Terms of Service

Welcome to PrimeLedger Tax & Accounting ("we," "our," or "us"). These Terms of Service ("Terms") govern your access to and use of our tax preparation, bookkeeping, accounting, and related financial services (collectively, the "Services").

By accessing or using our Services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our Services.

By engaging our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. These Terms constitute a legally binding agreement between you and PrimeLedger Tax & Accounting.

We reserve the right to modify these Terms at any time. Material changes will be communicated through our website or via email. Your continued use of our Services after such modifications constitutes acceptance of the updated Terms.

PrimeLedger Tax & Accounting provides professional accounting and tax services, including but not limited to:

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  Individual and business tax preparation and filing
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  Monthly bookkeeping and financial record management
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  QuickBooks cleanup and corrective accounting services
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  Tax advisory and planning services
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  Business formation and advisory services

All Services are provided remotely and are subject to the terms and conditions outlined in individual service agreements or engagement letters.

As a client, you agree to:

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  Provide accurate, complete, and timely information necessary for us to perform the Services
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  Maintain the confidentiality of any login credentials or access information provided to you
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  Notify us promptly of any changes in your financial situation or business circumstances
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  Review and approve all work products before filing or implementation
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  Comply with all applicable laws and regulations related to your financial affairs

Our fees are based on the specific Services provided and are outlined in individual service agreements or pricing quotes. You agree to:

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  Pay all fees as agreed upon in writing before Services commence or according to the payment schedule specified
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  Understand that fees are non-refundable once Services have been rendered, except as otherwise agreed in writing
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  Pay any additional fees for services beyond the original scope of work, as agreed upon in advance

Late payments may result in suspension of Services and may incur additional fees. We reserve the right to require payment in advance for certain Services.

We take your privacy and the confidentiality of your financial information seriously. We will:

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  Maintain strict confidentiality of all client information in accordance with professional accounting standards and applicable laws
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  Use your information solely for the purpose of providing the Services
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  Implement appropriate security measures to protect your data

For detailed information about how we collect, use, and protect your information, please review our Privacy Policy.

To the maximum extent permitted by law:

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  Our liability for any claims arising from or related to our Services is limited to the total fees paid by you for the specific Service giving rise to the claim
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  We are not liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits or business interruption
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  We are not responsible for errors or omissions resulting from inaccurate, incomplete, or untimely information provided by you

This limitation does not apply to claims arising from gross negligence or willful misconduct on our part.

Our Services are provided in accordance with:

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  Professional accounting standards and ethical guidelines
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  IRS regulations and requirements for tax preparers
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  Applicable federal and state laws governing accounting and tax services

We maintain professional liability insurance and adhere to continuing education requirements to ensure the highest quality of service.

Either party may terminate the Services at any time with written notice. Upon termination:

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  You remain responsible for all fees incurred for Services rendered up to the date of termination
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  We will provide you with copies of your records and work products as requested, subject to applicable fees
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  Confidentiality obligations will continue to apply after termination

In the event of any dispute arising from or related to these Terms or our Services:

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  We encourage open communication and will attempt to resolve disputes amicably
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  If informal resolution is not possible, disputes will be resolved through binding arbitration in accordance with applicable arbitration rules
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  These Terms are governed by the laws of the United States and applicable state laws

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  Entire Agreement

  These Terms, together with any service agreements or engagement letters, constitute the entire agreement between you and PrimeLedger Tax & Accounting.

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  Severability

  If any provision of these Terms is found to be unenforceable, the remaining provisions will remain in full effect.

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  No Waiver

  Our failure to enforce any provision of these Terms does not constitute a waiver of that provision.

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  Assignment

  You may not assign or transfer these Terms or your rights hereunder without our prior written consent.