TERMS AND CONDITIONS
Tax 2000 Inc.
Effective Date: October 26, 2026
Welcome to Tax 2000 Inc.
These Terms and Conditions govern your use of our website, www.tax2000inc.com, and establish general terms applicable to our tax preparation, tax planning, bookkeeping, payroll, accounting, and related professional services.
By accessing our website, you agree to these website Terms and Conditions. When you engage Tax 2000 Inc. for professional services, additional terms may be provided through an engagement letter, service agreement, or other required documentation.
Please read these Terms and Conditions carefully.
1. About Tax 2000 Inc.
Tax 2000 Inc. is a professional tax preparation and accounting services company based in Marion, North Carolina.
We provide services that may include:
Individual and business tax preparation
Federal and state electronic tax filing
Tax planning and consulting
Bookkeeping and accounting
Payroll services
IRS representation and tax resolution assistance
Business tax compliance and related services
Online and virtual tax preparation
Services are provided according to applicable laws, regulations, professional standards, and the terms of each client engagement.
2. Client Responsibilities
Clients are responsible for providing complete, accurate, and timely information necessary for the preparation of tax returns and other requested services.
By engaging Tax 2000 Inc., clients agree to:
Provide truthful and accurate personal and financial information.
Submit all required tax documents and supporting records.
Disclose all applicable income, deductions, credits, and financial activities.
Review completed tax returns before signing or authorizing electronic filing.
Notify Tax 2000 Inc. promptly of errors or missing information.
Respond to requests for additional information in a timely manner.
Maintain copies of important financial records and supporting documentation.
Tax 2000 Inc. may request additional documentation when necessary to verify information or comply with tax laws.
Clients remain responsible for the accuracy and completeness of information they provide.
Tax 2000 Inc. is responsible for exercising appropriate professional care in preparing returns and performing agreed services.
3. Tax Preparation and Professional Services
Tax 2000 Inc. prepares tax returns based on information provided by clients and other available documentation.
We exercise professional judgment and follow applicable federal and state tax laws.
Our professional services do not guarantee:
A particular tax refund amount
Eligibility for specific deductions or credits
Approval of a return by the Internal Revenue Service or state taxing authority
A specific tax liability or financial outcome
A particular processing or refund date
Tax laws and interpretations may change, and results may vary depending on individual circumstances.
Additional services, including amended returns, audit representation, tax planning, bookkeeping, or resolution of prior-year issues, may require separate agreements and fees.
4. Tax Preparation Fees and Payment Policy
Tax 2000 Inc. charges fees for professional services based on the nature and complexity of the work performed.
Tax preparation fees are due when the tax return is completed and before electronic filing or other final submission.
Clients agree to pay the applicable preparation fees before their returns are submitted, unless an alternative payment arrangement has been approved by Tax 2000 Inc.
Clients who qualify for and elect an authorized Refund Transfer through Republic Bank may arrange for eligible fees to be deducted from their tax refunds, subject to applicable bank terms and approval.
Refund Transfer arrangements do not eliminate the client's responsibility for authorized preparation fees if the refund is delayed, reduced, offset, or insufficient to cover those fees.
Fees for additional services may be charged separately.
Applicable charges will be communicated to clients before payment authorization.
5. Refund Policy for Professional Services
Tax 2000 Inc. strives to provide accurate, professional, and dependable services.
Requests for refunds of tax preparation or other professional service fees are reviewed on a case-by-case basis.
Refund decisions may consider:
The nature and extent of services already performed
Whether the return or requested work has been completed
Whether the service has been delivered or filed
The circumstances surrounding the refund request
Applicable laws and contractual obligations
A refund is not automatically available because a client receives a smaller tax refund than anticipated, owes additional taxes, or disagrees with a lawful tax calculation.
Clients who believe an error has occurred or who are dissatisfied with a service should contact Tax 2000 Inc. promptly so the matter can be reviewed.
Any refund determination will be made in accordance with applicable law and the terms of the relevant service agreement.
Refunds or reversals involving Republic Bank financial products are governed by the applicable bank agreements and disclosures.
6. Electronic Filing Authorization
Tax 2000 Inc. offers electronic filing of eligible federal and state tax returns.
Before a return is electronically filed, clients must review their completed return and provide all required signatures and authorizations.
For applicable individual federal income tax returns, this generally includes signing IRS Form 8879, IRS e-file Signature Authorization.
Tax 2000 Inc. will not intentionally transmit a tax return without the authorization required by applicable law.
Clients are responsible for reviewing their tax returns and notifying us of any errors or omissions before authorizing submission.
