Terms of Use
Last Updated on February 6th, 2023
By accessing the Site (as defined below), creating an account, and/or using the Services (as defined below), you (the "Member") agree to comply with these terms of use (these "Terms") and with all applicable laws and regulations. If you do not agree with any of these Terms, you are prohibited from using or accessing the Site and the Services. These Terms apply to your "FileSmart Membership", the Ask An Expert Services (as defined below), the IRS Shield Services (as defined below), the Tax Return Services (as defined below), Tax Extension Filing Services (as defined below), the Deductions Finder Services (as defined below), and the Online Course Services (as defined below) offered via the Site, (individually and collectively, the "Services"), and to all websites linked thereto by IRS Shield (as defined below) (such websites collectively, the "Site").
Use Restrictions:
By accessing the Site, you grant irsextension.online and our subsidiaries and affiliates (hereinafter, "we," "us," or "our") permission to temporarily download, store, process, and use your information in connection with our performance of the Services; and we grant you limited, personal, revocable, non-exclusive, non-transferable rights to access and use the Site and the Services in the U.S. for their intended purposes. These Terms are a subscription to use the Site and the Services and are not a grant of a license or a transfer of title. You acknowledge and agree your subscription to access and use the Site and the Services is neither contingent upon the delivery of any future functionality or features, nor is it dependent upon any oral or written comments made by us with respect to future functionality or features. Under these Terms you may not: modify or copy the materials; use the materials for any commercial purpose, or for any public display (commercial or non-commercial); attempt to decompile or reverse engineer any software contained on the Site; remove any copyright or other proprietary notations from the materials; or transfer the materials to another person or "mirror" the materials on any other server. You agree that we are not acting as your agent or fiduciary in connection with your use of any Services.
While using the Site, you may not:
restrict or inhibit any other user from using and enjoying the Site; or
post or transmit any unlawful, fraudulent, libelous, defamatory, obscene, pornographic, profane, threatening, abusive, hateful, offensive, or otherwise objectionable information of any kind, including without limitation any transmissions constituting or encouraging conduct that would constitute a criminal offense, give rise to civil liability, or otherwise violate any local, state, national or foreign law, including without limitation the U.S. export control laws and regulations; or
post or transmit any advertisements, solicitations, chain letters, pyramid schemes, investment opportunities or schemes or other unsolicited commercial communication (except as otherwise expressly permitted by us), or engage in spamming or flooding; or
post or transmit any information or software which contains a virus, trojan horse, worm or other harmful component; or
post, publish, transmit, reproduce, distribute or in any way exploit any information, software or other material obtained through the Site or the Services for commercial purposes (other than as expressly permitted by the provider of such information, software or other material); or
upload, post, publish, transmit, reproduce, or distribute in any way, information, software or other material obtained through the Site or the Services which is protected by copyright, or other proprietary right, or derivative works with respect thereto, without obtaining permission of the copyright owner or right holder; or
upload, post, publish, reproduce, transmit or distribute in any way any component of the Site or the Services itself or derivative works with respect thereto, as each of the Site and the Services is copyrighted as a collective work under U.S. copyright laws.
We have no obligation to monitor the Site; however, you acknowledge and agree that we have the right to monitor the Site and your use of the Services electronically from time to time and to disclose any information as necessary or appropriate to satisfy any law, regulation, or other governmental request, to operate the Site and/or the Services properly, or to protect us and/or our customers. We will not intentionally monitor or disclose any private electronic-mail message unless required by law. We reserve the right to refuse to post or to remove any information or materials, in whole or in part, that, in our sole discretion, we determine are unacceptable, undesirable, inappropriate or in violation of these Terms.
Your right to access and use the Site and the Services shall automatically terminate if you violate any of these restrictions and may be terminated by us at any time. Upon terminating your use of the Site and/or the Services and our materials, you must destroy any downloaded materials in your possession whether in electronic or printed format that are not your property or information.
Use Via Internet and Via Your Mobile Device:
Use of the Site and of the Services are electronic via the internet. You are solely responsible for any access to and connection to the Site. We are not responsible for any delay, service interruption or loss of data related to your connection to our Site. You may be able to access the Site through a compatible mobile device, internet access and may require certain third party software. You agree that you are solely responsible for these requirements, including any applicable changes, updates and fees (including message and data rates), as well as the terms of your agreement with your mobile device and telecommunications provider.
Payment:
For Services offered on a paid or subscription basis, these Terms apply, unless we or our third party affiliates notify you otherwise in writing. These Terms also incorporate by reference and include program ordering and payment terms provided to you on the Site for the services. Payments must be made by a valid credit card or debit card acceptable to us with sufficient funds in a bank account to cover electronic debit, and your account will be debited when you subscribe and provide your payment information.
We use a third party service as a payment intermediary service to process credit and debit card transactions (the "Payment Processor"). By using the Site and/or the Services, you authorize the Payment Processor to charge your credit or debit card, and you agree to be bound by the Payment Processor’s agreements or policies applicable to third parties utilizing its service to facilitate payment. We do not request or store any of your financial information, such as your bank routing or account numbers, or your debit or credit card account numbers. You expressly understand and agree we will not be liable for any payments or monetary transactions that occur through your use of the Site or the Services. You are responsible for all transactions (one-time, recurring, and refunds) processed through the Payment Processor.
Intellectual Property:
We own all right, title and interest in and to the Site, the Services, and their proprietary content, including all intellectual property rights therein. We own all intellectual and proprietary rights in data and information that we aggregate. All rights not expressly granted to you herein are expressly reserved by us and/or third parties.
Modification or use of proprietary content for any purpose other than as expressly permitted herein or on the Site is strictly prohibited. No right, title, or interest in any such content is transferred to you as a result of accessing it through the Site or the Services. Unless otherwise specified, you may not copy, modify, distribute, transmit, display, reproduce, publish, license, create derivative works from, link to or frame in another website, use on any other website, or transfer or sell any proprietary content obtained from the Site and/or the Services, without our written permission. The foregoing prohibition expressly includes, but is not limited to, the practices of "screen scraping" and "data mining".
All trademarks, service marks, and logos (the "Trademarks") displayed on the Site, with or without attribution, are our or certain third parties’ registered and/or unregistered trademarks. Nothing in or on the Site should be construed as granting, by implication, estoppel, or otherwise, any license or right in or to the Trademarks without our express written permission or the written permission of the applicable third party.
Accuracy of Information on Site; Disclaimer of Warranties:
Please be advised there are security, access availability, and other risks associated with using open networks such as the Internet. By accessing and using the Site, you expressly assume such risks. While we intend that content in or on the Site is accurate and reliable, errors and inaccuracies may occur. In addition, we may make changes, modifications, additions, deletions, and improvements to the content provided herein at any time. Accordingly, we cannot and do not warrant:
the safety, reliability, accuracy, timeliness, usefulness, adequacy, completeness or suitability of content on the Site;
freedom from human and machine errors, omissions, delays, interruptions or losses, including loss of data;
that the Site and its content is free of infection by viruses, worms, or other code that may harm your computer or system;
that access to the Site will be uninterrupted or error-free; or
that defects or inaccuracies will be corrected by a time certain.
