Terms, Benefits, Conditions

APP-Client-Terms-of-Service-IT Tax (pdf)


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How Does The Plans Work?

To start your financial service plans you will need to do the following:

Step One:  Complete the Enrollment Form

Step Two:  Submit payment when you receive the invoice and engagement letter.  Sign the letter and make your first monthy payment

Step Three:  You will receive a link from IT Tax and Business Solutions to confirm your bank account and enter your credentials to begin uploading your bank statements each month.

Step Four:  Drop-off, mail or upload your documents by the 15th of each month so your receipts can be reconciled with your bank statements (Option Plans Only)


When can I start this plan?

All option plans start at the beginning of each year and you will need to complete a new engagement letter each year.

You will receive an invoice for your first payment or you will be billed on a recurring monthly payment plan..  


Can I cancel at any time?

Yes. You will need to send your request in writing and your account must be paid in full.  If you cancel before your 6 month agreement is up, you will not receive the $100 off on the tax return filing fee.  You will be subject to pay the current fee at the current rate when it is time to file your taxes.

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