• UNI PRO TAX Personal Tax Assessment is designed to help you evaluate your current Tax position.
• The Tax Planning practice of UNI PRO TAX provides specialized technical experience, compliance support, and effective planning insights
•  UNI PRO TAX shall charge reasonable “Fees” for Services
• Typically at UNI PRO TAX, we specialize in preparing tax returns for H1B/L1/SW Consultants working at Client Locations on temporary assignments
• We interpret IRS publications – 463, 519 and 1542 to your specific scenario and mostly investigate to analyze if you would qualify to itemize your Tax Return by your eligibility to claim certain expenses under Form 2106 to the extent they are not reimbursed by your employer;  or if you are a new migrant, to analyze if we could file you as a Resident Alien under special conditions provisioned by IRS and/or conclude to see if we would be able to claim your Non-Resident Spouse and Dependent Kids on your Tax Return.
• Specialized Tax Planning (6013g election) for First Time Married Filers, Zeroing on Alternate Minimum Taxes, Income Shifting strategies, Pre-tax saving contributions, Claiming Student Loan Interest, including amounts borrowed in India, HSA Plan, Self-directed IRA – Routing regular family Investments
• Maximized Tax exemption(s), Allowance(s), Adjustment (s), Deduction(s) and Credit(s) and Reduced Average and Marginal Tax Rates
• (These scenarios may only be considered as illustrious and not exhaustive and hence you should not be concluding that these scenarios are the only tax saving areas for which UNI PRO TAX should be charging you additionally)

Responsibility

• By endorsing information through our “Planning Work Book” Document or otherwise through Online Webpage, E-Mail or Oral Communication, you undertake the responsibility for accuracy of the information that you provide to us

• You are responsible for any Tax Preparation Fees charged by UNI PRO TAX to complete the Tax Return
• In case of customer service issues you shall put your compliant thru UNI PRO TAX’s escalation procedures or seek remedial action as per the terms and conditions of this agreement or engagement letter signed by you
• You shall not or be a cause to tarnish the image or brand value of UNI PRO TAX by quoting UNI PRO TAX or any of its employees, directors, affiliates by writing or publishing derogatory messages on the internet, blogs or any other public channels. You understand that such step by you would give every right to UNI PRO TAX to file a defamatory suit on you

Representation

• This is an added benefit for UNI PRO TAX clients who avail/select UNI PRO TAX’s “Three Year/Unlimited Tax Representation” Service.
• While 3-Yrs Unlimited Tax Representation is provided at NO additional cost to the clients, UNI PRO TAX charges a nominal fee for those who choose “Unlimited Tax Representation” Service.
• UNI PRO TAX would represent your case only if proper, duly signed, and timely documentation is made available as per every word contained in the notice from the concerned revenue/governmental/legal/ statutory authority.

Improper Information

• If there is an error on the return that results from any incorrect information supplied by you then you are responsible for the payment of any additional taxes that would have been properly due on the original returns including ALL interest and penalties as chargeable/levied by the appropriate Tax Authority whenever such error is

Return of Preparation and Planning Fees

• If any penalty for delayed filing, UNI PRO TAX is responsible.
• Penalty for Audit Review
• Three Year / Unlimited Tax Representation service offered
• If Audit Review happens during the period in subscription to the Tax Representation Service, then UNI PRO TAX will agree to pay the Fees that it charged towards Planning as may be assessed by the Department/Revenue (Federal/State/City)
• UNI PRO TAX will agree to pay just the Preparer Fees that it charged towards Planning, all inclusive.