Terms of Service

Agreement to Terms

By accessing or using The Tax Ally's website and services, you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our services.

Services Provided

The Tax Ally provides professional tax consulting, tax planning, tax preparation, business formation, and related financial services. Our services include but are not limited to:

• Individual and business tax return preparation
• Tax planning and strategy consulting
• Small business advisory services
• Business entity formation and structure consulting
• Bookkeeping and payroll services
• Amended tax returns and prior year filings

Professional Relationship

By engaging our services, you acknowledge that:

• The Tax Ally serves as your tax advisor and preparer
• You are ultimately responsible for the accuracy and completeness of information provided
• Our relationship is governed by professional standards and tax law regulations
• All communications are subject to professional confidentiality requirements

Client Responsibilities

As a client of The Tax Ally, you agree to:

• Provide accurate, complete, and timely information
• Respond promptly to requests for additional information or documentation
• Review all prepared tax returns and documents before signing
• Maintain records as required by tax laws and regulations
• Pay all fees and charges in accordance with our fee agreement
• Notify us of any changes that may affect your tax situation

Fees and Payment

Our fees are based on the complexity and scope of services provided. Payment terms include:

• Fees are quoted before work begins and may be adjusted for scope changes
• Payment is due upon completion of services unless otherwise agreed
• Late payments may be subject to interest charges
• We reserve the right to suspend services for non-payment
• Refund policies will be determined on a case-by-case basis

Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and applicable laws. Your information will not be disclosed to third parties except:

• With your explicit written consent
• When required by law or regulatory authorities
• To prevent fraud or protect legal rights
• To service providers bound by confidentiality agreements

Limitation of Liability

To the fullest extent permitted by law:

• Our liability is limited to the fees paid for the specific services in question
• We are not liable for indirect, consequential, or punitive damages
• We are not responsible for penalties or interest arising from client-provided information
• We do not guarantee specific tax outcomes or refund amounts
• Our services are based on current tax laws and interpretations

Disclaimer of Warranties

Our services are provided "as is" without warranties of any kind, either express or implied. We make no guarantees regarding:

• Specific tax savings or refund amounts
• Audit protection or audit outcomes
• Future tax law changes or interpretations
• Results of tax planning strategies

Termination

Either party may terminate the professional relationship at any time with written notice. Upon termination:

• You remain responsible for payment of services rendered
• We will provide your records upon request (fees may apply)
• Confidentiality obligations continue indefinitely
• We are not obligated to complete work in progress

Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of The Tax Ally and is protected by copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

Use of Website

You agree not to:

• Use our website for any unlawful purpose
• Attempt to gain unauthorized access to our systems
• Interfere with the proper functioning of our website
• Upload malicious code or harmful content
• Impersonate any person or entity

Indemnification

You agree to indemnify and hold harmless The Tax Ally from any claims, damages, or expenses arising from:

• Your breach of these Terms
• Inaccurate or incomplete information you provide
• Your violation of applicable laws or regulations
• Your use of our services or website

Governing Law

These Terms are governed by the laws of the United States and the state in which we operate. Any disputes will be resolved through binding arbitration or in the courts of competent jurisdiction.

Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be effective upon posting to our website. Your continued use of our services constitutes acceptance of the modified Terms.

Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

Contact Information

For questions about these Terms of Service, please contact us: