Effective Date: 17 Dec, 2024
These Terms and Conditions ("Terms") govern your access to and use of the services provided by [Your Business Name] ("we," "our," or "us"). By engaging with our services, you agree to be bound by these Terms. Please read them carefully before using our services. If you do not agree to these Terms, you may not access or use our services.
1.1
Scope of Services:
We provide tax and financial services, including but not limited to tax preparation, tax advisory, financial planning, investment consulting, accounting, bookkeeping, business advisory, and other related services ("Services").
1.2
Limitations of Services:
While we strive to provide accurate and professional services, we do not guarantee specific outcomes or tax savings, and we are not liable for any errors or omissions that may arise during the provision of our Services.
2.1
Information Accuracy:
You agree to provide accurate, complete, and up-to-date information required for us to perform the Services. We are not responsible for any inaccuracies or delays arising from incomplete or incorrect information.
2.2
Compliance with Laws:
You agree to comply with all applicable laws, regulations, and tax obligations. It is your responsibility to ensure that any documents or records provided to us are in accordance with applicable tax laws.
2.3
Cooperation:
You agree to respond promptly to any requests for additional information or documentation related to our Services. Failure to cooperate may result in delays or limitations in the scope of services we can provide.
3.1
Fees:
Our fees for Services are outlined in the Service Agreement or Engagement Letter provided to you. Fees may be based on the complexity of the Services, time required, or flat-rate pricing as specified.
3.2
Payment Terms:
Payment for Services is due as outlined in the Service Agreement. Unless otherwise agreed, invoices are payable within [Insert number of days, e.g., 30 days] of the invoice date. Late payments may incur interest charges of [Insert interest rate, e.g., 1.5%] per month.
3.3
Refunds:
Due to the nature of tax and financial services, we generally do not offer refunds once services have been rendered. Any exceptions will be at our discretion and outlined in the Service Agreement.
4.1
Confidential Information:
We will treat all personal, financial, and tax-related information provided by you as confidential. We will not disclose your confidential information to third parties unless required by law or with your express consent.
4.2
Data Security:
We implement reasonable security measures to protect your information, but we cannot guarantee absolute security. You acknowledge that you are responsible for maintaining the confidentiality of your account information and for any activities under your account.
5.1
No Guarantee of Results:
While we provide tax and financial advice based on our expertise, we do not guarantee specific outcomes or savings. We are not liable for any financial loss, tax penalties, or other consequences arising from the use of our Services.
5.2
Limitation of Liability:
Our liability for any claims related to our Services is limited to the amount you paid for the Services in question. We will not be held responsible for indirect, incidental, or consequential damages.
6.1
Informal Resolution:
If a dispute arises regarding our Services, we encourage you to contact us directly to resolve the issue in an amicable and timely manner.
6.2
Arbitration:
Any disputes that cannot be resolved informally will be resolved through binding arbitration in accordance with the rules of [Insert arbitration organization, e.g., American Arbitration Association (AAA)]. The arbitration will take place in [Insert city/state], and judgment on the award may be entered in any court of competent jurisdiction.
7.1
Termination by You:
You may terminate our Services at any time by providing written notice to us. If you terminate our Services before completion, you may be liable for payment for any work completed up to the termination date.
7.2
Termination by Us:
We reserve the right to terminate or suspend our Services at our discretion, including for non-payment or failure to cooperate. If we terminate our Services for any reason, you will be invoiced for Services rendered up to that point.
8.1
Ownership of Materials:
All materials, documents, software, or intellectual property created or provided by us in connection with the Services are owned by us or our licensors. You may use these materials solely for the purposes for which they were provided.
8.2
Client-Provided Content:
You retain ownership of all documents and information you provide to us. By submitting this information, you grant us permission to use it solely for the purpose of providing our Services.
9.1
Modification of Terms:
We reserve the right to update or modify these Terms at any time. Any changes will be posted on our website, and the revised Terms will be effective as of the date indicated. Your continued use of our Services after the changes have been posted constitutes acceptance of the revised Terms.
10.1
Applicable Law:
These Terms shall be governed by and construed in accordance with the laws of [Insert state/country]. Any legal action or proceeding arising under these Terms shall be brought exclusively in the courts located in [Insert city/state].
11.1
Entire Agreement:
These Terms constitute the entire agreement between you and us concerning the Services and supersede all prior agreements or understandings, whether written or oral, related to the subject matter hereof.
11.2
Severability:
If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect.
11.3
No Waiver:
Failure to enforce any provision of these Terms does not constitute a waiver of our right to do so in the future.
By using our Services, you acknowledge that you have read, understood, and agree to these Terms and Conditions.
Contact Information:
If you have any questions or concerns regarding these Terms, please contact us at:
LGM & Companies
14359 Miramar Parkway #248 Miramar, FL. 33027
954-516-7222