Terms of Service (Client Agreement)

1. Introduction

Welcome to Frontier Tax Services. By engaging our services, you agree to the following Terms of Service (TOS). This agreement governs your use of our tax preparation, tax planning, and financial services. Please read it carefully. If you have any questions, contact us at info@frontiertaxservices.com.

2. Services Provided

Frontier Tax Services provides a range of tax-related services, including:

• Individual and business tax preparation
• Tax planning and consulting
• Assistance with tax notices and audit support
• Secure document transfer, storage, and client portals
• Protection Plus Tax Resolution Services: Included with every return, providing audit defense, tax resolution support, and identity theft restoration

Our services are delivered in accordance with IRS standards, federal regulations, and industry best practices.

3. Client Responsibilities

By engaging our services, you agree to:

• Provide accurate, complete, and timely information necessary for us to perform tax preparation and related services.
• Review your tax return or other financial documents for accuracy prior to submission.
• Comply with any filing deadlines and provide necessary documentation within the specified timeframes.
• Notify Frontier Tax Services immediately of any changes in your financial situation or relevant details that may impact your tax filing.

Failure to provide complete and accurate information may affect the quality of the services we can provide and could result in delays or inaccuracies in your tax filing.

4. Data Protection and Confidentiality

We are committed to maintaining the confidentiality and security of your personal and financial information. All data provided to us will be handled in accordance with our Privacy Policy, which includes the following measures:

• Data Security: We employ strict security protocols, including data encryption and secure file transfer systems, to protect your information.
• Third-Party Services: In order to perform our services effectively, we may work with trusted third-party providers (see Privacy Policy for details). These providers are bound by confidentiality agreements and may not use your data for any purposes other than those necessary to provide services on our behalf.
• Protection Plus Tax Resolution Services: Frontier Tax Services includes Protection Plus with every return. Limited client data may be shared with Protection Plus to enable tax resolution support in the event of IRS notices, audits, or identity theft incidents.

For further details on how we protect your data, refer to our Privacy Policy.

5. Fees and Payment

• Service Fees: Our fees for tax preparation and related services are outlined in our fee schedule, which will be provided upon request or at the start of the engagement.
• Payment Terms: Payment is due upon completion of services unless other arrangements have been agreed upon in writing.
• Refunds: Refunds are not provided for services once they have been rendered. If you are dissatisfied with our services, please contact us to discuss your concerns.

For services such as tax preparation with refund transfers or other financial solutions, fees and terms are subject to the provider's specific terms, which will be disclosed upon service enrollment.

6. Use of Client Portals and Document Sharing

• Secure Portals: Frontier Tax Services uses Drake Portals (SecureFilePro) to securely transfer files with clients. By using our services, you agree to use the secure portal for the transmission of sensitive information.
• Responsibility for Account Security: You are responsible for maintaining the confidentiality of your login credentials and for any actions taken under your account.

Unauthorized access to your portal account should be reported to Frontier Tax Services immediately.

7. Limitations of Liability

• Accuracy and Errors: Frontier Tax Services makes every effort to prepare accurate tax filings based on the information provided. However, we are not responsible for errors resulting from incomplete, incorrect, or misleading information provided by the client.
• No Warranty: While we strive to provide high-quality services, Frontier Tax Services makes no explicit or implied guarantees regarding outcomes, refunds, or specific results.
• Audit Support: Through our partnership with Protection Plus, we include audit defense and tax resolution support with every return. Protection Plus provides up to $1,000,000 in audit defense services and identity theft restoration to address IRS notices, audits, or identity theft incidents as they arise.

8. Protection Plus Tax Resolution Services

Protection Plus services are included with every tax return prepared by Frontier Tax Services. This service provides:

• Tax Audit Defense: Up to $1,000,000 in audit defense services to help resolve IRS audits, notices, or inquiries.
• Identity Theft Restoration: Support from Identity Theft Restoration Advocates to help restore a client’s identity, regardless of how it was compromised.
• Tax Preparation Guarantee: A $2,500 guarantee on the accuracy of your tax return preparation, adding confidence to our work.

If you receive an IRS notice or encounter tax issues, Frontier Tax Services, in partnership with Protection Plus, will assist you in resolving the matter efficiently.

9. Termination of Services

Either party may terminate this agreement at any time, with written notice provided to the other party. Upon termination, all outstanding fees must be paid in full. If you terminate the agreement before the completion of services, no refund will be provided for partially completed services.

10. Amendments to Terms

Frontier Tax Services reserves the right to modify these Terms of Service at any time. Clients will be notified of significant changes to these terms via email or through our website. Your continued use of our services after any amendments constitutes acceptance of the updated Terms of Service.

11. Governing Law

This agreement is governed by the laws of  Kentucky, without regard to conflicts of laws principles. Any disputes arising from this agreement will be resolved in the appropriate courts located in Morgan County, Kentucky.

12. Contact Information

For questions or concerns regarding these Terms of Service, please contact us at:

• Phone: (606) 268-3068
• Email: info@frontiertaxservices.com
• Address: Frontier Tax Services, PO BOX 3, West Liberty, KY, 41472

Acceptance of Terms
By engaging Frontier Tax Services for tax preparation or related services, you acknowledge that you have read, understood, and agree to these Terms of Service.