Terms and Conditions

These Terms and Conditions ("Agreement") is entered into between TaxBro Services (hereinafter referred to as "TaxBro" or "we") and the client (hereinafter referred to as the "Client" or "you"). By engaging the services of TaxBro, the Client agrees to the following terms and conditions:

1. Services 

TaxBro provides tax preparation and advisory services to individual and business clients. These services include but are not limited to the preparation of tax returns, tax planning, tax consultation, and related services as agreed upon between TaxBro and the Client.

2. Client Responsibilities 

The Client agrees to provide accurate, complete, and timely information necessary for the provision of services. The Client understands that TaxBro will rely on the information provided by the Client to prepare tax returns and provide advice. The Client acknowledges that any inaccurate, incomplete, or misleading information provided by them may result in errors or penalties, and the Client shall bear any consequences arising from such inaccuracies.

3. Confidentiality 

TaxBro will treat all information provided by the Client as confidential and will take reasonable measures to protect the confidentiality and security of such information. TaxBro will not disclose any confidential information to third parties unless required by law or with the Client's express consent. However, the Client acknowledges that TaxBro may engage the services of subcontractors or use third-party software or platforms to provide the services, and in such cases, TaxBro will take reasonable measures to ensure the confidentiality of the Client's information.

4. Professional Advice 

TaxBro provides tax preparation and advisory services based on the information provided by the Client. The advice given by TaxBro is based on current tax laws, regulations, and interpretations thereof. However, tax laws are subject to change, and TaxBro does not guarantee the accuracy or applicability of the advice provided. The Client acknowledges that tax laws and their interpretations may vary, and therefore, can consult with their own legal and financial advisors for advice specific to their situation.

5. Limitation of Liability 

TaxBro will exercise reasonable care and skill in the provision of services. However, TaxBro shall not be liable for any direct, indirect, incidental, consequential, or special damages, or any other losses, damages, or expenses incurred by the Client arising out of or in connection with the services provided, including but not limited to any errors, omissions, or delays in the preparation of tax returns or advice. The Client agrees that their use of TaxBro's services is at their own risk.

6. Data Retention 

As part of TaxBro's services, the Client acknowledges that TaxBro will retain copies of the supporting documentation and relevant records used in the preparation of the Client's tax returns. These documents will be securely stored in accordance with TaxBro's data retention policy for a period of three (3) tax years and may be made available to the Client upon request.

7. Indemnification 

The Client agrees to indemnify, defend, and hold TaxBro and its directors, officers, employees, and agents harmless from and against any claims, liabilities, damages, losses, or expenses (including reasonable legal fees) arising out of or in connection with the services provided by TaxBro, the Client's use of the services, or any breach of this Agreement by the Client.

8. Intellectual Property 

The Client acknowledges that all intellectual property rights, including copyrights and trademarks, associated with the services provided by TaxBro are owned by TaxBro. The Client agrees not to reproduce, distribute, modify, or create derivative works based on TaxBro's intellectual property without the prior written consent of TaxBro.

9. Termination 

Either party may terminate this Agreement at any time by providing written notice to the other party. Upon termination, the Client shall pay any outstanding fees owed to TaxBro for services rendered prior to the termination.

10. Governing Law and Jurisdiction 

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction where TaxBro is located. Any disputes arising out of or in connection with this Agreement shall be subject to the exclusive jurisdiction of the courts in that jurisdiction.

11. Entire Agreement

This Agreement constitutes the entire agreement between TaxBro and the Client regarding the provision of services and supersedes all prior agreements, understandings, or representations, whether oral or written.

12. Amendments 

TaxBro reserves the right to modify or amend this Agreement at any time. Any modifications or amendments will be effective upon posting on TaxBro's website or notifying the Client in writing. The Client's continued use of TaxBro's services after such modifications or amendments shall constitute acceptance of the revised Agreement.

By engaging the services of TaxBro, the Client acknowledges that they have read, understood, and agreed to the terms and conditions stated in this Agreement.