Terms of Use

Terms of Use for TRUSTWARD

Date of Last Revision: March 26, 2026

Communication is fundamental to any successful relationship. We intend for this website and our engagement letter to provide clarity regarding how we work with you in delivering accounting services. Whether those services include bookkeeping (where we manage tactical execution), accounting (where our accountants analyze current results), CFO services (where we assist in planning for your future), or tax services (where we support compliance), we appreciate the trust you place in us.

Terms of service necessarily include legal language, and those provisions are set forth below.

Firm

Weir Consulting Group LLC d/b/a TRUSTWARD ("TRUSTWARD," "we," or "us") is an accounting and fractional CFO firm. We have been in operation since 2019.

This agreement ("Agreement" or "Terms of Service") is entered into by and between TRUSTWARD and you, together with your affiliated business entities ("Client" or "you"). "Affiliate" means any company that controls, is controlled by, or is under common control with Client, directly or indirectly, where control means an ownership interest of at least twenty percent (20%).

Staff

Our office is located in Richmond, Virginia, and we also have remote personnel who live and work throughout the United States ("U.S.").

Our personnel are typically employees; however, certain individuals provide services to us under independent contractor arrangements.

Agreement

This Agreement states the terms and conditions that govern your access to and use of the TRUSTWARD website (https://trustward.com), third-party web-based software services, and content made available throughout our site. A detailed description of our paid services is available on our services page (https://trustward.com/services).

This Agreement contemplates one or more services offered by TRUSTWARD, all of which are governed by these Terms of Service and collectively constitute the Agreement. If there is any inconsistency between these Terms of Service and the engagement letter, the engagement letter shall prevail.

These Terms of Service and the engagement letter constitute the entire Agreement between the parties and supersede any prior or contemporaneous negotiations or agreements, whether oral or written. Client acknowledges that it is not relying on any representations, oral or written, that are not included in this Agreement. No representation, promise, or inducement not contained in this Agreement shall be binding.

By engaging us to provide services, you acknowledge that we act as management consultants. You remain free to accept or reject our advice.

Employment Relationship

The parties are independent contractors with respect to one another, and neither party is authorized to act for the other as an agent, representative, or partner.

Newsletters and Similar Communications

From time to time, we may send newsletters, emails, explanations of tax law developments, blogs, or similar communications to selected clients, former clients, prospective clients, or other interested parties. These communications are general in nature and do not constitute definitive advice. We do not send all such communications to all clients, former clients, or interested parties. These newsletters do not establish or continue a client relationship with any person, nor do they constitute an undertaking on our part to monitor tax or other issues for you or for any other party.

Third-Party Partners

We routinely receive compensation for making referrals to our technology and other third-party partners, typically in accordance with their accounting partner programs and as published on the partner websites.

Acceptance of Terms of Service

By (1) checking a box indicating your acceptance, (2) ordering, or (3) accessing TRUSTWARD's services, you agree to be bound by this Agreement and all other policies, procedures, and rules that we may publish, together with any additional terms and conditions that we and you may agree to in writing in an engagement letter. We may refuse to offer TRUSTWARD's services to any entity at our discretion, and use of TRUSTWARD's services is not authorized in any jurisdiction that does not give effect to all provisions of these Terms of Service. If you do not agree with these Terms of Service, or if you are not legally able to enter into a contract, you are not authorized to use TRUSTWARD's services.

Modification of Terms of Service

We reserve the right to modify or replace any provision in the Agreement, or to change, suspend, or discontinue TRUSTWARD's services at any time. It is your responsibility to review the Terms of Service periodically for changes, and your continued use of TRUSTWARD's services following any change to the Terms of Service constitutes acceptance of those changes to the Agreement. If any term of this Agreement is invalid or unenforceable, the remaining terms shall continue in effect. Except with respect to the payment of monies, neither party shall be liable for events beyond its reasonable control, including, without limitation, force majeure events.

Third Party Sites

TRUSTWARD's services are reliant on other websites,  including but not limited to QuickBooks Online, Bill.com, Ramp, ADP and others. Third-party sites and services are not under our control, and you agree that TRUSTWARD shall not be responsible or liable, directly or indirectly, for any damage or loss in connection with the use of, or reliance on, any such content, products, or services available from any such third party.

