Additional Fee Upcharge

Upcharge Fees — Service Adjustments for Incomplete or Delayed Client Information

This fee list covers additional charges that apply when a tax return requires extra time, corrections, or follow‑up due to missing, incomplete, or late information. These fees ensure accuracy, compliance, and the additional labor required to complete your return correctly.

These fees may apply when:

• Documents are missing or submitted late

• Information is incomplete or incorrect

• A state return is added after the federal return is prepared

• Dependents or income are added after the return is started

• A client leaves off important details that require re‑entry or re‑work

• ITIN assistance or verification is needed

• Multi‑year corrections or amendments are required

• Extra time is needed to verify childcare, income, or dependent eligibility

• Assistance is needed uploading or organizing documents

This list helps maintain fairness, transparency, and compliance for all clients.

All fees are non‑refundable and based on the additional time, research, and IRS requirements needed to complete your return accurately.