax law is not an exact science, and we cannot guarantee no penalty will ever be assessed against you. If we make an error that results in the IRS or a state tax authority assessing a penalty or interest, we will pay the penalty or interest caused by our error. You understand and agree that any additional tax liability is always your responsibility.

PERSONAL TAX AND FINANCIAL ADVICE

As part of our tax preparation service and based on the information you provide, we may offer tax-related advice and suggestions for your individual situation. This does not take the place of guidance from attorneys, investment advisers, and other specialists, but should be considered along with guidance you receive from such professionals.

LOANS AND OTHER FINANCIAL PRODUCTS

We do not offer “refund anticipation loans” or other schemes in which you receive all or part of your expected tax refund before it is issued by the IRS. You may choose to receive your refund by check (mailed to your home address) or by direct deposit to your chosen bank account. We cannot take possession of, endorse or cash your refund check.

PREPARER TAX IDENTIFICATION NUMBER (PTIN)

The proprietor of eTaxPro LLC, Stephen Davis, has been issued a Preparer Tax Identification Number (PTIN) by the Internal Revenue Service. A PTIN must be obtained by all tax return preparers who are compensated for preparing, or assisting in the preparing of, all or substantially all of any U.S. federal tax return, claim for refund, or other tax form submitted to the IRS by us, so long as the tax form requires it. Stephen's PTIN has always been in good standing.

FEES

Individual Tax Preparation Fee. Our individual tax preparation fees are as follows: $149 for local, in-office tax preparation or $89 for virtual tax preparation. Occasionally, eTaxPro may offer promotional individual tax preparation fees either by standard US Postal Service mailers/postcards, magazine publications and/or social media postings (ie Facebook/Twitter). Fees are to be paid by either a debit or credit card, but we may accept cash or personal check payment if your tax preparation service is done by in-person meetings.

The above referenced Individual Tax Preparation Fee covers the following:

► In-person or virtual intake meeting(s) to exchange tax preparation documents and discussion of your tax situation.

► Preparation of your Federal and one State tax return, excluding Schedules C and E, which are referenced below.

► eFiling of all returns.

► Guidance/advice on tax questions or concerns on current/future tax matters.

► There is an additional fee of $25 for each Schedule C (Business Income) or Schedule E (Rental Property).

Ancillary Fees. The only ancillary fees for our services are noted below. You certify and confirm that you allow us to charge your debit or credit card used to pay the Individual Tax Preparation Fee noted above to pay for the following amounts, should they arise:

•   $25 for each additional state, prepared and e-filed.
•   $5 for printed copy of each return for mailed tax return filings, per each Federal/State return filed, if requested.
•   Cost reimbursement of overnight/courier package. For example, if we are charged $19 by FedEx, UPS or another courier company, we will charge you that same amount.

PRIVACY POLICY

Our most current privacy policy is always available at www.etaxpro.net/privacy-policy. Upon payment of your Individual Tax Preparation Fee noted above, you also certify and confirm that you have reviewed our privacy policy.

USE OF ELECTRONIC FILE TRANSFER SERVICE

We use a secure, encrypted file transfer service company to exchange documents between you and us. This company does not share or use personally identifiable information for any purpose other than the secure, encrypted storage of your documents and/or the exchange of these documents that takes place between you and us. This company's robust security architecture supports compliance with regulations like SOX, GLBA, HIPAA, and state-level data encryption and privacy breach laws. They attain a best-in-class SLA (99.9% network and application uptime) and their Certified Data Centers are SSAE-16 & ISO 27001 compliant. You understand and agree that by using their file transfer service, you separately agree to their terms of service.

GOVERNING LAW

This agreement is governed by, and shall be construed and enforced under, the laws of the State of Arizona, where eTaxPro LLC is domiciled.

EXECUTABILITY OF THESE TERMS OF SERVICE

Upon the successful payment of the client fee, you are bound by these Terms of Service. For Virtual Tax Preparation clients, in order to enable your payment to process successfully, you must check the box that reads "I agree to the Terms of Service" where clicking on the words "Terms of Service" is a hyperlink that opens a new tab in your browser providing you the opportunity to fully review these Terms of Service before submitting payment. For local, in-office Tax Preparation Clients, you and eTaxPro will execute a printed copy of these Terms of Service.

We thank you for you business.

Version: January 25 2017
eTaxPro LLC 2155 W Pinnacle Peak Road Suite 201 Phoenix AZ 85027