Terms of Service

Effective Date: October 9, 2025

1. Agreement to Terms

By engaging Arizona Tax Accounting and Consulting Services, LLC (“AZTACS,” “we,” “us,” or “our”) for any services, you agree to be bound by these Terms of Service (“Terms”). If you disagree with any part of these terms, please do not use our services.

2. Services Provided

AZTACS provides tax preparation, bookkeeping, financial planning, and consulting services for individuals and small businesses. Our services include but are not limited to:

• Individual and business tax return preparation
• Tax planning and strategy consultation
• Bookkeeping and accounting services
• Financial planning guidance
• IRS compliance assistance
• Business entity formation consulting

Services may be delivered remotely or in-person at your home or place of business throughout Arizona.

3. Client Responsibilities

You agree to:

• Provide complete and accurate information necessary for us to perform our services
• Submit all required documents in a timely manner
• Review all tax returns and documents before filing or submission
• Notify us immediately of any errors or changes in your financial situation
• Maintain copies of all documents provided to us
• Pay all fees as agreed upon for services rendered

4. Professional Standards

AZTACS maintains professional standards in accordance with applicable federal and state regulations. Our services are provided based on current tax laws and regulations as of the date services are rendered. Tax laws are subject to change, and past performance does not guarantee future results.

5. Fees and Payment Terms

• Tax preparation services are typically charged at a flat fee rate
• Bookkeeping services are billed on a monthly basis
• Tax and financial planning services are priced on a case-by-case basis
• Payment is due upon completion of services unless otherwise agreed in writing
• We reserve the right to withhold completed work until payment is received
• Additional fees may apply for amended returns, audit representation, or expedited services

6. Turnaround Time

• Tax returns are typically completed within 7 business days of receiving all necessary documentation
• Bookkeeping and planning services timelines vary based on individual client needs
• These timeframes are estimates and may vary during peak tax season

7. Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and legal requirements. We will not disclose your personal or financial information to third parties without your consent, except as required by law or professional standards.

8. Text Messaging and SMS Communications

Consent to Receive Text Messages By providing your mobile phone number to Arizona Tax Accounting and Consulting Services, LLC, you may choose to consent to receive text messages from us. We offer two types of text messaging services:

Service/Transactional Messages: These include appointment reminders, tax deadline notifications, document requests, and important updates about your account or services. Examples include:

• “AZTACS: Your tax appointment is tomorrow at 2 PM. Reply CONFIRM to confirm or RESCHEDULE to change.”
• “AZTACS: Your tax return is ready for review. Please contact us at [phone] to schedule pickup.”
• “AZTACS: Tax deadline reminder – October 15 extension deadline is approaching.”

Marketing/Promotional Messages: These include tax tips, service announcements, and promotional offers. Examples include:

• “AZTACS: New tax law changes may affect your return. Schedule a free consultation at [phone].”
• “AZTACS: Tax season is here! Book your appointment early for fastest service.”

Message Frequency and Charges

• Service messages: Vary based on your service needs (typically 2-5 messages per month during active service periods)
• Marketing messages: Maximum of 4 messages per month
• Standard message and data rates may apply based on your mobile carrier plan
• AZTACS does not charge for text messages we send

Opt-In Process You may opt-in to text messaging by:

• Checking the appropriate consent boxes on our website forms
• Verbally agreeing during a consultation
• Texting START to our designated number
• Providing written consent on service agreements

Your consent is voluntary. You may use our services without consenting to text messages. Phone number fields on our forms are optional and not required to receive our services.

Opt-Out Instructions You may opt-out of text messages at any time by:

• Replying STOP, UNSUBSCRIBE, CANCEL, END, or QUIT to any message
• Calling us at [phone number]
• Emailing us at [email address]
• Notifying us in person

Upon opt-out, you will receive a final confirmation message and no further messages will be sent unless you opt-in again.

Help and Information Reply HELP to any message for assistance or contact information.

Privacy and Security We will never send sensitive tax information via text message. Text messages are not encrypted and should not be considered secure. Never send Social Security Numbers, account numbers, or other sensitive information via text.

9. Limited Liability

While we strive for accuracy in all our work, AZTACS’s liability for any errors or omissions shall be limited to the fees paid for the specific service in question. We are not liable for:

• Penalties or interest imposed by tax authorities due to your failure to provide accurate information
• Consequences of decisions made based on our advice that are affected by subsequent changes in law
• Indirect, incidental, or consequential damages

10. Audit Assistance

If you are selected for audit by any tax authority for returns we have prepared, we will provide assistance as follows:

• We will help you understand the audit process
• Additional fees will apply for audit representation services
• You remain responsible for the accuracy of information originally provided to us

11. Record Retention

We will maintain copies of your tax returns and supporting documents for a period of three years. After this period, documents may be destroyed. You are responsible for maintaining your own copies of all tax returns and supporting documentation as required by law.

12. Electronic Communication

By providing us with your email address and phone number, you consent to receive communications from us electronically. We may communicate with you by email or text message regarding your services, appointments, and other matters related to our professional relationship. See Section 8 for specific text messaging terms.

13. Termination

Either party may terminate the service agreement at any time with written notice. Upon termination:

• You remain responsible for payment of all services rendered to date
• We will return your original documents upon request
• Our duty of confidentiality continues after termination

14. Free Consultation

Our free consultation includes:

• Review of up to 3 years of prior tax returns
• A complimentary financial review
• General tax planning discussion This consultation does not establish a client relationship until a service agreement is signed.

15. Dispute Resolution

Any disputes arising from these Terms or our services shall be resolved through mediation in Maricopa County, Arizona. If mediation fails, disputes shall be resolved through binding arbitration under the rules of the American Arbitration Association.

16. Indemnification

You agree to indemnify and hold AZTACS harmless from any claims, losses, or damages arising from:

• Your failure to provide accurate and complete information
• Your failure to comply with tax laws and regulations
• Unauthorized use of our services or advice

17. Service Hours

Our standard business hours are Monday through Friday, 8:00 AM to 5:00 PM Arizona time. We do not offer emergency services or extended hours. Services provided outside normal business hours are at our discretion.

18. No Guarantee of Results

We cannot guarantee specific tax outcomes, refund amounts, or audit results. All tax positions taken are based on our interpretation of tax law and your specific circumstances.

19. Governing Law

These Terms shall be governed by the laws of the State of Arizona without regard to its conflict of law provisions.

20. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify clients of any material changes. Your continued use of our services after such modifications constitutes acceptance of the updated Terms.

21. Severability

If any provision of these Terms is deemed invalid or unenforceable, the remaining provisions shall continue in full force and effect.

22. Entire Agreement

These Terms constitute the entire agreement between you and AZTACS regarding our services and supersede all prior agreements and understandings.

23. Contact Information

For questions about these Terms, please contact us at: Arizona Tax Accounting and Consulting Services, LLC Mesa, Arizona +1 602-833-2206 [Email to be provided]

24. Customer Support

For any questions, concerns, or assistance with our services, you may contact AZTACS Customer Support at +1 602-833-2206 or [email address] during regular business hours.

25. Carrier Liability Disclaimer

Standard message and data rates may apply for text messages you receive from us, and AZTACS is not responsible for any carrier charges you incur.

26. Age Restriction

Use of our services is restricted to individuals who are at least 18 years of age.

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