By engaging our services and uploading documents to our secure portal, you agree to the following terms:

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1. Payment Policy Professional fees are due in full upon receipt of your invoice. Please note that returns will not be electronically filed with the IRS or state agencies until payment has been received. To ensure a smooth experience and avoid late-filing penalties, we recommend prompt payment once your return is ready for review.

2. Accuracy & Client Responsibility While we exercise the highest level of care and professional judgment in preparing your return, the accuracy of the final filing is a partnership.

• Your Responsibility: You are responsible for the completeness and truthfulness of all information and documentation provided. You represent that you have the necessary receipts and records to support all income and deductions claimed.

• Final Review: You will be required to review your return for any errors or omissions during our virtual review session. Your signature on the filing authorization (Form 8879) indicates your final approval and confirmation that the information is correct.

3. Errors & Omissions Crystal Clear Tax & Accounting Consulting LLC maintains professional Errors and Omissions insurance. However, we are not responsible for any additional taxes, penalties, or interest resulting from omitted information, inaccurate documentation provided by the client, or late document submissions that result in a missed filing deadline.

4. No Extension Policy As stated in our firm guidelines, we do not file extensions. It is the client’s responsibility to provide all necessary documentation by the firm’s stated deadline of March 31, 2026 to ensure a timely filing.

5. Offer in Compromise Our goal is to help you achieve the best possible financial outcome. However, it is important to understand that an Offer in Compromise is a request, not a right. The IRS evaluates each case individually and may reject offers for a variety of reasons. Your payment covers the professional preparation of your complex filing; it is not a 'contingency fee' based on acceptance. We guarantee our best work, but we cannot guarantee the IRS's response.