Bank Feeds

Bank feeds are among the greatest operational challenges in day-to-day accounting in the U.S. In order to automate your accounting, reduce labor hours, and keep service costs as low as possible, Clients must keep bank feeds active and functioning properly. Because these are your bank accounts, and because we recommend restricting access to your assets, we require your assistance in keeping those feeds connected.

We recognize that this can be inconvenient; however, when we contact you to advise that a bank feed has encountered an issue, we require your assistance to (1) reconnect it on a timely basis and (2) work with us to resolve the matter. Accordingly, you agree to provide TRUSTWARD with remote read-only access to your accounting and bank feed systems, as may be required by TRUSTWARD's services. You are solely responsible for the adequacy of your security measures for remote access users, although we strongly recommend read-only access to any financial asset account. You represent and warrant that your use of TRUSTWARD's services will not violate any agreement or terms to which you are subject.

Use of TRUSTWARD's Services

Client and its authorized employees, affiliates, and contractors may access TRUSTWARD's services in compliance with the Agreement and applicable law.

Client Data

All data you provide ("Client Data") and all results derived by TRUSTWARD's services from the Client Data ("Results") shall remain your property. We will use Client Data solely for purposes of performing under this Agreement.

During and after the term of this Agreement, TRUSTWARD may use and own all anonymized Client Data and Results within TRUSTWARD's services for purposes of enhancing our products and services, aggregated statistical analysis, technical support, and other business purposes.

Promotional Communication 

You agree to allow TRUSTWARD to use your trademarks, logos, trade names, and a description of the business relationship between us in TRUSTWARD marketing and sales promotional materials. If you would like to be excluded, it is your responsibility to communicate your desire to be excluded to TRUSTWARD.

Payment of Fees

You must pay all fees as specified in the engagement letter and subsequent invoices. Unless otherwise specified, payment is due upon signature of the engagement letter and upon receipt of each invoice thereafter, payable via ACH or other acceptable means. You are responsible for payment of all sales, use, withholding, VAT, and other similar taxes. If you believe in good faith that any invoice is incorrect and wish to dispute it, you must notify us within ten (10) days of your receipt of the invoice. We reserve the right to charge interest at one percent (1%) per month on any undisputed invoice that is not paid within thirty (30) days of the invoice date.

TRUSTWARD reserves the right to suspend your access to any TRUSTWARD services if you fail to pay any undisputed invoice when due, until your account is paid in full or you have made other payment arrangements satisfactory to us. Any suspension of services will not affect your obligations to us under this Agreement. If collection action is required to collect unpaid balances due, you shall reimburse TRUSTWARD for collection costs, including, but not limited to, reasonable attorneys' fees.

Pricing Changes

Our typical business practice is to increase service fees once per year. Other increases may relate to (1) new services added, (2) significant scope changes, (3) growth, usually volume-based, and (4) price changes from our third-party vendors.

We are always pleased to add services at our current published prices. However, it is not uncommon for scope changes to arise based on facts and circumstances discovered during onboarding or while performing services. When that occurs, our operations team will work with you to understand the services you have purchased and to review alternatives if additional services are needed. We make every effort to be as accurate as possible during the sales process, and we will work with you to ensure that everything is clear if a miscommunication or scope change occurs.

We reserve the right to increase our prices in connection with growth and volume increases. Our team will notify you if you experience a price increase related to growth or volume.

Our third-party vendors do not consult with us before making pricing changes. Accordingly, we reserve the right to increase fees in response to pricing changes from the third-party vendors we use in delivering our services. We will notify you at least thirty (30) days in advance of any changes related to third-party price increases.

Mutual Confidentiality

Confidential Information means all non-public information disclosed by one party ("Discloser") to the other party ("Recipient"), whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential, given the nature of the information and the circumstances of disclosure. TRUSTWARD's Confidential Information includes, without limitation, TRUSTWARD's services, operating policies and procedures, and pricing information.

The Recipient will not disclose or use any Confidential Information of the Discloser for any purpose outside the scope of this Agreement and must make commercially reasonable efforts to limit access to the Discloser's Confidential Information to those of its employees and contractors who need such access for purposes consistent with this Agreement and who have signed confidentiality agreements with the Recipient that are no less restrictive than the confidentiality terms of this Agreement.

