Policies, Terms and Conditions

Keys to Taxes offer an accuracy guarantee, promising that the tax return they prepare will be accurate based on the information provided by the client.• Terms: If an error made by the company results in penalties or interest, the company may offer to cover these additional costs or provide reimbursement up to a specified amount.

Protection of client information is critical, especially since tax companies handle sensitive personal and financial data.• Terms: Tax companies often use encryption and other security measures to protect client data and are transparent about how they handle and store this data. Clients usually agree to data privacy terms, and the company outlines its compliance with relevant privacy laws, such as GDPR or CCPA.

Keys to Taxes  offers refunds if clients are unsatisfied with the service.• Terms: Refund policies often specify that the refund is only available before filing or only for specific packages. The terms may also outline whether clients get a partial or full refund and the steps they need to take to request it.

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Keys to Taxes  provide support if a client’s return is selected for audit by the IRS or relevant tax authority.• Terms: This can include assistance with responding to IRS letters, but it often excludes legal representation unless specified as part of a premium plan. Audit support may be available for an additional fee.​

Tax companies generally retain client tax records for a limited time.• Terms: The company will specify how long they keep documents (e.g., 3-5 years) and inform clients of their responsibility to keep records for their own use. Clients are responsible for providing accurate information for the tax preparation process.

Keys to Taxes often limit their liability in case of errors or omissions.• Terms: These terms typically specify that the company’s liability is limited to the fees paid by the client for the services. In case of disputes, they may also offer alternative dispute resolution options, like arbitration.​

Transparency around pricing and payment terms is crucial. • Terms: The terms usually outline the types of fees (e.g., hourly rates, fixed fees), when payment is due, and any additional costs, such as for filing multiple state returns. There may also be provisions for interest or late fees if payment is not made on time.​

Keys to Taxes partner with third parties to provide services like refund transfers or identity protection. • Terms: Clients are typically required to consent to limited sharing of data with these third parties. Companies often include terms that specify the third parties involved and how data will be used.

Keys to Taxes  reserve the right to change their terms and conditions over time.