SERVICE GUARANTEE

THE AOTAX SERVICE GUARANTEE

100% ACCURACY GUARANTEE

If you pay an IRS or state penalty or interest because of AO Tax calculation error, we’ll pay you the penalty and interest. If you pay an IRS or state penalty (or interest) because of an error that an AO Tax expert made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we’ll pay you the penalty and interest. *We’ll also amend your return at no additional cost.

*If AO Tax has to amend your return due to differences in data supplied or positions taken by you, your choice not to claim a deduction or credit or on account of incorrect / inadequate information supplied, additional charges will be applicable.

AUDIT SUPPORT GUARANTEE

If you receive an IRS or other tax notice related to the return you filed with AO Tax, we’ll help you understand it and give you steps to take to respond at no additional charge.*

*Does not include in-person audit representation or assistance in responding. AO Tax does not provide legal advice.

*By authorizing AO Tax to e-file your tax return or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due.

If AO Tax makes an error on your return or there is a difference in interpretation between the tax authority and AO Tax, we will reimburse you for any resulting penalties and interest.

MAXIMUM REFUND GUARANTEE

If you discover an AO Tax error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the tax prep fee for that return and file an amended return at no additional charge.

To qualify for the AO Tax Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to differences in data supplied or positions taken by you, your choice not to claim a deduction or credit, or changes in tax laws after January 1, 2020, per AO Tax policy.