Terms of Service

Effective Date: January 2025

Last Updated: January 2025

1. Agreement to Terms

By accessing or using the services provided by The Tax Guy, Inc. ("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.

2. Description of Services

The Tax Guy, Inc. provides professional tax preparation and consulting services for individuals and small businesses. Our services include:

  • Personal tax return preparation and filing
  • Business tax return preparation and filing
  • Tax consulting and advisory services
  • Entity formation services (LLC, S-Corp, etc.)
  • Financial statement preparation
  • Related tax and accounting services

3. User Obligations

By using our services, you agree to:

  • Provide accurate, complete, and truthful information
  • Maintain the confidentiality of your account credentials
  • Notify us immediately of any unauthorized access to your account
  • Comply with all applicable laws and regulations
  • Use our services only for lawful purposes
  • Review all tax returns before signing and filing

4. Payment Terms

Payment terms are as follows:

  • Fees for services are due as specified in your invoice
  • Payment is required before final tax return filing in most cases
  • We accept payment via credit card, ACH, or other methods as agreed upon
  • Late payments may be subject to interest charges
  • All fees are non-refundable once services have been rendered

5. Electronic Communications

By using our services, you consent to receive electronic communications from us, including:

  • Emails sent via Gmail API containing invoices, draft reviews, and service updates
  • Text messages (SMS) for tax deadline reminders and status updates
  • Notices about your account or services

You may opt out of marketing communications at any time, but service-related communications are necessary for the provision of our services.

6. Limitation of Liability

To the maximum extent permitted by law:

  • The Tax Guy, Inc. is not liable for any indirect, incidental, or consequential damages
  • Our liability is limited to the fees paid for the specific services in question
  • We are not responsible for errors or omissions in information provided by clients
  • Clients are responsible for reviewing and approving all tax returns before filing

7. Professional Standards

We maintain professional standards in accordance with:

  • IRS Circular 230 standards for tax practice
  • American Institute of CPAs (AICPA) Professional Standards (if applicable)
  • State licensing requirements for tax preparers

8. Data Security and Privacy

We take data security seriously and implement industry-standard security measures. For details about how we collect, use, and protect your information, please review our Privacy Policy.

9. Third-Party Services

Our services may integrate with third-party services including:

  • Google OAuth and Gmail API for email communications
  • Square for payment processing
  • Plaid for banking data integration
  • Firebase for secure data storage
  • DocuSeal for electronic signatures

Your use of these third-party services is subject to their respective terms of service and privacy policies.

10. Account Termination

We reserve the right to suspend or terminate your account if:

  • You violate these Terms of Service
  • You provide false or misleading information
  • You fail to pay fees when due
  • You engage in fraudulent activity

You may terminate your account at any time by contacting us at support@taxguyinc.com.

11. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes via email or through our service. Continued use of our services after changes constitutes acceptance of the modified Terms.

12. Governing Law

These Terms are governed by the laws of the State of Washington, United States. Any disputes arising from these Terms or our services shall be resolved in the courts of Pierce County, Washington.

13. Contact Information

For questions about these Terms of Service, please contact us:

Email: support@taxguyinc.com
Phone: 415-235-5252
Address: 3906 160th st NW, Gig Harbor, WA 98332

By using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.