Expert Tax Filing & Preparation
Reliable tax services for businesses and professionals
Expert Tax Filing & Preparation
Reliable tax services for businesses and professionals
Please Read Before Booking Any Service
Communication Policy
Primary Communication Method
Tax Savvy primarily provides client assistance through written communication, including text, email, client portals, forms, and other approved electronic communication methods.
A client should not assume that telephone assistance is included with their service.
At times, Tax Savvy may temporarily suspend consultations or telephone appointments so that our team can focus on tax preparation, processing, compliance, training, administrative work, or other business operations.
When consultations are closed, submitting an intake form, sending a message, or requesting a telephone call does not guarantee that a call or consultation will be provided.
Telephone Calls & Consultations
Telephone calls, virtual meetings, and consultations are available only when:
- Specifically included within the client's service;
- Scheduled or approved by Tax Savvy; or
- Purchased separately when consultation appointments are available.
Additional consultation, research, education, strategy, or professional assistance beyond the client's original engagement may require an additional fee.
Response Times
Messages are handled according to business hours, workload, urgency, and the nature of the request.
Multiple messages regarding the same matter do not increase processing priority and may delay our ability to efficiently review and respond to client matters.
Tax Savvy does not guarantee immediate, same-day, after-hours, weekend, or holiday responses unless specifically agreed upon.
Clients are expected to allow reasonable time for our team to review their records before requesting repeated updates.
Professional Boundaries
Tax Savvy may designate specific periods for tax preparation, administrative processing, ERO/professional training, continuing education, tax deadlines, holidays, or office closures.
Communication availability may be limited during these periods.
FEES & PAYMENT POLICY
Professional Fees
Tax preparation and professional service fees are determined based on factors including:
- Complexity of the client's tax situation;
- Number of tax years involved;
- Number and type of tax forms required;
- Business or self-employment activity;
- Amount of review or reconciliation required;
- Quality and organization of records provided;
- Research required;
- Additional schedules, statements, or calculations;
- Time required to complete the engagement; and
- Additional services requested.
A client's fee is compensation for professional services performed and is not based solely upon the amount of the client's refund.
Minimum Fees
Tax Savvy may establish minimum preparation fees and service-specific pricing.
Any promotional pricing applies only to the services specifically identified in the promotion and may exclude bank product fees, transmission fees, additional forms, complex tax situations, prior-year work, amendments, bookkeeping, reconciliation, consultation, tax resolution, or other additional services.
Additional Work
The original service fee applies only to the scope of work agreed upon.
If additional issues are discovered after work begins, Tax Savvy may provide a revised price before completing the additional work.
Examples include:
- Additional tax years;
- Undisclosed tax notices;
- IRS or state collection matters;
- Levies;
- Liens;
- Refund freezes;
- Identity verification matters;
- Amendments;
- Missing or inaccurate prior returns;
- Business bookkeeping;
- Record reconstruction;
- Extensive reconciliation;
- Additional businesses;
- Additional taxpayers;
- Trust or estate matters; and
- Issues requiring substantial additional research.
Tax Savvy is not required to perform additional services without payment or written authorization.
Payment
Payment terms will be provided based upon the service selected.
Tax Savvy may require full or partial payment before work begins or before completed work is released or filed.
Third-party fees, bank fees, refund-transfer fees, transmission fees, or other processing charges may be separate from Tax Savvy's professional fee.
Abandoned Engagements
Where applicable, an abandonment fee of $75 may be assessed when substantial administrative or preparation work has begun and the client abandons the engagement, repeatedly fails to provide requested information, or otherwise fails to complete required steps.
Refunds
Fees compensate Tax Savvy for professional time, preparation, research, review, administrative work, and services performed.
Once substantial work has begun or services have been performed, fees may become nonrefundable to the extent permitted by applicable law and the client's engagement agreement.
A delayed refund, IRS examination, refund freeze, offset, adjustment, verification requirement, processing delay, or other action by a government agency does not automatically entitle the client to a refund of preparation fees.
Expert Tax Filing Solutions
Comprehensive Tax Preparation
At Tax Savvy Tax Services LTD. Co., we take pride in helping individuals and businesses take control of their finances. Whether you need year-round bookkeeping, tax planning, wealth coaching, credit support, or simple end-of-year tax preparation, we are here to guide you.
From old debts, liens, levies, and tax issues to credit report concerns, our goal is to provide real solutions, clear answers, and professional support every step of the way.
About Tax Savvy Tax Filing
Our Services
We offer a wide range of tax services, including tax preparation, tax planning, and tax resolution. Our goal is to help our clients minimize their tax liability and maximize their tax savings. We also provide year-round support to ensure that our clients are always in compliance with tax laws and regulations.
Our Process
Our tax professionals work closely with our clients to understand their unique tax needs and goals. We then develop a customized tax strategy tailored to their specific situation. We believe in transparency and will keep our clients informed throughout the entire tax process. Please understand that we have a larger based workload and we are working day in and day out to assist with some of the most complex tax situations.
Meet The CEO
Hi! My name is Tasia and I am the proud owner of Tax Savvy Tax Services LTD. Co. I have put al ot of time and effort into making your tax filing experience as seamless as possible. I have designed a team that is structured to tackle any of your tax needs from basic tax filing to complex tax resolution cases.