Terms & Privacy

The straightforward version

Nobody reads terms pages. I get it. But since we’re dealing with taxes and the IRS requires certain things, here’s what actually matters:

When you work with me, your information stays confidential. I follow IRS Circular 230 rules and professional standards for tax practitioners. I won’t share your details with anyone unless you authorize it or the law requires it (like an IRS summons, which has happened exactly zero times in 19 years).

I’m not storing your data on some sketchy server. Everything lives in secure, encrypted systems designed for tax professionals. When we’re done working together, your files stay available in your client portal unless you ask me to delete them.

If something goes wrong with your return because I made an error, I’ll fix it. If it’s an IRS mistake or a situation outside my control, we’ll deal with it together, but I’m not covering penalties that aren’t my fault.

That’s the practical version. The formal version is below if you need it.

Engagement Terms

Services Provided

I provide tax preparation, cryptocurrency tax analysis, and IRS problem resolution services as an Enrolled Agent licensed to practice before the Internal Revenue Service. All services are performed in accordance with IRS Circular 230 and professional standards for tax practitioners.

Client Responsibilities

You agree to:

• Provide complete and accurate information about your tax situation
• Respond to requests for additional documentation in a timely manner
• Review your completed return before filing and notify me of any errors or omissions
• Keep copies of all tax documents and correspondence
• Pay agreed-upon fees according to the terms provided in your quote

My Responsibilities

I agree to:

• Prepare your return or provide analysis with reasonable care and professional competence
• Maintain confidentiality of your information as required by law and professional standards
• Communicate clearly about your situation, options, and any issues that arise
• Respond to your questions and concerns within a reasonable timeframe
• Correct errors I make at no additional charge

Fees and Payment

All services are provided on a flat-fee basis quoted before work begins. Payment is due upon completion of services unless other arrangements are made in advance.

Quotes are based on the information you provide. If your situation turns out to be more complex than initially described, I’ll discuss additional fees before proceeding with extra work.

Limitation of Liability

I carry professional liability insurance and will correct errors I make. However, I’m not responsible for:

• Penalties or interest resulting from incomplete or inaccurate information you provide
• IRS actions based on tax law changes or reinterpretation of existing law
• Delays caused by IRS processing or third-party service providers
• Situations outside my control or reasonable knowledge

Maximum liability is limited to the fees paid for the specific service in question.

Termination

Either of us can end the engagement at any time. If you terminate before work is complete, you’ll pay for work performed to that point. If I terminate (rare, but possible if you’re not providing needed information or the situation is outside my expertise), you’ll receive any work completed and a refund of any prepaid fees for incomplete work.

Privacy Policy

Information I Collect

To prepare your taxes or resolve IRS problems, I collect:

• Personal information (name, SSN, address, contact details)
• Financial information (income, deductions, transaction records)
• Cryptocurrency transaction data if applicable
• IRS transcripts and correspondence
• Whatever else is needed to handle your specific situation

How I Use Your Information

Your information is used solely to:

• Prepare and file your tax returns
• Communicate with the IRS on your behalf
• Analyze your tax situation and provide recommendations
• Maintain required records per IRS regulations
• Respond to your questions about your tax situation

How I Protect Your Information

All client information is stored in secure, encrypted systems designed for tax professionals. Communication happens through secure client portals, encrypted email, or other protected channels. I follow IRS Publication 4557 guidelines for data security.

I don’t sell, rent, or share your information with third parties except:

• Tax software providers and secure document storage services necessary to provide services
• The IRS and state tax authorities when filing returns or responding to inquiries
• When required by law (court orders, subpoenas, etc.)
• When you specifically authorize disclosure to another party

Data Retention

I retain client files according to professional standards and IRS requirements (generally 7 years from last service date). You can access your files anytime through your client portal. If you want your data deleted earlier, contact me and I’ll remove what I’m not legally required to keep.

Third-Party Services

I use third-party services for secure document management, e-filing, and client communication. These providers are chosen for security and compliance with professional standards. By working with me, you consent to your information being processed through these secure systems.

Contact About Privacy

Questions about how your information is handled? Text me at 732-454-8836 or email taxes@wendylitten.com.

Updates to Terms

I may update these terms as needed. Material changes will be communicated to active clients. Continued use of services after changes constitutes acceptance of updated terms.

Last updated: January 2026

Still have questions? Contact me and I’ll clarify whatever you need to know.