Terms of Service

Last Updated: January 2025

Agreement to Terms

By accessing or using the services of Tax Members Corporation ("we," "us," or "our"), 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.

These Terms apply to all users of our services, including clients, visitors, and anyone who accesses our website or uses our tax preparation, accounting, or related services.

Services Provided

We provide the following services:

  • Tax preparation and filing services
  • Accounting and bookkeeping services
  • Financial consulting and advisory services
  • Document management and secure file storage
  • Appointment scheduling and client communication

All services are provided in accordance with applicable tax laws, regulations, and professional standards.

Client Responsibilities

As a client, you agree to:

  • Provide accurate, complete, and truthful information
  • Submit all required documents in a timely manner
  • Review all prepared documents before signing
  • Pay all fees and charges as agreed
  • Notify us immediately of any errors or changes
  • Comply with all applicable laws and regulations
  • Maintain the confidentiality of your account credentials

Document Upload and Security

When uploading documents through our secure portal, you agree that:

  • You are the authorized owner of all uploaded documents
  • All information provided is accurate and complete
  • You consent to the collection and logging of your IP address and other metadata for security and compliance purposes (required by IRS regulations)
  • Documents will be stored securely in encrypted format
  • We may retain documents as required by law (typically 7 years per IRS requirements)
  • You will not upload malicious files, viruses, or prohibited content

Fees and Payment

Service Fees: Fees for our services are disclosed before service begins. All fees are non-refundable unless otherwise stated or required by law.

Payment Terms: Payment is due as specified in your service agreement. We accept payment through secure payment processors (Stripe). Late payments may result in service suspension.

Refunds: Refund policies vary by service type. Contact us for specific refund terms.

Limitation of Liability

To the maximum extent permitted by law:

  • We provide services "as is" without warranties of any kind
  • We are not liable for indirect, incidental, or consequential damages
  • Our liability is limited to the amount paid for the specific service in question
  • We are not responsible for errors resulting from inaccurate or incomplete information provided by you
  • We are not liable for delays caused by circumstances beyond our control

Professional Standards

We adhere to professional standards and regulations, including:

  • IRS Circular 230 (regulations governing tax practice)
  • IRS Publication 4557 (Safeguarding Taxpayer Data)
  • GLBA (Gramm-Leach-Bliley Act) requirements
  • State licensing and regulatory requirements

Intellectual Property

All content, materials, and intellectual property on our website and in our services are owned by Tax Members Corporation or our licensors. You may not reproduce, distribute, or use our content without written permission.

Termination

We reserve the right to terminate or suspend your access to our services at any time, with or without cause, including for violation of these Terms. Upon termination, your right to use our services will immediately cease.

Data retention and disposal will be handled in accordance with our Privacy Policy and applicable laws.

Governing Law

These Terms are governed by the laws of [Your State/Jurisdiction]. Any disputes arising from these Terms or our services will be resolved through binding arbitration or in the courts of [Your Jurisdiction].

Changes to Terms

We reserve the right to modify these Terms at any time. Material changes will be communicated to you. Continued use of our services after changes constitutes acceptance of the updated Terms.

Contact Information

Tax Members Corporation

Email: legal@taxmembers.net

Phone: [Your Contact Number]

Important: By using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree, please discontinue use of our services.