THE SITE, THE SERVICES, AND THEIR CONTENT ARE PROVIDED ON AN "AS IS," "WHERE IS," AND "AS AVAILABLE BASIS" WITH ALL FAULTS AND WITHOUT REPRESENTATIONS OR WARRANTIES OF ANY KIND. TO THE FULLEST EXTENT PERMISSIBLE BY APPLICABLE LAW. EXCEPT AS OTHERWISE AGREED IN THESE TERMS, THERE ARE NO OTHER EXPRESS OR IMPLIED REPRESENTATIONS OR WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR USE, TITLE, NONINFRINGEMENT, OR AND ANY WARRANTIES ARISING FROM THE COURSE OF DEALING OR PERFORMANCE. EXCEPT TO THE EXTENT EXPRESSLY SET FORTH HEREIN, TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ANY AND ALL OTHER REPRESENTATIONS AND WARRANTIES. WE DO NOT WARRANT THE SITE OR THE SERVICES WILL MEET YOUR REQUIREMENTS NOR DO WE GIVE ANY WARRANTY ABOUT THE RESULTS THAT MAY BE OBTAINED BY USING THE SITE OR THE SERVICES. THE SERVICES AND THE SITE MAY RELY UPON THIRD-PARTY SOFTWARE AND HARDWARE FOR CERTAIN FUNCTIONS FOR THE SITE AND THE SERVICES, AND, EXCEPT AS SET FORTH EXPRESSLY HEREIN, WE MAKE NO REPRESENTATION, WARRANTY, PROMISE OR GUARANTEE TO YOU THAT SUCH SOFTWARE OR HARDWARE WILL BE ERROR FREE, ACCOMPLISH A SPECIFIED PURPOSE OR PERFORM IN ACCORDANCE WITH ANY PARTICULAR STANDARD, LEVEL OR METRIC. YOU ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR ACCESS AND USE OF THE SITE, THE SERVICES, AND THEIR CONTENT. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THE SITE, THE SERVICES, OR THEIR CONTENT IS TO STOP USING THE SITE AND THE CONTENT.
Limitation of Liability:
IN NO EVENT WILL WE BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY SPECIAL, INDIRECT, INCIDENTAL, EXEMPLARY, LOST PROFITS, CONSEQUENTIAL, REMOTE, COVER, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO THESE TERMS, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF DATA, LOSS OF USE, OR LOSS OF PROFITS, EVEN IF WE HAVE BEEN ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH LOSS OR DAMAGES. FURTHER, IN NO EVENT WILL OUR TOTAL CUMULATIVE LIABILITY TO YOU OR TO ANY THIRD PARTY FOR CLAIMS, LOSS, OR DAMAGES OF ANY KIND, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, INDEMNITY OR OTHERWISE, ARISING OUT OF OR RELATED IN ANY WAY TO THESE TERMS EXCEED THE FEES PAID HEREUNDER DURING THE TWELVE (12)-MONTH PERIOD ENDING ON THE DATE OF THE CAUSE OF ACTION UNDERLYING SUCH CLAIM, LOSS OR DAMAGE. YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT WE ENTER INTO THIS AGREEMENT IN RELIANCE UPON THE LIMITATIONS OF LIABILITY SPECIFIED HEREIN, WHICH ALLOCATE RISK BETWEEN THE PARTIES HERETO AND FORM A BASIS OF BARGAIN BETWEEN THE PARTIES.
YOU ACKNOWLEDGE WE DO NOT CONTROL THE TRANSFER OF DATA OVER COMMUNICATIONS FACILITIES, INCLUDING THE INTERNET, AND THE SERVICES MAY BE SUBJECT TO LIMITATIONS, DELAY, AND OTHER PROBLEMS INHERENT IN THE USE OF SUCH COMMUNICATIONS FACILITIES. ACCORDINGLY, WE WILL NOT BE RESPONSIBLE FOR ANY DELAYS, DELIVERY FAILURES, OR OTHER DAMAGE RESULTING FROM SUCH PROBLEMS.
Indemnification:
At your sole cost and expense, you agree to defend and hold harmless us and our affiliates, officers, managers, members, employees, consultants, representatives, agents, successors and assigns (the "Indemnitees") in any action or claim, and to indemnify us and our Indemnitees from and against any and all losses, claims, liabilities, sums of money, damages, costs (including, but not limited to, reasonable attorneys’ fees) and expenses arising in any way from such action or claim and related to: (i) a breach by you or anyone using your account (each, an "Account User") of any term or condition, or of any representation or warranty, set forth in these Terms; (ii) your or an Account User’s negligence or intentional misconduct; (iii) your violation of applicable law; and/or (iv) your infringement, violation or misappropriation of any rights of any third party.
Modifications:
We may revise these Terms (including the exhibits below) at any time without notice and without requiring your consent. By using this Site and/or the Services, you agree to be bound by the then current version of these Terms.
Governing Law:
These Terms are governed by and shall be construed in accordance with the laws of North Carolina, except for those conflicts of law rules thereof that would require or permit the application of the laws of another jurisdiction and you irrevocably submit to the exclusive jurisdiction of the courts in that State for any dispute arising from or related to these Terms and your use of the Site.
Disputes:
ANY DISPUTE OR CLAIM RELATING IN ANY WAY TO THE SERVICES OR THE TERMS WILL BE RESOLVED BY BINDING ARBITRATION, RATHER THAN IN COURT, except that you may assert claims in small claims court if your claims qualify. The Federal Arbitration Act governs the interpretation and enforcement of this provision; the arbitrator shall apply North Carolina law to all other matters. Notwithstanding anything to the contrary, any party to the arbitration may at any time seek injunctions or other forms of equitable relief from any court of competent jurisdiction.
WE EACH AGREE THAT ANY AND ALL DISPUTES MUST BE BROUGHT IN THE PARTIES’ INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. BY ACCESSING THE SITE AND AGREEING TO ARBITRATION, YOU AGREE THAT YOU ARE WAIVING THE RIGHT TO FILE A LAWSUIT AND THE RIGHT TO A TRIAL BY JURY. IN ADDITION, YOU AGREE TO WAIVE THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR LITIGATE ON A CLASS-WIDE BASIS. YOU AGREE THAT YOU HAVE EXPRESSLY AND KNOWINGLY WAIVED THESE RIGHTS.
To begin an arbitration proceeding, send an email requesting arbitration and describing your claim to support@irsextension.online. Arbitration will be conducted by the American Arbitration Association (AAA) before a single AAA arbitrator under the AAA’s rules, which are available at www.adr.org or by calling 1-800-778-7879. Payment of all filing, administration and arbitrator fees and costs will be governed by the AAA’s rules. You may choose to have the arbitration conducted by telephone, based on written submissions, or in person in the county where you live or at another mutually agreed location. The decision of the arbitrator shall be final and not appealable, and judgment on the arbitration award may be entered in any court having jurisdiction thereof. This Section shall survive expiration, termination or rescission of the Services.
Severability:
If any provision of these Terms is held to be unenforceable or invalid for any reason, the remaining provisions shall continue to be valid and enforceable. If a court finds that any provision of these Terms is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, such provision will be deemed to be written, construed, and enforced so as to apply to the maximum extent permitted by law.
Extent of Relationship:
The relationship of the parties established by these Terms is that of independent contractors, and nothing contained in these Terms shall be construed to create a joint venture or partnership between you and us or to give either you or us the power to act as agent for the other party or to enter into any agreement on behalf of the other party.
Third Party Services:
You hereby acknowledge and agree: we may rely on services, data or information provided or generated by certain third party products and services in the course of providing the Service and such information may be incorporated into the Services; we specifically do not warrant the accuracy, reliability or completeness of any such data and information; and you agree we will not be liable for any acts or omissions based on our reliance thereon.
