Terms & Disclaimers for

IRS Tax Preparation and Strategy Services

A division of Be Well & Heal, LLC

IRS Registration

Be Well & Co. Financial Consulting, a division of Be Well & Heal LLC employs registered tax preparers with the Internal Revenue Service and hold a valid Preparer Tax Identification Number (PTIN). We are not a Certified Public Accountants (CPAs), Enrolled Agents (EAs), or attorneys. As such, we are not authorized to represent clients in IRS audits or formal proceedings.

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Accuracy Responsibility

Tax return accuracy is based entirely on the completeness and correctness of the information provided by the client. It is the client's responsibility to submit all required documentation and to respond promptly to questions or clarification requests. Be Well & Co. Financial Consulting and its consultants are not liable for any errors or penalties resulting from omissions, misstatements, or delays in client-provided information.

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Scope of Services

These tax preparation services are designed for individuals with W-2 income and straightforward tax situations unless otherwise agreed in writing. Returns involving self-employment, rental income, foreign corporations or trusts, cryptocurrency, or complex investment activity will incur additional fees and may require an extended timeline.

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Financial Advice Disclaimer

Any tax planning sessions or strategic recommendations provided are intended to support general understanding of current U.S. tax rules. These discussions do not constitute legal, investment, or financial advice. Clients are encouraged to consult a qualified CPA, financial advisor, or attorney for guidance specific to their financial goals or legal matters.

 

Refund & Service Policy

Because tax preparation involves personalized and time-sensitive services, all payments are non-refundable once work has begun. If you are dissatisfied with your experience, please contact me directly to resolve the issue. I strive to ensure every client feels supported and satisfied with their filing process.

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Questions?
Feel free to reach out directly at info@bewellfinance.org with any concerns before booking.