Terms of Service
Please review the terms and conditions governing the use of our website, intake forms, and tax preparation services.
1. Scope of Tax Preparation Services
Wealth Vision Tax Solutions prepares federal and state tax returns based strictly on documentation, statements, and financial information provided by the taxpayer. Submitting an intake form or inquiry does not constitute a filed tax return or represent an attorney-client or fiduciary guarantee.
2. Client Responsibility and Authorization
Clients are solely responsible for ensuring the accuracy and completeness of all reported income, deduction claims, and dependent information. Tax returns will only be electronically transmitted to the IRS or state authorities after the client has reviewed draft documents and provided signed authorization (e.g. Form 8879).
3. Refund Advances and Third-Party Products
Refund advance products are offered through licensed third-party lending financial institutions and are subject to underwriting approval, identity verification, and program guidelines. Wealth Vision Tax Solutions does not guarantee loan approval or specific refund amounts.
4. Referral Program Conditions
Referral bonuses are payable only for qualifying new clients who have their paid return successfully prepared and filed through Wealth Vision Tax Solutions, subject to program eligibility verification.