Terms & Conditions

Last Updated: [Month Day, Year]

These Terms of Use (“Terms”) form a binding agreement between SG Tax Pros (“SG Tax Pros,” “we,” “us,” or “our”) and you (“you” or “User”) regarding your access to and use of sgtaxpros.com and any related sites, client portals, scheduling tools, payment pages, text/SMS, email, or other online services we control (collectively, the “Site”). If you do not agree, do not use the Site.

Important: Your professional engagement with SG Tax Pros (e.g., tax preparation, tax planning, tax resolution, audit representation) is governed by a separate, signed Engagement Letter (and any required IRS forms such as Form 2848 or 8821). If these Terms conflict with an Engagement Letter, the Engagement Letter controls for that engagement.

Eligibility; Account Security

You must be at least 18 and authorized to bind yourself and, if applicable, your company.
You are responsible for safeguarding login credentials, multi-factor codes, and any device used to access the Site. Notify us immediately of unauthorized access.
You may not share, sell, transfer, or sublicense your access or misuse another person’s account.

Permitted Use; Prohibited Conduct

You may use the Site only for lawful purposes and in accordance with these Terms. You will not:

access or attempt to access non-public areas or systems;
introduce malware or interfere with Site operation;
copy, modify, reverse engineer, or create derivative works from the Site;
upload illegal, infringing, deceptive, defamatory, or confidential third-party information without authorization;
use automated means (bots, scrapers) except for legitimate search engine indexing.

We may monitor, restrict, suspend, or terminate access for violation of these Terms.

Information You Provide; Client Responsibilities

You are solely responsible for the accuracy, completeness, and timeliness of information and documents you submit. We reasonably rely on your information and do not independently verify it unless expressly agreed in writing. You agree to:

disclose all material facts relevant to your tax situation;
timely respond to requests;
review drafts/returns before filing;
sign required authorizations (e.g., Form 8879, Form 2848, Form 8821) and Engagement Letters.

Delays or inaccuracies may cause penalties, interest, or additional fees, for which you are responsible.

Professional Services; No Guarantees

We perform services with professional care consistent with applicable standards (e.g., AICPA standards where applicable; IRS Circular 230). We do not guarantee outcomes, including refunds, liability reductions, acceptance of positions, or timing of government action. Final decisions rest with tax authorities.

Fees; Payments; Cancellations; Chargebacks

Fees are stated in the Engagement Letter, proposal, or invoice. Assessment/consultation fees are non-refundable.
We may require a retainer and/or full prepayment before work begins.
Expedited service, scope changes, or additional requests (e.g., amended filings, audit support) are billed separately.
If a payment method fails or a chargeback occurs, we may suspend services, withhold deliverables/filings where allowed, and pursue collections (you agree to pay reasonable collection costs, attorneys’ fees permitted by law, and interest at the lesser of 1.5% per month or the maximum allowed).
Taxes, payment processor fees, and bank/chargeback fees are your responsibility.

Electronic Communications; E-Sign; Text/SMS Consent

By using the Site, you consent to receive communications electronically (email, portal, text/SMS at 1-844-585-1040, or phone). You agree that electronic signatures and records satisfy any legal writing/signature requirements (E-SIGN/UETA). For SMS: message/data rates may apply; frequency varies; reply STOP to opt out, HELP for help.

Privacy; Data Security; Regulatory Compliance

Your use of the Site is subject to our Privacy Policy (incorporated by reference). We handle tax information consistent with IRC §7216, FTC Safeguards Rule (GLBA), and applicable state privacy laws. You understand that electronic transmission/storage carries inherent risks and that no system is 100% secure.

Intellectual Property; License

The Site, content, text, graphics, logos, videos, software, and other materials are owned by us or our licensors and protected by U.S. and international laws. We grant you a limited, revocable, non-exclusive, non-transferable license to access and use the Site for its intended purpose. All rights not expressly granted are reserved.

Third-Party Services & Links

The Site may integrate with or link to third-party services (e.g., e-signature, payments, scheduling, client portal). We do not control and are not responsible for third-party content, security, or practices. Your use of third-party services is governed by their terms and policies.

Testimonials; Case Studies; Earnings

Client quotes, case studies, or outcomes on the Site are illustrative and do not guarantee results. Each matter is unique.

Changes to the Site or Terms

We may modify or discontinue any feature without notice. We may update these Terms at any time by posting the revised version with a new “Last Updated” date. Continued use of the Site constitutes acceptance of changes.

Disclaimers; Limitations of Liability

THE SITE AND ITS CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AVAILABILITY, SECURITY, OR ACCURACY.
TO THE MAXIMUM EXTENT PERMITTED BY LAW:

WE WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES;
OUR TOTAL LIABILITY FOR DIRECT DAMAGES RELATED TO THE SITE WILL NOT EXCEED THE GREATER OF (A) $100 OR (B) THE AMOUNT YOU PAID US FOR SITE ACCESS IN THE SIX (6) MONTHS PRECEDING THE CLAIM.
These limits do not limit rights that cannot be excluded under applicable law. Professional services liability, if any, is governed by the Engagement Letter.

Offshore Processing

Use of Offshore Contractors: From time to time, SG Tax Pros may utilize professional staff, contractors, or service providers located outside of the United States to assist in providing tax preparation, resolution, or administrative services. Where applicable, your information may be accessed or processed by these offshore resources strictly for the limited purpose of fulfilling our engagement with you. All such personnel are contractually bound to maintain confidentiality and safeguard your information consistent with Internal Revenue Code §7216, the Gramm-Leach-Bliley Act, and other applicable laws.

Client Consent Required: In compliance with IRS regulations, we will obtain your express written consent before disclosing tax return information to offshore personnel. Without such consent, your information will not be disclosed outside the United States.

Indemnification

You agree to indemnify, defend, and hold harmless SG Tax Pros and its owners, employees, and contractors from claims, losses, liabilities, damages, costs, and expenses (including reasonable attorneys’ fees) arising out of: (i) your use of the Site; (ii) content you provide; (iii) your breach of these Terms or law; or (iv) your violation of third-party rights.

Termination

We may suspend or terminate access at any time for any reason, including suspected violations. Upon termination, your right to use the Site ceases; provisions that by their nature should survive (e.g., fees, IP, disclaimers, limits of liability, indemnity, dispute resolution) will survive.

Governing Law; Dispute Resolution

These Terms are governed by the laws of the State of [Your State], without regard to conflict-of-laws rules. Venue for any permitted court action lies exclusively in the state or federal courts located in [Your County], [Your State], and the parties waive jury trial.

Binding Arbitration & Class Action Waiver. Any dispute arising out of or relating to these Terms or the Site will be resolved by final, binding arbitration administered by JAMS under its Streamlined Rules before a single arbitrator in [Your County, State]. No class or representative actions are permitted; parties may bring claims only in their individual capacity. The arbitrator may award individual relief only.

Miscellaneous

If any provision is unenforceable, it will be modified to the minimum extent necessary and the remainder remains in effect. No waiver is effective unless in writing. You may not assign these Terms without our consent; we may assign them. Headings are for convenience only.

Contact: [email protected] | 1-844-585-1040
Mailing Address: [Your Mailing Address]