Last Updated:2024

 

By using our services, you agree to comply with and be bound by the following terms and conditions. Please read these Terms of Service (“Terms”) carefully.

 

1. Acceptance of Terms

 

By accessing or using our services, you agree to comply with and be bound by these Terms. If you do not agree to these Terms, you must refrain from using our services.

 

2. Services Provided

 

SMART INCOME TAX provides income tax preparation services, including but not limited to the preparation of tax returns, advisory services, and document management. We may also use communication methods, including SMS, to contact clients regarding appointments, document requests, and tax-related matters.

 

3. Client Responsibilities

 

As a client, you agree to:

 

• Provide accurate and complete information necessary for the preparation of your tax return.

• Promptly submit all required documentation and respond to requests in a timely manner.

• Notify us of any changes in your personal, financial, or tax situation that could impact your tax filing.

 

4. Fees and Payment

 

The fees for our services are outlined during the intake process and are subject to change based on the complexity of your tax return. Payment is due upon completion of services. We accept various forms of payment, including credit cards and other methods as agreed upon.

 

5. SMS Communication

 

By providing your phone number, you consent to receive SMS communications from us, including but not limited to appointment reminders, document requests, and promotional messages. You may opt out of SMS at any time by replying STOP to any message.

 

6. Confidentiality

 

We are committed to maintaining the confidentiality of your personal and financial information. Your data will be securely stored and managed using trusted third-party platforms and tax preparation software. We will not share your information with third parties without your consent, except as required by law or for the purpose of providing our services.

 

7. Limitation of Liability

 

SMART INCOME TAX is not liable for any loss, damage, or expense that may result from the use of our services, except in cases of gross negligence or willful misconduct. We are not responsible for any delays or inaccuracies caused by third-party service providers or external factors beyond our control.

 

8. Termination of Services

 

Either party may terminate the services at any time by providing written notice. If you decide to terminate our services, you remain responsible for payment for any work completed up to the point of termination.

 

9. Amendments

 

We reserve the right to update or amend these Terms at any time. Any changes will be posted on our website, and you are encouraged to review these Terms periodically.

 

10. Governing Law

 

These Terms are governed by the laws of the state in which SMART INCOME TAX is located, and any disputes shall be resolved in accordance with the laws of that jurisdiction.

 

11. Contact Information

 

If you have any questions regarding these Terms, please contact us at:

SMART INCOME TAX
5225 Canyon Crest Dr Suite 301-B Riverside California 92507
info@smartincometax.com 909-577-3777