Terms of Service
1. Scope of Services
Our firm provides professional tax preparation, planning, representation, and related advisory services. The specific scope of work will be agreed upon before any engagement begins. Services requested beyond the original scope, such as amended returns or additional consultations, may be subject to separate fees and engagement terms.
2. Client Responsibilities
Clients are responsible for providing accurate and complete information needed to perform our services in a timely manner. Clients should maintain copies of all original records and review any completed work before submission or filing.
Failure to provide necessary information, documentation, or cooperation may result in suspension or termination of services.
3. Fees and Payment
Fees are determined based on the complexity of the work, time required, and professional expertise involved. Payment is due upon receipt of invoice unless otherwise stated in writing.
We reserve the right to withhold delivery of completed work or electronic filing of returns until payment has been received in full. Late payments may be subject to interest or administrative fees as permitted by law.
4. Confidentiality and Privacy
We take client confidentiality seriously. All information provided to us is protected under applicable federal and state privacy laws, including Internal Revenue Code §7216. We will not disclose any client information to third parties without consent, except as required by law or professional standards.
5. Communication
We communicate with clients through various means, including email and secure client portals. While we take reasonable measures to protect all communications, clients acknowledge that electronic communication carries inherent security risks and consent to its use for routine correspondence and document exchange.
6. Termination of Services
Either the client or the firm may terminate services at any time, with or without cause, by providing written notice.
Upon termination, clients remain responsible for payment of all fees incurred through the date of termination. Original client documents will be returned upon request once all outstanding balances are paid in full.
We reserve the right to discontinue services at our discretion if continued engagement becomes inappropriate, unethical, or otherwise not in the best interest of either party. Grounds for termination may include, but are not limited to:
Non-payment or delinquent accounts
Failure to provide required information
Conflicts of interest
Lack of cooperation or communication
Any form of disrespectful, threatening, harassing, or abusive behavior toward firm staff or representatives
Yelling, abusive language, or hostile conduct will not be tolerated and will result in immediate termination of services.
7. Record Retention
We maintain copies of client records and workpapers for at least seven (7) years after services are completed. After that period, they may be securely destroyed. Original source documents are returned to clients upon request.
8. Limitation of Liability
Our firm’s liability for any claim arising from professional services is limited to the amount of fees paid for those specific services. We are not responsible for any indirect, consequential, or punitive damages.
9. Governing Law
These Terms of Service are governed by the laws of the state of Florida, in which our principal office is located, without regard to conflict-of-law provisions.
10. Updates to These Terms
We may update these Terms of Service from time to time to reflect changes in laws, professional standards, or firm policies. The latest version will always be posted on this website and will take effect immediately upon publication.
Last Updated 10/14/2025