Service Expectations PivotAide January 16, 2026

Service Expectations

Effective Date:  Jan 15th, 2026

This page explains what you can expect from Pivot Aide Tax—and what we need from you—to deliver accurate, timely service.

  1. 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)
  1. 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.

  1. Communication Standards
  • Typical response time: [e.g., 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.
  1. 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).

  1. 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.

  1. 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.

  1. 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.

  1. 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