Tax Preparation Service Agreement & Client Consent

All In One Solutions LLC

This Tax Preparation Service Agreement ("Agreement") is entered into between All In One Solutions LLC ("Tax Preparer," "we," "our," or "us") and the client ("Client," "you," or "your"). By signing this Agreement, you acknowledge that you have read, understood, and agree to all terms and conditions contained herein.

Section 1 – Tax Preparation Services

All In One Solutions LLC agrees to prepare your federal and, when applicable, state income tax returns using the information and documentation you provide.

Services may include:

Individual Income Tax Return Preparation

State Income Tax Return Preparation (when applicable)

Electronic Filing (E-File)

Tax Document Review

General Tax Preparation Assistance

Tax Planning Guidance (when requested)

Status Updates Throughout the Preparation Process

All tax returns are prepared by an IRS-registered tax preparer with a valid PTIN.

Section 2 – Client Responsibilities

The Client agrees to:

Provide complete, truthful, and accurate information.

Provide all requested tax documents before preparation begins.

Provide valid government-issued identification upon request.

Review the completed tax return before authorizing electronic filing.

Notify All In One Solutions LLC immediately if any information is incorrect.

Notify All In One Solutions LLC immediately upon receiving any IRS or state notice regarding the prepared return.

The Client understands that All In One Solutions LLC prepares tax returns based solely on the information provided by the Client. The Client remains legally responsible for the accuracy and completeness of all information submitted to the IRS and applicable state tax agencies.

Section 3 – Electronic Filing Authorization

The Client understands that:

The completed tax return will be provided for review before filing.

No tax return will be electronically filed without the Client's authorization.

By signing the required IRS authorization forms, the Client authorizes All In One Solutions LLC to electronically file the completed return.

Section 4 – Pay With Return Agreement

Clients choosing the Pay With Return payment option agree to the following:

$50 Holding Fee

A non-refundable $50 Holding Fee is required before tax preparation begins.

The Holding Fee protects All In One Solutions LLC if tax preparation fees cannot be collected from the Client's refund.

If the Client's federal or state refund is:

Offset

Garnished

Reduced

Delayed

Intercepted

Applied toward another debt

the Client remains fully responsible for paying any remaining balance owed to All In One Solutions LLC.

Payment arrangements may be available for up to two (2) months from the date the Client is notified that the refund has been delayed, reduced, intercepted, or otherwise unavailable.

Section 5 – IRS Authorization

The Client authorizes All In One Solutions LLC to monitor the status of the 2026 federal income tax return using the IRS "Where's My Refund?" service.

The Client also authorizes All In One Solutions LLC, when properly authorized by applicable IRS authorization forms and as permitted by federal law, to communicate with the Internal Revenue Service regarding the Client's 2026 tax return.

The Agreement will automatically update each tax season to reflect the current tax year.

Section 6 – Accuracy Guarantee

If All In One Solutions LLC makes a preparation error based solely upon the complete and accurate information provided by the Client, we will correct that preparation error at no additional tax preparation charge.

This guarantee does not apply when:

Incorrect information was provided by the Client.

Required information was omitted.

Documents were submitted after preparation was completed.

Tax laws change after filing.

The IRS or state adjusts the return based upon information not provided to All In One Solutions LLC.

Section 7 – Refund Policy

Due to the professional time, knowledge, and services provided, all tax preparation fees are non-refundable.

If the Client believes an error was made during preparation, All In One Solutions LLC will review the return at no additional charge.

If the error was caused solely by All In One Solutions LLC, the return will be corrected at no cost to the Client.

A refund will only be considered if All In One Solutions LLC determines that a preparation error caused solely by our office cannot reasonably be corrected.

No refunds will be issued because of:

IRS processing delays

State processing delays

Refund offsets

Refund garnishments

Smaller-than-expected refunds

Tax balances owed

Missing or inaccurate client information

IRS or state audits

Changes in tax law

Client dissatisfaction with the amount of the refund

Section 8 – Audit Assistance

If the Client receives an IRS or state notice regarding a tax return prepared by All In One Solutions LLC, we will review the notice at no charge.

If an amended return or correction is required because of an error made by All In One Solutions LLC, the correction will be completed at no charge.

Audit representation, responding directly to the IRS or state, preparing audit documentation, attending audit meetings, or representing the Client during an audit is a separate professional service and additional fees will apply.

Section 9 – Amended Returns

Amended tax returns are considered a separate service and may require additional fees unless the amendment is required solely to correct an error made by All In One Solutions LLC.

Section 10 – Privacy & Confidentiality

All Client information is maintained in strict confidence in accordance with applicable federal and state privacy laws.

Client information will not be disclosed except:

As required by law;

When authorized by the Client; or

As necessary to complete authorized tax preparation services.

Section 11 – Communication Policy

During tax season, responses are generally provided within 24–48 business hours.

Response times may be longer during peak filing periods.

Section 12 – Refund Disclaimer

The Client understands and agrees that:

Refund amounts cannot be guaranteed.

Refund dates cannot be guaranteed.

The IRS and applicable state tax agencies determine all refund approvals, adjustments, and payment dates.

All refund estimates are estimates only.

Section 13 – Payment Responsibility

Regardless of whether a refund is received, delayed, reduced, intercepted, or denied, the Client remains responsible for paying all agreed tax preparation fees.

Section 14 – Electronic Consent

By signing below, I certify that:

☐ I have read and agree to this Tax Preparation Service Agreement.

☐ I understand the $50 Holding Fee for the Pay With Return option.

☐ I understand that I remain responsible for payment if my refund is delayed, reduced, intercepted, or offset.

☐ I authorize All In One Solutions LLC to monitor my refund through the IRS "Where's My Refund?" service and, when properly authorized by applicable IRS authorization forms and permitted by law, communicate with the IRS regarding my 2026 tax return.

☐ I understand the Accuracy Guarantee.

☐ I understand the Audit Assistance policy.

☐ I certify that all information and documents I have provided are true, accurate, and complete to the best of my knowledge.

☐ I have reviewed my completed tax return before authorizing electronic filing.

Electronic Signature

Printed Name: _______________________________________

Today's Date: 08/05/2026

Digital Signature (Full Legal Name): _______________________________________

By signing electronically, I acknowledge that my electronic signature has the same legal effect as my handwritten signature, and I agree to all terms contained in this Agreement.