Policies and Reminders

This page is for information on The Milton Company policies and procedures, this information is for all existing clients. 

Why do I have to pay an e-file fee if I already paid for my Service Agreement

All clients are subject to a e-filing fee at the time your tax documents are due, that e-file fee can be either $26.99, $56.99 or $89.99 for standard clients and for business clients starting at $35.99, $69.99 or $119.99. This is fee is collected when any type of document is begin sent to the IRS (Internal Revenue Service) 

E-Filing Fees An e-filing fee is required at the time of document submission for all IRS filings.

• Standard Clients: $26.99 | $56.99 | $89.99

• Business Clients: $35.99 | $69.99 | $119.99 (Starting rates)

This fee is collected at the time your documents are transmitted to the IRS.

I need to cancel my appointment, or rescheule my appointment, is there a service fee?

1. Scheduling Etiquette To ensure on-time service for all, please book your appointments carefully. Because we provide in-depth care for every client, our office may occasionally need to adjust your appointment time if a prior session runs long due to complex filing needs.

2. Important Deadlines for Members Clients on Tax Membership or Monthly Accounting plans must schedule their appointment or file by April 5th. Beyond this date, we cannot guarantee availability. Priority Booking is available exclusively to Tax Members before the general tax season opens.

3. Emergency Accommodations If you experience a significant life event (e.g., family emergency, birth, or loss), please call us at 714-313-5933. We are happy to make exceptions to our policy upon receipt of any legally required documentation.

Can I allow a third party to get information of my records without my consent?

Privacy and Information Protection At The Milton Tax Company, we prioritize the privacy and security of your personal information. In accordance with privacy laws, we require written consent before any of your information can be released to a third party. Without this explicit authorization, we will not disclose your data to any individual or agency unless compelled by a court order and approved by our legal department.

How to Provide Written Authorization: To authorize a disclosure, you may use one of the following methods:

• Email: Send your request to clientservices@themiltontax.com.

• Certified Mail: Send a signed letter to:
  The Milton Tax Company Attn: Legal Department 1050 Lakes Dr, Suite 225 West Covina, CA 91790

Note: For mailed requests, please use certified mail with a signature. Our legal department will review the request and contact you to verify your identity and the documents before any information is released.

Can I renew my Service Agreement once it expires? 

Renewals are granted at the firm's discretion and are subject to current availability. Not all clients will be eligible to renew. Grounds for non-renewal include, but are not limited to:

• Late Filings: Missing required tax deadlines.

• Unpaid Invoices: Frequent late payments or outstanding balances.

• Compliance & Ethics: Submission of fraudulent documents, dishonest reporting, or attempting to manipulate tax filings.

• Policy Violations: Sharing membership benefits with unauthorized parties or improper use of the Canopy Client Portal.

• Being rude, leud conduct, harrasing, cursing at any employee personel, tampering or disabiliing any software or destorying office equipment. 

What are the acceptable forms of payment?

We take all forms of valid payments weather is debit card, credit card, gift cards, cash, and zelle. We do not take in checks, and we are legally not allowed to accept payment of any kind from tax returns funds. 

Please note that a 5% servicee fee applies for any debit or credit card transaction. (VISA, MASTERCARD, DISCOVER CARD, AMEX, JBLL)

We also offer Afterpay, Klarna, Affirm, as form on payment plans subject to their terms and conditions not relating to The Milton Tax Company. 

Please note a 10% service fee applies when making payments with Afterpay, Klarna, Affirm.