* If you own 10% or more of a corporation that requires Form 5471, services can only be provided offline. In such cases, a separate quote will be issued and the service will proceed offline.
* For KRW payments, service fees will be automatically converted based on the official exchange rate of the payment date.
* Unless otherwise specified in the fee schedule, the listed basic fee applies to one income type per service. If two or more income types apply, additional charges will be incurred for each item.
* For certain return types that require paper filing under government regulations, additional postage fees will apply.
* Specific additional charges are automatically calculated by the system and reflected in the payment screen for your confirmation.
* Certain additional charges may only be finalized after review by a tax professional. In such cases, an additional payment request will be sent by email based on the fee schedule.
* For special cases not listed in the fee schedule that require significantly more professional time, industry-standard additional charges will apply. These will be communicated in advance before services are provided.
* The service fee covers the preparation and filing of the return based on documents provided by the client, along with a standard summary of results and a general explanation of the tax due or refund amount.
* Explanations provided for educational purposes, such as detailed calculation methods, legal applications, or step-by-step preparation guidance that go beyond the typical scope of client support, are not included in the standard service fee. If requested, an hourly professional fee will apply.
* Form 1040 services cover federal and state individual income tax returns only. Local taxes (e.g., excise tax) required by specific states or cities will only be prepared upon client request.
* Filing services listed in the fee schedule are considered complete once the client has received either the e-file acceptance record or proof of postal submission. Any subsequent government correspondence or responses are provided as a separate service.
* Refunds are subject to the refund policy provided at the time of payment.