To facilitate third party services, we may be required to obtain your explicit consent for disclosure and/or use of your information. By using the Services, you authorize us to use and disclose your information, including name and address, to the third party for the purpose of making any such third party services you choose available to you. You may be required to provide us with your account number, password, security questions and answers and other necessary login information ("Login Details"). You hereby represent that you have the authority to provide the Login Details to us, and you expressly appoint us as your, or the third party who owns the Login Details, agent with limited power of attorney to access any third party services on your behalf. Your use of third party services may be subject to such third party’s terms and conditions. Generally, a third party’s terms and conditions are found on such third party’s website. Your participation in third party services indicates your acceptance of such terms and conditions for such third party services. We are not a party to, have no involvement or interest in, make no representation, warranty or guaranty with respect to, and have no obligation in connection with, any communication, transaction, interaction, dispute or any relation whatsoever between you and any third party through or in connection with the Services.
If you sign up for a third party service that requires access to your information on an ongoing basis and you subsequently want us to stop making your information available to such third party, you should discontinue use of the third party services. You should evaluate all third party services based on your own assessment and review of their terms and conditions.
Account and Password:
In order to use the Services, you must register for a customer account (an "Account"). In connection therewith, you will be required to create a unique user-id and password (together, the "Password"). You agree to maintain its Password and Account in strict confidence and not to disclose or otherwise provide access to your Password or Account to any third party not listed in the Account as an authorized user without first obtaining our prior written consent. In the event your Password is lost or its Password or Account is compromised (or is suspected to be), you agree immediately to notify us of such loss or compromise, as the case may be, and you agree you will be responsible solely for all actions, damages, liabilities and losses incurred as a result of such loss or compromise, except to the extent arising from our gross negligence or willful misconduct. In connection with your Account, you hereby represent and warrant all information you provide to us is and will be truthful and accurate in all material respects.
Privacy of Information:
We respect the privacy of our customers. Our full privacy policy can be found at https://irsextension.online/privacy-policy.
You are responsible for protecting the information on your computer such as by installing anti-virus software, updating your software, password protecting your files and not permitting third party physical or electronic access to your computer or tax files.
Ask An Expert Services:
In the event you subscribe to access and use the Site to obtain expert tax advice (the "Ask An Expert Services") offered through the Site, you hereby agree to the terms and conditions set forth in Exhibit A below and incorporated by reference.
IRS Shield Services:
In the event you subscribe to access and use an IRS Shield membership (the "Membership") offered through IRS Shield and irsshield.net (together, "IRS Shield"), you hereby agree to the terms and conditions set forth in Exhibit B below and incorporated by reference.
Tax Return Services:
In the event you subscribe to access and use the federal and state tax return services (the "Tax Return Services") offered through the Site, you hereby agree to the terms and conditions set forth in Exhibit C below and incorporated by reference.
Tax Extension Services:
In the event you subscribe to access and use the tax extension services (the "Tax Extension Filing Services") offered through the Site, you hereby agree to the terms and conditions set forth in Exhibit D below and incorporated by reference.
Deductions Finder Services:
In the event you subscribe to access and use the annual Deductions Finder Services (the "Deductions Finder Services") offered through the Site, you hereby agree to the terms and conditions set forth in Exhibit E below and incorporated by reference.
Online Course Services:
In the event you subscribe to access and use the online courses (the "Online Course Services") offered through the Site, you hereby agree to the terms and conditions set forth in Exhibit F below and incorporated by reference.
Entire Agreement:
The Terms constitute the entire agreement and understanding between you and us and supersede all prior and contemporaneous agreements, documents, and proposals, oral or written between you and us.
Contact Information and Opt Out Procedures:
If you have any questions regarding these Terms, we encourage you to contact us at support@irsextension.online.
If you no longer wish to use our Site and to terminate these Terms, please contact support@irsextension.online.
Exhibit A
Ask An Expert
We are delighted that as part of your FileSmart Membership you have retained us to advise you with respect to your current tax situation (the "Engagement") through our Ask An Expert Services. The below terms record our agreement with respect to the Engagement, including the scope of the Engagement, the basis on which we will present our bill for fees, and certain other matters related to the Ask An Expert Services.
Scope of Engagement. The services to be provided in connection with the Engagement will encompass all services normally and reasonably associated with this type of engagement. These services include providing you with answers for up to five (5) tax questions per month sent via our email ticketing system. We will endeavor to respond to your requests within five (5) business days, also via email ticketing. We maintain office hours, and if we deem that communication will be more efficient via teleconference, we will set up a meeting for no more than one (1) hour per month unless otherwise agreed.
Term. Subject to the termination provisions set forth herein, the term of this Engagement shall be for such period of time as you select at the time you enter into the Engagement.
Fee Arrangement. Fees for the work are covered with your membership for as long as your membership is in good standing and not canceled or in default. Pending information gleaned from your transcripts or additional information not yet known, additional fees for work outside our terms of service, may be required. Should your case fall into this category, you will be presented with a proposal for additional fees at that time.
In unusual circumstances, cases become significantly more complicated or time consuming than initially anticipated. We reserve the right to revise the flat fee to reflect the expertise required and any additional time expended. Please note that only a small percentage of our cases ever require an adjustment to our initial quote. We will keep you fully informed if we later determine that your case may be of an unusual type requiring more time or expertise than initially anticipated.
Communication Between Us. We will communicate with you by email, phone, fax, and any other reasonable method. An express condition of the Engagement is that you remain in contact with us and timely provide any documentation we or any taxing agency may request. If we or any taxing agency attempt to contact you during the Engagement or to request documentation from you but do not receive a response from you within ten (10) days, we reserve the right to interpret such silence or inaction to mean that you have terminated the Engagement.
Communication between You, Us, and IRS You will not be required to talk to, meet, or deal with revenue officers during the course of our Engagement. While some clients may feel a need to contact the revenue officer directly, we strongly encourage you to refrain from contacting the revenue agent and instead work through our tax professionals.
Other Client Duties. You agree to file returns as required by any agreements, settlements, or compromises that are made with the IRS or other taxing agency. You further agree to stay current on all future tax liabilities as they become due. Failure to stay current with any and all tax liabilities will be cause for us to terminate this agreement as it would affect our ability to represent you.
You agree to: (i) respond promptly to any reasonable requests for instructions, information, or approvals required to provide the services; (ii) cooperate with us in our performance of the service; and (iii) take all steps necessary, including obtaining required consents, to prevent delays in our provision of the services.
Access. In connection with the performance of our services, you shall provide us with all such cooperation and assistance as we may reasonably request, or as otherwise may reasonably be required, to enable us to perform our services and to exercise our rights under and in accordance with the terms and conditions set forth in this letter, including all necessary authorizations and consents, whether from third parties or otherwise.
True and Accurate Information. For our relationship to succeed, it is essential for you to provide us with all factual information reasonably relevant and material to the subject matter of the Engagement. Please be aware failure to disclose the nature, source, and extent of any assets, liabilities, income, or expense may ultimately invalidate any agreement between you and a taxing agency.
Termination. We look forward to a fruitful relationship with you. Nevertheless, you are free to terminate our representation of you at any time. We will have the same right. Upon completion of the Engagement, or the earlier termination of the Engagement, our relationship will end unless we expressly agree in writing to continue to represent you on other matters.
EXHIBIT B
IRS Shield Terms & Membership
Clarification of Terms:
We are a private company and NOT the IRS. "IRS" refers to the Internal Revenue Service and "State" refers to any state income tax authority.
"Covered Membership Period" means the timeframe that begins with the first month of Membership and ends with the last month of paid Membership as defined herein.
Generally, each Membership is associated with a taxpayer or taxpayer(s) in conjunction with a filed tax extension. The Covered Membership Period will pertain to any/all notices received by the covered taxpayer(s) within the period of active Membership (such Membership, a "Covered Membership," and such taxpayer, a "Covered Member").
