Terms and Conditions for Joza Tax Services
Effective Date: January 9, 2025
Thank you for choosing Joza Tax Services ("we," "our," or "us"). We appreciate your trust in our expertise and are committed to providing you with the highest level of service. These Terms and Conditions ("Agreement") outline the legal obligations between you ("Client," "You," or "Your") and Joza Tax Services. By engaging with us for any of our services, you agree to be bound by the terms detailed below. Please take the time to read through this Agreement carefully before proceeding with our services.
1. Services Provided
Joza Tax Services specializes in a comprehensive range of tax-related services, including, but not limited to, tax preparation, tax filing, tax consulting, and refund processing for both individual and business clients. Specifically, our offerings cover the preparation and filing of both federal and state income tax returns, which are necessary for compliance with tax regulations. Furthermore, we provide electronic filing (e-filing) services that facilitate the secure transmission of tax returns to relevant tax authorities.
Additionally, Joza Tax Services helps facilitate the processing of your tax refund, which may include options such as refund advances or products related to your tax refund. Our services aim to ensure that your tax matters are handled promptly, accurately, and in accordance with the applicable tax laws.
It is important to note that Joza Tax Services operates under the license of Crespi Tax Group LLC, which means that Crespi Tax Group LLC is legally authorized to offer the necessary certifications and support for our tax services.
2. Client Responsibilities
As a client, you agree to provide all necessary information required to prepare and file your tax returns, including, but not limited to, personal identification details, income documentation, financial records, and any other relevant information that may affect the accuracy of your tax return. You acknowledge that the accuracy and completeness of the information you provide are critical in ensuring that your tax return is prepared and filed correctly.
Any delay in providing required documentation or information may result in a delay in the preparation or filing of your tax return. Additionally, if corrections are required due to incomplete or inaccurate information provided by you, additional charges may apply. You are also solely responsible for reviewing the final tax return prepared by Joza Tax Services to ensure that it is accurate before it is submitted. You must communicate any discrepancies, omissions, or concerns prior to the filing of your tax return.
3. Electronic Filing
At Joza Tax Services, we offer electronic filing (e-filing) as a convenient option for submitting your tax return to the appropriate tax authorities. By choosing to use e-filing, you authorize Joza Tax Services to transmit your tax return electronically on your behalf. E-filing is a secure, efficient way to submit your tax returns and receive confirmation of submission from the IRS or state tax authorities.
E-Filing Fees: Please be aware that there is a fee associated with e-filing services, which is separate from the tax preparation fee. This fee covers the cost of electronically submitting your tax return and will be communicated to you in advance of processing. This fee is subject to change based on various factors, including any changes to the IRS or state tax filing processes.
Third-Party Fees: In the event that you opt for additional products or services, such as refund advances, tax-related financial products, or similar offerings, please note that you may be subject to third-party fees. These services are provided by external providers, such as TPG (Tax Products Group) or Santa Barbara Tax Products Group. These third-party fees will be clearly disclosed to you prior to your decision to use such services, and you will have the option to decline or proceed accordingly.
4. Third-Party Providers
Joza Tax Services partners with third-party financial institutions, including TPG (Tax Products Group) and Santa Barbara Tax Products Group ("TPG"), to offer services such as refund processing, refund advances, and related products that are integral to the tax refund process.
Santa Barbara Tax Products Group for Direct Deposit: Joza Tax Services uses Santa Barbara Tax Products Group exclusively for handling all direct deposit transactions, including Refund Transfers. Refund Transfers are an option for clients who wish to receive their tax refund via direct deposit or onto a prepaid debit card. If you elect to use this service, please be advised that a Refund Transfer Fee will apply. This fee is determined and charged directly by Santa Barbara Tax Products Group, not by Joza Tax Services.
Refund Transfer Fees are typically deducted from the amount of your tax refund, and you will be informed of any applicable fees before you agree to use the service. If you choose to use a Refund Transfer, your refund will be deposited directly into an account managed by Santa Barbara Tax Products Group, and you will be notified of the timeline and amount of your refund.
