Acceptance of Terms

By engaging GTQ Tax & Advisory (we, our, or us) for tax preparation services, you agree to these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our services.

These terms are supplemented by a separate engagement letter that outlines the specific scope of services, fees, and responsibilities for your engagement.

Our Services

GTQ Tax & Advisory provides tax preparation, planning, and advisory services including:

• Federal and state income tax return preparation (Form 1040, Schedule C, and related schedules)
• Tax planning and estimated tax calculations
• Compliance review and documentation guidance
• Representation before tax authorities (as separately authorized)

We reserve the right to decline any engagement or discontinue services at our discretion, subject to completing any work in progress and providing reasonable notice.

Your Responsibilities

As our client, you are responsible for:

• Providing complete, accurate, and timely information and documentation
• Responding promptly to requests for additional information or clarification
• Reviewing your tax return for accuracy before approving filing
• Paying all fees and estimated taxes when due
• Maintaining copies of your tax returns and supporting documents
• Informing us of any changes in your tax situation or correspondence from tax authorities

Accuracy and Reliance

We prepare tax returns based on information you provide. We do not:

• Audit or verify the accuracy of all documents you provide
• Guarantee outcomes or tax positions taken on your return
• Accept liability for errors resulting from inaccurate or incomplete information

While we exercise professional judgment and apply reasonable care in preparing your return, we cannot guarantee that the IRS or other tax authorities will not question or examine your return.

Fees and Payment

Fees are outlined in your engagement letter and are based on the complexity of services required.

• Fees are due upon completion of services unless other arrangements are made in writing
• Additional fees may apply for amended returns, correspondence with tax authorities, or services beyond the original scope
• We reserve the right to withhold delivery of tax returns until fees are paid

Limitation of Liability

To the fullest extent permitted by law, GTQ Tax & Advisory shall not be liable for:

• Any indirect, incidental, special, or consequential damages
• Tax penalties, interest, or additional taxes resulting from information you provided
• Claims arising from your failure to provide complete or accurate information
• Losses exceeding the fee paid for the specific service giving rise to the claim

Our liability is limited to the fee paid for the specific service giving rise to the claim, except where prohibited by law.

Electronic Filing Authorization

By authorizing electronic filing of your tax return, you:

• Authorize us to transmit your return electronically to the IRS and state tax authorities
• Confirm that all information on the return is accurate and complete to the best of your knowledge
• Understand that your electronic signature has the same legal effect as a manual signature
• Authorize the IRS to send any refunds or correspondence directly to you

Communication

Communications between us may include:

• Email and secure client portal messaging
• Phone calls and video conferences
• Written correspondence

You authorize us to communicate with you electronically regarding your tax matters. You may opt out of electronic communications at any time by providing written notice.

Termination of Services

Either party may terminate the engagement upon written notice to the other party:

• By you: at any time, subject to payment for services rendered
• By us: upon reasonable notice and completion of work in progress

Upon termination, we will return your original documents and provide copies of work completed on your behalf.

Governing Law

These Terms of Service are governed by the laws of the United States and the state where GTQ Tax & Advisory is located. Any disputes arising from these terms shall be resolved in accordance with applicable federal and state laws.

Professional Standards

We are committed to maintaining the highest professional standards in accordance with IRS Circular 230 and applicable professional regulations. We do not engage in any practices that would compromise our professional judgment or independence.

Amendments

We may update these Terms of Service from time to time. Material changes will be communicated to you via email or through our website. Your continued use of our services after such changes constitutes acceptance of the updated terms.

Contact Information

For questions about these Terms of Service, please contact us:

Related Policies

Please also review our: