For most tax-related engagements a nonrefundable 50% deposit is due upfront, with the remaining balance payable upon completion of the tax returns before submission to the IRS. Invoices will be delivered and payments can be made conveniently through the client portal via bank transfer (ACH) or debit/credit card.

Client agreements can be terminated by either party with written notice. Fees for services rendered up to the termination date are still due.