Once a return has been accepted by a taxing authority, changes may require an amended return or other corrective procedures.
Additional fees may apply to amendments or corrections not resulting from an error by Tax 2000 Inc., subject to the applicable service agreement and law.
7. IRS and State Tax Refunds
Tax 2000 Inc. does not control the approval, processing, timing, or issuance of federal or state tax refunds.
Refund processing is administered by the Internal Revenue Service and applicable state taxing authorities.
Refunds may be delayed, reduced, or adjusted due to:
Identity verification requirements
Errors or inconsistencies in tax records
Outstanding tax liabilities
Child support or other authorized offsets
Government processing delays
Additional review or examination
Other circumstances beyond our control
Tax 2000 Inc. cannot guarantee when a refund will be issued or the final amount approved by a taxing authority.
8. Republic Bank Refund Transfers
Tax 2000 Inc. works with Republic Bank & Trust Company, Member FDIC, to offer eligible clients optional Refund Transfer services.
A Refund Transfer allows clients to request that authorized tax preparation fees and other permitted charges be deducted from their tax refunds.
Clients selecting this service may be required to complete additional applications, disclosures, and agreements provided by Republic Bank.
Refund Transfers:
Are optional financial products
Are provided by Republic Bank & Trust Company
May involve additional fees
Are subject to applicable bank terms and conditions
Depend on the availability and receipt of an eligible tax refund
Tax 2000 Inc. does not guarantee the timing or amount of funds distributed through Republic Bank.
Clients may choose to pay their tax preparation fees directly rather than electing a Refund Transfer.
Tax 2000 Inc. is not an FDIC-insured bank and does not hold customer refund funds.
9. Republic Bank Easy Advance Loans
Tax 2000 Inc. may assist eligible clients in applying for Easy Advance loans offered by Republic Bank & Trust Company.
An Easy Advance is a loan secured by an anticipated tax refund and is not the actual tax refund.
Easy Advance applications are subject to Republic Bank's underwriting, approval requirements, and applicable loan terms.
Tax 2000 Inc.:
Does not make lending or credit approval decisions
Does not guarantee loan approval
Does not determine final approved loan amounts
Does not guarantee when approved funds will become available
Does not act as the lender
Clients are responsible for reviewing Republic Bank's loan agreements, applicable finance charges, repayment obligations, and other disclosures before accepting an Easy Advance.
Easy Advance loans are optional, and clients are not required to apply for an advance to receive tax preparation services.
Refund Transfer and Easy Advance products are governed by Republic Bank's applicable agreements and disclosures.
Additional information is available at:
https://www.republictaxpayer.com
10. Online Tax Preparation and Client Portal
Tax 2000 Inc. provides online and virtual tax preparation services through a designated client portal.
Clients using online services agree to:
Provide accurate registration and contact information
Protect their login credentials
Submit documents through approved methods
Avoid sharing portal passwords or unauthorized account access
Notify Tax 2000 Inc. of suspected unauthorized account activity
Complete required identity verification and electronic signatures
Clients are responsible for maintaining access to the email address and contact information associated with their accounts.
Tax 2000 Inc. may use third-party technology providers to facilitate document collection, communication, electronic signatures, payments, and delivery of completed returns.
Use of third-party platforms may also be governed by those providers' terms and privacy policies.
11. Privacy and Confidentiality
Tax 2000 Inc. is committed to protecting confidential taxpayer and financial information.
We handle personal and tax information in accordance with applicable federal and state laws, including Internal Revenue Code Section 7216 and relevant financial privacy requirements.
Taxpayer information is not disclosed for unauthorized purposes.
Where legally required, appropriate taxpayer consent will be obtained before information is disclosed to third parties.
For additional information, please review our Privacy Policy available through www.tax2000inc.com.
12. Appointments, Cancellations, and Delays
Clients are encouraged to arrive on time for scheduled appointments and provide requested documents in advance when possible.
If an appointment must be canceled or rescheduled, clients should notify Tax 2000 Inc. as soon as reasonably possible.
Incomplete documents, delayed client responses, technical issues, or circumstances beyond our control may affect service completion times.
Tax 2000 Inc. may reschedule appointments or adjust estimated completion dates when reasonably necessary.
Any applicable appointment or cancellation charges will be disclosed separately before they are imposed.
13. Filing Deadlines and Extensions
Clients are responsible for providing necessary information sufficiently in advance of applicable tax filing deadlines.
Tax 2000 Inc. cannot guarantee that returns submitted for preparation close to a filing deadline will be completed before that deadline.
