Research and Analysis – Tax Services
1. Scope of Services – Research and Analysis Only
What This Service Does / Does Not Include (Plain-Language Summary)
This service includes:
✔ Obtaining account transcripts from the IRS
✔ Review and analysis of your tax situation
✔ Customized overview and summary of account information, including missing tax returns and outstanding balances owed
✔ Identification of potential tax resolution options based on available information
This service does NOT include:
✘ Tax return preparation or filing
✘ Communication or negotiation with the IRS or state tax agencies
✘ Representation before any taxing authority
✘ Submission of applications, forms, or filings
✘ Full tax resolution services (upgrade required)
By purchasing this service, you are engaging us solely for tax research and analysis purposes. This service is limited to reviewing information you provide, evaluating available records, and identifying potential tax resolution options based on current tax laws and administrative guidance.
This service does not include full tax resolution representation, negotiation or communication with taxing authorities, preparation or submission of applications or filings, tax return preparation or filing, accounting services, financial planning, or ongoing case management.
To proceed with full tax resolution services—including representation before the IRS or state taxing authorities—you must separately authorize and upgrade to a full tax resolution engagement under a separate written agreement and fee structure.
2. Qualified Personnel and Performance of Services
Services performed under this Research and Analysis engagement may be completed by qualified professionals, including attorneys, enrolled agents, tax analysts, or other trained personnel, as permitted by applicable law and regulations.
Although attorneys may be listed on executed Power of Attorney or authorization forms for purposes of obtaining tax information or records, not all services will necessarily be performed by an attorney, and attorney involvement may be limited depending on the scope of this Research and Analysis service and the complexity of the issues discovered.
The use of a Power of Attorney does not expand the scope of services beyond those expressly described in these Terms and Conditions.
3. IRS Circular 230 Disclosure
The research and analysis provided is informational in nature only and is based on the information available at the time of review.
In accordance with IRS Circular 230, this service and any information provided:
All tax resolution decisions are made solely at the discretion of the applicable taxing authority.
4. Client Responsibilities
You agree to provide complete, accurate, and truthful information and documentation as requested.
We are not responsible for errors, omissions, or outcomes resulting from incomplete or inaccurate information provided by you.
5. Fees, Payment, and Refund Policy
Fees paid for Research and Analysis services compensate us for professional time and expertise. Fees are earned upon receipt and are non-refundable once work has commenced, except as expressly stated below.
If, after completing our research and analysis, we determine in our sole professional judgment that you do not qualify for any available tax resolution options with the Internal Revenue Service and/or applicable state taxing authority, your payment for the Research and Analysis service will be refunded.
No refund will be issued if:
Failure to submit required information or documents does not entitle you to a refund.
6. No Representation Before Tax Authorities
This service does not include communication, negotiation, or representation before the IRS or any state or local taxing authority.
We will not contact any taxing authority for the purpose of negotiation of settlement of tax debt owed on your behalf unless and until you execute a separate engagement agreement for full tax resolution services and provide proper authorization.
7. Limitation of Liability
To the fullest extent permitted by law, we are not liable for:
Any liability, if applicable, shall be limited to the amount paid for this Research and Analysis service.
8. Arbitration & Class Action Waiver
Any controversy or claim arising out of or in any way relating to the dealings between us, any work performed by us, and/or this agreement (including but not limited to any controversy regarding the arbitrability of any claim(s) asserted by any party) shall be settled by arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules and judgment on the award rendered by the arbitrator may be entered in any court having jurisdiction thereof.
You agree that any claims you may assert or may wish to assert against us must be brought in an individual capacity, and not as a plaintiff or class member in any purported class, collective, multi-plaintiff, or representative proceeding. There shall be no right or authority for any claims between the parties to be arbitrated on a class-wide basis.
Claims shall be heard by a single arbitrator in Oklahoma City, Oklahoma, and claims shall be governed by the laws of the State of Oklahoma. Each party will, upon written request of the other party, promptly provide the other with copies of all relevant documents. There shall be no other discovery allowed. The arbitrator will have no authority to award punitive or other damages not measured by the prevailing party’s actual damages, except as required by statute. The arbitrator shall not award consequential damages.
Each party shall bear its own costs and expenses and an equal share of the arbitrator’s and administrative fees of arbitration. The parties agree that failure or refusal of a party to pay its required share of the deposits for arbitrator compensation or administrative charges shall constitute a waiver by taht party to present evidence or cross-examine witnesses. In such event, the other party shall be required to present evidence and legal argument as the arbitrator may require for the making of an award. Such waiver shall not allow for a default judgment against the non-paying party in the absence of evidence presented as provided for above.
Except as may be required by law, neither a party nor an arbitrator may disclose the existence, content, or results of any arbitration hereunder without the prior written consent of both parties.
9. Checkout Acknowledgment & Acceptance of Terms
Required Acknowledgment at Checkout
☐ By submitting payment, I acknowledge and agree that:
Submission of payment constitutes electronic acceptance of these Terms and Conditions.