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BOSS Taxes Policy

Rev. 11.01.2025

Introduction 

This document outlines the updated policies related to payment policies, extensions, meeting requests and additional services provided by our firm. It serves to ensure clear communication and understanding between our clients and our team, promoting a smooth and efficient service experience. 

Tax Filing Requirements 

All tax returns must be filed on-time, per IRS deadlines. 

Engagement Letter 

All clients will now be required to sign (digitally or in-person) and submit the Engagement Letter that confirms the policies and procedures, along with the business flow of  services, with their tax documents. This letter is found in your annually provided Tax Organizers located in the client tax portal or can be emailed/mailed upon request.

Corporate Tax Returns — including Forms 1120, 1120S, 990, 1065, and/or 1041 — must be submitted 15 days before the March 15th deadline. 

Acceptable Documentation:​

  • All income and expense records must be provided in one of the following acceptable formats:
  • A completed Profit & Loss Statement accompanied by an Asset/Balance Sheet,
  • A completed Tax Organizer, and/or
  • The BOSS Taxes Business Income & Expense Summary. 

Bank Statements & Supporting Documentation:​

Submissions consisting only of bank statements or supporting documents will require accounting reconciliation, which is billed separately from the tax preparation fee.  

Extensions:​

Extensions will be filed only under extenuating circumstances and will require a 50% deposit of the total tax preparation fee. The final tax return must be completed by May 31st of that same tax year. Deposits are forfeited if the internal deadline is not met.

Personal Tax Returns — must be submitted 20 days before the April 15th deadline. 

Acceptable Documentation for Schedule C, Schedule E, Schedule F:​

All income and expense records must be provided in one of the following acceptable formats:

  • A completed Profit & Loss Statement accompanied by an Asset/Balance Sheet,
  • A completed Tax Organizer, and/or
  • The BOSS Taxes Business Income & Expense Summary. 

Bank Statements & Supporting Documentation:​

Submissions consisting only of bank statements or supporting documents will require accounting reconciliation, which is billed separately from the tax preparation fee.  

Extensions:​

Extensions will be filed only under extenuating circumstances and will require a 50% deposit of the total tax preparation fee. The final tax return must be completed by June 15th of that same tax year. Deposits are forfeited if the internal deadline is not met.

Extension Policy

Extensions will be filed only under extenuating circumstances and will require a 50% deposit of the total tax preparation fee. When an extension is needed, clients must request it by submitting the form https://bosstaxes.com/extension; email: taxes@bosstaxes.com; or call to speak with a Staff Member.

This will ensure that the Client has had a chance to speak with a BOSS Taxes staff member to relay any payments made with the extension and confirm that BOSS Taxes has permission to file on behalf of the Client.


Personal Extensions with Payment: 

  • Taxpayers must have ALL tax documents in the tax portal or turned into the office by March 25th of any tax year to have BOSS Taxes prepare an accurate estimate for an extension tax amount.
  • Tax documents received after March 25th that wish to file an extension and pay the estimated tax payments would need to use the previous year’s taxes owed, with an additional 10% to remit. Our team will be unable to enter the data and provide a quote. 

Taxpayers must file their completed return by May 31st (Corporate Returns) and June 15th (Personal Returns) to avoid forfeiture of their tax preparation fee deposit.  

Payment Policies 

Payment Terms 

Clients are expected to pay for tax return services upon completion and before the filing of the returns. Our standard practice includes providing an invoice (included with final tax return) that details the services rendered and the total fee.

  • Bank Product (withdraws our fee from the IRS refund) is still an option for most taxpayers and does include additional 3rd party bank fees and platform charges. Bank Product cannot be used on or after June 15th.
  • Active Tax Season (January opening – April 15th closing
    • Payment is due at the time of tax presentation; if remote, upon receipt of signature documents.  Tax Returns will not be filed until payment has been received.
  • After Tax Season (if an extension has been filed), remaining payment (less the 50% deposit) must be remitted upon receipt of final documents to complete the tax return.
  • Clients that have had Outstanding Invoices, Broken Payment Arrangements, or stale tax returns must remit payment in advance of tax preparation or may use our Klarna option. This applies to:
    • invoices delinquent over three (3) business days
    • defaulted payment arrangements
    • completed returns for more than three (3) business days without payment
    • non-disclosed payment arrangements
  • Multiple-year Tax Return Filings will require a 50% deposit for the anticipated services and do not qualify for the Bank Product.

Accepted Payment Methods

We accept the following methods of payment:

  • Credit/Debit Card: Visa, MasterCard, American Express, Zelle, Apple Pay, Venmo, PayPal, and Klarna
  • Check: Payable to BOSS Taxes, to be hand delivered or mailed to 2302 Parklake Dr NE, Suite 460, Atlanta, GA  30345

Late Payment

Payments not received within the (3) three business days may incur a late fee of 15% of the outstanding balance. Continued non-payment may result in the suspension of services (portal access and tax transmission) and potential additional charges for the resumption of work to include.

Additional Services

Tax-Related Meeting Requests

All meeting and appointment requests must be made on our website or set up with the Office Assistant at (678) 412-0424.  The below links are for tax related meetings only.  These meetings do not include business coaching or training, brainstorming sessions, accounting, etc.

Non-Tax Related Meeting Requests 

As many know, our sister company is BizUp LLC and is a training ground and development for entrepreneurs and business owners.  This is a separate business from BOSS Taxes and business consultations or entrepreneurial training is conducted separately under separate policies.  To book a call that has nothing to do with the current tax preparation, tax returns, tax planning, and/or IRS letters, please use this link for those meetings: https://bizup.me/consultation 

Phone System 

Understanding that during the tax season, there are times when Clients need to speak with our Tax Professionals. We want to get to everyone as quickly as possible; however, there are more clients than staff. If a need arises and scheduling a meeting at the above links isn’t an option, please call our office (678) 412-0424 to leave a message with a staff member, on voicemail or send us a text. Calls will be returned within one business day should a tax professional not be available.  Please note that as we approach the tax deadlines, it may be longer to return unscheduled phone calls as others have already booked their appointments.  We ask that impromptu calls be limited to 5-10 minutes and that details be left on the voicemail or with the Office Staff to help us better prepare for the return call.

Additionally, messages can be sent through each client’s tax portal or by email to: taxes@bosstaxes.com. 

Personal Cell Phones 

Many clients have a staff member’s direct cell phone.  With respect to our staff members’ personal time, please avoid phone calls and sending text messages before 9am EST or after 6pm EST, Monday-Friday.  If mid-evening or overnight texts seem necessary, please do not text our staff members’ personal phones and text our business line (678) 412-0424.  A staff member’s personal cell phone should not be called or texted before or after business hours. 

Conclusion 

We are committed to providing great services and fair policies. Should you have any questions or require further clarification on our policies, please do not hesitate to contact us. We appreciate your cooperation and look forward to continuing to serve your tax and financial needs.