Hold Harmless agreement

Suzanne McCue and A to Z tax preparation services will prepare your 2024 tax return from the information you furnished to us. We have very high compliance standards and may require further documentation to adhere to our due diligence requirements. You, the taxpayer, are ultimately responsible for the correct and accurate preparation and filing of your tax return, and, by signing below, you indicate the information provided is true, correct, and complete to the best of your knowledge. You release Suzanne McCue and A to Z Tax Preparation Services from any liability arising from errors or omissions, exept where prohibited by law. Please sign below indicating you have read and agree to these terms.

Tax Form Abandonment/Ach Agreement

A to Z Tax Services will require a $90-$150 Service Fee, (depending on the complexity of the return) upon request - if the client decides to file their tax return elsewhere, this fee will be considered non-refundable and will be processed through our payment merchant until fulfilled. If the client elects to file their taxes with us, the fee will be deducted from the total fees charged by us upon completion of work. The total tax filing fees will be processed from the tax return, if the taxpayer is entitled to one. If taxes are owed, or the return isn't sufficient to cover the fees, we will debit the client's account until fees are fulfillled before the return can be processed. Fee schedules are available upon request and are not negotiable (unless otherwise agreed to due to intricate tax situations or referral bonuses or other special circumstances). Thank you for allowing us to serve you.

Please sign below to indicate you agree to this fee policy