We provide professional tax preparation and filing services for individual and business clients. These services may include, but are not limited to:
● Income tax preparation
● Tax filing with federal, state, and local authorities
● Tax advice and consultation
● Tax refund processing
● Assistance with tax audits (if applicable)
2. Client Responsibilities
By engaging our Services, you agree to:
2.1 Provide accurate, complete, and timely information necessary for the preparation
and filing of your taxes.
2.2 Ensure that all required documents (W-2 forms, 1099 forms, receipts, etc.) are
submitted to us in a timely manner.
2.3 Notify us of any changes to your tax situation that may affect your filing (e.g.,
changes in income, address, marital status, etc.).
2.4 Review your completed tax return for accuracy before filing.
2.5 Maintain copies of all documents related to your tax filing.
3. Our Responsibilities
3.1 Provide professional tax preparation services based on the information you provide.
3.2 Ensure compliance with all relevant tax laws and regulations.
3.3 Keep your personal and financial information confidential, in accordance with our
privacy policy.
3.4 Notify you of any discrepancies or issues that may arise during the preparation of
your tax return.
3.5 Assist with corrections or amendments to your tax filing if errors are made due to our negligence.
4. Fees and Payment
4.1 Our fees for tax filing services will be communicated to you before beginning any
work.
4.2 Fees are due upon completion of the tax filing process or as agreed upon.
4.3 We accept payments through credit cards, cash, and refund transfers.
4.4 Additional fees may apply for complex filings, audits, or if additional services are
requested.
5. Confidentiality and Data Protection
We are committed to protecting your personal information and maintaining confidentiality. Your tax information will not be shared with third parties, except as necessary to complete the services or as required by law.
6. Limitation of Liability
We are not liable for any errors or omissions in your tax filing that result from inaccurate or incomplete information you provided. Our liability for any claims arising from our Services is limited to the fees paid for the specific tax filing.
7. Refund Policy
If your tax filing requires amendment due to an error made by us, we will correct the filing at no additional charge. However, we do not offer refunds for taxes paid, penalties, interest, or other charges arising from delays or errors caused by incomplete, inaccurate, or untimely information provided by you.
8. Client Liability for Errors
Clients are solely responsible for ensuring that all information submitted for tax preparation is complete, accurate, and timely. Tax Pro Filing is not liable for any penalties, interest, or taxes owed due to client-provided mistakes. Any resulting liabilities will remain the client's responsibility and will not be reimbursed or deducted from any refund.
9. Amendments and Termination
We reserve the right to amend or update these Terms and Conditions at any time. Any changes will be effective once they are posted on our website or communicated to you directly. You may terminate our services at any time, provided that you settle any outstanding fees for services rendered up to that point.
10. Indemnification
You agree to indemnify, defend, and hold harmless Tax Pro Filing, its affiliates, officers, employees, and agents from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorney’s fees) arising out of or related to:
10.1 Errors or Omissions: Any inaccuracies, incomplete information, or omissions in the data, documents, or materials provided by you for the preparation of your tax filings
10.2 Non-Compliance: Your failure to provide required information, adhere to applicable tax laws, or comply with filing deadlines.
10.3 Third-Party Claims: Any claims, penalties, interest, or disputes with the Internal Revenue Service (IRS) resulting from circumstances beyond Tax Pro Filing’s control, including but not limited to the provision of false or misleading information.
10.4 Use of Services: Any misuse of our services or failure to follow the guidance or
recommendations provided by Tax Pro Filing.
11. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of Texas. Any disputes that arise under or in connection with this Agreement shall be subject to the exclusive jurisdiction of the courts in Texas.
12. Contact Information
For any questions or concerns regarding these Terms and Conditions or our services, please contact us or drop by our office.
Phone number: (956)-955-6511
Email: [email protected]
Address: Tax Pro Filing 918 N 77 Sunshine Strip, Ste 1 Harlingen, TX 78550
Introduction
At Tax Pro Filing, we are committed to safeguarding the privacy of our clients. This policy outlines how we collect, use, and protect your personal and financial information in accordance with applicable privacy laws and regulations. By using our services, you acknowledge and agree to the terms of this privacy policy.
Collection of Personal and Financial Information
To provide accurate tax services, we collect the following types of information from clients:
● Personal Information: This includes your name, address, phone number, email address, date of birth, and social security number.
● Financial Information: This includes details about your income, tax returns, business expenses, investments, and other financial records necessary for preparing your tax returns.
● Identification Information: We may collect government-issued IDs such as your Social Security Number or Tax Identification Number.
● Employment Information: This includes employer details, job title, wages, and employment status.
● Other Information: Any additional data required to ensure proper and accurate tax filings.
Use of Personal and Financial Information
The personal and financial information we collect is used to assist you in a number of ways:
● Preparing and filing your tax returns.
● Offering tax planning and advice.
● Assisting with tax-related inquiries or audits.
● Ensuring compliance with applicable tax laws and regulations.
● Communicating important updates or information about your tax filings.
● Providing general tax-related assistance as needed.
Protection of Information
We are committed to ensuring the security of your personal and financial information. To protect your data, we implement several security measures:
● All information is stored securely within our office and electronic systems.
● Access to sensitive data is restricted to authorized personnel only.
● Electronic records are protected by encryption, secure passwords, and firewalls.
● Physical documents containing personal or financial information are stored in locked, restricted areas.
● We have strict guidelines in place for the secure disposal of personal information, including shredding paper documents and securely deleting electronic files.
Disclosure of Information
We will not disclose your personal or financial information to third parties except in the following cases:
● When required by law or regulatory authorities, such as during a tax audit or investigation.
● To third-party service providers (e.g., tax software companies or accounting firms) who help us deliver tax services. However, this will only be done to the extent necessary for them to perform their duties on your behalf.
● With your explicit written consent, should you request us to share your information with a third party, such as when applying for a loan or handling specific tax matters?
Your Rights and Control
As a client, you have the right to:
● Access the personal and financial information we hold about you.
● Request corrections or updates to your information if it is found to be inaccurate or incomplete.
● Withdraw your consent for the use of your personal data (subject to certain legal or contractual restrictions).
Retention and Disposal of Personal Information
We will retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this policy, including compliance with tax laws. Once the information is no longer needed, we ensure that it is securely disposed of:
● Paper documents containing personal or financial information are shredded.
● Digital files are permanently deleted and securely erased.
Privacy Violations and Complaints
If you believe your privacy rights have been violated or have concerns about how your personal and financial information is handled, please contact us immediately. We take privacy concerns seriously and will investigate any complaints promptly.
Access and correction rights
● You have the right to access and correct your recorded personal information by contacting our local office.
● Your request must describe the recorded personal information in sufficient detail for us to identify it. We may not be able to grant your request in some circumstances, including when we are unable to locate the record, we reasonably conclude that the information in our records is accurate, we are unable to provide access to you without compromising the confidentiality or legal rights of others, or as otherwise permitted by law.
Keeping you informed
We will provide you with an updated copy of this notice at least once a year for as long as you remain our customer. When you are no longer our customer, we will continue to share your information as described in this notice.