Terms and Conditions for Tax Preparation Services
1. Agreement to Terms
By engaging our tax preparation services, you (“the Client”) agree to the following Terms and Conditions. These terms form a binding agreement between you and TAXX SURGEONS & CO LLC (“the Service Provider”).
2. Services Provided
We provide tax preparation services based on the information you provide. This includes, but is not limited to, preparing and filing your federal, state, and local tax returns as applicable. We will rely on the information provided by you to perform these services and ensure compliance with tax laws.
3. Client Responsibilities
• Accurate Information: The Client agrees to provide complete and accurate information needed for tax preparation, including income, expenses, deductions, credits, and other pertinent details.
• Supporting Documentation: You are responsible for maintaining and providing all supporting documentation, such as receipts, W-2s, 1099s, and other forms.
• Deadlines: The Client agrees to provide all required information in a timely manner to meet filing deadlines. We are not responsible for late fees, penalties, or interest resulting from late or incomplete submissions.
4. Accuracy of Information
The accuracy of the tax returns prepared depends entirely on the data you provide. The Service Provider is not liable for any errors, omissions, or discrepancies due to incomplete or inaccurate information provided by the Client.
5. Fees and Payment
• Service Fees: Our fees for tax preparation services will be outlined in a separate fee schedule provided to the Client before services begin. The Client agrees to pay all applicable fees upon completion of the service.
• Additional Services: Any additional services beyond the standard tax preparation will incur additional fees, which will be discussed and agreed upon beforehand.
• Late Payments: Unpaid invoices beyond the payment due date will result in a 15% late fee and/or service suspension.
6. Filing Authorization
By engaging our services, the Client authorizes TAXX SURGEONS & CO LLC to prepare and file your tax returns on your behalf. The Service Provider will not file your returns without the Client’s explicit approval.
7. Tax Return Review
Upon completion of the tax return, the Client will have the opportunity to review the documents for accuracy. Once the Client approves the return, it will be submitted to the relevant tax authorities.
8. Amendments and Corrections
• Post-filing Changes: If the Client identifies an error after the tax return has been filed, we will assist in amending the return. Additional fees may apply for this service.
• Corrections: If errors are found that are due to the Service Provider’s mistake, we will correct the errors at no additional cost to the Client.
9. Confidentiality and Data Security
We take the confidentiality of your personal and financial information seriously. All information provided will be kept confidential in accordance with applicable laws and regulations. We use secure methods to protect your data during transmission and storage.
10. Limitation of Liability
• Service Provider’s Liability: The Service Provider will not be held liable for any penalties, interest, or other financial consequences arising from tax returns prepared with inaccurate or incomplete information provided by the Client.
• Client Responsibility: The Client agrees to indemnify and hold the Service Provider harmless from any liabilities, claims, or damages arising from false, inaccurate, or incomplete information provided.
11. Cancellation Policy
The Client may cancel our services at any time before the tax return has been filed. However, the Client will be responsible for paying for any work completed up until the point of cancellation. Once the return has been submitted to the tax authorities, the service cannot be canceled.
12. Dispute Resolution
Any disputes arising from the engagement of our tax preparation services will be resolved through mediation before seeking legal recourse. If mediation fails, the dispute will be subject to the jurisdiction of the courts of TEXAS.
13. Governing Law
These Terms and Conditions are governed by and construed in accordance with the laws of TEXAS, without regard to conflict of law principles.
14. Changes to Terms
We reserve the right to update or modify these Terms and Conditions at any time. The latest version of the Terms will be made available to the Client before any services are rendered.
15. Acceptance
By using our services, the Client acknowledges they have read, understood, and agree to these Terms and Conditions.
For questions regarding these Terms and Conditions, please contact TAXX SURGEONS & CO LLC at 713-332-2525.