Terms and Conditions

This website provides general information and does not constitute tax, legal, or financial advice.

While we provide professional tax preparation services, the accuracy of your return depends on the completeness and accuracy of the information you provide.

Last updated: 02/02/2026

1. Services Provided

We provide tax preparation and related services, including individual income tax filing, business tax filing, and preparation of prior-year or amended tax returns. Services are based solely on the information supplied by the client.

2. Client Responsibilities

Clients are responsible for:

1. Provide Complete and Accurate Information

Clients are responsible for providing all relevant tax documents, records, and information necessary to prepare an accurate tax return. This includes income statements, expense records, prior-year returns, and any other information requested.

2. Timely Submission of Documents

Clients must submit all required documents and information by the deadlines provided. Delays in providing information may result in filing delays, missed deadlines, or additional fees.

3. Review of Tax Returns

Clients are responsible for carefully reviewing their completed tax returns before signing. By signing, the client confirms that the information is accurate and complete to the best of their knowledge.

4. Disclosure of All Income

Clients must disclose all sources of income, including wages, self-employment income, tips, cash income, investments, and any other taxable income, whether or not a tax form was received.

5. Record Retention

Clients are responsible for retaining copies of their tax returns and supporting documentation for at least the period required by law (generally a minimum of three to seven years).

6. Communication and Responsiveness

Clients agree to respond promptly to requests for additional information, clarification, or documentation to avoid delays in service.

7. Changes in Tax Situation

Clients must notify the tax preparer of any significant changes that may affect their tax return, including changes in income, marital status, dependents, business activity, or residency.

8. Compliance with Tax Laws

Clients acknowledge that they are ultimately responsible for the accuracy of their tax return and compliance with federal, state, and local tax laws.

3. No Legal or Financial Advice

Tax preparation services do not constitute legal, investment, or financial planning advice. Clients should consult appropriate professionals for legal or financial matters outside the scope of tax preparation.

4. Fees and Payment

Clients are responsible for paying all agreed-upon fees for services rendered, regardless of the outcome of the tax return.

5. Filing Authorization

By engaging our services, the client authorizes us to prepare and submit tax filings electronically or by other permitted methods, subject to client approval where required by law.

6. Confidentiality

All client information is treated as confidential and handled in accordance with applicable privacy and data protection standards. We do not share client information with third parties except as required to perform services or comply with legal obligations.

7. Limitation of Liability

Our liability is limited to the amount paid for the services provided. We are not responsible for penalties, interest, or damages resulting from delays, inaccuracies in provided information, or changes in tax laws.

8. Amendments and Prior-Year Returns

Preparation of amended or prior-year returns is based on records provided by the client and may be subject to additional review, processing time, and fees.

9. Governing Law

These terms are governed by the laws of the state in which the business operates.

10. Changes to These Terms

We reserve the right to update these Terms of Service at any time. Continued use of services constitutes acceptance of the updated terms.

12. Contact

Questions about these terms reach out to us through contact page.

Ready to file?

Contact me today and we'll discuss all the details.

hand
hand

Ready to file?

Contact me today and we'll discuss all the details.

Ready to file?

Contact me today and we'll discuss all the details.

hand
hand

Terms and Conditions

This website provides general information and does not constitute tax, legal, or financial advice.

While we provide professional tax preparation services, the accuracy of your return depends on the completeness and accuracy of the information you provide.

Last updated: 02/02/2026

1. Services Provided

We provide tax preparation and related services, including individual income tax filing, business tax filing, and preparation of prior-year or amended tax returns. Services are based solely on the information supplied by the client.

2. Client Responsibilities

Clients are responsible for:

1. Provide Complete and Accurate Information

Clients are responsible for providing all relevant tax documents, records, and information necessary to prepare an accurate tax return. This includes income statements, expense records, prior-year returns, and any other information requested.

2. Timely Submission of Documents

Clients must submit all required documents and information by the deadlines provided. Delays in providing information may result in filing delays, missed deadlines, or additional fees.

3. Review of Tax Returns

Clients are responsible for carefully reviewing their completed tax returns before signing. By signing, the client confirms that the information is accurate and complete to the best of their knowledge.

4. Disclosure of All Income

Clients must disclose all sources of income, including wages, self-employment income, tips, cash income, investments, and any other taxable income, whether or not a tax form was received.

5. Record Retention

Clients are responsible for retaining copies of their tax returns and supporting documentation for at least the period required by law (generally a minimum of three to seven years).

6. Communication and Responsiveness

Clients agree to respond promptly to requests for additional information, clarification, or documentation to avoid delays in service.

7. Changes in Tax Situation

Clients must notify the tax preparer of any significant changes that may affect their tax return, including changes in income, marital status, dependents, business activity, or residency.

