Terms of Service

1. Acceptance of Terms

By accessing and using The Texas Tax Lady website and services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Description of Services

The Texas Tax Lady provides professional tax preparation services including:

• Individual and business tax return preparation
• Tax planning and consultation
• IRS representation and audit support
• Educational resources and tax learning modules
• Document management and secure file storage
• AI-powered tax assistance (supplementary guidance only)

3. User Responsibilities

As a user of our services, you agree to:

• Provide accurate, complete, and timely information
• Maintain the confidentiality of your account credentials
• Promptly review and approve tax returns before filing
• Notify us immediately of any errors or discrepancies
• Comply with all applicable tax laws and regulations
• Pay all fees for services rendered in a timely manner

4. Professional Services

Tax Preparation Standards:

• All tax returns are prepared by or under the supervision of a PTIN-registered tax professional
• We adhere to IRS Circular 230 regulations and professional standards
• Electronic filing is conducted using our authorized EFIN credentials

Not Legal Advice: Our services constitute tax preparation and planning assistance, not legal advice. For legal matters, consult a licensed attorney.

5. Fees and Payment

• Service Fees: Fees are based on the complexity of your tax situation and will be disclosed before service begins
• Payment Terms: Payment is due upon completion of services unless other arrangements are made
• Refund Policy: Refunds may be available for unused services within 30 days of purchase
• Late Payments: Late payments may incur additional fees or service suspension

6. Accuracy Guarantee

We guarantee the accuracy of our tax preparation based on the information you provide:

• If we make an error that results in penalties or interest, we will pay those penalties and interest
• You remain responsible for additional taxes owed
• This guarantee applies only to returns prepared by our professionals
• You must notify us of any IRS notices within 30 days of receipt

7. Limitation of Liability

To the maximum extent permitted by law:

• Our liability is limited to the fees paid for the specific service
• We are not liable for indirect, incidental, or consequential damages
• We are not responsible for missed deadlines due to late document submission
• We are not liable for penalties resulting from inaccurate information provided by you

8. Intellectual Property

All content on this website, including text, graphics, logos, and software, is the property of The Texas Tax Lady and is protected by copyright laws. You may not:

• Reproduce or distribute our content without permission
• Use our trademarks or logos without authorization
• Reverse engineer or copy our proprietary methods

9. Account Termination

We reserve the right to suspend or terminate accounts that:

• Violate these Terms of Service
• Provide fraudulent information
• Engage in illegal activities
• Fail to pay for services rendered

You may close your account at any time by contacting us. Tax records will be retained according to legal requirements.

10. Dispute Resolution

• Governing Law: These terms are governed by the laws of the State of Texas
• Arbitration: Disputes will be resolved through binding arbitration in Texas
• Class Action Waiver: You waive the right to participate in class action lawsuits

11. Electronic Communications

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

• Service agreements and updates
• Tax documents and returns
• Important tax deadlines and reminders
• Marketing communications (with opt-out option)

12. Modifications to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting. Your continued use of our services constitutes acceptance of the modified terms.

13. Disclaimers

• No Guarantee of Results: Past performance does not guarantee future tax outcomes
• Tax Law Changes: We are not responsible for changes in tax laws after return preparation
• Third-Party Services: We are not liable for third-party services or software
• AI Limitations: AI-powered features are for guidance only and should not replace professional judgment

14. Contact Information

For questions about these Terms of Service:

The Texas Tax Lady
Email: legal@texastaxlady.com
Phone: 1-800-TAX-LADY
Business Hours: Monday-Friday, 9 AM - 6 PM CST
Extended hours during tax season