What we will NOT do

What we will NOT do:

NOTE: If you think you may fit into one of the categories described below, you should contact us at taptax@nd.edu BEFORE making an appointment.

  • As stated elsewhere, we will not prepare tax returns for individuals or couples whose combined income is greater than $60,000.
  • We reserve the right to decline to prepare returns where the client has investment income, especially in cases where the portfolio is substantial. 
  • We reserve the right to decline to prepare returns whose complexity or level of detail is beyond our capabilities.
  • We may decline to prepare returns where the client has income from more than two states.
  • We will not prepare returns for individuals with non-US income other than earned income.
  • We will not discuss or negotiate with clients regarding our interpretations of tax law and tax regulations. Returns will be submitted when they are prepared.
  • We will not discuss any tax return-related information with anyone other than the client.