Confidential Information excludes information that (1) is or becomes generally known to the public without breach of any obligation owed to the Discloser, (2) was known to the Recipient prior to its disclosure by the Discloser without breach of any obligation owed to the Discloser, (3) is received from a third party without breach of any obligation owed to the Discloser, or (4) was independently developed by the Recipient without use of or access to the Confidential Information. The Recipient may disclose Confidential Information to the extent required by law or court order.

Term, Termination, Suspension

Either party may terminate this Agreement at any time for any reason.

Within thirty (30) days after termination, upon request, we will make the client portal available for Client to export Client Data and-or take over any third-party licenses. After that thirty (30)-day period, TRUSTWARD shall have no obligation to maintain the Client Data or third-party licenses.

TRUSTWARD may temporarily suspend or revoke our services and portal at any time if we, in good faith, believe that you have violated the law or that a conflict of interest exists that prevents us from providing TRUSTWARD's services in accordance with applicable ethical rules. TRUSTWARD may also temporarily suspend or revoke our services and portal at any time if you fail to make payment as described above in the Payment of Fees section.

Any terms that by their nature must survive termination of this Agreement in order to enable a party to assert its rights and receive the protections of this Agreement shall survive, including, without limitation, the confidentiality terms.

External Communication

Other than as necessary to respond to any legal or regulatory process or proceeding, or as may otherwise be required by law, neither party shall make, cause, or encourage others to make any public or private statements, including on social media, that disparage, denigrate, criticize, or malign the other party.

Employee Solicitation

You will not employ or otherwise contract for the same or similar services of any current employee, subcontractor, or agent (collectively, for purposes of this provision, "Personnel") of TRUSTWARD performing duties in support of this Agreement, or Personnel hired by TRUSTWARD to perform duties in support of this Agreement, during the term of this Agreement and until one (1) year after the earlier of (1) termination of such Personnel's engagement or (2) termination of this Agreement.

No offer or other form of employment solicitation shall be made at any time when the employment of such Personnel is prohibited by this Agreement. Because it is impossible to fix damages for breach of this non-solicitation provision with precision, it is understood and agreed that, upon breach, you will pay to TRUSTWARD, as liquidated damages, an amount equal to thirty percent (30%) of the affected Personnel's base annual compensation for each such employment solicitation made in breach of this provision. Both parties agree that this amount represents reasonable compensation to TRUSTWARD for its cost of recruiting and training Personnel and does not constitute a penalty. Such amount shall be due and payable by you within ten (10) days of receipt of written demand from TRUSTWARD. In addition to the above liquidated damages, TRUSTWARD may seek equitable relief from you.

Reasonable Liability Limits

TRUSTWARD represents and warrants that all professional services performed under this Agreement shall be performed in a workmanlike and professional manner. TRUSTWARD DISCLAIMS ALL WARRANTIES, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, AND FITNESS FOR A PARTICULAR PURPOSE. WHILE TRUSTWARD TAKES REASONABLE PHYSICAL, TECHNICAL, AND ADMINISTRATIVE MEASURES TO SECURE TRUSTWARD'S SERVICES, TRUSTWARD DOES NOT GUARANTEE THAT TRUSTWARD'S SERVICES CANNOT BE COMPROMISED. CLIENT UNDERSTANDS THAT TRUSTWARD'S SERVICES MAY NOT BE ERROR-FREE AND THAT USE MAY BE INTERRUPTED.

TRUSTWARD IS NOT LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR RELATED TO THIS AGREEMENT, INCLUDING, WITHOUT LIMITATION, COSTS OF DELAY, LOSS OF OR UNAUTHORIZED ACCESS TO DATA OR INFORMATION, AND LOST PROFITS, REVENUE, OR ANTICIPATED COST SAVINGS, EVEN IF IT KNOWS OF THE POSSIBILITY OF SUCH DAMAGE OR LOSS OR IF THE DAMAGE OR LOSS IS FORESEEABLE.

EXCEPT FOR TRUSTWARD'S INDEMNITY OBLIGATIONS, TRUSTWARD'S TOTAL LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT, WHETHER IN CONTRACT, TORT, OR OTHERWISE, SHALL NOT EXCEED THE AMOUNT PAID BY CLIENT WITHIN THE TWELVE (12)-MONTH PERIOD PRIOR TO THE EVENT THAT GAVE RISE TO THE LIABILITY.

Indemnity

TRUSTWARD will defend or settle any third-party claim against Client to the extent that such claim alleges that TRUSTWARD's services violate a copyright, patent, trademark, or other intellectual property right, provided that Client promptly notifies TRUSTWARD of the claim in writing, cooperates with TRUSTWARD in the defense, and allows TRUSTWARD to solely control the defense or settlement of the claim.

