Service Expectations
This page explains what you can expect from Pivot Aide Tax—and what we need from you—to deliver accurate, timely service.
This page explains what you can expect from Pivot Aide Tax—and what we need from you—to deliver accurate, timely service.
What We Deliver
Depending on your selected package/services, we typically provide:
- Intake review and document checklist
- Secure document upload workflow
- Tax return preparation and quality review
- E-signature and e-file submission (when authorized)
- Filing confirmation and copy of return (as applicable)
- Year-round support options (if included)
Accuracy and Quality
We apply professional care and internal review procedures. However, accuracy depends on the completeness and correctness of information you provide. We may request clarifications or additional documents.
Communication Standards
- Typical response time: 1–2 business days during non-peak; longer during peak season.
- Peak season (Jan–Apr) response times may vary due to volume.
- We will communicate via email/phone/portal based on what is most secure and efficient.
Turnaround Times
Turnaround depends on complexity, completeness, and responsiveness. We will provide an estimated timeline after your documents are complete. Expedited service may be available for an additional fee (if offered).
Client Deadlines and Cut-Off Dates
To meet filing deadlines, you must provide all documents by our cut-off date: April 10. Late document delivery may require an extension.
Extensions
If documents are not received in time, or if complexities arise, we may recommend filing an extension. Extensions generally extend the filing deadline, not the payment deadline.
IRS/State Notices
If you receive a notice, provide it promptly. Some notice responses are included only in certain packages; otherwise, notice handling may be billed separately.
What We Do Not Do (Unless Explicitly Agreed)
- Legal representation before the IRS or in court (unless separately contracted through a qualified professional)
- Guarantee refunds or outcomes
- Provide financial auditing/attestation services