Terms and Conditions

MR TAX USA LLC provides tax preparation services to individuals and businesses in the United States. By using our services, whether online or in person at our office, you agree to the following terms and conditions. Prices for individual taxes are as follows: Dependents: $69.00, Single individuals: from $95.00, Married filing jointly: from $185.00, Married filing separately: from $95.00, Head of household: from $185.00. These prices may adjust depending on income and any additional forms or documentation provided by the client. A 10% discount is offered to new clients for individual tax services. 

MR TAX USA LLC offers three plans designed to meet the accounting and tax needs of businesses: the Basic Plan, the Essential Plan, and the Professional Plan. The Basic Plan costs $200.00 per month and includes bank statement entry in Excel, preparation of an annual report, accounting advice, and 30-minute consultations. This plan is ideal for businesses requiring basic accounting services and assistance in managing their financial records. The Essential Plan costs $300.00 per month and includes everything in the Basic Plan, plus bank statement entry in QuickBooks, preparation of profit and loss statements, balance sheets, payments to the state or IRS, and sales tax management. The client will be responsible for acquiring and maintaining a QuickBooks subscription to access these services. The Professional Plan costs $400.00 per month and includes everything in the Essential Plan, plus additional services such as opening an IRS account, filing the BOI Form, filing 1099-NEC forms, estimated payments, address, name or incorporator changes, and obtaining copies of documents from the state or IRS. 

The client will be responsible for acquiring and maintaining a QuickBooks subscription to use these services. If the client opts for the Professional Plan, a 20% discount will be applied during the first 3 months, meaning a monthly payment of $320.00 instead of $400.00. If the client opts for the Essential Plan, a 15% discount will be applied during the first 3 months, meaning a monthly payment of $255.00 instead of $300.00. If the client chooses the annual payment option, the Professional Plan will cost $4,000.00 annually (a $800.00 discount off the original price of $4,800.00), and the Essential Plan will cost $3,000.00 annually (a $600.00 discount off the original price of $3,600.00). Prices and services offered may be modified depending on the client’s needs, but any changes must be approved by both parties before proceeding. It is important to note that for the Essential and Professional Plans, the client is responsible for acquiring and maintaining the QuickBooks subscription throughout the service period. MR TAX USA LLC is not responsible for any costs related to the QuickBooks subscription or its cancellation. 

Services included in each plan may be modified or expanded based on the client’s needs, but any change must be approved by both parties before proceeding. If the client decides to cancel MR TAX USA LLC’s services, the QuickBooks subscription will remain in the client’s name with no additional charges from the company, and the client may continue using their QuickBooks subscription independently. Payments for tax preparation services will be made according to the following structure: 50% initial payment, the client agrees to pay 50% of the total agreed amount before MR TAX USA LLC begins any work related to tax preparation; 50% final payment, the remaining 50% will be payable upon completion of the work, meaning when MR TAX USA LLC has finished preparing the tax return and delivers the final documents to the client. 

Clients can make payments using one of the following methods: Zelle, make the payment via Zelle using the email address: Diversifyandprogress@outlook.com; Credit/Debit Cards, payments can be made in person via tap, swipe, or insert with an additional 3.5% charge on the total amount. If you prefer to pay via a payment link or provide your card details over the phone, an additional 3.66% charge will apply to the total amount; Check, payment can be made by check payable to MR TAX USA LLC; Cash, cash payments are accepted at our office. Once the invoice is generated, the client has 15 days to make the full payment. If the payment is not made within this period, a one-time late fee of 2.5% of the outstanding amount will be applied. If the client does not make the final payment within the agreed-upon period, MR TAX USA LLC reserves the right to suspend the work and delivery of the final documents until full payment has been received. 

Additionally, a 2.5% late fee will be applied to the outstanding amount. If the client has not paid the full service amount, MR TAX USA LLC will not transmit or deliver the final documents or complete the service until the full payment has been received. The work will be considered incomplete until the final payment is made, and no files, reports, or other documents related to the services will be delivered until the full payment is made. If additional work outside the initial scope is required during the tax preparation process, MR TAX USA LLC will notify the client of any price adjustments. Any price change must be approved by both parties before proceeding with additional work. If the client decides to cancel or withdraw from MR TAX USA LLC’s services after work has started, a 25% retention fee of the total service amount will be held as compensation for work completed to date.

The 50% initial payment will be refunded to the client, provided the work has not been completed. The minimum retention fee will be $35, even if 25% of the total cost is less than this amount. By hiring MR TAX USA LLC’s services, the client acknowledges that they have read and understood this retention clause. The client is responsible for the truthfulness and accuracy of all information provided to MR TAX USA LLC for the preparation of their tax return. In the event that the client commits fraud, omits income, submits falsified documents, or provides incorrect information intentionally, the responsibility for any tax adjustments, penalties, fines, or related actions will fall solely on the client. MR TAX USA LLC will retain records related to the client’s tax preparation for a minimum of three (3) years from the tax filing date, in accordance with IRS guidelines. After this period, MR TAX USA LLC will not be responsible for correcting errors, making tax adjustments, or resolving investigations or audits that arise, unless it is shown that such errors or investigations resulted from fraud committed by MR TAX USA LLC.

