Every engagement begins with clear expectations. Review the scope of our work, your responsibilities, our fees and payment terms, and how we handle your information — then sign electronically to get started.
Your fee is set by the complexity of your return and is confirmed to you in writing before preparation begins. The starting points below are a guide — your written quote is the figure that applies.
These terms form part of your engagement letter and apply to every tax preparation engagement. Read them before you sign — and ask us about anything that is not clear.
Tax preparation fees are based on the complexity of your return — the forms and schedules required, the number of income sources, states filed, and the condition of the records provided.
We confirm your fee in writing before any preparation work begins. If your situation changes during preparation in a way that materially changes the fee, we will tell you before we continue, and you may decide whether to proceed.
Cash-paying clients are required to pay a 50% deposit of the quoted fee before preparation of the return begins. Work does not start until the deposit is received.
The remaining 50% balance is due before the return is submitted to the IRS or any state taxing authority. We will not transmit a return with an outstanding balance.
Full payment is due prior to submission unless you qualify for and elect a bank product offered by our office. Eligibility for a bank product is determined by the bank partner, not by Draper CoSolutions.
Clients who elect a refund transfer, cash advance, or other pay-later arrangement are choosing a product provided by a third-party bank partner, not by Draper CoSolutions.
These products carry additional fees charged by the bank, separate from and in addition to your tax preparation fee. Bank fees are set by the bank partner and are disclosed to you before you accept the product. Approval, eligibility, funding amounts, and timing are determined by the bank.
If a bank product is declined or you choose not to proceed with it, the standard payment terms above apply and the full fee becomes due before submission.
Our fee is earned for the preparation of your return. It is not contingent on you receiving a refund, or on the size of that refund.
If your refund is reduced, offset, garnished, seized, delayed, or denied for any reason — including past-due federal or state tax, child support, student loans, other government debts, or an IRS review — you remain fully responsible for all applicable fees, and any unpaid balance becomes due immediately by another method of payment.
This applies equally where fees were originally intended to be deducted from the refund through a bank product.
Either party may end this engagement at any time by written notice, including by email.
If you cancel after preparation has begun, you will be billed for all work completed up to the date of cancellation. Any deposit paid is applied against that amount. Deposits are non-refundable once preparation has started.
We may disengage for non-payment, for incomplete or inaccurate information, where required documents are not provided within a reasonable time, or where we are asked to take a position on a return that we cannot sign.
On disengagement we will confirm in writing what was and was not completed, return your original documents on request, and invoice for work performed. You remain responsible for filing your return and for any resulting penalties or interest after that point.
If your return cannot be completed by the filing deadline — whether because documents are outstanding, information is incomplete, or the return requires additional review — we will prepare and file an extension where appropriate.
An extension extends the time to file, not the time to pay. Any tax owed remains due by the original deadline, and interest or penalties assessed on late payment are your responsibility.
Fees for work already performed remain due regardless of whether the return is ultimately completed or filed by our office, and any deposit paid is non-refundable once preparation has begun.
If a return is not completed because requested documents, signatures, or responses were not provided, the work performed to that point is billable and the engagement may be closed.
We accept payment through the secure methods confirmed to you with your fee quote. Payment details are sent directly by our office — we will never ask you to send funds to an account you have not received in writing from us.
If you are unsure whether a payment request is genuine, call us on 770-771-5854 before sending anything.
Fees vary by return complexity and are quoted individually before work begins. These terms work alongside our Terms of Use, Privacy Policy, and Disclaimer.
With your engagement letter in place, complete your intake and upload your documents — we will take it from there.