IRS Correspondence or IRS Notices means any letter from the IRS pertaining to the Member taxpayer or taxpayer(s) within the period of active Membership. Covered Members are natural persons listed as a taxpayer, or in the case of a married filing joint return, both the taxpayer and the spouse, or in the case of a business, it would be that business associated with the purchase of a business extension. Memberships are not transferable.
Membership is a benefit extended by IRS Shield to the Members as defined and limited by these Terms. Membership date means the date that IRS Shield receives your Membership application and payment in full, and your application is approved. In the event that you are offered a free trial, Membership begins upon your acceptance of our terms related to the free trial. Your acceptance date appears on the status page that is accessible post login and created by you prior to purchase. Period of Membership is the period of time for which services are available for a Covered Membership. Unless otherwise provided in writing, this period begins on the Membership enrollment date and ends upon cancellation, or thirty (30) days after a given month’s calendar billing period.
For example, the period of Membership for an IRS Shield subscription purchased on April 18, 2022 will be from April 18, 2022 to May 17, 2022. On May 18, 2022, pending the successful processing of the monthly fee, the service will continue through July 17, 2022. Should you request cancellation, you will no longer be charged, and the cancellation will take effect at the end of the next billing period. Continuing with the example above, if you were to cancel on July 1, 2022, you would still have access to the service until July 17, 2022. If you did not cancel, but your credit card was unable to process the July 18, 2022 charge, you will be eligible for a grace period that lasts through the current billing period. If you are unable to successfully process your payment during that grace period, your service will expire.
Who Can Use This IRS Shield Service?
The IRS Shield Service (as defined below) is available only to U.S. residents who are eighteen (18) years of age and older, have a valid email address, and have enrolled in the IRS Shield Service at the Site. We reserve the right to refuse access to the IRS Shield Service or cancel your account at any time.
The Children’s Online Privacy Protection Act requires that online service providers obtain parental consent before they knowingly collect personally identifiable information online from children who are under 13. We do not knowingly collect or solicit personally identifiable information from children under 13; if you are a child under 13, please do not attempt to register for the IRS Shield Services or send any personal information about yourself to us. If we learn we have collected personal information from a child under 13, we will delete that information as quickly as possible. If you believe that a child under 13 may have provided us personal information, please contact us at support@irsshield.net.
Confidentiality & Privacy:
We are an IRS approved eFile provider and comply with applicable laws and regulations regarding confidentiality of taxpayer information, including Internal Revenue Code 7216 where applicable. Your personal information will not be disclosed to any persons or firms without your specific authorization, with the exception of the use of contracted service providers whose disclosure is required to fulfill our obligation to you with the service. Under no circumstances will your personal information be sold to any other person or firm.
IRS Shield Services:
During the period of Membership, the following services (each, a "IRS Shield Service," and collectively, the "IRS Shield Services") will be available to Members.
IRS Correspondence/Notice Service:
IRS Correspondence Service will assist Members to respond to specific letters and notices from the IRS regarding a Covered Member. THIS IRS SHIELD SERVICE IS DESIGNED TO ASSIST IN RESPONDING TO WRITTEN CORRESPONDENCE AND DOES NOT PROVIDE FOR IN-PERSON REPRESENTATION OR REPRESENTATION IN AN IRS AUDIT REGARDLESS OF ITS LOCATION. A list of the IRS Notices covered and any limitations to the specific notice is provided below. The list of the IRS Notices covered, and any limitations, are subject to change at any time, in the sole discretion of IRS Shield, and without prior notice to you.
Document Storage Service:
Members will be able to electronically upload and store relevant tax return related documents required for us to fulfill our obligation, such as Forms W-2 and 1099 or Earned Income Tax Credit due diligence documents.
Responsibilities:
In general, our responsibility will be to operate a website to deliver the services to you. Your responsibility will be to ensure your registration is complete at our website. To access our website, you will need a username and password. You must keep this username and password secure and not share it with other people. If you share your username and password or use the same username and password for other services, other people having access to your username and password may gain access to your personal information everywhere this combination is used. You must also keep your contact information including your phone number, email address, and physical address current so we can contact you about your Membership and the IRS Shield Services as needed.
Each individual IRS Shield Service has its own additional responsibilities and these responsibilities are described below.
IRS Correspondence Service:
Our responsibility will be to provide you with a written response for you to provide to the IRS in response to a notice they send to you. All transactions and communication will be in English.
Your responsibility will be to provide us the information we need to develop a written response to the letter from the IRS.
This means that you must do the following:
Contact us as soon as you receive a letter or notice from the IRS. Do not contact the IRS first.
To contact us, go to our website, login, and follow the instructions to report a letter from the IRS.
If you contact us more than fourteen (14) days after your first notice, it is possible that a response may not be available before the required response date on the letter, or, additional fees may apply.
Provide a signed IRS Form 2848 Power of Attorney and Declaration of Representative, which is required for us to be able to discuss your return with the IRS if necessary.
Provide a return transcript, or authorize us to pull it on your behalf. You can obtain a free electronic transcript at IRS.gov that you can provide to us for the year and tax return pertaining to your letter or notice.
Provide additional information. IRS Correspondence often requires information beyond what was provided on the tax return. In some cases, the notice may request documents to prove or substantiate a position, claim, or other statement on the tax return. In order to benefit from this service, you must provide copies of this additional information in the time specified if and when we request it. You are responsible for any expenses related to obtaining these documents.
Follow our suggestions. We ask that you comply with the procedure and strategy that we prescribe and that you submit the exact response we generate for you to the IRS. If you are unable or choose or do not to follow the procedure and strategy, modify the response we generate for you, or do not send the response we generate for you, we will not be able to respond to subsequent letters from the IRS and cannot be responsible for the outcome of your situation and reserve the right to cease providing the IRS Shield Services.
Provide accurate and pertinent information. You must provide all of the information required timely, accurately, and truthfully.
Federal Tax Return Amendments:
Our responsibility will be to suggest adjustments for you to make on your return, per the notices received. Depending upon the assistance and work required, this may result in additional fees.
If you agree, this means you will:
Make changes to your return. Use a do-it-yourself tax software of your choice to make any changes to your return or hire a tax preparer. We are not your tax return preparer and cannot provide you tax advice during the amendment process unless you choose to engage us for a separate fee.
Print the amendment. Once you complete making changes to your return, you can add additional details required by the IRS Form 1040-X and download or print the IRS Form 1040-X.
In order to complete the amendment process you will need to print out the IRS Form 1040-X and any additional supporting amended forms and documents required to show the changes made to your return.
Sign the Amendment. The IRS requires that amendments, like tax returns, are signed by the taxpayer and, if filing a joint return, both the taxpayer and the spouse.
Mail the amendment to the IRS. The IRS does not accept amended returns electronically, so it must be mailed to the IRS at the address provided.
Should you need our specific help to revise your tax return, this will be outside of the scope of the Membership and if you choose, we will present you with a proposal to complete the work.
Document Storage:
Our responsibility will be to allow you to upload PDF formatted files to a secure portal for storage and retrieval during the Covered Membership Period. Your responsibility will be to ensure what you upload is related to tax return information and does not contain malicious or objectionable content and non-tax related documents.
