Terms & Conditions

Welcome to CFR Tax Firm. By scheduling an appointment, downloading our mobile app, or utilizing our tax preparation and accounting services, you agree to comply with and be bound by the following terms and conditions.

1. Scope of Service

CFR Tax Firm agrees to prepare your income tax returns based on the information you provide. We will not audit or verify the data you submit, although we may ask for clarification if the information appears inconsistent. You are ultimately responsible for the accuracy and completeness of the data used to prepare your return.

2. Client Responsibilities

It is your responsibility to provide all necessary documentation, including W-2s, 1099s, and proof of deductions (receipts, logs, etc.). CFR Tax Firm is not liable for any interest, penalties, or additional taxes that result from:

• Incorrect or incomplete information provided by you.
• Failure to file the return on time if you did not provide documents before the filing deadline.

3. Fees and Payment

Preparation Fees: Our fees are based on the complexity of your return and the forms required. An estimate may be provided beforehand, but the final price is determined upon completion of the return.

Payment Methods: Payment is due upon completion of the service. You may pay via credit/debit card, or elect to have the preparation fees deducted from your tax refund (Bank Product). If you choose to deduct fees from your refund, additional bank processing fees will apply.

4. Refund Advances & Bank Products

Not an IRS Refund: A “Refund Advance” is a loan provided by a third-party bank, not the IRS. It is secured by your expected tax refund.

Approval: Approval for a Refund Advance is subject to the bank’s underwriting criteria. CFR Tax Firm does not make loan decisions and cannot guarantee approval. If your loan is denied, your tax refund will still be processed by the IRS according to their standard timeline (usually 21 days).

5. E-Filing Authorization

By signing Form 8879 (IRS e-file Signature Authorization), you declare that you have examined your tax return and it is true, correct, and complete. You authorize CFR Tax Firm to transmit your return electronically to the IRS and State agencies.

6. Appointments & Cancellations

We value your time and the time of our staff. If you need to cancel or reschedule your appointment, please provide at least 24 hours’ notice. Missed appointments (“No-Shows”) may be subject to a cancellation fee or require a deposit to reschedule.

7. Limitation of Liability

CFR Tax Firm’s liability for any claim arising out of this engagement shall be limited to the total amount of fees paid by you for the specific service giving rise to the claim. We are not liable for any incidental or consequential damages.

8. Updates to Terms

We reserve the right to update these terms at any time. Continued use of our services constitutes acceptance of any changes.

Contact Information

If you have questions regarding these terms, please contact us:

CFR Tax Firm
25929 Cypresswood Drive, Suite A
Spring, TX 77373
Email: info@cfrtaxfirm.com