Terms of Service
Last updated: January 2026
These Terms of Service govern your use of this website and any tax preparation services provided. By using this site or submitting information, you agree to the terms below.
Scope of Services
We provide tax preparation and related services based on the information you submit. Services are limited to the scope agreed upon after reviewing your documents and information.
Pricing & Estimates
All pricing displayed on the website is provided as an estimate only. Final pricing is confirmed after document review and may be higher or lower depending on return complexity, required forms, and services requested.
Payment Terms
Payment is required after final pricing is confirmed and prior to filing. Any prepayment made is applied as a credit toward the final invoiced amount and does not represent completion of a tax return.
Client Responsibilities
You are responsible for:
Providing complete and accurate information
Reviewing your return before approval
Retaining copies of your tax returns and records
We rely on the information you provide and are not responsible for errors resulting from incomplete or inaccurate submissions.
Review & Filing
No tax return will be filed without your review and approval. Once approved and payment is confirmed, the return will be electronically filed.
No Guarantee of Outcomes
Tax outcomes, including refunds or balances due, are determined by applicable tax laws and the accuracy of the information provided. We do not guarantee specific results.
Appointments
Appointments are not required to use our services. Optional appointments may be offered at our discretion when clarification is necessary.
Limitation of Liability
To the fullest extent permitted by law, our liability is limited to the fees paid for the services rendered. We are not responsible for penalties, interest, or consequences resulting from inaccurate information provided by the client.
Website Use
You agree not to misuse this website or attempt unauthorized access to systems or data.
Modifications
These Terms of Service may be updated periodically. Continued use of the website or services constitutes acceptance of any updated terms.
Governing Law
These terms are governed by the laws of the applicable jurisdiction in which services are provided.
Contact
Questions regarding these Terms of Service should be submitted through the website contact form.