Terms of Service

1. Eligibility & Account Registration

• You must be at least 18 years old to use our Services.
• You agree to provide accurate, complete, and current information when registering or submitting forms.
• You are responsible for maintaining the confidentiality of your login credentials.

2. Authorized Use

You may only use our Services for lawful purposes and in compliance with these Terms. You agree not to:

• Submit false, incomplete, or misleading information.
• Upload, transmit, or share malicious code, viruses, or spam.
• Harass, abuse, or use rude/inappropriate language toward staff or other users.
• Attempt to gain unauthorized access to our systems or data.

We reserve the right to terminate or restrict your account for violations, without refund.

3. Communication Through the Portal

• All official updates, requests, and document submissions will be conducted through your secure online portal .
• You are responsible for regularly checking your portal for notifications.
• If you fail to respond to requests within the stated deadlines, we are not responsible for missed filing deadlines or penalties.

4. Client Responsibilities

• You must provide all income and tax documentation before we prepare your return.
• If you omit income, we are not responsible for IRS notices, penalties, or interest. An amendment fee will apply for corrections, payable upfront.
• If you receive an IRS or state notice, you must send it to us within 14 days of the notice date.
• State filing fees may apply for out-of-state clients, payable upfront or deducted from your refund.

5. Third-Party Services & EFIN Processing

• We may refer or route your return through third-party authorized tax processing partners.
• You agree that such partners may access your return for preparation and e-filing purposes.
• We are not responsible for errors, delays, or actions of the IRS, state agencies, or any third-party providers.

6. Refunds & IRS Processing

• We do not control when the IRS or state agencies issue refunds.
• All deposit timelines are estimates and may vary.
• If you request a bank product or refund advance, it is subject to separate terms from the provider.

7. Payment Terms

• Service fees are due at the time of service or may be deducted from your refund if available.
• Unpaid balances from any services we provide or coordinate may be deducted from your refund.

8. Confidentiality

We maintain strict confidentiality regarding all client information and documents. Information will only be disclosed as required by law or with your explicit written consent.

9. Intellectual Property

All website content, trademarks, logos, and materials are owned or licensed by us and may not be copied or reproduced without permission.

10. Limitation of Liability

To the fullest extent permitted by law:

• We are not liable for indirect, incidental, or consequential damages.
• Our total liability to you will not exceed the amount paid for our services in the 12 months preceding the claim.

11. Governing Law

These Terms are governed by the laws of the State of Florida and the State of Georgia, without regard to conflict of law principles.

12. Changes to These Terms

We may update these Terms at any time. Continued use of our Services after changes are posted constitutes acceptance of the revised Terms.

12. Contact Information

If you have any questions about these Terms of Service, please contact us at: