Scope of Services
Services provided are limited to the specific service selected and paid for by the client at the time of purchase.
Unless otherwise stated in a separate written agreement, services do not include tax return preparation, filing, representation before the Internal Revenue Service, direct contact with the IRS, audit defense, appeals, collections negotiation, or legal advice.
Any additional services require a separate written engagement agreement.
No Tax Advice or Legal Advice
Any information, research summaries, observations, or findings provided are for general informational and planning purposes only.
Nothing provided should be relied upon as tax advice within the meaning of IRS Circular 230 unless expressly stated in a separate written engagement.
No attorney–client relationship is created. Services do not constitute legal advice.
Client Responsibilities
The client is responsible for providing complete, accurate, and timely information and documentation.
The accuracy of any work performed depends on the information provided by the client. The service provider is not responsible for errors, penalties, interest, or consequences resulting from incomplete, inaccurate, or withheld information.
Fees and Payment Terms
All fees are due in advance unless otherwise stated in writing.
Promotional pricing is time-limited and valid only during the stated promotional period. Once expired, standard pricing applies.
Fees are non-refundable once work has begun, regardless of outcome or the client’s decision not to proceed further.
No Guarantee of Outcome
No guarantees are made regarding tax results, IRS responses, refunds, reductions, approvals, or outcomes of any kind.
IRS decisions are outside the control of the service provider and are subject to applicable laws, regulations, and IRS discretion.
Limitation of Liability
To the fullest extent permitted by Texas law, liability for any claim arising out of or related to services provided shall be limited to the amount of fees actually paid for the specific service giving rise to the claim.
Under no circumstances shall the service provider be liable for indirect, incidental, consequential, or punitive damages.
Compliance With IRS Circular 230
Services are provided in accordance with IRS Circular 230 standards governing practice before the Internal Revenue Service.
No written or oral communication should be construed as a covered opinion, guarantee, or assurance of a particular tax result unless expressly stated in a signed engagement agreement.
Arbitration and Dispute Resolution (Harris County, Texas)
Any dispute, claim, or controversy arising out of or relating to these Terms of Service or the services provided shall be resolved by binding arbitration.
Arbitration shall be conducted in Harris County, Texas, in accordance with the Texas Arbitration Act (Texas Civil Practice and Remedies Code, Chapter 171).
The arbitration shall be administered by a neutral arbitrator agreed upon by the parties. If the parties cannot agree, the arbitrator shall be appointed in accordance with Texas law.
Each party shall bear its own attorneys’ fees and costs unless otherwise required by law or awarded by the arbitrator.
Judgment on the arbitration award may be entered in any court of competent jurisdiction located in Harris County, Texas.
Notwithstanding the foregoing, the service provider retains the right to pursue collection of unpaid fees through small claims or other courts of competent jurisdiction in Harris County, Texas.
This arbitration provision survives termination of services.
Governing Law and Venue
These Terms of Service are governed by the laws of the State of Texas, without regard to conflict of law principles.
To the extent arbitration is not applicable, venue for any permitted court action shall lie exclusively in Harris County, Texas.
Acceptance of Terms
By submitting payment, scheduling services, or engaging services in any manner, the client acknowledges they have read, understood, and agreed to these Terms of Service.