TERMS AND CONDITIONS

Effective Date: [Insert Launch Date]

Welcome to weareprimetax.services, operated by Prime Tax Strategies LLC ("we," "us," or "our"). By accessing or using our website, booking an appointment, submitting a form, purchasing a product, or engaging our services, you agree to be bound by these Terms and Conditions.

Services Offered

Prime Tax Strategies LLC provides:

- Individual and business tax preparation

- Monthly bookkeeping services

- Tax advisory and planning sessions

- Educational products, including the "Start a Tax Business" guide

Specific services, scope, and pricing are confirmed before work begins. Engagement letters or service agreements may apply to certain services and will govern in the event of a conflict with these Terms.

Appointments and Consultations

- Appointments are available Monday through Friday, 9:30 a.m. to 12:30 p.m. Central Time, unless otherwise posted.

- Clients are expected to arrive or connect on time. Late arrivals may result in shortened sessions.

- Cancellations or rescheduling should be made at least 24 hours in advance. Repeated no-shows may result in a requirement to prepay for future appointments.

Pricing and Payment

- All service pricing is communicated and confirmed before work begins.

- Tax preparation fees are based on the complexity of your return and the specific forms required. A quote is provided and approved by the client before preparation starts.

- Bookkeeping services are billed monthly at the selected tier rate.

- Tax advisory sessions and strategy retainers are billed as quoted.

- Payments are processed through our secure payment system. Accepted methods are communicated at the time of engagement.

Client Responsibilities

By engaging our services, you agree to:

- Provide accurate, complete, and timely information and documentation

- Review all work product (including tax returns) for accuracy before signing and authorizing filing

- Respond to requests for information within a reasonable timeframe

- Notify us promptly of any changes to your financial situation that may affect the services we are providing

We rely on the accuracy of the information you provide. Prime Tax Strategies LLC is not responsible for errors, penalties, or consequences arising from incomplete, inaccurate, or late information supplied by the client.

Intellectual Property

All content on this website, including text, graphics, logos, images, and software, is the property of Prime Tax Strategies LLC and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from any content on this site without our prior written consent.

Digital Products

Purchases of digital products (such as the "Start a Tax Business" guide) are delivered electronically. By purchasing, you acknowledge that you are buying a digital product and agree to the terms outlined in our Refund Policy below.

Limitation of Liability

Prime Tax Strategies LLC provides professional tax and financial services based on the information you provide and applicable laws at the time of service. We do not guarantee specific outcomes, including refund amounts, tax savings, or audit results. To the fullest extent permitted by law, our liability for any claim arising from our services shall not exceed the fees you paid for the specific service giving rise to the claim.

Disclaimer of Warranties

Our website and services are provided "as is" and "as available." We make no warranties, express or implied, regarding the accuracy or completeness of website content, uninterrupted access, or fitness for a particular purpose.

Governing Law

These Terms and Conditions are governed by the laws of the State of Illinois (or the state where Prime Tax Strategies LLC is registered). Any disputes shall be resolved in the courts of that jurisdiction.

Changes to These Terms

We reserve the right to update these Terms at any time. Changes take effect upon posting to this page. Continued use of our website or services after changes constitutes acceptance.

Contact Us

Questions about these Terms? Contact us at:

Prime Tax Strategies LLC

Email: [email protected]

Phone: 618-538-1490