1. This type of service only applies to returning clients. “Returning clients” are defined as clients with immediately preceding year’s tax returns prepared by Beyond Tax Solutions. Returning consultation-only clients may be given consideration depending on their tax circumstance subject to the CPA’s discretion.
2. The usual turnaround time is 1-4 business days, depending on the completion of questionnaire and upload of clients’ documents to our system.
3. The client must accept our engagement letter and notify our team that their online portal is complete to proceed with the tax preparation. Our team shall obtain the client’s approval for the final tax preparation fees before we finalize the drafts. The client will settle the final tax preparation invoice before we release the final tax return forms. 
4. Before the tax returns are drafted for finalization, our team requires completed online questionnaire with all the clients’ documents uploaded to our system. The client should advise such completion. Our team is not responsible for delays caused by the client including but not limited to late replies to correspondences. Any additional document received after client’s notice will automatically reset the time allowable for the completion of drafts. Each revision of draft return is subject to the tax preparation rate starting at $95.
5. Engagement fees depend on the complexity of their tax return, number of forms, and time required to complete their tax returns. Consultation and extended time for completion may be needed depending on these factors. Final decision on the need for the consultation lies with the CPA. Virtual consultation fees are waived for all returning clients. In-person consultation are subject to discounted fees.
6. Should there be a need to drop-off documents at our office, additional rates subject to in-person services apply.
7. Our team will e-mail the final tax returns to the client when it is complete. If manually filing, the client may then print it from the comfort of their own home, sign the Form 1040, attach their W2s and submit to the relevant tax authority. Printing and mailing are subject to additional fees. If electronically filing, no further actions are needed. The downloaded copy serves as the final tax return filed.
8. Returning clients may avail services for up to 7 days before the deadline. Any notice received less than 7 days are considered expedited. Refer to our engagement letter for more information.
9. Price-Match Guarantee may apply to a Front-Row client invoice.

Note: We will provide you with an income tax organizer to help you compile and document the information necessary to prepare your income tax returns. Income from all sources, including those outside the U.S., is required to be reported. It is the client’s sole responsibility to provide information that is correct, accurate and complete. By providing your signature and approval on the relevant tax forms, you attest that you understand and agree with all the tax positions and strategies taken on the returns. The tax preparer is released from any responsibilities from ensuing correspondences from relevant tax authorities, if any9