Filing an extension generally provides additional time to file a tax return but does not automatically extend the deadline for paying taxes owed.
Clients remain responsible for any legally required tax payments, estimated payments, interest, and penalties.
Tax 2000 Inc. will communicate filing responsibilities applicable to the services it has agreed to perform.
14. Accuracy, Errors, and Corrections
Tax 2000 Inc. strives to prepare accurate tax returns and provide professional services consistent with applicable standards.
If a client identifies a potential error, the client should notify us promptly.
We will review reported concerns and determine whether corrective action is appropriate.
When an error is attributable to Tax 2000 Inc., we will address our professional responsibilities in accordance with applicable law and the relevant service agreement.
When a correction is required because a client provided incomplete, inaccurate, or previously undisclosed information, additional professional fees may apply.
Nothing in these Terms and Conditions eliminates rights or remedies that cannot legally be waived.
15. Professional Advice and Scope of Services
Information published on our website is provided for general educational and informational purposes.
Website content should not be considered personalized tax, accounting, legal, or financial advice.
Professional advice depends on a client's specific facts and circumstances.
Visiting our website, submitting a general inquiry, or accessing informational content does not automatically establish a professional engagement.
A professional engagement is established when Tax 2000 Inc. agrees to provide services under applicable engagement terms.
Services outside the agreed scope may require additional authorization and fees.
16. Website Use and Intellectual Property
Website visitors agree to use www.tax2000inc.com only for lawful purposes.
Visitors may not:
Attempt unauthorized access to website systems or client accounts
Upload malicious software or harmful content
Interfere with website operations or security
Misrepresent their identity
Use the website for fraudulent or unlawful activities
Website text, graphics, logos, and other original content belonging to Tax 2000 Inc. may not be reproduced or used commercially without permission, except as permitted by law.
17. Third-Party Websites and Services
Our website may include links to third-party websites, financial institutions, government agencies, and online service providers.
These websites and services operate under their own terms and privacy practices.
Tax 2000 Inc. is not responsible for the independent content, policies, availability, or operations of unrelated third-party websites.
18. Limitation of Liability
Tax 2000 Inc. performs its professional services with reasonable care and in accordance with applicable professional obligations.
To the extent permitted by law, Tax 2000 Inc. is not responsible for losses or delays caused solely by events outside its reasonable control, including government processing delays, inaccurate information supplied by clients, or independent third-party service interruptions.
Any limitations of liability in a separate written engagement agreement will apply only to the extent enforceable under applicable law.
Nothing in these Terms and Conditions excludes liability for fraud, intentional misconduct, or other liability that cannot lawfully be excluded.
19. Service Refusal or Termination
Tax 2000 Inc. reserves the right to decline or discontinue services when reasonably appropriate and permitted by law, including situations involving:
Fraudulent or misleading information
Failure to provide necessary documentation
Requests to prepare or submit inaccurate or unlawful tax filings
Repeated failure to meet agreed payment obligations
Abusive or threatening conduct
Conflicts of interest or professional compliance concerns
Any termination of an existing professional engagement will be handled in accordance with applicable law, professional responsibilities, and the relevant engagement agreement.
Fees for work already performed will be addressed under the agreed payment and refund policies.
20. Governing Law and Disputes
These Terms and Conditions are governed by the laws of the State of North Carolina, except where federal law or other mandatory law applies.
Clients with concerns regarding services or billing are encouraged to contact Tax 2000 Inc. directly so that we have an opportunity to review and resolve the matter.
Nothing in these Terms and Conditions prevents clients from exercising rights or remedies provided under applicable law.
21. Changes to Terms and Conditions
Tax 2000 Inc. may revise these Terms and Conditions periodically to reflect changes in business practices, professional services, technology, or legal requirements.
Updates will be posted on our website with a revised effective date.
Changes to website terms apply prospectively. Changes to an existing professional engagement will be governed by the applicable agreement and law.
22. Contact Information
For questions regarding these Terms and Conditions, professional services, billing, or client accounts, please contact:
Tax 2000 Inc.
Attn: Sheri L. Atkins, E.A.
134 South Main Street
Marion, NC 28752
Phone: (828) 659-2772
Email: sheri@tax2000inc.com
Website: https://www.tax2000inc.com
For sensitive information and tax documents, please use our designated secure client portal.
Our Commitment to Clients
At Tax 2000 Inc., we believe in providing professional, accurate, and dependable tax and accounting services.
We value the trust our clients place in us and are committed to communicating clearly, protecting confidential information, and maintaining professional standards.
Tax 2000 Inc. — Your Trusted Partner in Tax and Accounting Services.