Terms of Service
These Terms govern your use of all Tax2go DeSoto services, including the Deduct Smart platform, the Recovery Room Strategy Playbook, child employment strategy services, penalty abatement services, and all related tax guidance delivered by this firm.
1. Services Provided
Tax2go DeSoto is a professional tax firm with over 15 years of service, headquartered in DeSoto, Texas. Services include but are not limited to:
- Individual and business tax preparation (federal and state)
- Tax strategy consulting, including the Recovery Room Strategy Playbook for medical professionals
- Deduct Smart tax analysis and strategy platform, powered by Tax2go DeSoto
- Child employment tax strategy documentation
- IRS penalty abatement services
- Schedule C, Schedule E, and partnership return preparation
- Form 3115 accounting method change facilitation (reviewed by Jacovie L. Burns, Tax Strategist, prior to submission)
2. Tax Guidance Disclosure
All content, recommendations, and written deliverables provided by Tax2go DeSoto and the Deduct Smart platform constitute tax guidance — not legal advice. All strategy analysis is reviewed by Jacovie L. Burns, Tax Strategist and AFSP-certified Tax Preparer, before delivery to clients.
Tax results vary based on individual circumstances, documentation quality, and timely implementation. No specific tax savings amount is guaranteed, expressed, or implied.
3. Circular 230 Compliance
All tax strategy recommendations are subject to IRS Circular 230. Practitioners at Tax2go DeSoto, including AFSP-certified tax preparers and credentialed tax strategists, operate in full compliance with Circular 230 standards, including conflict-of-interest disclosure, competence requirements, and the prohibition against unreasonable positions.
No recommendation provided by this firm is intended to be used or referenced for the purpose of avoiding penalties under the Internal Revenue Code unless explicitly stated in writing.
4. The Recovery Room Strategy Playbook
The Recovery Room Strategy Playbook is a standalone written tax strategy document available for purchase by qualified medical professionals. Delivery is within 1 business day of confirmed payment. The playbook is non-refundable once delivered.
The playbook constitutes written tax guidance specific to your practice profile. It includes risk ratings, audit-defensibility standards, and documentation requirements. Implementation of any strategy is the sole responsibility of the client and their licensed tax professional.
5. Referral Partner Program
Tax2go DeSoto operates a referral commission program for registered partners who refer qualified clients to firm services. Referral partners earn a commission on the initial purchase and a trail commission on subsequent client engagements as outlined in the executed Referral Commission Agreement.
- All referral partners must submit a completed W-9 prior to first commission payment
- 1099-NEC forms will be issued to all referral partners who receive $600 or more annually
- Referral partners may not represent themselves as employees, agents, or licensed tax professionals of Tax2go DeSoto
- Referral partners may not imply that Tax2go DeSoto provides investment, insurance, or general financial planning services