Privacy Policy

 

TaxWise Solutions (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or utilize our tax preparation and advisory services.

 

By using our website or submitting information through our client intake forms, you consent to the practices described in this policy.

 

 

 

Information We Collect

 

 

We may collect the following types of information when you interact with our website or services.

 

 

Personal Information

 

 

This may include:

 

• Full name

• Email address

• Phone number

• Mailing address

• Date of birth

• Social Security number

• Tax identification numbers

• Employment information

• Financial and tax documentation

 

 

This information is typically provided through:

 

• Client intake forms

• Secure document uploads

• Email correspondence

• Phone or consultation discussions

 

 

 

 

Financial and Tax Information

 

 

To prepare and analyze tax returns we may collect information such as:

 

• W-2 forms

• 1099 forms

• Business income documentation

• Investment statements

• Prior tax returns

• Banking information for refund deposits

 

 

This information is used solely for tax preparation, advisory services, and compliance purposes.

 

 

 

How We Use Your Information

 

 

Your information may be used for the following purposes:

 

• Preparing federal and state tax returns

• Providing tax planning and advisory services

• Conducting advanced return review and optimization analysis

• Communicating regarding your tax return or services

• Complying with IRS and regulatory requirements

• Processing payments or bank disbursements related to tax preparation services

 

 

We may also use anonymized information to improve our services, website functionality, and operational processes.

 

 

 

Financial Processing and Banking Services

 

 

In certain cases, tax preparation fees may be paid through refund processing services offered by third-party banking partners.

 

When refund processing is utilized:

 

• A bank processing fee may apply

• The bank may temporarily receive the tax refund from the IRS or state agency

• The bank will deduct preparation fees and disburse the remaining refund to the taxpayer

 

 

These services are optional and subject to the policies of the banking provider.

 

 

 

Data Security

 

 

We take reasonable steps to safeguard sensitive information through:

 

• Encrypted file transmission

• Secure document portals when available

• Limited internal access to client data

• Password-protected systems and storage

 

 

However, no digital system is completely secure, and we cannot guarantee absolute protection from unauthorized access.

 

 

 

Information Sharing

 

 

We do not sell or rent personal information to third parties.

 

Information may only be shared when necessary with:

 

• The Internal Revenue Service (IRS)

• State tax agencies

• Banking partners for refund processing

• Authorized service providers assisting with tax preparation operations

 

 

Information is shared only to the extent necessary to complete services or comply with legal obligations.

 

 

 

Record Retention

 

 

Client tax records and related documentation may be retained for a reasonable period in accordance with IRS guidelines and professional standards.

 

Clients are responsible for maintaining copies of their final tax returns and supporting documents.

 

 

 

Third-Party Services

 

 

Our website may use third-party tools for functionality such as:

 

• Website hosting

• Form submissions

• Payment processing

• scheduling services

 

 

These providers maintain their own privacy policies governing how information is handled.

 

 

 

Children’s Privacy

 

 

Our services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from minors without parental or guardian consent.

 

 

 

Updates to This Policy

 

 

We may update this Privacy Policy periodically to reflect changes in regulations, technology, or business practices. Updates will be posted on this page with the revised effective date.

 

 

 

Contact Information

 

 

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

 

TaxWise Solutions

Customer Support

Email: support@taxwisesolutions.com

 

 

 

Terms and Conditions

 

These Terms and Conditions govern the use of the TaxWise Solutions website and the tax preparation services provided by our company.

 

By using this website or engaging our services, you agree to the following terms.

 

 

 

Scope of Services

 

 

TaxWise Solutions provides services including:

 

• Individual and business tax preparation

• Tax advisory and planning services

• Advanced return analysis and review

• Compliance assistance with federal and state filings

 

 

Services are performed based on the documentation and information provided by the client.

 

 

 

Client Responsibilities

 

 

Clients are responsible for:

 

• Providing complete and accurate information

• Supplying required documentation

• Reviewing completed returns prior to submission

• Maintaining personal copies of tax filings

 

 

TaxWise Solutions is not responsible for errors resulting from incomplete or inaccurate information supplied by the client.

