Terms & Conditions

Effective Date: October 28, 2026

1. Agreement to These Terms

Welcome to JR Tax Preparation Services (“we,” “our,” or “us”). These Terms & Conditions govern your use of our website and the tax preparation and related services we provide.

By accessing our website or engaging our services, you agree to these terms. If you do not agree, please discontinue use of the website and do not proceed with our services.

2. Services Provided

JR Tax Preparation Services may provide individual tax preparation, business tax preparation, self-employment tax assistance, tax-related administrative support, and other services described on our website or agreed upon separately.

The scope of services depends on the services offered, information supplied by the client, and any separate written agreement.

Unless expressly agreed in writing, our services do not include legal representation, financial planning, investment advice, auditing, or representation before a tax authority.

3. Client Responsibilities

You agree to:

• Provide accurate, complete, and current information relevant to your tax return.

• Supply requested documents and supporting records in a timely manner.

• Review your tax return and supporting information before authorizing filing.

• Notify us promptly of corrections or additional information that may affect your return.

• Maintain copies of relevant tax records and supporting documentation.

• Pay agreed service fees according to the applicable payment terms.

You are responsible for the accuracy and completeness of the information you provide. We may ask for clarification or decline to prepare or file a return when necessary information is missing, inconsistent, or cannot be reasonably verified.

4. Tax Preparation and Filing

We prepare tax returns using information supplied by you and any additional information appropriately obtained or verified during the engagement.

We do not guarantee a particular refund amount, tax outcome, processing time, or acceptance of a return by a tax authority.

A tax return will be filed electronically or otherwise submitted only as authorized and subject to applicable filing requirements.

You remain responsible for reviewing the completed return, confirming that the information is accurate to the best of your knowledge, and authorizing its filing.

5. Fees and Payments

Service fees will be communicated before or during the engagement, as applicable. Fees may depend on the complexity of your return, the type of service requested, and the additional work required.

Payment terms, deposits, cancellation charges, and refund eligibility will be communicated as applicable to the service.

You agree to pay all authorized fees according to the agreed terms. Any refund or cancellation policy will be subject to applicable law and the terms disclosed when you purchase a service.

6. No Guarantee of Tax Results

Tax outcomes depend on individual circumstances, applicable law, the accuracy of supplied information, and decisions made by relevant tax authorities.

We do not guarantee a specific refund, tax savings, eligibility for a credit or deduction, or a particular processing date.

Any general information on our website is provided for informational purposes and should not be treated as individualized tax advice unless expressly provided as part of an agreed professional engagement.

7. Confidentiality and Privacy

We handle client information in accordance with our Privacy Policy and applicable confidentiality and tax information protection requirements.

You agree to use any designated secure document-sharing process provided to you and to take reasonable precautions when transmitting sensitive financial information.

Information may be disclosed where authorized by you, necessary to provide the agreed services, or required or permitted by applicable law.

8. Communication and Electronic Records

We may communicate with you by telephone, email, electronic forms, appointment systems, or other agreed channels.

You are responsible for providing current contact information and checking communications relevant to your tax preparation engagement.

Electronic communication and document transmission may involve security risks. We will use reasonable safeguards appropriate to our services, but electronic communications cannot be guaranteed to be completely secure.

9. Website Use

You agree not to:

• Use the website for unlawful or fraudulent purposes.

• Submit false, misleading, or unauthorized information.

• Attempt to gain unauthorized access to our systems or data.

• Interfere with the website’s operation or security.

• Copy or misuse website content in violation of applicable law.

We may restrict access to the website if we reasonably believe its use violates these terms or threatens our systems or users.

10. Third-Party Services

Our website may link to or use third-party services, including payment processors, scheduling platforms, tax software, and document management tools.

We do not control third-party services and are not responsible for their independent terms, availability, or practices. Your use of those services may be subject to separate terms and privacy policies.

11. Limitation of Liability

To the extent permitted by applicable law, JR Tax Preparation Services will not be liable for indirect, incidental, special, or consequential damages arising from the use of our website or services.

Nothing in these terms excludes or limits liability where such exclusion or limitation is prohibited by law, including liability that cannot legally be waived.

Nothing in these terms removes any responsibility or professional obligation imposed on us by applicable tax preparation laws or regulations.

12. Indemnification

To the extent permitted by law, you agree to be responsible for losses or claims arising from information you knowingly provide that is false, fraudulent, or unauthorized, or from your unlawful misuse of our website.

This section does not require you to indemnify us for our own negligence, misconduct, or legal violations where such indemnification is prohibited by law.

13. Changes to Services or Terms

We may update our website, service descriptions, or these terms from time to time. Revised terms will be posted on this page with an updated effective date.

Changes will apply as permitted by law. Any separate written service agreement may continue to govern the engagement to the extent its terms remain applicable.

14. Governing Law

These Terms & Conditions will be governed by the laws applicable in [Insert State], United States, without overriding any mandatory consumer protection requirements that apply to you.

Any dispute will be handled by a court or other forum with appropriate jurisdiction, subject to applicable law and any valid separate written agreement.

15. Severability

If any provision of these terms is determined to be invalid or unenforceable, the remaining provisions will continue to apply to the extent permitted by law.