Client Agreement & Terms of Service

1. Parties and license

Ascendum Corporate Advisory LLC d/b/a Ascen Tax USA grants you a limited, non-exclusive, non-transferable, revocable license to use the Ascen Tax USA web and mobile portal to submit your own tax information. You may not copy, reverse engineer, resell or use the portal to submit information about a person you are not authorized to represent.

2. Scope of services

We prepare federal and state income tax returns — Form 1040, Form 1120-S, Form 1120 and Form 1065 — based solely on the information and documents you provide. We do not audit or independently verify your records. Preparation begins only after your intake is complete and required documents are received.

3. Your responsibilities

You are responsible for the accuracy and completeness of the information you submit, for retaining your own copies of source documents, and for reviewing the completed return before it is signed and filed. You agree to submit only true and accurate information.

4. Consent to electronic records and e-signature

You consent to receive disclosures, engagement documents and your completed return electronically, and to sign electronically under the E-SIGN Act. You may withdraw this consent and request paper copies by contacting us.

5. Consent to text messages

By providing your mobile number you consent to receive one-time security codes and status messages about your return. Message and data rates may apply. Reply STOP to opt out of non-security messages.

6. Fees

Fees are quoted before filing and are based on return type and complexity. Fees cover preparation, not the outcome of any refund, assessment or examination.

7. Confidentiality

Your tax return information is handled under Internal Revenue Code §7216 and our Privacy Notice. We will not use or disclose it for anything other than preparing your return without your written consent.

8. Limitation of liability

To the fullest extent permitted by law, Ascendum Corporate Advisory LLC d/b/a Ascen Tax USA’s total liability arising from the services is limited to the fees paid for the return in question. We are not liable for penalties or interest resulting from information you failed to provide or provided inaccurately. Nothing here limits liability that cannot be limited by law.

9. Termination

Either party may end the engagement in writing before filing. You remain responsible for fees for work already performed.

10. Contact

Ascendum Corporate Advisory LLC d/b/a Ascen Tax USA
Attn: Mehul Shah
10124 N McKinley Drive, Kansas City MO 64157
tax@ascentaxus.com · (816) 294-5633

See also our Privacy Notice, Cookie Policy and Written Information Security Plan. Signed-in taxpayers can file a data access or deletion request from the portal under “Privacy requests”.