Limitations & Exclusions:
ALL OF THE IRS SHIELD SERVICES WE OFFER ARE ONLY AVAILABLE DURING THE PERIOD OF MEMBERSHIP. ALL OF THE IRS SHIELD SERVICES ARE MADE AVAILABLE OVER THE INTERNET THROUGH A SECURE WEBSITE. DUE TO THE NATURE OF THE INTERNET AND INTERNET ACCESS, IT IS POSSIBLE THAT FROM TIME TO TIME YOU MAY NOT BE ABLE TO ACCESS THE SERVICES. YOU UNDERSTAND AND AGREE THAT WE ARE NOT RESPONSIBLE FOR ANY DAMAGES, COSTS, OR OTHER INJURY YOU MAY INCUR DUE TO THE IRS SHIELD SERVICES NOT BEING AVAILABLE TO YOU. IN ALL CASES, YOU UNDERSTAND AND AGREE THAT OUR LIABILITY IS LIMITED TO THE FEE YOU PAID FOR THE MEMBERSHIP FOR THE COVERED RETURN. IN NO CASES WILL WE PAY ADDITIONAL TAX OWED OR PENALTIES AND INTEREST ASSESSED BY THE GOVERNMENT.
Each individual service has its own additional limitations and exclusions that are described below.
IRS Correspondence Service:
WE WILL ONLY HELP DEVELOP A RESPONSE FOR YOU TO THE IRS NOTICES ENUMERATED IN APPENDIX A BELOW; PROVIDED, HOWEVER, THAT WE MAY, IN OUR SOLE DISCRETION, DEVELOP A RESPONSE FOR YOU TO AN IRS NOTICE THAT IS NOT ENUMERATED THERE MAY ALSO BE ADDITIONAL LIMITATIONS BASED ON THE TYPE OF NOTICE. WE DO NOT PROVIDE LEGAL ASSISTANCE, NOR DO WE REPRESENT OUR MEMBERS IN COURT INCLUDING BUT NOT LIMITED TO FEDERAL, STATE, OR TAX COURT. WE DO NOT PROVIDE ASSISTANCE RESPONDING TO ISSUES OF CIVIL OR CRIMINAL FRAUD, WHETHER ACTUAL OR ALLEGED. WE DO NOT PROVIDE ASSISTANCE IN RESPONDING TO SUBPOENAS. WE DO NOT PROVIDE ANY RECONCILIATION OR OTHER BOOKKEEPING SERVICES. WE DO NOT PROVIDE IRS CORRESPONDENCE SERVICE TO ISSUES WHERE YOU DID NOT PROVIDE US THE ORIGINAL NOTICE IN A TIMELY MANNER. IF YOU PROVIDE US A SECOND OR SUBSEQUENT NOTICE WITHOUT HAVING PROVIDED THE ORIGINAL NOTICE, OR PROVIDE THE ORIGINAL NOTICE LATE, ADDITIONAL FEES MAY APPLY OR WE MAY NOT BE ABLE TO PROVIDE THE IRS SHIELD SERVICE. WE CANNOT GUARANTEE AN OUTCOME TO YOUR SITUATION. THE IRS OR STATE HAS THE ULTIMATE AUTHORITY IN DECIDING TO ACCEPT A WRITTEN RESPONSE AND MAY MAKE DECISIONS THAT ARE NOT THE DESIRED OUTCOME TO THE MEMBER. WE WILL CONTINUE TO SUPPORT SUBSEQUENT LETTERS INCLUDED IN THESE LIMITATIONS.
WE WILL NOT BE RESPONSIBLE FOR ANY ADDITIONAL TAX LIABILITY, PENALTIES, OR INTEREST CHARGED. WE WILL NOT OFFER THE IRS SHIELD SERVICE TO YOU IF ANYONE LISTED ON THE TAX RETURN IS UNDER INVESTIGATION BY IRS CRIMINAL INVESTIGATION ("CI"). IF YOU COME UNDER IRS CI OR OTHER CRIMINAL INVESTIGATION WHILE WE ARE DEVELOPING A RESPONSE FOR YOU, WE WILL CEASE WORK UNTIL YOU ARE NO LONGER UNDER INVESTIGATION. WE CAN ONLY RESPOND FOR ISSUES RELATED TO THE COVERED MEMBER. WE WILL NOT ASSIST YOU IN RESPONDING TO LETTERS REGARDING PAYROLL TAX, SALES TAX, PROPERTY TAX, GROSS RECEIPTS TAX, CITY AND LOCAL TAX, TRUSTS, ESTATE AND GIFT TAX, AND COMPLIANCE AUDITS OF PENSION AND PROFIT SHARING PLANS, EVEN IF RELATED TO THE COVERED MEMBER, UNLESS THE GIVEN ENTITY IS THE PAYING MEMBER.
WE WILL NOT OFFER THIS IRS SHIELD SERVICE IF YOU ARE A TAX PROTESTOR OR PROTEST THE TAXING OF INCOME ON ECONOMIC, RELIGIOUS, LEGAL, OR CONSTITUTIONAL GROUNDS, OR FRIVOLOUS CLAIMS. WE WILL NOT RESPOND TO LETTERS RELATED TO BUSINESS ENTITIES WITH (i) GROSS RECEIPTS EXCEEDING $2 MILLION AND/OR (ii) 5 OR MORE PARTNERS/STOCKHOLDERS/BENEFICIARIES/MEMBERS. YOU ARE NOT ELIGIBLE FOR MEMBERSHIP IF YOU HAVE AN OWNERSHIP INTEREST IN A CORPORATION, PARTNERSHIP, LLC, LLP, TRUST, ESTATE, OR TAX SHELTER THAT HAS BEEN CONTACTED FOR AN AUDIT. THE COVERAGE WE OFFER IS ONLY FOR ELECTRONICALLY FILED AND ACCEPTED UNITED STATES FEDERAL PERSONAL INCOME TAX RETURNS OR BUSINESSES WITH ANNUAL REVENUE LESS THAN $3 MILLION USD PER TAX YEAR, AND AS ADDITIONALLY DEFINED HEREIN.
WE ARE NOT RESPONSIBLE FOR THE EXTRA WORK AND COSTS INVOLVED IF YOU REPORT YOUR NOTICE LATE OR YOU DO NOT COOPERATE, OR IF YOU PROVIDE ADDITIONALLY REQUESTED DOCUMENTATION LATE. IF THIS OCCURS, WE MAY CHARGE AN ADDITIONAL FEE OR INFORM YOU THAT WE ARE NOT ABLE TO PROVIDE THE IRS SHIELD SERVICE. IF THE ORIGINAL IRS CORRESPONDENCE HAS A DATE BEFORE THE MEMBERSHIP DATE, WE MAY CHARGE AN ADDITIONAL FEE OR INFORM YOU THAT WE ARE NOT ABLE TO PROVIDE THE SERVICE.
IF THE ORIGINAL IRS CORRESPONDENCE IS FOR A RETURN THAT HAS NOT BEEN FILED OR IS NOT FOR A COVERED MEMBER, WE MAY CHARGE AN ADDITIONAL FEE OR INFORM YOU THAT WE ARE NOT ABLE TO PROVIDE THE IRS SHIELD SERVICE.
Federal Tax Return Amendments:
WE DO NOT PREPARE OR AMEND STATE OR LOCAL INCOME TAX RETURNS AS PART OF THE MEMBERSHIP. IF YOU CHOOSE TO DO SO, WE WILL PRESENT YOU WITH A PROPOSAL FOR YOUR SPECIFIC SITUATION IF YOU REQUEST IT.
