Terms & Conditions
By engaging JLS Wealth Services LLC ("JLS") for tax preparation services, you agree to the following terms and conditions. JLS provides tax preparation services to clients in compliance with applicable laws and regulations. Our services encompass various aspects of tax preparation, including tax return preparation, tax planning, and consultation.
As a client, you are responsible for furnishing accurate and complete information necessary for the preparation of your tax returns. Any inaccuracies or omissions in the information provided are solely your responsibility. We respect the confidentiality of your personal and financial information and will not disclose it to third parties without your consent, except as required by law.
You agree to pay the fees for services rendered by JLS as agreed upon at the time of engagement. Payment is typically due upon completion of services unless otherwise agreed upon in writing. While we strive to provide accurate and reliable tax preparation services, you acknowledge that tax laws and regulations are subject to change and that we cannot guarantee the accuracy or completeness of any tax return.
We may electronically file tax returns on your behalf with your consent. While electronic filing may expedite the processing of your tax returns, we are not responsible for any delays or errors caused by electronic filing. In the event of a tax audit or inquiry by tax authorities, we may provide assistance, including responding to inquiries and providing documentation, subject to additional fees.
JLS shall not be liable for any indirect, incidental, special, or consequential damages arising out of or in connection with the provision of tax preparation services. We reserve the right to terminate services for any client at any time for any reason, including non-payment of fees or breach of these terms and conditions.
These terms and conditions shall be governed by and construed in accordance with the laws of Michigan, without regard to its conflicts of law provisions. By engaging our services, you agree to be bound by these terms and conditions.
FAQS
How can I file my taxes with JLS Wealth Services LLC?
It's a straightforward process! Begin by scheduling a consultation over the phone or Zoom through our website. During the consultation, we'll provide you with a quote for your expected refund. Choose between an upfront preparation fee or have it deducted from your tax refund. Following the consultation, your tax paperwork will be promptly submitted, and you can anticipate receiving your refund in approximately 21 days, as governed by the IRS timeline. If you have any questions or need assistance along the way, our expert team is readily available via message or phone call to support you through the entire process.
What sets JLS Wealth Services apart from other tax preparation services?
What sets JLS Wealth Services apart is our unwavering commitment to personalized service and financial empowerment. Unlike other tax preparation businesses, we don't just stop at filing your taxes – our main goal is to help you use that money strategically to improve your life. We understand that each taxpayer's situation is unique, and we tailor our services accordingly. Our experienced team excels in handling complex tax scenarios and stays updated on the latest regulations. What truly differentiates us is our dedication to your overall financial well-being. Beyond tax season, we provide year-round support and transparent pricing, ensuring you have access to expert advice whenever you need it. Whether you're dreaming of starting a new business, buying a home, preparing for a new addition to the family, or pursuing higher education, we are here to support you on your journey to a better life.
Is my personal and financial information secure with JLS Wealth Services?
Absolutely, your information is secure with JLS Wealth Services. We prioritize your safety, utilizing cutting-edge security measures to protect your personal and financial data. When you choose our services, you'll sign a consent form allowing us access to your necessary information. Rest assured, we use Tax Pro, an encrypted platform, ensuring your details are always kept secure and confidential. Your privacy is of the utmost importance to us, and we take every step necessary to maintain the trust you place in our services.
