Legal Disclaimer & Terms of Service
Last updated: June 2026. Please read these terms carefully before engaging our services.
1. Nature of Services
We provide bookkeeping, accounting support, administrative organization, tax preparation assistance, and business documentation support. Unless explicitly agreed in a separate engagement letter, we do not provide legal advice, investment advice, certified public accounting (CPA) audit services, or fiduciary services. Any information or guidance we provide is for general organizational and preparatory purposes only.
2. Client Responsibility for Accuracy
The client is solely responsible for the accuracy, completeness, and timeliness of all financial records, documents, and information provided to us. We rely on the data you supply. We are not responsible for errors, omissions, or misstatements that originate from incomplete, inaccurate, or delayed information provided by the client or third parties (e.g., banks, payment processors, government agencies).
3. No Liability for Penalties, Fines, or Debts
We are not liable for any tax penalties, interest, fines, late fees, audits, legal disputes, or debts incurred by the client or the client's business. This includes, but is not limited to, penalties resulting from missed filing deadlines, underpayment of taxes, incorrect classifications, or decisions made by the client after receiving our services. The client acknowledges that tax and compliance outcomes depend on numerous factors outside our control, including the client's own actions, government interpretation of law, and third-party behavior.
4. Limitation of Liability
To the maximum extent permitted by applicable law, our total liability for any claim arising out of or relating to our services — whether in contract, tort, negligence, or otherwise — shall not exceed the total amount paid by the client for the specific service that gave rise to the claim during the 12 months preceding the claim. In no event shall we be liable for any indirect, incidental, consequential, special, or punitive damages, including lost profits, lost revenue, or loss of business opportunity, even if advised of the possibility of such damages.
5. Use of Third-Party Platforms
We may assist with setup, configuration, or data entry on third-party platforms such as QuickBooks, Odoo, or other accounting and tax software. We do not control these platforms, their uptime, security practices, pricing, or feature changes. We are not liable for any data loss, service interruption, security breach, or errors originating from third-party platforms, nor for any changes in their terms of service or functionality.
6. Filing Deadlines & Government Compliance
Meeting government filing deadlines and compliance requirements is a shared responsibility. While we endeavor to complete work in a timely manner, the ultimate responsibility for filing taxes, reports, and other required documents on time rests with the client. We are not responsible for penalties or adverse consequences arising from the client's failure to provide necessary information, approve filings, or pay fees by the required deadlines.
7. No Guarantee of Specific Results
We do not guarantee any specific tax refund amount, tax savings, deduction eligibility, credit qualification, or business outcome. Every business and tax situation is unique. Projections, estimates, or examples we may discuss are illustrative only and do not constitute a guarantee of future results.
8. Confidentiality & Data Security
We treat client information with strict confidentiality and use reasonable safeguards to protect data. However, the client acknowledges that no system is completely secure and that transmission of information over the internet carries inherent risks. We are not liable for unauthorized access to data that occurs despite our reasonable security measures or for breaches caused by the client's own devices, credentials, or negligence.
9. Intellectual Property
All templates, checklists, workflows, documentation, and proprietary processes developed by us remain our intellectual property. The client receives a limited, non-transferable license to use such materials solely for their own internal business operations in connection with the services rendered. Resale, redistribution, or public distribution of our materials is prohibited without prior written consent.
10. Governing Law & Jurisdiction
These terms and any dispute arising from our services shall be governed by the laws of the State of Texas and the United States of America, without regard to conflict-of-law principles. Any legal action shall be brought exclusively in the state or federal courts located in Harris County, Texas. The client waives any objection to this venue.
11. Amendments
We reserve the right to update these terms at any time. Continued use of our services after any changes constitutes acceptance of the revised terms. The most current version will always be available on this page.
12. Contact
For questions about these terms, contact us at taxxjose26@gmail.com or +1 713 503 7981.
© 2026 Accounting and Tax Services. All rights reserved. These terms are provided for informational purposes and do not constitute a legal contract. A signed engagement letter or service agreement may supersede portions of this general disclaimer.