Document Storage:
WE MAINTAIN THE SOLE AND ABSOLUTE DISCRETION TO DETERMINE IF UPLOADED CONTENT IS MALICIOUS OR OBJECTIONABLE. IF WE, AT OUR SOLE AND ABSOLUTE DISCRETION, DETERMINE THAT MALICIOUS OR OBJECTIONABLE CONTENT IS INTENTIONALLY UPLOADED, OR IT IS NOT REMOVED AFTER NOTIFYING YOU WE MAY TERMINATE IRS SHIELD SERVICES AND YOUR MEMBERSHIP IMMEDIATELY OR WE MAY REMOVE THE MALICIOUS OR OBJECTIONABLE CONTENT. WE RESERVE THE RIGHT TO INSPECT THE UPLOADED DOCUMENTS. ANY DOCUMENTS UPLOADED TO US BEYOND THOSE ALLOWED MAY BE DESTROYED WITHOUT NOTICE. THERE IS NO EXPECTATION OF PRIVACY REGARDING THE STORED CONTENT.
Termination of Membership:
We reserve the right to terminate IRS Shield Services and your Membership upon the breach of any material provision or if your situation falls into any of the limitations or exclusions as listed in these Terms. We also reserve the right to terminate IRS Shield Services and your Membership at our sole and absolute discretion if we determine you intentionally posted malicious or objectionable content or used the IRS Shield Services for illegal activity or to promote or promulgate illegal activity. We also reserve the right to terminate IRS Shield Services and your Membership if the IRS Shield Services becomes unreasonably difficult to fulfill.
Conditions that can render completion of our responsibilities unreasonably difficult include, but are not limited to, failure by you to reasonably fulfill any provision listed as your responsibility under "RESPONSIBILITIES"above, failure to cooperate, or repeated use of abusive, inappropriate, or unprofessional language when communicating with us or the tax agencies. Your Membership shall also be deemed void and the IRS Shield Services shall be terminated if the appropriate fee has not been paid or has been refunded to you.
European Union:
Due to European Union (EU) and European Economic Area (EEA) regulatory requirements, we do not provide service or intentionally collect data from EU or EEA residents. By using our service, customers represent that they are not EU or EEA residents.
APPENDIX A – LIST OF SUPPORTED NOTICES AND NOTICE SPECIFIC LIMITATIONS
CP01
This CP01 notice is issued to taxpayers who are victims of identity theft and have verified their identity to the IRS. It informs the taxpayer that the account will be monitored for activity and the prevention of future fraudulent impact.
NO ACTION NEEDED – WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP01A
This notice tells you about the Identity Protection Personal Identification Number (IP PIN) the IRS sent you.
NO ACTION NEEDED – WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP01B
This notice tells you the IRS needs more information from you to process your tax return accurately.
MAY BE IP PIN RELATED – REQUIRES TAXPAYER TO RESPOND – WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP01F
This notice invites you to get an Identity Protection Personal Identification Number (IP PIN) and explains its purpose.
NO ACTION NEEDED – WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP01H
You received this notice because the IRS was unable to process your tax return. The IRS has locked your account because the Social Security Administration informed us that the Social Security number (SSN) of the primary or secondary taxpayer on the return belongs to someone who was deceased prior to the current tax year (before January 1 of a tax year for a return for such tax year).
ACTION THROUGH SSA FOR DEAD FILE
WE WILL ASSIST IN SUBMITTING THE DOCUMENTS YOU OBTAIN. WILL ALSO PROVIDE EXPLANATION TO MEMBER.
CP03C
You received a tax credit (called the First-Time Homebuyer Credit) for a house you purchased.
You may need to file a form to report a change in ownership to the house you purchased.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP04
IRS records show that you or your spouse served in a combat zone, a qualified contingency operation, or a hazardous duty station during the tax year specified on your notice. As a result, you may be eligible for tax deferment.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP05
The IRS sent you this notice because they are reviewing your tax return to verify income, deductions, credits, etc. The IRS is holding your refund until they finish their review.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP05A
The IRS is examining your return and they need documentation.
PROVIDE ASSISTANCE IN ORGANIZING REQUIRED DOCUMENTS.
CP06
The IRS is auditing your tax return and they need documentation from you to verify the Premium Tax Credit (PTC) that you claimed. They are holding all or part of your refund, pending the result of this audit, because of this discrepancy with your PTC.
PROVIDE ASSISTANCE IN ORGANIZING REQUIRED DOCUMENTS.
CP06A
The IRS is auditing your tax return and needs documentation from you to verify the Premium Tax Credit (PTC) that you claimed.
PROVIDE ASSISTANCE IN ORGANIZING REQUIRED DOCUMENTS.
CP08
You may qualify for the Additional Child Tax Credit and be entitled to some additional money.
PROVIDE ASSISTANCE IN ORGANIZING REQUIRED DOCUMENTS/FORMS.
CP09
The IRS sent you this notice because their records indicate you may be eligible for the Earned Income Credit (EIC) but didn’t claim it on your tax return.
PROVIDE ASSISTANCE IN ORGANIZING REQUIRED DOCUMENTS/FORMS.
CP11A
The IRS made changes to your return because they believe there’s a miscalculation involving your Earned Income Credit. You owe money on your taxes as a result of these changes.
WE PROVIDE EXPLANATION TO MEMBER, ONLY – ADDITIONAL WORK AND COSTS WILL BE QUOTED.
CP12, CP12A, CP12E, CP12F, CP12R, CP13, CP13A and CP13R
The IRS made changes to correct a miscalculation or computation on your return.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP14I
You owe taxes and penalties because you didn’t take out the minimum amount you had to from your traditional individual retirement arrangement (IRA). Or, you put into a tax-sheltered account more than you can legally.
WE PROVIDE EXPLANATION TO MEMBER, ONLY – ADDITIONAL WORK AND COSTS WILL BE QUOTED IF MITIGATING CIRCUMSTANCES EXIST.
CP16
The IRS sent you this notice to tell you about changes they made to your return that affect your refund. The IRS made these changes because they believe there was a miscalculation. Their records show you owe other tax debts and they applied all or part of your refund to them.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
LT16
The IRS may take enforcement action to collect taxes you owe because you have not responded to previous notices, they sent you on this matter. They need to hear from you about your overdue taxes or tax returns.
WE PROVIDE EXPLANATION TO MEMBER, ONLY – ADDITIONAL WORK AND COSTS WILL BE QUOTED IF MITIGATING CIRCUMSTANCES EXIST.
CP18
The IRS believes you incorrectly claimed one or more deductions or credits. As a result, your refund is less than you expected.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
LT18
The IRS has not received a response from you to their previous requests for overdue tax returns.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP19
The IRS has increased the amount of tax you owe because they believe you incorrectly claimed one or more deductions or credits.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP20
The IRS believes you incorrectly claimed one or more deductions or credits. As a result, your refund is less than you expected.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP21I
The IRS made changes to your tax return for the tax year specified on the notice for Individual Retirement Arrangement (IRA) taxes. You owe money on your taxes as a result of these changes.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP23
The IRS made changes to your return because we found a difference between the amount of estimated tax payments on your tax return and the amount we posted to your account. You have a balance due because of these changes.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP27
The IRS sent you this notice because their records indicate you may be eligible for the Earned Income Credit (EIC) but didn’t claim it on your tax return.
WE PROVIDE EXPLANATION TO MEMBER, ONLY – ADDITIONAL WORK AND COSTS WILL BE QUOTED RETURN REQUIRES ADDITIONAL INFORMATION.
CP31
Your refund check was returned to the IRS, so you need to update your address.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP32A
Call us to request your refund check.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP42
The amount of your refund has changed because the IRS used it to pay your spouse’s past due tax debt.
INNOCENT SPOUSE SITUATION ONLY – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE A RETURN REQUIRING ADDITIONAL INFORMATION.
