Terms and Conditions

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 1. Introduction

Welcome to Call Tax Support ("the Firm"). These Terms and Conditions govern the relationship between the Firm and our clients ("you" or "the Client"). By engaging in our services, you agree to comply with and be bound by the terms outlined below.

2. Services Provided

The Firm provides tax preparation and accounting services. Our services include, but are not limited to:

• Preparation of individual and business tax returns.
• Tax planning and consulting.
• Resolution of tax issues with the IRS and state agencies.
• Specialized tax services, such as trust and sub-trust allocations, tax implications of investments, and restructuring consultations.
• Accounting and payroll services 
• Any additional services will be subject to separate agreements.

3. Client Responsibilities

You agree to:

1. Provide all requested documents and information necessary for the timely and accurate preparation of your tax returns or other services.
2. Ensure that all information provided is true, correct, and complete.
3. Respond promptly to requests for additional information or clarifications.

Failure to provide the requested information may result in delays or additional charges.

4. Fees and Payment

1. Our fees are based on the scope of work, the complexity of your case, and the time required to complete the engagement. The minimum charge is $175.
2. Fixed fees apply to specific services, while hourly rates apply to consulting requiring extensive research.
3. Supporting services are provided at no additional cost.
4. You will be notified of the fee in advance, and payment is due upon completion of the work unless otherwise agreed in writing.

5. Confidentiality

We are committed to maintaining the confidentiality of your personal and financial information. All client information is protected under applicable laws and professional regulations. We do not share your data with third parties unless required by law or with your explicit consent.

6. Limitation of Liability

1. While we strive to provide accurate and timely tax services, the ultimate responsibility for the information reported on your tax returns lies with you, the Client.
2. The Firm is not liable for penalties or interest resulting from errors or omissions in the information you provide or for your failure to meet tax filing deadlines.
3. The Firm’s liability for any claims arising from our services is limited to the amount of fees paid for the specific engagement.

7. Communication

We will communicate with you primarily through email, phone, or secure portals. It is your responsibility to notify us of any changes to your contact information.

8. Termination of Services

Either party may terminate the engagement at any time by providing written notice. Upon termination, you will be responsible for payment of fees for services rendered up to the termination date.

9. Dispute Resolution

Any disputes arising out of or related to our services will be resolved through mediation or arbitration in accordance with the laws of California, unless otherwise agreed.

10. Amendments

The Firm reserves the right to modify these Terms and Conditions at any time. Any changes will be communicated to you and will take effect upon such notification.

11. Governing Law

These Terms and Conditions are governed by the laws of the State of California, without regard to its conflict of law principles.

12. Acceptance of Terms

By engaging the Firm’s services, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.

For any questions or clarifications regarding these Terms and Conditions, please contact us at Call Tax Support, 950 Fulton Ave., Suite 290, Sacramento, CA 95825.