In the event that the IRS or other tax authorities determine that the client’s tax return contains erroneous, fraudulent, or needs to be reviewed, MR TAX USA LLC will cooperate within the legal limits with the tax authorities. However, the client will be responsible for any penalties, sanctions, or adjustments arising from fraud or bad faith by the client in their tax return submission. MR TAX USA LLC will not be responsible for penalties, fines, interest, or tax adjustments arising from errors, omissions, or fraud committed by the client. The client assumes full responsibility for any penalties or tax adjustments resulting from incorrect, incomplete, or false information provided for the preparation of their tax return. MR TAX USA LLC will not be responsible for any penalty, fine, or adjustment related to errors, fraud, or incorrect information provided by the client. 

MR TAX USA LLC‘s liability for any error in tax preparation will not exceed the total amount paid by the client for the services rendered. The client understands and agrees that any penalty, fine, or tax adjustment that arises will be their full responsibility. If the client has started tax preparation services with MR TAX USA LLC and, after a reasonable period, does not respond to attempts to communicate (whether by phone, email, or other means provided) for the following periods: 4 consecutive months for businesses or commercial entities; 2 consecutive months for individual persons, MR TAX USA LLC reserves the right to consider the service abandoned and terminate the business relationship without refund. If the client does not provide the necessary information or does not cooperate in the tax preparation process within a reasonable period, and if the client does not respond to multiple attempts to contact, MR TAX USA LLC has the right to suspend the work without obligation to refund any amount paid. The time spent up to that point will be considered as compensated by the initial payment made. 

If after 4 months of inactivity or lack of response from the client in the case of businesses, or 2 months in the case of individuals, MR TAX USA LLC has not received any communication, the case will be closed and considered terminated without any refund of payments made. This includes both the initial payment and any partial payments made. If the client justifies their absence after the inactivity period, MR TAX USA LLC may, at its discretion, reactivate the tax preparation process. However, this will not entitle the client to a refund for the time already spent or the costs incurred. By hiring MR TAX USA LLC’s services, the client acknowledges that if they fail to maintain communication within the stipulated period of 2 months for individual persons or 4 months for businesses, the business relationship will be considered terminated and no refund of payments made will proceed. 

MR TAX USA LLC will make every effort to meet deadlines, but it will not be responsible for delays beyond its control, such as those caused by the client not providing necessary documentation on time or delays from the IRS. MR TAX USA LLC will correct any errors or inaccuracies found in the tax return at no additional cost, as long as they are detected within the tax filing period. However, MR TAX USA LLC’s liability for any error will not exceed the total amount paid by the client for the services rendered. MR TAX USA LLC offers consultations based on time, with the following prices: Short consultation (up to 15 minutes): $35.00, Half-hour consultation (up to 30 minutes): $50.00, One-hour consultation (up to 60 minutes): $100.00. If the client decides to take any service during the consultation time, and the service value is higher than the cost of the consultation, the price of the consultation will be credited toward the service. 

However, if the service value is lower than the cost of the consultation, the consultation fee will still be charged and the service will not be provided free of charge. MR TAX USA LLC reserves the right to modify these terms and conditions at any time. Any changes will be communicated to the client via email, and the modifications will become effective at the time of notification. Continued use of the services after changes indicates acceptance of the modified terms. MR TAX USA LLC also provides payroll processing services for businesses. By contracting this service, the client agrees to the following terms and conditions: The business contracting the payroll service must make a one-time initial payment of $100.00 for the account setup. 

This payment covers the costs associated with setting up the payroll system and activating the account for processing payments. Each payroll processing costs $50.00, which includes processing for up to six (6) employees. If additional employees are added, an extra charge of $10.00 per employee will apply. It is important that the business notifies any changes to the payroll (such as adding or removing employees, salary changes, hours, etc.) at least two (2) days before the scheduled payday. If a change is not notified with the required advance notice, or if modifications are needed after payroll processing has already started, a penalty of $70.00 will apply for the late modification or insufficient funds in the bank account at the time of payroll processing. 

Payment of this penalty will be required before any further actions can be taken in the payroll process. Additionally, if there are insufficient funds in the bank account at the time of payroll processing, MR TAX USA LLC reserves the right to suspend payroll processing until the balance is regularized. These terms and conditions apply to all payroll services provided by MR TAX USA LLC, and any modifications or additions to these services must be agreed upon and approved by both parties before proceeding. MR TAX USA LLC reserves the right to modify, update, or change these Terms and Conditions at any time. Any changes will be posted on the company’s website and will take effect immediately after publication.

Direct Debit in Case of Outstanding Balance:

In the event that the client has an outstanding balance for services rendered by MR TAX USA LLC, the company reserves the right to charge the outstanding amount via direct debit from the bank account provided by the client at the time of registration, if the payment has not been received within the established 10-day period from the invoice generation date. The client authorizes MR TAX USA LLC to perform this direct debit and agrees that the debit will include the total amount owed, plus any applicable late fees as outlined in the terms and conditions.

The client will be notified via email at least 48 hours prior to the direct debit being processed. If the client does not wish for the direct debit to be executed, they must pay the outstanding balance within the specified time frame or provide an alternative payment method before the debit date. If the client is unable to provide an alternative payment method, the direct debit will proceed as outlined.