SG INC. CPA offers a unique Double Guarantee for the Tax Preparation done at our firm. Following are the complete details of these guarantees, as well as the Terms and Conditions applicable to them;
1. Brief Description of Guarantee (Subject to terms and conditions stated in paragraph 2)
i. Legally Lowest Tax: We guarantee that, based on the information provided to us by the client; if any CPA reduces taxes worked out by us by making changes in tax treatment of any item, expense, or payment by the client in any of our federal/state returns we provide to the client; we shall pay back 150% of the amount charged for such a return executed by us.
ii. No Penalty or Interest: We guarantee that if the IRS charges any penalty or interest on account of any mistake; such as making an unlawful mistake in claiming any deduction in your return, made by our staff; we will be responsible for it and get the penalty or interest abated. If we cannot do so, we will pay the penalty or interest for up to the amount of $5,000.00.
2. Terms & Conditions:
i. The Guarantee is subject to following terms;
Results are subject to the information given to us by the client. This includes details obtained by both face to face meetings and from the clients’ written tax organizer. This condition applies, whether details are filled out by our staff or by the client. It applies regardless of whether or not the client/tax organizer has signed the form. This is because, said form is often received by mail, e-mail, file transfer, or fax. Details given to us by phone must be filled out by our staff. Occasionally signatures may accidentally be omitted by the client. These conditions also apply to photocopies of the documents provided by the clients.
ii. The Guarantee does not apply in following cases;
a) The client has been informed of a controversial matter. He or She is advised in advance that there are chances of disallowance of particular item.
b) The client has insisted on claiming certain item despite our advice to the contrary.
c) For any penalty or interest arising due to any information, estimate or facts submitted to us by the client proving to be incorrect, false, or baseless. We shall present the facts you give us in such a way as to maximize your tax savings. This Guarantee makes no promise, implicitly or explicitly, that we will audit your finances.
d) For claims and deductions made by the client without adequate documentation or proof to offer the IRS.