Terms and Conditions

Effective Date: [Date]

1. Acceptance of Terms

By using Key and Fire Bros Tax Services’ website, software, or services, you agree to be
bound by these Terms and Conditions.

2. Services Provided

We provide tax preparation, tax planning, audit support, and tax software services. All
services are provided by qualified tax professionals with appropriate licenses and
certifications.

. Client Responsibilities

Clients agree to:

• Provide accurate, complete, and truthful information
• Submit all required documents in a timely manner
• Review and approve tax returns before filing
• Pay all fees as agreed
• Notify us of any information changes

4. Fees and Payment

Fee Structure:

• Fees are based on the complexity of your tax situation
• We will provide a fee estimate before beginning work
• Fees are due upon completion of services

Payment Methods:

• Credit card, debit card, check, bank transfer, online payment

Late Payments:

• Late payments may incur a .% monthly interest charge
• We reserve the right to suspend services for unpaid balances

5. Refund Policy

• Refunds are available if we have not yet begun work
• Once work has commenced, refunds are at our discretion
• No refunds are provided for completed services

6. Tax Software Terms

License:

• Software is licensed, not sold
• License is non-transferable and limited to the number of users in your plan
• You may not reverse engineer, modify, or create derivative works

Updates:

• Software updates are provided automatically
• Updates may include new features, bug fixes, and compliance changes

Support

• Support is provided according to your plan level
• Response times vary by plan (standard, priority, /)

7. Limitation of Liability

Disclaimer of Warranties:

• Services are provided “as is” without warranties of any kind
• We do not guarantee specific tax outcomes or savings amounts
• You are responsible for the accuracy of information you provide

Limitation of Damages:

• We are not liable for indirect, consequential, or punitive damages
• Our total liability is limited to the fees paid for the specific service

8. Intellectual Property

All content, trademarks, and software are owned by Key and Fire Bros Tax Services. You
may not use our intellectual property without written permission.

9. Confidentiality

We maintain strict confidentiality of your tax information. Information is disclosed only as
required by law or with your consent. We comply with IRS confidentiality requirements (IRC
Section ).

10. Termination

Either party may terminate services with written notice. Fees are due for services rendered
up to the termination date. We may terminate services for non-payment or violation of
these terms

11. Dispute Resolution

Disputes will be resolved through good faith negotiation. If unresolved, disputes will be
settled through binding arbitration. Arbitration will be conducted in [County], [State].

12. Governing Law

These Terms and Conditions are governed by the laws of the State of [State].

13. Changes to Terms

We may update these Terms and Conditions. Continued use of our services constitutes
acceptance of updated terms.

14. Contact Information

Key and Fire Bros Tax Services Email: legal@keyandfiretax.com Phone: (555) -123-4567

15. Entire Agreement

These Terms and Conditions constitute the entire agreement between you and Key and Fire
Bros Tax Services regarding the use of our services.