TPG & Santa Barbara Tax Products Group Fees: If you decide to use any other products or services offered by TPG or Santa Barbara Tax Products Group, such as Refund Transfers, Refund Advances, or any similar services, separate fees will apply. These fees are not included in the tax preparation fees charged by Joza Tax Services and are the sole responsibility of the client. Before proceeding with any such services, Joza Tax Services will disclose any associated fees and provide a full explanation of the costs involved.
5. Privacy and Confidentiality
At Joza Tax Services, we take the privacy and security of your personal and financial information very seriously. We are committed to safeguarding your data and ensuring that your information is handled in compliance with applicable privacy laws and regulations.
All information you provide to us will be kept confidential and will only be shared with third-party service providers, such as those mentioned in the third-party providers section, as necessary for the purpose of preparing and filing your tax return. Your data will never be shared with unauthorized parties, and we will take reasonable steps to prevent any unauthorized access or disclosure.
We also encourage you to take steps to protect your own personal and financial information, such as using secure methods to transmit sensitive documents to us and maintaining the confidentiality of any passwords or access codes related to your tax-related services.
6. Payment Terms
Tax Preparation Fees: The tax preparation fees charged by Joza Tax Services will depend on the complexity of the services provided and the specific requirements of your tax return. The applicable fees will be communicated to you before any services are rendered. These fees are non-refundable once services have commenced.
You agree to pay the tax preparation fees when services are rendered. In certain cases, payment may be required before your tax return is filed. Payment can be made via credit card, debit card, check, or any other approved payment method.
E-Filing Fees: The e-filing fee is separate from the tax preparation fee and will be collected at the time your tax return is filed electronically.
Refund Transfers: If you choose to use a Refund Transfer service, the associated fees will be deducted from your tax refund. You authorize Joza Tax Services to facilitate the processing of these fees on your behalf and understand that Santa Barbara Tax Products Group will determine the fees for this service.
7. Disclaimers
Joza Tax Services makes every effort to ensure that your tax return is accurate and complete based on the information you provide. However, we are not liable for any errors or omissions that may arise due to incorrect, incomplete, or misleading information provided by you. It is your responsibility to ensure that the information provided is truthful and accurate.
In the case of an audit or inquiry by tax authorities, Joza Tax Services will offer support and assistance as needed, but we cannot guarantee the outcome or any specific result. We will cooperate with you and assist with the audit process to the best of our ability, but we are not responsible for any penalties or fees imposed by tax authorities due to inaccuracies in your tax return.
8. Termination of Services
Both you and Joza Tax Services reserve the right to terminate this Agreement at any time, with or without cause, by providing written notice to the other party. If services are terminated after the preparation of your tax return has begun but before the return is filed, you will still be responsible for the tax preparation fees incurred up until that point.
In the event of termination, you agree to pay any outstanding fees owed for services rendered, including the tax preparation fees and any third-party fees associated with refund processing or other additional services.
9. Limitation of Liability
Joza Tax Services' liability to you for any claim arising out of this Agreement shall be limited to the total amount paid by you for the tax preparation services. In no event shall Joza Tax Services be liable for any consequential, incidental, special, or punitive damages, even if we have been advised of the possibility of such damages.
10. Governing Law
This Agreement shall be governed by, and construed in accordance with, the laws of the State of New York. Any disputes arising under or related to this Agreement will be resolved in the appropriate courts located within the jurisdiction of New York.
11. Amendments
Joza Tax Services reserves the right to amend these Terms and Conditions at any time, without prior notice, except as required by law. When updates are made, the revised Terms and Conditions will be posted on our website, and you will be notified of any significant changes. Your continued use of our services after any amendments constitutes your acceptance of the updated terms.
12. Contact Information
For any questions or concerns regarding these Terms and Conditions, please contact Joza Tax Services at:
Joza Tax Services
Phone: (631-943-1366)
Email: [email protected]
By using the services of Joza Tax Services, you acknowledge and accept the terms outlined in this document.