TRUSTWARD will pay infringement claim defense costs that it incurs in defending Client, together with TRUSTWARD-negotiated settlement amounts and court-awarded damages. If such a claim appears likely, TRUSTWARD may modify TRUSTWARD's services, procure the necessary rights, replace the services with a functional equivalent, or terminate the affected functionality and refund any prepaid and unused fees. TRUSTWARD has no obligation for any claim arising from TRUSTWARD's compliance with Client's specifications; a combination of TRUSTWARD's services with other technology or aspects where the infringement would not occur but for the combination; use of Client Data; or technology or aspects not provided by TRUSTWARD. THIS PARAGRAPH CONTAINS CLIENT'S EXCLUSIVE REMEDIES AND TRUSTWARD'S SOLE LIABILITY FOR INTELLECTUAL PROPERTY INFRINGEMENT CLAIMS. You hereby irrevocably agree to indemnify, defend, and hold harmless TRUSTWARD, its affiliates, directors, officers, employees, and agents from and against any and all loss, costs, damages, liabilities, and expenses, including attorneys' fees, arising out of or related to (i) any third-party claim resulting from your breach of any covenant, representation, or warranty contained in this Agreement and-or (ii) your use of TRUSTWARD's services.

Governing Law and Venue

This Agreement is governed by the laws of the Commonwealth of Virginia, without regard to conflicts of law principles, with respect to any dispute between the parties or otherwise relating to the subject matter of this Agreement. Any controversy, dispute, or claim of any nature arising out of, in connection with, or in relation to the interpretation, performance, or breach of this Agreement, including any claim based on contract, tort, or statute, shall, at the request of any party to this Agreement, be resolved by final and binding arbitration conducted at a location determined by the arbitrator in Richmond, Virginia, administered by and in accordance with the then-existing rules and procedures of the American Arbitration Association, and judgment upon any award rendered by the arbitrator may be entered by any state or federal court having jurisdiction thereof.

Assignment

Neither party may assign or transfer this Agreement or any order to a third party, except that this Agreement, together with all orders, may be assigned without the consent of the other party as part of a merger or sale of substantially all of the assets of a party. Notwithstanding the foregoing, we may use subcontractors to perform services, in our sole discretion and without notice, provided that the use of any such subcontractors shall not affect our obligations or responsibilities to you.

Income Tax, Franchise Tax, Sales Tax, and 1099 Services Terms & Conditions

These Tax and 1099 Terms and Conditions are pursuant to and in accordance with the Legal Terms of Service. If there is any conflict between the terms of the Agreement and these Tax and 1099 Services Terms, the latter shall apply.

In the course of delivering services relating to income tax return preparation, tax advisory services, assistance in tax controversy matters, franchise tax return preparation, sales tax return preparation, and 1099 matters, TRUSTWARD applies customary practices intended to provide these services in a cost-effective manner. These Terms describe certain of those customary practices, as well as other standard terms, conditions, and limitations relating to our provision of tax and 1099 services.

We will prepare your tax returns based upon the information and representations you provide to us. We will not audit or otherwise verify the data you submit, although we may ask you to clarify certain information. We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service ("IRS") and the state and local tax authorities identified above. Our work is not intended to benefit or influence any third party, whether to obtain credit or for any other purpose.

You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS and state and local tax authorities, regardless of the nature of the claim, including the negligence of any party.

Our engagement does not include any procedures designed to detect errors, fraud, or theft. Accordingly, our engagement cannot be relied upon to disclose such matters. This engagement is limited to the professional services outlined in the engagement letter.

TRUSTWARD Tax Responsibilities

Unless otherwise noted, we will perform our services in accordance with the Statements on Standards for Tax Services ("SSTSs") issued by the American Institute of Certified Public Accountants ("AICPA") and U.S. Treasury Department Circular 230 ("Circular 230"). It is our duty to perform services with the same standard of care that a reasonable income tax preparer would exercise in this type of engagement. It is your responsibility to safeguard your assets and maintain accurate records pertaining to transactions. We will not hold your property in trust for you or otherwise accept fiduciary duties in the performance of the engagement.