CP44
There is a delay processing your refund because you may owe other federal taxes.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP52
The IRS is informing the taxpayer a correction has been made to self-employment taxes claimed on Schedule SE, Form 1040.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP53A, CP53B and CP53C
The IRS tried to direct deposit your refund, but the financial institution couldn’t process it. The IRS is researching your account, but it will take 8 to 10 weeks to reissue your refund.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP54E and CP54G
Your tax return shows a different name and/or ID number from the information the IRS has for your account. Please provide the requested information.
WE PROVIDE EXPLANATION TO MEMBER, ONLY–ACTION THROUGH SSA FOR DEAD FILE.
CP59
The IRS sent you this notice because they have no record that you filed your prior personal tax return or returns.
WE PROVIDE ASSISTANCE IN IDENTIFYING THE RETURN AND IF THE RETURN WAS E FILED AND ACCEPTED. OTHERWISE, ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE A RETURN REQUIRING ADDITIONAL INFORMATION.
CP60
The IRS removed a payment erroneously applied to your account.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP63
The IRS is holding your refund because you have not filed one or more tax returns and the IRS believes you will owe tax.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP74
You are recertified for EITC. You don’t have to fill out Form 8862, Information To Claim Earned Income Credit After Disallowance, in the future. You’ll receive your EIC refund within 6 weeks as long as you don’t owe other tax or debts that the IRS is required to collect.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP75
The IRS is auditing your tax return and they need documentation to verify the Earned Income Credit (EIC) that you claimed. The EIC and/or the Additional Child Tax Credit (ACTC) portions of your refund are being held pending the results of this audit. If you claimed the Premium Tax Credit (PTC), that portion of your refund is also being held.
PROVIDE ASSISTANCE TO ORGANIZE REQUIRED DOCUMENTATION BASED ON TAXPAYER DECLARATION AND DIRECTION.
CP75A
The IRS is auditing your tax return and need documentation to verify the Earned Income Credit (EIC), dependent exemption(s) and filing status you claimed.
PROVIDE ASSISTANCE TO ORGANIZE REQUIRED DOCUMENTATION BASED ON TAXPAYER DECLARATION AND DIRECTION.
CP80
The IRS credited payments and/or other credits to your tax account for the tax period shown on your notice. However, they haven’t received your tax return.
WE PROVIDE EXPLANATION TO MEMBER, ONLY.
CP81 and CP081
The IRS has not received your tax return for a specific tax year. The statute of limitations to claim a refund of your credit or payment for that tax year is about to expire.
IF RETURN WAS E FILED AND ACCEPTED WILL PROVIDE IDENTIFIER FOR THE RETURN.
PERSONAL INCOME TAX ONLY.
CP88
The IRS is holding your refund because you have not filed one or more tax returns and they believe you will owe tax.
IF RETURN WAS E FILED AND ACCEPTED WILL PROVIDE IDENTIFIER FOR THE RETURN. OTHERWISE, ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN(S) IN QUESTION.
CP108
You are receiving this notice because you made a payment but the IRS can’t determine the correct form or tax year to apply it to.
PROVIDE ASSISTANCE WITH RESPONSE IF RETURN WAS E FILED AND ACCEPTED AND THE PAYMENT IS ASSOCIATED WITH THAT RETURN.
CP141C
You are receiving this notice because you did not respond to a previous request for missing or incomplete information on your return and your return is late.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP141I
You are receiving this notice because you did not respond to a previous request for missing or incomplete information on your return.
WE PROVIDE EXPLANATION TO MEMBER AND RESPOND ON THE BASIS OF TAXPAYER’S DECLARATION AND DIRECTION.
CP141L
You are receiving this notice because you didn’t file your return by the due date.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE A RETURN.
CP231
Your refund or credit payment was returned to the IRS and they need you to update your current address.
WE PROVIDE EXPLANATION TO MEMBER & ASSISTANCE IF RETURN WAS E FILED BY US AND ACCEPTED.
CP259
The IRS shows that you are required to file a tax return for the tax periods indicated on your notice but haven’t.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE A RETURN.
CP515I
This is a reminder notice that the IRS still has no record that you filed your prior tax return or returns.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE A RETURN.
CP516
This is a reminder notice that the IRS still has no record that you filed your prior tax return or returns.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE A RETURN.
CP518B
This is a final reminder notice that the IRS still has no record that you filed your prior tax returns.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE A RETURN.
CP518I
This is a final reminder notice that the IRS still has no record that you filed your prior tax return(s).
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE A RETURN.
CP2000
The income and/or payment information the IRS has on file doesn’t match the information you reported on your tax return. This could affect your tax return; it may cause an increase or decrease in your tax or may not change it at all.
WE PROVIDE EXPLANATION TO MEMBER – ASSIST IN PROVIDING PROPER INFORMATION BASED ON DECLARATION AND DIRECTION OF TAXPAYER.
CP2057
You need to file an amended return. The IRS has received information not reported on your tax return.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE AN AMENDED RETURN.
CP2501
You need to contact the IRS. They have received information not reported on your tax return.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE AN AMENDED RETURN.
CP2531
Your Tax Return does not match the information the IRS has on file.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE AN AMENDED RETURN.
CP2566
The IRS didn’t receive your tax return. They have calculated your tax, penalty and interest based on wages and other income reported to us by employers, financial institutions and others.
WE PROVIDE EXPLANATION TO MEMBER – ADDITIONAL WORK AND COSTS WILL BE QUOTED TO FILE RETURN OR PROVIDE DIRECTION AS TO HOW TO FILE AN AMENDED RETURN.
EXHIBIT C
FEDERAL AND STATE TAX RETURN SERVICES
The Tax Return Services for which you have paid us the applicable fee(s), if any, and solely enable you to prepare or have prepared your valid federal and state tax return(s) for the tax year to which such fees apply, to file the same electronically after any payment of applicable additional fees, and/or to print such federal and state tax return(s).
You may use the Tax Return Services to self-prepare and electronically file your federal tax return and/or state tax return. After payment is made, you may file your return(s) electronically. No more than one (1) corresponding federal and/or state tax returns (e.g., for a family of five or for five personal and/or business returns) may be filed by any one Member for the same tax year.
You may not use the Tax Return Services to prepare tax returns, schedules or worksheets on a professional or commercial basis (i.e., as a tax preparer or otherwise for a fee or consideration).
Electronic Filing Services.
If you choose to file your return electronically, the tax return will be converted to and stored in a standardized format and then transmitted to the applicable federal and/or state taxing authority. You are responsible for verifying the status of your return, for confirming it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event a taxing authority rejects your electronically filed return. You agree to review your tax return for indications of obvious errors before electronically filing or mailing it. To the extent required by applicable law and regulation, we store and maintain information that you provide to us. We are not required or obligated to provide you with a copy of your tax return at any time after October 15 of the applicable tax filing season unless otherwise required to be provided by law in response to a valid data rights request. In the event your tax return is not accessible from the Site and you have not downloaded a copy, you must contact the IRS.
The IRS typically begins accepting electronically filed returns in or around mid-January of the applicable tax filing season. If you complete a federal tax return prior to the date we begin accepting and processing electronically filed returns and you desire to file it electronically, you must log in to the Site on or after the date we first begin processing electronic filings to complete the electronic filing process. You can file a tax year’s federal tax return (including an amended return) through the Tax Return Services for so long as the IRS accepts electronic filings after October 15 of such tax year, or as otherwise permitted by the IRS and supported by us. In connection with the electronic filing of your tax return, the IRS requires us to notify it of certain information about the computer and account from which such return originated (for example, internet protocol address) and whether the email address of the person electronically filing the return has been collected. By using the Tax Return Services to prepare and submit your tax return, you consent to the disclosure to the IRS and any other taxing or revenue authority of all information relating to your access and use of the Tax Return Services.
