The fine print.
Plain-language disclosures. This is template copy — replace with your firm’s reviewed policies before launch.
Pricing
Prices shown are illustrative flat-fee starting points for this template and vary by complexity, forms, and scope. You always receive a written quote before work begins. Fees are never contingent on the size of a refund (Treasury Circular 230).
Tax-Savings Finder & tools
The Tax-Savings Finder shows illustrative ranges for demonstration only. It is not tax advice and not a guarantee of any refund or savings; results vary by individual circumstances. A real estimate follows a consultation.
Figures of the Quarter
The “Figures of the Quarter” values are illustrative placeholders for this template — confirm current-year figures with your preparer or the IRS before relying on them.
Results & testimonials
Examples and testimonials reflect individual experiences; results vary and are not a guarantee of future outcomes.
Credentials & Circular 230
Aldridge & Vale CPAs is a CPA firm (NC CPA Firm Registration #C-08842); every paid preparer holds a valid IRS PTIN. License and registration numbers shown are illustrative for this template. The firm practices before the IRS under Treasury Circular 230.
Data security
We use 256-bit encryption, multi-factor authentication, and a secure client portal, and maintain a Written Information Security Plan consistent with IRS Publication 4557. Do not send sensitive documents by email; use the portal.
Privacy & terms
This template ships without a finished privacy policy or terms of service. Aldridge & Vale CPAs should publish reviewed policies covering data collection, the secure client portal, retention, and client rights before going live. Contact hello@aldridgevale.example with questions.