Prior Year Review

Our review of the prior year's income or sales tax return will necessarily be limited and may not identify all errors. We will, however, bring to your attention any errors that we do identify. If you ask us to prepare amended tax returns and address any other matters arising from any error, we will confirm that representation in a separate engagement letter.

Estimated Tax Payments

You may be required to make quarterly estimated income tax payments. We will calculate these payments based upon the information you provide for preparation of your tax returns and have no obligation to update recommended payments after the engagement is completed.

Tax Planning Services

During the course of preparing the tax returns identified above, we may bring to your attention potential tax savings strategies for you to consider as a means of reducing your taxes in subsequent tax years. However, we have no responsibility to do so and will take no action with respect to such recommendations, as responsibility for implementation remains with you.

Use of Third-Party Service Providers

Some of our tax services require the use of a third party. We receive compensation for making such a referral. As part of our engagement, we will evaluate the work performed and the advice given by such service providers. If we do not concur with the advice provided by such service providers, we will communicate our nonconcurrence to you in writing.

We will share confidential information with third-party providers but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures, and safeguards to protect the confidentiality of your information.

Tax Deliverables

Our advice is based upon tax reference materials, facts, assumptions, and representations that are subject to change. Tax reference materials include, but are not limited to, the Internal Revenue Code ("IRC"), regulations, Private Letter Rulings, and court decisions. We will not update our advice after the conclusion of the engagement for subsequent legislative or administrative changes or future judicial interpretations. To the extent we provide written advice concerning federal tax matters, we will follow the guidance contained in U.S. Treasury Department Circular 230, Section 10.37, Requirements for Written Advice.

If, for any reason, we are unable to complete the engagement, we will not issue the deliverable(s).

Government Tax Inquiries

Tax return preparation does not include responding to inquiries by any governmental agency or tax authority. If your tax return is selected for examination or audit, you may request our assistance in responding to such an inquiry. If you ask us to represent you, we will confirm that representation in an engagement letter.

Arguable Tax Positions

We will use our judgment to resolve questions in your favor where tax law is unclear, provided there is sufficient support for doing so. If there are conflicting interpretations of the law, we will explain the possible positions that may be taken on your return. We will follow the position you request, provided it is consistent with our understanding of the IRC, tax regulations, Revenue Rulings, Revenue Procedures, private letter rulings, and court decisions.

If the IRS, state, or local tax authorities later contest the position taken, additional tax, penalties, and interest may be assessed. We assume no liability, and you hereby release us from any liability including, but not limited to, additional tax, penalties, interest, and related professional fees.

Client Tax Responsibilities

Unless the data is already made available through separate services in accordance with an engagement letter, you will provide us with a trial balance and other supporting data necessary to prepare your tax returns. You must provide us with accurate and complete information. Income from all sources, including those outside of the U.S., is required.

We rely upon the accuracy and completeness of both the information you provide in the trial balance and the other supporting data you provide in rendering professional services to you.

Documentation

You are responsible for maintaining adequate documentation to substantiate the accuracy and completeness of your tax returns. You should retain all documents that provide evidence and support for reported income, credits, and deductions on your returns, as required under applicable tax laws and regulations. You are responsible for the adequacy of all information provided in such documents. You represent that you have such documentation and can produce it, if necessary, in response to any audit or inquiry by tax authorities. You agree to hold our firm harmless from any liability including, but not limited to, additional tax, penalties, interest, and professional fees resulting from the disallowance of tax deductions due to inadequate documentation.

Personal Expenses

You are responsible for ensuring that personal expenses, if any, are segregated from business expenses and that expenses such as meals, travel, vehicle use, gifts, and related expenses are supported by the records required by the IRS and other tax authorities. At your written request, we are available to provide written answers to your questions regarding the types of supporting records required.

State and Local Filing Obligations

You are responsible for determining your tax filing obligations with any state or local tax authorities, including, but not limited to, income, franchise, sales, use, property, or unclaimed property taxes. You agree that we have no responsibility to research these obligations or to inform you of them. If, upon review of the information you have provided to us, including information that otherwise comes to our attention, we believe that you may have additional filing obligations, we will notify you of this responsibility in writing and ask you to contact us. If you ask us to prepare these returns, we will confirm that representation in writing.

U.S. Filing Obligations Related to Foreign Financial Assets

As part of your filing obligations, you are required to report the maximum value of specified foreign financial assets, which include financial accounts with foreign institutions and certain other foreign non-account investment assets that exceed certain thresholds. You are responsible for informing us of all foreign assets so that we may properly advise you regarding your filing obligations.