If you are filing one or more state tax returns, then by using a computer system and software to prepare and transmit return(s) electronically, you consent to the disclosure of all information pertaining to your access and use of the system and software to the state taxing authority with which you are filing the returns, as applicable by law, and to the transmission of your tax return(s).
In the event that you choose to file a federal and/or state tax return on behalf of a business entity, you warrant you are an authorized representative of the business entity-taxpayer and are legally authorized to file on its behalf.
Pricing.
Pricing for the various offerings of the Tax Return Services is determined based on when you pay to use the Tax Return Services. The price for your use of the Tax Return Services is the published price at the time you pay for such Tax Return Services. Your price will not change once you pay for the Tax Return Services.
Import Services.
The Tax Return Services may include a feature that allows you to import, where applicable, W-2’s and other tax forms as well as certain information from participating financial institutions, payroll processors, personal financial software, business financial software such as QuickBooks, and charitable deduction information from third parties such as ItsDeductible. You are responsible for verifying the accuracy of the information that is imported.
Also, the Tax Return Services may include functionality designed to read data from images (for example, W-2s, other tax forms or credit cards used for payment) photographed using a mobile device or computer. This functionality is limited to those forms or items the Tax Return Services can read. If the form or other item you photograph and submit through the Services is not supported or is unreadable, you may be required to enter your data manually.
You may be offered the ability to import data from other sources in addition to those sources listed above. You may provide us with your authorization and information to allow us to obtain your data from third parties on your behalf to use the Tax Return Services or any third-party service that you select. You warrant you have the necessary rights to grant us access to your accounts with third parties. Third parties are not affiliated with or endorsed or sponsored by us.
Help And Support
We may use a variety of methods (e.g., in-product, widgets, Internet, remote access, online community, chat, e-mail, video and phone) to provide technical support and customer service in connection with the Tax Return Services. The terms and conditions governing the offering of this support, which may require the payment of an additional fee, are subject to change as announced by us from time to time. If you choose to allow our agent to have remote access to your computer via the Internet to provide help, you should close other browsers or applications or follow other instructions to enable such access. Consult the Site for the most up-to-date information relating to this support and any associated charges. Except as otherwise provided herein, the Tax Return Services are accessible for so long as the IRS allows electronic filings after April 15 of each applicable year and shall not be supported beyond that date.
EXHIBIT D
TAX EXTENSION FILING SERVICES
The Tax Extension Filing Services provide you with an additional six (6) months to file your tax returns. Tax return extensions are typically due no later than April 18th of the 2023 tax year. You agree your use of the Tax Extension Filing Services does not guarantee that your extension filing(s) will be accepted by the IRS and/or any state tax agency. You may not use the Tax Extension Filing Services to prepare tax returns, schedules or worksheets on a professional or commercial basis (i.e., as a tax preparer’s or otherwise for a fee or other consideration). In connection with the Tax Extension Filing Services, you hereby agree to the "Electronic Filing Services" and "Import Services" sections set forth in Exhibit C above.
For every tax year after the tax year in which you first subscribe to use the Services, you will have the opportunity to renew your subscription to use the Tax Extension Filing Services for which you subscribed (each, a "Renewal Term"). If you choose to so renew, all terms and conditions specified herein still apply but the following additional provisions will also become binding and effective upon the earliest of: (1) when you access or use the automated extension services, or (2) when you click an "I Accept," "Sign up," "Opt In" or similar button or checkbox referencing these Terms.
By renewing your subscription to use the tax extension Services, you will be entitled to receive a twenty percent (20%) discount off the subscription fee for the tax extension Services for such Renewal Term; and you agree that we will automatically file your tax extension on your behalf for such Renewal Term and that we will charge your payment method on file an amount equal to our then current tax extension processing fee less the twenty percent (20%) discount. Your payment method on file will be charged such amount immediately prior to us filing such tax extension on your behalf. In the event that your payment method on file is declined or cannot otherwise be processed, you agree and understand that we will not file such tax extension on your behalf until you have made such payment.
Prior to filing a tax extension on your behalf during a Renewal Term, we will contact you to confirm your name, address, estimated tax liability for such Renewal Term and the total payments for such Renewal Terms. In the event you do not respond to our request for information, we will file your tax extension (assuming that your payment has been processed) for such Renewal Term using the identification information that you provided for the immediately preceding tax extension filing through the Services. If you do not respond to your request for information, we will use zero and 00/100 dollars ($0.00) for your estimated tax liability and zero and 00/100 dollars ($0.00) for your total payments.
Priority Response Service:
Expedited processing is available for an additional fee. Upon purchasing this expedited processing, we will process and submit your tax extension more quickly than those that have not purchased this additional service. This expedited processing only ensures that your federal tax extension is filed with the IRS in a quicker manner, and does not in any way guarantee how quickly the IRS will process your tax extension. There is no guarantee as to how quickly your tax extension will be processed if you purchase this additional service.
EXHIBIT E
DEDUCTIONS FINDER SERVICES
In connection with Deductions Finder Services, you can access general tax recommendations based on information you provide. By utilizing the Deductions Finder Services, you acknowledge and agree as follows:
we will provide general recommendations solely based on the information you have provided. You will provide this information by uploading relevant documents in an acceptable electronic format and in written responses to a questionnaire through our secure portal. It is your responsibility to accurately provide all information that we require for the preparation of the recommendations. You represent that all information you provide is true and accurate and that you have the right to share the information with us. We will not independently audit or otherwise verify the information you submit, although we may ask you for clarification of some of the information;
the information you provide for the Deductions Finder Services will be retained and maintained in accordance with our privacy policy, which can be found at https://irsextension.online/privacy-policy;
the Deductions Finder Services are not legal and/or tax advice and may not be relied upon as such;
you assume all risk of your reliance on the contents of the Deductions Finder Services;
we do not warrant the usefulness, adequacy, completeness or suitability of content of the Deductions Finder Services; and
while aimed at helping reduce your tax liability, your use of the Deductions Finder Services does not guarantee any reduction in your tax liability, any additional tax deductions, nor an increase in your tax refund.
EXHIBIT F
ONLINE COURSE SERVICES
In connection with your Online Course Services, you can access a library of tax and financial courses and videos (the "Online Course Materials") which can be referenced for answers to common tax questions.
By using the Online Course Services, you acknowledge and agree that:
we grant you a limited, non-exclusive, non-transferable, and non-sublicensable license to access the Online Course Materials for their intended use and purpose only during the period for which you pay for access to the Online Course Services;
your license does not include any right to create any derivative work of, to remove any proprietary notice from, or to reproduce, rent, sublicense, publicly display, resell, commercially exploit, distribute (or redistribute) to third parties, or otherwise make any unauthorized use of, any Online Course Materials;
we reserve all rights to the Online Course Materials not expressly granted herein including, all intellectual property rights associated therewith (including "look and feel"). Except as expressly set forth herein, you are not granted any additional license, title, or ownership rights to the Online Course Materials. Any goodwill derived from the Online Course Materials will inure to our exclusive benefit;
we reserve the right to discontinue or modify any Online Course Materials at any time without notice to you;
the courses and videos included in the Online Course Services are not legal or tax advice and may not be relied upon as such;
you assume all risk of your reliance on the contents of the courses and/or videos included in the Online Course Services;
we do not warrant the usefulness, adequacy, completeness or suitability of content of the courses and/or videos included in the Online Course Services; and
your use of the courses and/or videos included in the Online Course Services does not guarantee any additional tax deductions or an increase in your tax refund.