Service terms · Version 2026-09-03-v1
Tax Document Checkup terms
This approved version is effective September 8, 2026. It binds only when Financials.tax presents this exact version and records your authenticated acceptance before purchase. Commercial approval and this effective date do not activate Checkout; payment availability remains separately gated by verified provider configuration.
Service and eligibility
The Tax Document Checkup is for one adult client account for tax period 2025. It covers United States federal and Illinois document readiness for an individual who was a full-year Illinois resident.
You may submit up to 10 common personal tax documents and up to three written questions. Eligible documents concern ordinary wages, interest, dividends, Social Security, retirement, mortgage, education, health insurance, and dependents.
Included work and delivery
Assigned staff checks submitted scan-clean documents at face value for apparent omissions, duplicates, the wrong tax year, and obvious inconsistencies. Financials.tax then provides one concise written checklist and next steps through authenticated staff chat.
Delivery is due within two business days after complete in-scope intake, submission of all documents to be checked with every submitted version scan-clean, acceptance of these exact approved terms, and confirmed full payment. The service ends when the checklist is delivered. It includes no appointment, phone call, video meeting, agency call, or ongoing support.
Excluded work
The service does not prepare, complete, sign, amend, transmit, or file Form 1040 or any other return. It does not include line-by-line return review or certification; tax calculations, projections, refund estimates, or guarantees; Schedule C or F, self-employment, rentals, K-1s, multistate or part-year matters, foreign income or accounts, entities, estates or trusts, complex cryptocurrency reconciliation, notices, audits, representation, bookkeeping, legal or investment advice, agency calls, or work beyond the delivered checklist.
Reviewer credential
Financials.tax must accurately show the assigned reviewer's actual verified credential in the authenticated workflow. If no credential is verified, Financials.tax must not represent that the reviewer holds one. A credential display does not claim that the reviewer may represent you before the IRS, the Illinois Department of Revenue, or any other agency.
Payment, cancellation, and refunds
The offer bound to this version has a one-time price of $99.00 USD. That payment authorizes only the bounded staff review described above. You receive a full refund if you cancel before substantive staff review begins, or if Financials.tax determines that the matter is outside scope or cannot be delivered.
After the checklist is delivered, payment is nonrefundable except for a duplicate or erroneous charge, service failure, or when required by law. No partial refunds are offered.
Privacy and support
The privacy notice applies. Questions and service communication use authenticated staff chat; payment does not authorize another communication or delivery channel.