These terms govern your use of [WEBSITE] (the "Site"), operated by [BUSINESS NAME] ("we," "us," or "our"). By using the Site, you agree to these Terms of Service. If you do not agree with these terms, please do not use the Site.
Effective date: [EFFECTIVE DATE]The Site provides information about our tax preparation services for individuals and businesses and allows you to request a consultation.
Using the Site, submitting a consultation request, contacting us, or communicating through the Site does not make you our client. Our professional services are provided only after we agree to an engagement. Please see our Payment, Refund and Engagement Terms for additional information about our professional services.
Content on the Site is provided for general informational purposes only. It is not tax, legal, accounting, financial, or other professional advice for your particular situation.
Tax laws, regulations, forms, deadlines, and government guidance may change. Information that is accurate at one time may become outdated. You should obtain professional advice based on your individual circumstances before making decisions that may have tax or legal consequences.
Please also review our Disclaimer for additional information about the use of this Site.
When using the Site, you agree to:
Important: If you become a client, we will provide an appropriate secure method for transmitting sensitive tax and financial documents and information. Please use that secure method rather than sending sensitive information through a general website form or ordinary email.
Unless otherwise stated, the Site's text, content, design, logos, graphics, photographs, branding, and other materials are owned by [BUSINESS NAME] or are used with permission from our licensors. These materials may be protected by copyright, trademark, and other intellectual property laws.
You may view and print pages from the Site for your personal, non-commercial use. You may not copy, reproduce, modify, republish, distribute, publicly display, sell, license, or otherwise exploit Site content without our prior written permission, except where applicable law permits otherwise.
The Site may contain links to third-party websites or may use third-party services and tools, including services used for scheduling, forms, payments, communications, analytics, or other functions.
Third-party websites and services are operated independently from us. We do not control and are not responsible for their content, availability, security, privacy practices, terms, or other activities.
Your use of third-party websites, applications, or services is subject to the applicable terms and policies of those third parties. You use such services at your own risk.
We make reasonable efforts to keep the Site accurate, useful, and available. However, the Site is provided on an "as is" and "as available" basis.
We do not guarantee that the Site will always be available, uninterrupted, secure, current, complete, or error-free. We also do not guarantee that defects will be corrected or that the Site will be free from viruses or other harmful components.
Nothing on the Site guarantees a particular tax refund amount, tax liability, tax result, filing outcome, approval, or other result with the IRS, a state tax agency, or any other government agency.
To the fullest extent permitted by applicable law, [BUSINESS NAME], together with its owners, employees, contractors, and service providers, will not be liable for any indirect, incidental, special, consequential, exemplary, or similar damages arising out of or related to your use of, or inability to use, the Site or your reliance on information provided through the Site.
To the fullest extent permitted by law, our total liability for any claim arising out of or relating to the Site or these Terms of Service will not exceed [$100].
Nothing in these Terms of Service is intended to exclude or limit liability that cannot legally be excluded or limited under applicable law.
Any liability relating to professional tax preparation or other professional services is governed by the written engagement agreement applicable to those services and not solely by these Terms of Service.
To the fullest extent permitted by applicable law, you agree to defend, indemnify, and hold harmless [BUSINESS NAME] and its owners, employees, contractors, and service providers from claims, liabilities, damages, losses, costs, and expenses, including reasonable legal fees, arising out of or related to:
These Terms of Service are governed by and interpreted under the laws of the State of [STATE], without regard to its conflict-of-law rules.
Unless otherwise required by applicable law, any dispute arising out of or relating to these Terms of Service or your use of the Site will be brought in the state or federal courts located in [COUNTY, STATE], and you consent to the jurisdiction and venue of those courts.
[Optional: Add an arbitration provision here only if your attorney recommends it and it is appropriate for your business and jurisdiction.]
We may modify, update, suspend, or discontinue any part of the Site at any time, with or without notice.
We may also update these Terms of Service from time to time. When we make changes, we may update the effective date shown at the top of this page.
Your continued use of the Site after updated Terms of Service are posted means that you accept the updated terms. If you do not agree to the updated terms, you should stop using the Site.
We may suspend or terminate access to the Site for anyone who violates these terms or uses the Site in a manner that may harm the Site, our business, our users, or others.
[BUSINESS NAME]
[ADDRESS]
[PHONE] · [EMAIL]