• Preparation Errors: Our firm made an error in preparing your tax return that resulted in an incorrect
  filing
• Incorrect Filing: Your return was filed incorrectly or with inaccurate information due to our negligence
  or mistake
• Service Not Rendered: You paid for services that were not completed or delivered as agreed

In these cases, clients must notify Atlas Acct LLC in writing within 30 days of discovering the error. We will review the claim and determine the appropriate resolution, which may include correcting the return (filing an amended return), issuing a refund, or providing additional services at no charge.

III. Pre-Filing Refunds

If you request to cancel services before your tax return is filed, a refund may be issued less any fees for work
already completed and administrative costs incurred.

IV. Amendments and Corrections

If you need to amend or correct a return after filing, this is considered a separate service and standard fees
will apply.

V. Client Responsibilities

Clients are responsible for:

• Providing accurate and complete information to Atlas Acct LLC
• Reviewing all documents before filing
• Communicating any concerns or changes promptly

VI. Claims Process

To file a refund claim or report a potential error:

• Submit a written request to leximclain@atlas-acct.com
• Include a detailed description of the issue
• Provide supporting documentation
• Allow 10-15 business days for our review