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Terms of Use

Effective Date: April 25, 2026 - Welcome to the Gregg The Tax Guy website. This website is owned and operated by Gregg Katz, aka Gregg The Tax Guy. By accessing or using this website, downloading forms, submitting information, requesting services, or contacting Gregg Katz for tax-related assistance, you agree to be bound by these Terms of Use. If you do not agree with these terms, please do not use this website.

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These Terms apply to all visitors, users, clients, potential clients, and others who access or use this website.

 

1. About This Website

This website is owned and operated by:

Gregg Katz, aka "Gregg The Tax Guy"
15444 Annie St
Olathe, KS 66062
Email: info@greggthetaxguy.com
Phone: 913-280-3266
 

This website is provided for general informational purposes only, including information about tax preparation services, pricing, policies, client intake forms, document checklists, common tax questions, and contact details. Website Disclaimer.

 

2. No Tax, Legal, Financial, or Accounting Advice

The information provided on this website is general in nature and should not be considered tax advice, legal advice, financial advice, or accounting advice specific to your individual situation. Tax laws are complex and subject to change. Your tax situation depends on your specific facts, documents, income, deductions, credits, dependents, filing status, residency, withholding, and other personal circumstances.
 

Viewing this website, downloading a form, submitting a contact form, sending an email, or asking a general question does not create a tax preparer-client relationship. A client relationship is established only after direct communication, mutual agreement, and Gregg Katz agreeing to provide tax preparation services. You should consult directly with a qualified tax professional regarding your specific tax matters.

 

3. Website Purpose

This website is intended to provide general information about the tax preparation services offered by Gregg Katz, aka Gregg The Tax Guy. The information may include descriptions of services, client intake forms, frequently asked tax questions, document checklists, pricing information, policies, and general tax reminders. The website is not intended to replace a complete review of your tax documents and personal tax situation.

 

4. Client Responsibility

Clients are responsible for providing complete, accurate, and truthful information. This includes, but is not limited to, income forms, dependent information, Social Security numbers, dates of birth, tax documents, business income and expenses, deductions, credits, prior-year information, state residency information, banking information, and any other details needed to prepare a complete and accurate tax return.
 

Gregg Katz, aka Gregg The Tax Guy, relies on the information provided by the client. The client remains responsible for reviewing the completed return before signing or authorizing filing. By approving a return for filing, the client confirms that the information is true, correct, and complete to the best of their knowledge.

 

5. Intake Forms and Downloadable Materials

Any intake forms, worksheets, checklists, or other downloadable materials provided on this website are intended to help clients organize their tax information before tax preparation begins. These forms are designed to help identify the information that may be needed, including income, deductions, credits, dependents, business activity, and other tax-related items. However, these materials do not guarantee that every possible tax issue, deduction, credit, or filing requirement has been identified.
 

Completing an intake form does not, by itself, create a tax preparation agreement. A client relationship begins only when Gregg Katz, aka Gregg The Tax Guy, agrees to prepare the return and the client authorizes work to begin.

 

6. Professional Engagement Required

No tax return preparation, filing, or related services will be performed unless:

  • The client directly engages Gregg Katz, aka Gregg The Tax Guy;

  • The required information and documents are provided;

  • Fees are agreed upon;

  • The client authorizes work to begin; and

  • All applicable IRS and state requirements are met.
     

This website does not, by itself, provide electronic filing, secure document upload, or secure transmission of taxpayer information unless a separate secure method is specifically arranged.

 

7. No Guarantee of Tax Outcome

Tax results depend on the information provided by the client, applicable federal and state tax laws, IRS and state processing rules, withholding, credits, deductions, income, filing status, and other tax-related factors.
 

Gregg Katz, aka Gregg The Tax Guy, does not guarantee that a client will receive a refund, qualify for a credit, avoid owing taxes, avoid penalties or interest, or receive any specific tax result. Any estimated refund, balance due, credit, or tax outcome is subject to final review, client-provided information, tax law, IRS processing, and state agency processing.

 

8. Payment and Refund Policy

Tax preparation fees are charged for the time, work, review, and professional service involved in preparing a tax return. Payment is due in full once the client authorizes Gregg Katz, aka Gregg The Tax Guy, to begin preparing the return.

Fees are not based on whether a refund is received, whether a balance is owed, or whether the client is satisfied with the final tax result. Once work has begun, tax preparation fees are non-refundable.

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If an error is made in the preparation of the return, Gregg Katz, aka Gregg The Tax Guy, will review the issue and make reasonable corrections related to the original preparation at no additional charge. This does not include changes caused by missing, incomplete, incorrect, or later-provided client information.