8. Compliance with Tax Laws

Clients acknowledge that they are ultimately responsible for the accuracy of their tax return and compliance with federal, state, and local tax laws.

3. No Legal or Financial Advice

Tax preparation services do not constitute legal, investment, or financial planning advice. Clients should consult appropriate professionals for legal or financial matters outside the scope of tax preparation.

4. Fees and Payment

Clients are responsible for paying all agreed-upon fees for services rendered, regardless of the outcome of the tax return.

5. Filing Authorization

By engaging our services, the client authorizes us to prepare and submit tax filings electronically or by other permitted methods, subject to client approval where required by law.

6. Confidentiality

All client information is treated as confidential and handled in accordance with applicable privacy and data protection standards. We do not share client information with third parties except as required to perform services or comply with legal obligations.

7. Limitation of Liability

Our liability is limited to the amount paid for the services provided. We are not responsible for penalties, interest, or damages resulting from delays, inaccuracies in provided information, or changes in tax laws.

8. Amendments and Prior-Year Returns

Preparation of amended or prior-year returns is based on records provided by the client and may be subject to additional review, processing time, and fees.

9. Governing Law

These terms are governed by the laws of the state in which the business operates.

10. Changes to These Terms

We reserve the right to update these Terms of Service at any time. Continued use of services constitutes acceptance of the updated terms.

12. Contact

Questions about these terms reach out to us through contact page.

Ready to file?

Contact me today and we'll discuss all the details.

hand
hand

Ready to file?

Contact me today and we'll discuss all the details.

Ready to file?

Contact me today and we'll discuss all the details.

hand
hand

Terms and Conditions

This website provides general information and does not constitute tax, legal, or financial advice.

While we provide professional tax preparation services, the accuracy of your return depends on the completeness and accuracy of the information you provide.

Last updated: 02/02/2026

1. Services Provided

We provide tax preparation and related services, including individual income tax filing, business tax filing, and preparation of prior-year or amended tax returns. Services are based solely on the information supplied by the client.

2. Client Responsibilities

Clients are responsible for:

1. Provide Complete and Accurate Information

Clients are responsible for providing all relevant tax documents, records, and information necessary to prepare an accurate tax return. This includes income statements, expense records, prior-year returns, and any other information requested.

2. Timely Submission of Documents

Clients must submit all required documents and information by the deadlines provided. Delays in providing information may result in filing delays, missed deadlines, or additional fees.

3. Review of Tax Returns

Clients are responsible for carefully reviewing their completed tax returns before signing. By signing, the client confirms that the information is accurate and complete to the best of their knowledge.

4. Disclosure of All Income

Clients must disclose all sources of income, including wages, self-employment income, tips, cash income, investments, and any other taxable income, whether or not a tax form was received.

5. Record Retention

Clients are responsible for retaining copies of their tax returns and supporting documentation for at least the period required by law (generally a minimum of three to seven years).

6. Communication and Responsiveness

Clients agree to respond promptly to requests for additional information, clarification, or documentation to avoid delays in service.

7. Changes in Tax Situation

Clients must notify the tax preparer of any significant changes that may affect their tax return, including changes in income, marital status, dependents, business activity, or residency.

8. Compliance with Tax Laws

Clients acknowledge that they are ultimately responsible for the accuracy of their tax return and compliance with federal, state, and local tax laws.

3. No Legal or Financial Advice

Tax preparation services do not constitute legal, investment, or financial planning advice. Clients should consult appropriate professionals for legal or financial matters outside the scope of tax preparation.

4. Fees and Payment

Clients are responsible for paying all agreed-upon fees for services rendered, regardless of the outcome of the tax return.

5. Filing Authorization

By engaging our services, the client authorizes us to prepare and submit tax filings electronically or by other permitted methods, subject to client approval where required by law.

6. Confidentiality

All client information is treated as confidential and handled in accordance with applicable privacy and data protection standards. We do not share client information with third parties except as required to perform services or comply with legal obligations.

7. Limitation of Liability

Our liability is limited to the amount paid for the services provided. We are not responsible for penalties, interest, or damages resulting from delays, inaccuracies in provided information, or changes in tax laws.

8. Amendments and Prior-Year Returns

Preparation of amended or prior-year returns is based on records provided by the client and may be subject to additional review, processing time, and fees.

9. Governing Law

These terms are governed by the laws of the state in which the business operates.

10. Changes to These Terms

We reserve the right to update these Terms of Service at any time. Continued use of services constitutes acceptance of the updated terms.

12. Contact

Questions about these terms reach out to us through contact page.

Ready to file?

Contact me today and we'll discuss all the details.

hand
hand

Ready to file?

Contact me today and we'll discuss all the details.

Ready to file?

Contact me today and we'll discuss all the details.

hand
hand