 

 

 

Fees and Payment

 

 

Tax preparation services are subject to professional service fees which may vary depending on:

 

• Complexity of the return

• Scope of advisory services

• Additional analysis or compliance work required

 

 

Certain payment methods may involve third-party banking services for refund-based payment processing. When utilized, a bank processing fee may apply.

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Tiered Fee Structure Agreement​

​

By engaging TaxWise Solutions for tax preparation, review, advisory, or reconstruction services, the client acknowledges and agrees that professional fees are determined using a tiered service pricing model based on the complexity, scope of work, compliance requirements, and level of analysis required to complete the engagement.

 

Fees are not solely based on the number of forms prepared, but rather the overall professional services performed, which may include but are not limited to:

 

• Tax return preparation and filing

• Advanced return reconstruction and analysis

• Tax optimization strategies

• Compliance review and due diligence procedures

• Credit and deduction evaluation

• Multi-state filing coordination

• Prior filing comparison and adjustment analysis

• Advisory services and tax planning consultation

• Software, processing, and administrative costs

 

 

Based on these factors, client engagements are assigned to one of several service tiers, which generally fall within the following ranges:

 

• Tier I Services: $395 – $999

• Tier II Services: $1,000 – $3,999

• Tier III Services: $4,000 – $9,000+

 

 

The final service fee is determined after evaluation of the client’s tax situation and scope of work required.

 

TaxWise Solutions reserves the right to assign the appropriate service tier based on professional judgment and the complexity of the engagement.

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Bank Processing & Direct Deposit Fee

​

Clients will have professional fees deducted from their tax refund through direct deposit processing, an additional bank processing fee of $295 will be applied.

 

This fee covers:

 

• Refund transfer processing

• Secure payment disbursement

• Banking compliance procedures

• Third-party bank processing services

 

 

This fee is separate from and in addition to the professional service fee.

 

 

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Client Acknowledgment

 

 

By signing or checking the Privacy/Terms & Agreement box located in the quote questionnaire, this agreement or authorizing services, the client acknowledges and agrees that:

 

• Fees are based on the scope and complexity of services performed.

• The final fee may fall anywhere within the applicable tier range depending on the work required.

• A $295 bank processing fee will apply when fees are deducted from the client’s refund through direct deposit.

• All professional services provided are subject to this tiered pricing structure.

 

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11. Acceptance & Acknowledgment

 

 

By checking the acceptance box or signing electronically, the Client confirms that they:

 

• Have read and understand this Agreement

• Understand the minimum $395 fee and tier based fee structure

• Acknowledge that no tax outcome is guaranteed

 

 

 

Refund Estimates

 

 

Any refund estimates provided during the preparation process are projections only based on available information.

 

The final refund amount is determined solely by the IRS and applicable state tax authorities.

 

TaxWise Solutions does not guarantee specific refund amounts.

 

 

 

Electronic Filing Authorization

 

 

Before submission of any tax return, clients must review the return and authorize filing through the appropriate authorization forms (such as IRS Form 8879 when applicable).

 

Returns will not be transmitted without client approval.

 

 

 

Limitation of Liability

 

 

To the fullest extent permitted by law, TaxWise Solutions shall not be liable for:

 

• Delays caused by tax authorities

• Adjustments made by the IRS or state agencies

• Errors resulting from incomplete client information

• External banking or refund processing delays

 

 

 

 

Professional Standards

 

 

All services are performed in accordance with applicable tax regulations, professional standards, and ethical guidelines governing tax preparation services.

 

 

 

Website Use

 

 

Users of this website agree not to:

 

• Attempt unauthorized access to systems or data

• Misuse website functionality

• Submit fraudulent or misleading information

 

 

Violation of these terms may result in restricted access to services.

 

 

 

Modifications

 

 

TaxWise Solutions reserves the right to update these Terms and Conditions at any time. Updated terms will be posted on this page with the effective date.

 

 

 

Governing Law

 

 

These terms shall be governed by and interpreted in accordance with the laws of the United States and the applicable state in which services are provided.​​​​​​​