Welcome to Draper CoSolutions. By accessing or using our website and virtual services, you agree to be bound by these Terms of Use. These terms apply to all clients nationwide.
By using our services, you agree to these terms. If you do not agree, please do not use our services.
Draper CoSolutions provides virtual tax preparation, bookkeeping, and related financial services to clients nationwide.
You are responsible for providing accurate and complete information for the preparation of your tax returns and financial documents. You agree to maintain the confidentiality of any login credentials and to notify us immediately of any unauthorized use.
These Terms of Use govern your use of this website. Individual client work is additionally governed by a signed engagement letter, which defines the scope, fees, and responsibilities for that specific engagement. You can review and sign it at Terms of Engagement.
Tax preparation fees are based on the complexity of the return and are quoted to you in writing before any preparation work begins. We do not publish fixed pricing on this website. If your circumstances change during preparation in a way that materially changes the fee, we will notify you before continuing.
We will not transmit a return while a balance remains outstanding. Detailed payment terms are set out in your engagement letter.
Refund transfers, cash advances, and other pay-later arrangements are products provided by a third-party bank partner, not by Draper CoSolutions. Approval, eligibility, funding amounts, and timing are determined solely by the bank. These products carry additional fees charged by the bank, separate from and in addition to our tax preparation fee. Bank fees are disclosed to you before you accept the product.
Our fee is earned for the preparation of your return and is not contingent on your receipt of a refund or on the amount of that refund. If a refund is reduced, offset, garnished, seized, delayed, or denied for any reason, 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 an 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, and 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 requested 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 from that point forward.
Where a return cannot be completed by the applicable filing deadline, 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.
All content on this website is the property of Draper CoSolutions and is protected by copyright laws. You may not reproduce, distribute, or transmit any content without our prior written permission.
Draper CoSolutions shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services. Our total liability shall not exceed the amount paid for services in the preceding 12 months.
These terms shall be governed by the laws of the State of Georgia, without regard to its conflict of law provisions.
We reserve the right to modify these terms at any time. Changes will be effective immediately upon posting to the website.
If you have any questions or concerns about these Terms of Use — including our fees, payment terms, or cancellation policy — our team is here to help. Reach out through any of the channels below.