Terms & Conditions

Effective date: January 1, 2026

Part A: Website Terms of Use

By using molentax.com you agree to these terms. If you do not agree, please do not use the site.

General information only

Articles, calculators, and other content on this site are general information, not tax, legal, or financial advice for your situation, and reading them does not create a client relationship. A client relationship begins only when you sign an engagement agreement with Molen & Associates. Tax laws change often; consult us before acting on anything you read here.

Do not send sensitive information through web forms

Please do not include Social Security numbers, bank account numbers, or tax documents in contact forms, chat, or email. We do not accept tax documents by email; use your secure client portal, fax, or bring them to our office.

Use of the site

You agree not to misuse the site, including attempting unauthorized access, interfering with its operation, or submitting false information. Site content, logos, and design belong to Molen & Associates and may not be copied for commercial use without permission.

Disclaimer and limitation of liability

The site is provided “as is” without warranties. To the fullest extent permitted by law, Molen & Associates is not liable for damages arising from use of the site or reliance on its general content. Services provided to clients are governed by the client’s signed engagement agreement.

Governing law

These terms are governed by Texas law, with venue in Harris County, Texas. Our Privacy Policy explains how we handle personal information.

Part B: Appointment & Tax Preparation Policies

Before your appointment

To keep your return moving, we need three things before we can begin preparation:

• Questionnaire and engagement agreement: complete and sign them so we understand your situation. Request them from our Client Resources page.
• Documents: upload everything to the “Tax Info” folder in your secure client portal or through our secure document upload form, fax them, or bring them in person. We do not accept documents by email. See our Tax Documents Checklist for what to send. New clients, please include your two most recent prior-year returns. If we do not have everything by March 1 (S corporations and partnerships) or April 1 (individuals and C corporations), an extension may be required.
• Deposit: a non-refundable deposit of $200 for individual returns or $600 for business returns starts preparation and is credited toward your final invoice. We email a payment link once we receive your first documents.

Cancellations and rescheduling

We understand life happens. Please give us at least 24 hours’ notice if you need to cancel or reschedule; there is no charge when you do.

A $200 fee applies to any appointment that is missed or not cancelled or rescheduled at least 24 hours before the scheduled time. This fee is in addition to the cost of your return. When you schedule, we may securely keep a payment card on file, which is charged only under this policy. Management may waive the fee in true emergencies, such as a required court appearance or a death in the family.

Our preparation process

Once we have everything we need, you can typically expect a completed return for review in about 7 business days. Your advisor reviews your documents for deductions and credits, and a quality assurance specialist checks the data entry and runs it through our review software to flag potential issues. Your advisor will then contact you, at the times you told us work best, for a review meeting of up to about 30 minutes, in person, by video, or by phone.

Missing information

If anything is missing, your advisor will send a list. Your return stays pending until we receive those items through the portal, fax, mail, or in person; after that, allow about 7 business days to finish.

Fees and payment

Fees depend on the forms and complexity of your return, unless preparation is included in a subscription package. We accept credit cards, cash, and checks. The fee may change if extra time is needed because of incomplete information, extended meetings, or work outside the original scope, and we will try to tell you in advance. A reprocessing fee may apply when new forms or revised financial statements arrive after your advisor has reviewed the return. Because preparation and consultation take time, most appointments carry a fee even if a return is not filed. Payment in full is due at invoicing, and no return is released or e-filed until it is paid.

IRS and state notices

Responding to IRS or state letters, notices, and examinations is not included in return preparation unless you are enrolled in our Client Care Package.

Copies of returns

You receive a complete copy of your filed return at delivery. Additional copies of returns or documents from our records are $25 per request.

Signing and e-filing

We deliver your completed return the way you prefer: client portal, e-signature (DocuSign), mail, or office pickup. After you review and approve it, sign IRS Form 8879 (e-file signature authorization) and any state authorizations and return them to us. We cannot e-file until we receive your signed authorization and full payment.

Questions

Molen & Associates
11555 Champion Forest Dr., Houston, TX 77066
Phone: (281) 440-6279
Email: info@molentax.com