Terms and Conditions

Acceptance of Terms

By using this website, submitting information, requesting services, communicating with us electronically, or engaging our professional services, you acknowledge that you have read, understood, and agree to these Terms and Conditions.

If you do not agree with these terms, please do not use our website or services.

Services

Tax-Care may provide, as applicable:

• Individual and business tax preparation
• Federal, state, and local tax services
• Tax planning and consulting
• ITIN and Form W-7 assistance
• Certified Acceptance Agent (CAA) services, where applicable
• Bookkeeping services
• Payroll services
• Sales tax services
• Business accounting services
• Business formation and related administrative assistance
• Tax notices and correspondence assistance
• Other accounting and tax-related services

Specific services provided to a client will depend on the engagement, applicable law, required documentation, and our acceptance of the engagement.

No Guarantee of Tax Results

Tax laws and regulations are subject to change. We do not guarantee a particular refund, tax liability, tax benefit, approval, processing time, audit outcome, immigration outcome, ITIN issuance, or other result.

Any estimate provided before completion of a tax return or other professional service is preliminary and may change after review of complete and accurate information.

Client Responsibility for Information

Clients are responsible for providing complete, accurate, and truthful information and supporting documentation.

You agree to promptly inform us of any material changes or corrections to information you have provided.

We may rely on information and documents supplied by you unless there is a reasonable basis to believe that the information is incomplete, inaccurate, or unreliable.

The IRS states that taxpayers remain ultimately responsible for the accuracy of items reported on their tax returns, even when a paid preparer prepares the return.

Review and Approval of Tax Returns

Before filing a tax return, clients are responsible for reviewing the return and confirming that the information is accurate and complete.

Clients should not sign or authorize submission of a return that contains information they know to be incorrect.

We may decline to prepare or file a return if required information or documentation is not provided or if we determine that the requested position would not comply with applicable law or professional requirements.

Taxpayer Identification and Credentials

Where applicable, tax preparers must comply with federal and state requirements concerning identification numbers, including PTIN requirements and applicable New York tax-preparer requirements. New York also has registration and e-filing requirements applicable to certain tax preparers.

Taxpayer Information and Confidentiality

We take the privacy and confidentiality of taxpayer information seriously.

Tax-return information will be collected, used, stored, and disclosed in accordance with applicable federal and state laws and regulations.

Federal law generally restricts tax return preparers from knowingly or recklessly disclosing or using tax-return information for unauthorized purposes. Certain disclosures or uses may require taxpayer consent.

Where required by law, we will obtain appropriate taxpayer consent before using or disclosing tax-return information for purposes not otherwise permitted by law.

Electronic Communications

By communicating with us electronically, including through email, online forms, portals, or other electronic methods, you acknowledge that electronic communications may involve security risks.

We will use reasonable safeguards appropriate to our services and applicable legal requirements. Clients should not send sensitive information through unsecured channels when a secure method of transmission has been provided.

Documents and Records

Clients should retain copies of their tax returns, supporting documents, receipts, financial records, and other important documentation.

We may retain copies of certain records as required or permitted by applicable law and professional requirements.

Third-Party Services

We may use third-party software, electronic filing systems, payment processors, cloud services, communication platforms, or other service providers in connection with providing our services.

Where applicable, such services may have their own terms, privacy policies, and security procedures.

Information will be shared with third parties only as permitted or required by applicable law and, where required, with appropriate client consent.

Payments and Fees

Professional fees will be communicated to the client before or during the engagement, as applicable.

Unless otherwise agreed in writing, fees for completed services are due according to the applicable invoice or engagement agreement.

Government filing fees, application fees, penalties, interest, and other third-party charges are generally separate from our professional fees unless expressly stated otherwise.

Refunds

Refund policies may vary depending on the service provided, the stage of completion, and the applicable engagement agreement.

Government filing fees, application fees, third-party fees, and services already completed may be non-refundable where permitted by law.

Website Information

Information published on this website is provided for general educational and informational purposes.

Website content should not be considered a substitute for individualized tax, legal, accounting, financial, or other professional advice.

Tax laws and regulations may change, and website information may not reflect every person's particular circumstances.

No Attorney-Client Relationship

Unless separately established through an appropriate attorney-client engagement, use of this website or communication with Tax-Care does not create an attorney-client relationship.

Tax-Care does not provide legal services unless expressly authorized and agreed upon through an appropriate professional arrangement.

Immigration legal advice should be obtained from an attorney or other person authorized under applicable law.

ITIN and CAA Services

Assistance with ITIN applications and Certified Acceptance Agent services is subject to applicable IRS requirements.

Submitting an application or providing documentation does not guarantee that the IRS will issue an ITIN or approve an application.

The final decision concerning an ITIN application rests with the IRS.

Immigration-Related Services

Information concerning immigration matters is provided only to the extent permitted by law and within the scope of services actually offered by Tax-Care.

Tax-Care does not guarantee immigration status, visa approval, adjustment of status, citizenship, or any other immigration outcome.

Clients requiring legal immigration advice should consult an appropriately authorized immigration attorney or representative.

Payroll Services

For payroll clients, the client remains responsible for providing accurate employee information, compensation information, hours, withholding information, and other required data.

Payroll processing is based on information supplied by the client.

Clients are responsible for reviewing payroll reports and promptly reporting errors or corrections.

Bookkeeping and Accounting Services

Bookkeeping and accounting services are based on information and records supplied by the client.

Clients remain responsible for maintaining accurate underlying business records and providing complete information necessary for the services requested.

Business and Tax Deadlines

Clients are responsible for providing required information sufficiently in advance of applicable filing or payment deadlines.

We are not responsible for delays, penalties, interest, rejection, or other consequences resulting from late, incomplete, inaccurate, or missing information supplied by the client.

Website Security

We take reasonable measures to protect our website and systems; however, no website, electronic communication system, or internet transmission can be guaranteed to be completely secure.

Users should take reasonable precautions to protect their passwords, devices, accounts, and personal information.

Prohibited Use

You agree not to use this website to:

• Submit false or fraudulent information
• Impersonate another person
• Attempt unauthorized access to our systems
• Upload malicious software
• Interfere with website operations
• Use our services for unlawful purposes
• Misuse another person's personal or tax information

Intellectual Property

Unless otherwise stated, the content of this website, including text, graphics, logos, designs, trademarks, and other materials, belongs to or is licensed to Tax-Care and may not be reproduced, copied, modified, or distributed without permission.

External Links

Our website may contain links to government agencies, professional organizations, or third-party websites.

We are not responsible for the content, accuracy, security, availability, or privacy practices of third-party websites.

Limitation of Liability

To the maximum extent permitted by applicable law, Tax-Care and its owners, officers, employees, contractors, and service providers will not be liable for indirect, incidental, consequential, special, or punitive damages arising from the use of this website or services.

Nothing in these Terms is intended to exclude or limit liability where such limitation is prohibited by applicable law.

No Waiver of Legal Rights

Nothing in these Terms and Conditions is intended to waive or limit any rights or protections that cannot legally be waived or limited under applicable federal, New York State, or other applicable law.

Changes to These Terms

We may update these Terms and Conditions from time to time.

The updated version will be posted on this website with a revised effective date. Your continued use of the website after changes are posted constitutes acceptance of the updated Terms, to the extent permitted by law.

Governing Law

These Terms and Conditions will be governed by applicable laws of the State of New York and applicable federal laws of the United States, without regard to conflict-of-law principles, except where another law is required to apply.

Contact Information

By using our website or engaging our services, you acknowledge that you have read and agree to these Terms and Conditions.