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Terms of Service

Welcome to Tax Advisory Solutions. By accessing our website and using our services, you agree to comply with and be bound by the following terms and conditions. Please read these carefully.

1. Scope of Services

Tax Advisory Solutions provides tax preparation, bookkeeping, payroll, and tax resolution services. Our services are provided based on the information provided by the client. We do not provide legal or investment advice.

2. Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information. The accuracy of tax returns and financial statements depends significantly on the documentation provided to our firm.

3. Fees and Payment

Fees for services are structured based on the complexity and volume of work. An initial consultation fee of $80 applies for resolution matters. Payment is due upon receipt of invoice unless otherwise agreed in writing.

4. Confidentiality

We maintain strict confidentiality regarding all client information. We do not disclose personal or financial data to third parties except as required by law or authorized by the client for service fulfillment.

5. Electronic Filing

We will electronically file your tax returns with the IRS and state authorities upon your review and written authorization. We are not responsible for delays caused by government agencies.

6. Limitation of Liability

Our liability is limited to the amount of fees paid for the specific service provided. We are not liable for incidental or consequential damages resulting from errors in client-provided data.

7. Termination

Either party may terminate the professional relationship at any time. In the event of termination, the client is responsible for payment of all services performed up to the date of termination.

Last Updated: October 2023. Tax Advisory Solutions reserves the right to modify these terms at any time.

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