Important Notice – Please Read Carefully Before Continuing
Before clicking “Continue,” please carefully review the terms below.
Please make sure that all information you will provide is complete and accurate and that all required tax documents are uploaded before submitting your form.
If you are missing documents, please upload them before proceeding whenever possible. If additional information or documentation is required after submission, you will have 48 hours to provide the requested items.
By clicking “Continue,” you acknowledge that you have read, understood, and agreed to the following terms and policies.
1. Accuracy of Your Information
You certify that all information and documentation you provide to WhiteApple Financial is true, complete, and accurate to the best of your knowledge.
You authorize WhiteApple Financial to prepare your tax return using the information and documents you provide.
You are responsible for reviewing your tax return and confirming that the information is accurate before the return is filed.
You are financially responsible for any taxes, penalties, interest, repayment obligations, or other amounts resulting from inaccurate, incomplete, omitted, or false information provided to us.
2. Taxpayer-Only Communication & Privacy Policy
To protect taxpayer privacy and confidential tax information, WhiteApple Financial will communicate regarding a tax return directly with the taxpayer(s) listed on that return, unless disclosure to or communication with another individual has been properly authorized as permitted by law.
If you are completing this form on behalf of your spouse, adult child, parent, relative, friend, or another person, please understand that providing your own phone number or completing the form does not automatically authorize us to discuss that taxpayer's confidential tax information with you.
For a Married Filing Jointly return, we may communicate with the taxpayers regarding their jointly filed return as permitted by applicable law and authorization.
If you are 18 years of age or older, you are expected to communicate directly with your tax preparer regarding your own return. We will not routinely communicate through your parent, aunt, uncle, sibling, friend, or another third party simply because that person assisted you with completing the form.
If you are unable or unwilling to communicate directly with your preparer when necessary, WhiteApple Financial may not be the appropriate tax preparation service for you.
3. Trust & Client Relationship
Tax preparation requires accurate information, cooperation, and mutual trust.
If you do not trust WhiteApple Financial to professionally prepare your tax return, please do not complete or submit this form.
You are always free to select another tax professional before engaging our services.
4. Processing Time & Tax Breakdown
Due to our high volume of clients, your tax breakdown will generally be provided within 2 business days after your completed form and required documentation have been submitted.
Please do not call or text requesting your breakdown before the 2-business-day processing period has passed.
We will reach out to you after your return has been reviewed and your breakdown is ready.
Repeated calls, texts, or messages requesting an early breakdown may delay our ability to process returns efficiently for all clients.
5. Communication With Our Office
For tax-related questions, please contact the WhiteApple Financial office, not Dr. Nicole's personal phone.
Office Phone: (215) 484-3014
Email: info@whiteapplefinancial.com
Please do not repeatedly call or text Dr. Nicole directly regarding the status of your return or breakdown.
Questions submitted to the office should relate to your tax filing, requested documents, notices, or other necessary tax matters.
Please remember: WhiteApple Financial does not work for or represent the IRS. We are your tax preparation service.
If you receive a letter or notice from the IRS or a state taxing authority concerning a return we prepared, please send us a complete copy as soon as possible so we can review it and determine what assistance may be available.
6. Tax Review Appointment
Once your tax return has been prepared and is ready for review, you will receive a link to schedule a call with Dr. Nicole to walk through your return.
Please select an appointment time that you are confident you can attend.
After scheduling, you will receive a text message with instructions explaining how to connect with Dr. Nicole for your tax review.
Please be available and prepared at your scheduled time. If you miss your appointment or are unavailable, your appointment may be skipped and you may be required to schedule another available time.
7. Payment Responsibility
If your tax return results in a balance due rather than a refund, the applicable tax preparation fee must be paid before the return is filed, unless otherwise agreed in writing.
If the IRS or a state agency intercepts, offsets, reduces, or withholds your refund—including for obligations such as past-due taxes, child support, government debts, or other legally authorized offsets—you remain responsible for payment of tax preparation services already rendered.
Any authorization to collect preparation fees from a refund, bank product, account, or other payment method will be handled only in accordance with the payment authorization and applicable terms you separately approve.
Failure to pay amounts legitimately owed may result in appropriate collection or legal action as permitted by law.
8. Amendments
If an amended tax return is requested or required because of information, documents, changes, or circumstances not caused by an error made by WhiteApple Financial, an amendment preparation fee of $1,000.00 may apply and must be paid upfront before amendment services begin.
Any applicable amendment fee will be disclosed before the amendment is prepared.
9. Copies of Your Tax Return
You will receive a copy of your completed tax return electronically in connection with the preparation and filing process.
If you later request additional duplicate copies or administrative reproduction services, an additional $25.00 service fee may apply where permitted.
Please securely retain the copy provided to you for your records.
10. Service & Bank Fees
Applicable tax preparation, service, and bank-related fees will be disclosed as part of the tax preparation and filing process.
Once services have been performed, applicable preparation and service fees are generally non-refundable, subject to applicable law and the terms of the services or products selected.
Please review all fees carefully before authorizing your return.
11. Tracking Your Federal Refund
Federal refund status should be checked using the official IRS “Where's My Refund?” service at IRS.gov.
You will generally need:
Your Social Security Number or ITIN
Your filing status
The exact federal refund amount shown on your return
When checking your refund status, use your federal refund amount only. Do not combine your federal and state refund amounts.
State refunds should be tracked separately through the appropriate state Department of Revenue or taxation agency.
IRS processing times can vary substantially depending on the return, credits claimed, identity verification, review, amendments, notices, or other circumstances. WhiteApple Financial does not control IRS or state processing times or guarantee a specific refund release date.
12. Professional & Respectful Communication
WhiteApple Financial expects respectful and professional communication from both our staff and our clients.
Questions, concerns, or disputes should be communicated directly to our office so that we have an opportunity to review and address them appropriately.
Nothing in this agreement is intended to prevent a client from making a truthful statement, exercising a legal right, contacting a government agency, or otherwise engaging in conduct protected by applicable law.
WhiteApple Financial reserves all rights and remedies available under applicable law concerning knowingly false or unlawful statements that cause legally recognized harm.
ACKNOWLEDGMENT
By clicking “Continue,” you confirm that:
You have carefully read this entire notice.
You understand the policies and responsibilities described above.
The information and documents you submit will be accurate and complete to the best of your knowledge.
You understand our communication and processing-time policies.
You understand that WhiteApple Financial is a tax preparation service and does not control the IRS or state taxing authorities.
You understand that IRS and state processing times and refund amounts cannot be guaranteed.
You agree to cooperate with requests for additional information or documentation necessary to prepare your return.
You voluntarily agree to proceed with WhiteApple Financial under these terms.
Please do not click “Continue” unless you have read and understood the information above.