By engaging in our services for tax preparation you agree to the following terms and conditions.

This engagement agreement (this “Agreement”) is made effective as of January 1, 2025, by and between you, the Client (“Client”) and Fields & Smith Services, LLC. Located at 404 Clark Street, Middletown, Ohio 45042 (“Damian Fields”).

Now, therefore, for and in consideration of the mutual promises and agreements contained herein, Client hires Damian Fields, and Damian Fields agrees to provide the services listed below, under the terms and conditions hereby agreed upon by the parties.

DESCRIPTION OF SERVICES

Our tax professionals will prepare your federal and state tax returns based solely upon the information provided by you. Additionally, our tax professionals will offer tax guidance and answer any tax related questions you may have based on their experience, and the current tax laws. From time to time, our tax professionals may, at your request, fill out and submit bank product applications on your behalf to pay your tax preparation fees with your refund, and/or to apply for an advance on your tax refund.

RESPONSIBILITIES OF OUR CLIENTS

As our Client, you are responsible for providing all necessary documents, records, and information related to your income, deductions, credits and any other relevant tax-related matters in a timely manner. It is your responsibility to ensure the accuracy and completeness of the information provided to us. You should inform us of any significant changes in your financial or personal situation that might affect your tax liability.

ERRORS DUE TO CLIENT’S NEGLIGENCE

It is our Client’s responsibility to ensure that they provide any and all necessary tax-related information and documents to our tax professionals at the time of filing. If our Client fails to provide all necessary tax-related information, it is the client's responsibility to pay for an amendment to their tax return. Damian Fields, its employees, and/or agents are not responsible for information that was not provided to us.

FIRM-LEVEL PROTECTION

Damian Fields has gone above and beyond to protect its Clients in the case of Tax Audits, Identity Theft, and errors made by our tax professionals. Each return that Damian Fields prepares is automatically enrolled in this service at no extra cost to the Client. For more information regarding these services, please refer to your signed tax documents that contain the terms and conditions regarding these services.

AUTHORIZATION AND REPRESENTATION

By engaging in our tax preparation services, you authorize Damian Fields, and/or your tax professional, to represent you before the relevant tax authorities, including the Internal Revenue Service (IRS) and state tax agencies, on matters related to the preparation and filing of your tax returns. However, this representation does not extend to any audit that may be conducted by the IRS. If you receive an audit notice, or letter from the IRS, we will always direct you to Protection Plus, our Tax Audit assistance partner.

PAYMENT FOR SERVICES

Payment for services is due before your return is filed, unless an arrangement is made beforehand to pay your tax preparation fees later. Your return will not be filed before payment is made. We work with Refund Advantage by Pathward to pay your tax preparation fees with your refund for a fee. We also work with Klarna to pay your tax preparation fees and spread your payments over time, if you qualify.