Tax Genius Policy
At Tax Genius, we are committed to providing professional, accurate, and efficient tax preparation services. Our policies are designed to ensure a smooth and transparent experience for all our clients.
1. Client Responsibilities
To ensure accurate and timely tax preparation, clients must:
Provide all necessary tax documents, including W-2s, 1099s, deductions, credits, and any other required financial information.
Verify that all personal and dependent information provided is accurate.
Review the completed tax return for accuracy before filing.
Maintain copies of tax returns and supporting documents for personal records.
2. Privacy & Confidentiality
We value your privacy and ensure that all client information is kept strictly confidential. Your personal and financial data will only be used for tax preparation purposes and will not be shared with third parties unless required by law or authorized by you.
3. Filing Authorization
Before submitting your tax return, we require your review and written authorization. No return will be e-filed or mailed without your explicit consent.
4. Fees & Payment
Our tax preparation fees are based on the complexity of your return and the services provided.
Payment is due at the time of service unless alternative arrangements have been made.
Additional services such as amendments, prior-year returns, or audit support may incur separate charges.
5. Accuracy Guarantee
We strive for 100% accuracy in tax preparation. If an error is found on a return we prepared, we will correct it at no additional cost. However, we are not responsible for penalties or interest resulting from client-provided misinformation or omitted data.
6. Audit Assistance
We provide limited audit assistance for returns prepared by Tax Genius. If you receive a notice from the IRS or state tax authorities, contact us immediately for guidance.
Full representation services may be available at an additional fee.
7. Refunds & Liability
Our services are non-refundable once a tax return has been prepared and submitted.
We are not liable for tax payments owed, penalties, or interest assessed due to the client’s failure to provide accurate information or timely submission of documents.
8. Appointment & Walk-in Policy
Clients are encouraged to schedule an appointment for tax preparation to ensure timely service.
Walk-ins are accepted based on availability.
Virtual tax preparation services may be available for remote clients.
9. Electronic Filing & Paper Filing
We e-file tax returns whenever possible for faster processing and refunds.
If a paper filing is necessary, clients are responsible for mailing their returns to the appropriate tax authorities.
10. Contact Information & Support
If you have any questions or need further assistance, please contact us at:
📍 Address: 1632 Jonesboro Rd SE, Atlanta, GA 30315
📞 Phone: (404) 627-1015
🌐 Website: www.taxgenius.tax
By using our tax preparation services, you acknowledge that you have read and agreed to the terms outlined in this policy.
Thank you for choosing Tax Genius for your tax preparation needs!