All Around Tax Pros – Terms & Conditions

Last Updated: November 2025

Welcome to All Around Tax Pros. These Terms & Conditions (“Terms”) govern your access to and use of our services, website, software, documents, communication channels, training, and any products offered by All Around Tax Pros (“AATP,” “we,” “us,” or “our”).
By using our services, you (“Client,” “Tax Preparer,” “User,” or “Customer”) acknowledge that you have read, understood, and agree to these Terms.


1. Services Provided

All Around Tax Pros provides tax preparation services, tax education, consulting, software access, business tools, and related administrative support. Services may include:

  • Individual and business tax preparation

  • Tax consultation and planning

  • Training and onboarding for preparers

  • Client data management through our CRM

  • Access to tax software and support

  • Document submission and secure communication

All services are provided based on the information you supply.


2. Accuracy of Information

You are fully responsible for providing accurate, truthful, and complete information.
All Around Tax Pros is not responsible for delays, penalties, or inaccuracies caused by missing, false, or incomplete data submitted by you.

If additional information is required, you agree to provide it in a timely manner.


3. Fees & Payments

All fees for tax preparation, training, software access, or additional services must be paid before services are completed unless otherwise stated.

  • Refund amounts or tax credits are not guaranteed.

  • You understand that tax outcomes depend entirely on your provided documents and IRS/state regulations.

  • Any bank product fees, processing fees, or service fees will be disclosed before filing.

All fees are non-refundable once services begin.


4. Client Responsibilities

You agree to:

  • Submit all tax documents on time

  • Respond to questions or requests for additional documentation

  • Review your final return(s) before signing

  • Sign all required forms, including consent, disclosure, and authorization forms

  • Use our secure systems for document uploads and communication

Failure to provide required documents may result in delays or inability to file.


5. Electronic Signature & Communication

By signing electronically, you acknowledge that:

  • Your e-signature is legally binding

  • You authorize All Around Tax Pros to prepare and file your tax return

  • You consent to receive communication via email, text, phone, or automated messages related to your services


6. Refund Processing & Bank Products

If you use a refund transfer, advance product, or bank product:

  • The bank provider determines approval—not All Around Tax Pros

  • Approval, denial, or funding timelines are outside of our control

  • Any fees related to bank products will be deducted from your refund if approved

If no refund is received, all preparation fees become immediately due.


7. No Guarantee of Outcome

All Around Tax Pros does not guarantee:

  • Refund amounts

  • Tax credit eligibility

  • Loan or advance approval

  • Fast processing by the IRS or state agencies

All returns are filed in compliance with IRS regulations and based solely on the information you provide.


8. Amendments & Corrections

If amendments or corrections are needed due to errors caused by you, additional fees may apply.
If an error was made by All Around Tax Pros, we will correct it at no extra charge.


9. Confidentiality & Data Security

We maintain strict confidentiality and use secure systems for document storage and transmission.

We do not sell or share your information except as required to:

  • File your tax return

  • Process bank products

  • Communicate with tax authorities

  • Fulfill legal or compliance obligations


10. Termination of Services

We reserve the right to terminate or refuse service to anyone who:

  • Submits fraudulent or suspicious documents

  • Is verbally abusive or threatening

  • Refuses to follow required procedures

  • Violates these Terms

Any outstanding fees will remain due.


11. Limitation of Liability

All Around Tax Pros is not liable for:

  • IRS or state processing delays

  • Penalties resulting from false or incomplete information provided by you

  • Refund offsets applied by government agencies

  • Issues outside our control (bank decisions, IRS audits, etc.)

Our liability is limited to the amount you paid for our service.


12. Audit Support

Audit support may be available for an additional fee.
We do not guarantee audit results, IRS outcomes, or penalty removal.


13. Updates to Terms

We may update these Terms at any time. The most current version will always be available upon request or on our platform.


14. Acceptance of Terms

By using our services, submitting your documents, signing electronically, or communicating through our systems, you agree to these Terms & Conditions.

If you do not agree, do not use our services.