Terms of the “Free Taxes” Offer

“Free taxes? He can’t be serious. There’s got to be a catch!”
- You, probably

Yes, if you’re a regular client of Privateer Accounting, I will prepare the annual tax returns (federal, state, local, & 1099s) for your business for FREE!

There are 2 ways you can qualify for this discount:
#1) You prepay for any of my 1-year accounting service packages, or
#2) You are a regular monthly client in good standing (all paid up) for at least six months.

How can I offer free tax prep? Easy! If you’re a regular monthly client, I already have all the data and receipts I need to prepare your taxes. I’m already happy to have you as a client, and I really enjoy this work, so I absolutely do not mind taking care of the tax filing.

Now here are the caveats:
1) This only applies to the principle business itself. It does not include owner’s taxes or personal/individual taxes. However! If you are a regular monthly client as mentioned above, we’ll work something out. You won’t be charged the retail rate.
2) Cut-off date for the six month period is January 31st of the following year.
3) The service itself is what is free. Client will still be responsible for the cost of supplies, such as postage, and unavoidable third-party fees.
4) Offer becomes void if contract is terminated early. Payment due for tax services will be prorated based on time remaining in the contract.
5) This offer only applies to the most recent year of taxes. This offer does not apply to prior-year taxes. However, if you’re a regular monthly client, we can work something out.

Sincerely,

Spencer Phelps, CPA