Terms & Conditions

Welcome to WIN Financial. By accessing our tax intake portal, you agree to the following terms governing the preparation of your returns.

Client Accuracy

You affirm that all information, documents, and records supplied during intake are accurate and complete to the best of your knowledge. WIN Financial is not liable for penalties resulting from omitted or inaccurate taxpayer records.

No Guaranteed Refunds

Tax returns are prepared under applicable federal and state tax codes. WIN Financial does not promise, guarantee, or estimate refunds prior to full review and calculation.

Contact

For questions regarding service agreements, reach out to Cynthia at CYNTHIA@BCW.AGENCY or 202-999-3949.