Terms & Conditions

1. Use of Our Services

• You agree to use our website and services only for lawful purposes.
• You must not use our services in any way that may damage, disable, or impair the website or harm other users.
• All services are provided by or under the supervision of federally licensed Enrolled Agents.

2. Client Responsibilities

• You are responsible for providing accurate and complete information for service delivery.
• You must review and approve all prepared returns or reports before submission.
• Any misuse, fraudulent activity, or unauthorized use of our services may result in termination of access.
• The accuracy of information provided to us is the client's responsibility.
• We are not liable for errors arising from incomplete or inaccurate data.

3. Fees & Payment

• Fees are outlined in individual engagement letters or service agreements.
• Fixed monthly staffing engagements require a minimum term of six (6) months.
• Additional forms or services beyond the agreed scope will be billed at the applicable rate.
• We reserve the right to suspend services for outstanding unpaid balances.

4. Intellectual Property

5. Confidentiality

All client information — including tax records and financial data — is treated as strictly confidential. As licensed Enrolled Agents, we are bound by professional obligations under IRS Circular 230. Our confidentiality obligations survive the termination of any engagement.

6. IRS Representation

As Enrolled Agents, we are authorized to represent clients before the IRS, including for audits, correspondence, appeals, and penalty abatement. Representation is subject to a separate engagement agreement and does not guarantee a specific outcome.

7. Limitation of Liability

• We are not liable for penalties or losses arising from inaccurate information provided by the client.
• Our total liability for any claim shall not exceed the fees paid for that specific engagement.
• We do not guarantee specific tax outcomes or refund amounts.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of those websites.

9. Privacy

Your use of our website is also governed by our Privacy Policy, which is incorporated into these Terms by reference.

10. Changes to Terms

We may update these Terms and Conditions at any time. Updates will be posted on this page with a revised 'Last Updated' date. Continued use of our services after changes constitutes your acceptance.