Privacy Policy

Goldmark Financial Services LLC

Effective Date: February 2, 2026

Tax Preparation Services Policy

1. Scope of Services

Goldmark Financial Services LLC provides tax preparation and electronic filing of federal and applicable state income tax returns based on information supplied by the client. We do not provide legal representation, audit defense, or financial planning unless stated in writing.

2. Client Responsibilities

Clients agree to:

Provide complete, accurate, and truthful information
Submit all required documents (W-2s, 1099s, expense records, etc.)
Review their tax return for accuracy prior to filing
Sign all required authorization forms (including IRS Form 8879)

Goldmark Financial Services LLC is not responsible for penalties, interest, or delays resulting from incomplete, incorrect, or withheld information provided by the client.

3. Fees & Payment

Fees are determined based on the complexity of the return and required forms
Payment is due before the tax return is filed unless otherwise agreed in writing
Bank products and refund advances may involve additional third-party fees
No refunds will be issued once the return has been transmitted to the IRS or state agency

4. Refunds & Processing Time

Refund processing times are determined by the IRS and state agencies
Goldmark Financial Services LLC does not control refund approval or timing
Clients are responsible for tracking their refund status through IRS or state tools

5. Accuracy Guarantee

Goldmark Financial Services LLC guarantees accurate preparation based solely on information provided by the client.

Any penalties resulting from our calculation errors will be corrected at no additional cost.

6. Amendments

Amended returns are billed separately
Additional fees may apply for corrections due to client-provided errors

7. Audit & Notice Assistance

Audit or IRS notice assistance is not included unless purchased separately.

Clients are responsible for responding to any tax authority correspondence.

8. Confidentiality

All client information is kept confidential in compliance with IRS regulations and applicable data protection laws. Information will not be disclosed without client consent unless required by law.

9. Record Retention

Goldmark Financial Services LLC retains client tax records for up to ___ years.

Clients are responsible for maintaining their own copies of all submitted documents and filed returns.

10. Termination of Services

Goldmark Financial Services LLC reserves the right to refuse or discontinue services if:

False or fraudulent information is provided
Required documentation is not supplied
Payment is not received

11. Limitation of Liability

Liability of Goldmark Financial Services LLC is limited to the tax preparation fee paid. We are not responsible for lost refunds, government processing delays, or penalties caused by client-provided information.

12. Acceptance of Policy

By engaging Goldmark Financial Services LLC for tax preparation services, the client acknowledges and agrees to the terms of this policy.