These assets include any ownership interests you directly or indirectly hold in businesses located in a foreign country and any assets or financial accounts located in a foreign country over which you have signature authority. Based upon the information you provide, this information will be used to calculate any applicable foreign tax credits. We will also use this data to inform you of any additional filing requirements, which may include FinCEN Form 114, Report of Foreign Bank and Financial Accounts ("FBAR"). Failure to file required forms can result in the imposition of significant civil and criminal penalties. The FBAR is not a tax return, and its preparation is not included with our general standard tax services.

Foreign Filing Obligations

You are responsible for complying with the tax filing requirements of any other country. You acknowledge and agree that we have no responsibility to raise these issues with you and that foreign filing obligations are not within the scope of TRUSTWARD services.

Other Income, Losses and Expenses

If you realize income, loss, or expense from a business or supplemental income or loss, the reporting requirements of federal and state income tax authorities apply to such income, loss, or expense. You are responsible for complying with all applicable laws and regulations pertaining to such operations, including classification of workers as employees or independent contractors and related payroll tax and withholding requirements.

Sales Tax Specifics

We provide guidance on sales tax from a limited logistical perspective and will register and file based on the Client's direction. We are not sales and local tax experts or sales tax attorneys. Please consult with an expert in this area to validate nexus, filing requirements, audit support, or the initiation of a Voluntary Disclosure Agreement.

You are responsible for providing all requested data and supporting information on a timely basis and for having funds available to pay sales taxes. Failure to do so may result in penalties and interest from taxing authorities, as well as additional accounting fees. We will process sales tax filings and payments, even without your approval, so long as funds appear to be available. You are responsible for providing us with specific written instructions within two (2) business days after notification of the sales tax amount due if you do not want payment made and-or filing completed.

We use various partners to assist in our sales tax filing services, most notably Avalara, but we provide the oversight and management of the overall sales tax process.

Ultimate Responsibility

You have final responsibility for your tax returns. We will provide you with a copy of your electronic tax returns and accompanying schedules and statements for review prior to filing with the IRS and applicable state and local tax authorities. You agree to review and examine them carefully for accuracy and completeness.

You will be required to verify and sign a completed Form 8879, IRS e-file Signature Authorization for your federal income tax return, and any similar state and local equivalent authorization form before your returns can be filed electronically.

Timing of the Tax Engagement

We expect to begin our services upon receipt of an engagement letter.

Our services will conclude upon the earlier of (1) entering into a new engagement letter for tax services or (2) written notification by either party that the engagement is terminated.

Extensions of Time to File Tax Returns

The original filing due dates for your tax returns are established annually by the IRS and state taxing authorities. Due to the high volume of tax returns prepared by TRUSTWARD, the information needed to complete the tax returns must be received no later than thirty (30) days prior to the original filing due dates so that the returns may be completed by those dates and not extended.

It may become necessary to apply for an extension of the filing deadline if there are unresolved issues or delays in processing, or if we do not receive all necessary information from you on a timely basis.

Applying for an extension of time to file may extend the time available for a government agency to undertake an audit of your return or may extend the statute of limitations to file a legal action. All taxes owed remain due by the original filing due date. Additionally, extensions may affect your liability for penalties and interest or compliance with governmental or other deadlines.

Tax Penalties and Interest Charges

Federal, state, and local tax authorities impose various penalties and interest charges for non-compliance with tax laws and regulations, including failure to file, late filing of returns, and underpayment of taxes. You, as the taxpayer, remain responsible for payment of all tax, penalties, and interest charges imposed by tax authorities.

We rely on the accuracy and completeness of the information you provide to us in connection with preparation of your tax returns. Failure to disclose or inadequate disclosure of income or tax positions may result in the imposition of penalties and interest charges.

Savings

In the event any provision herein violates a tax jurisdiction's Standard of Conduct specifically applicable to a client, then, as to that client, such provision shall be (i) modified to the extent necessary to comply with that specific standard or (ii) rendered void if modification cannot achieve compliance with the specifically applicable standard. If any portion of the Agreement, including these Terms, is found to be void, illegal, or unenforceable, all remaining provisions shall remain in full force and effect.

Finally

Thank you for taking the time to review these Terms. We sincerely look forward to working with you.