A starting point for a conversation.

General information, not individualized advice

Website content explains the service in general terms. It is not individualized tax, legal, or financial advice and should not be relied on to decide how to handle a specific tax matter. Your circumstances and records require professional review.

The fit form is an inquiry.

Submitting the fit form requests follow-up. It does not guarantee acceptance, reserve services, establish a price, or create an accountant-client or tax-preparer engagement. Receiving your answers does not provide individualized tax advice; a person reviews your inquiry before discussing possible next steps.

No form submission authorizes e-filing. A prepared return requires your approval and the required signatures before filing.

The engagement sets the actual terms.

Scope, fees, responsibilities, and other obligations are established through the actual engagement process. Availability and suitability must be confirmed after review. Additional work or changed circumstances may require a revised scope discussed before proceeding.

Personal returns, bookkeeping, payroll administration, and other services are separate from standard Just S Corps return preparation unless expressly included in an appropriate engagement.

Using this website

Do not attempt to interfere with the website or access it unlawfully. This public site is not a place to submit tax records or sensitive information. External links lead to separate websites and do not extend these website terms to those services.

Information and site features may change. For questions about this website or a possible engagement, contact Trio Tax.