Deposit Policy

A $100 nonrefundable deposit is required for new individual tax clients and returning individual clients who have not filed with IPROTAX during the previous two years. The deposit is applied toward the total cost of individual tax-preparation services.

A sole proprietor reporting business activity on an individual Form 1040 is treated as an individual tax client unless IPROTAX states otherwise.

A $250 nonrefundable deposit is required for new business tax clients. The deposit is applied toward the total cost of business tax-preparation services.

This includes clients seeking preparation of partnership or S-corporation returns.

Both deposits are nonrefundable. A deposit compensates IPROTAX for the professional time spent reviewing your submission, requesting missing items, and beginning preparation, even if you later decide not to file with IPROTAX.

Each deposit is applied toward the applicable tax-preparation fee. A deposit payment is not the complete tax-preparation fee. Total fees depend on the forms and schedules your return requires, and IPROTAX will inform you of the applicable fee before completing your return. The remaining balance is due as arranged with IPROTAX.

Payment of a deposit does not establish any of the following:

• That IPROTAX has received every required document.
• That your tax return has been completed or filed.
• Any guarantee of a refund, credit, result, processing time, or acceptance by a taxing authority.

Deposits are paid through IPROTAX’s PayKah payment service using Stripe-hosted checkout. This website does not collect or store payment-card information. A completed payment page is not by itself confirmation of payment: IPROTAX separately verifies each deposit with PayKah before completing preparation. Questions about a deposit may be sent to support@iprotax.com.