 

9. Filing Authorization

Tax returns will not be electronically filed until the client has reviewed the return, approved the return for filing, and signed or authorized any required e-file authorization forms. The client is responsible for making sure all information is correct before authorizing the return to be filed. Once a return has been filed, changes may require an amended return, additional review, additional documentation, and possibly additional fees depending on the reason for the change.

 

10. IRS and State Agency Adjustments

The IRS, Kansas Department of Revenue, Missouri Department of Revenue, or other tax agencies may adjust a return after it has been filed. Adjustments may occur for many reasons, including agency records, missing income, incorrect withholding, refund offsets, prior balances owed, identity verification, credit review, math corrections, or other agency processing issues.

Gregg Katz, aka Gregg The Tax Guy, is not responsible for IRS or state agency adjustments that result from agency review, client-provided information, missing documents, incorrect documents, unpaid debts, refund offsets, identity verification, tax law limitations, or agency processing decisions.

 

11. No Guarantees or Warranties

While reasonable efforts are made to keep the information on this website accurate and current, no warranties or guarantees are made regarding accuracy, completeness, timeliness, reliability, or applicability to your specific situation.

The website and its content are provided “as is” and “as available” without warranties of any kind, either express or implied.

 

12. Limitation of Liability

To the fullest extent permitted by law, Gregg Katz, aka Gregg The Tax Guy, shall not be liable for any direct, indirect, incidental, consequential, special, or other damages arising from:
 

  • Use of or reliance on information on this website;

  • Inability to access the website;

  • Errors or omissions in website content;

  • Incomplete or inaccurate client information;

  • Delayed client responses;

  • Missing documents;

  • IRS or state agency delays;

  • Agency adjustments;

  • Refund offsets;

  • Identity verification issues;

  • Rejected filings;

  • Website errors;

  • Third-party platform issues; or

  • Any actions taken based on general website information.

  • Your use of this website is entirely at your own risk.

 

13. User Responsibilities

By using this website, you agree that you will not:
 

  • Use the website for unlawful purposes;

  • Attempt to gain unauthorized access to systems or data;

  • Submit false, misleading, or fraudulent information;

  • Interfere with website security or functionality;

  • Copy website content for improper use; or

  • Use the website in any way that could harm Gregg Katz, Gregg The Tax Guy, clients, or other users.

 

14. Intellectual Property

All content on this website, including text, logos, graphics, forms, layout, design, and other materials, is the property of Gregg Katz, aka Gregg The Tax Guy, unless otherwise stated, and is protected by applicable intellectual property laws. You may view, download, or print content for personal, non-commercial use only. You may not reproduce, republish, modify, distribute, or use website content for business or commercial purposes without prior written permission.

 

15. Third-Party Links and Platforms

This website may contain links or references to third-party websites, payment services, review platforms, email services, document tools, social media pages, or government websites. Gregg Katz, aka Gregg The Tax Guy, does not control or endorse third-party websites and is not responsible for their content, security, privacy practices, availability, policies, or actions. Visiting or using third-party websites or services is at your own risk.

 

16. Communication

Submitting a message, email, form, or document through this website does not guarantee immediate response, acceptance as a client, or completion of a tax return by a specific deadline. Clients are encouraged to provide information as early as possible and respond promptly to requests for clarification or additional documents.

 

17. Privacy

Client privacy is important. Any personal or tax information provided is intended to be used for communication, tax preparation, document review, and related services. Your use of this website is also governed by the Privacy Policy, which explains how personal information is handled and protected. Please review the Privacy Policy for additional details.

 

18. Website Information May Change

Tax laws, forms, filing requirements, deductions, credits, agency procedures, pricing, services, and website content may change at any time. Gregg Katz, aka Gregg The Tax Guy, may update, revise, remove, or change website content and these Terms of Use at any time without prior notice. Changes become effective immediately upon posting to the website. Continued use of the website constitutes acceptance of the revised terms.

 

19. Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the State of Kansas, without regard to conflict-of-law principles.

 

20. Acceptance of Terms

By using this website, downloading forms, submitting information, requesting services, or authorizing Gregg Katz, aka Gregg The Tax Guy, to begin work, you acknowledge that you have read, understood, and agreed to these Terms of Use.

 

21. Contact Information

If you have questions about these Terms of Use, please contact:

Gregg Katz, aka Gregg The Tax Guy
15444 Annie St
Olathe, KS 66062
Email: info@greggthetaxguy.com
Phone: 913-280-3266

 

 

 

 

 

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