Terms of Service

1. Acceptance of Terms

By signing an engagement letter, scheduling an appointment, or using our client portal, you acknowledge that you have read, understood, and agree to these Terms. We reserve the right to update these terms at any time without prior notice.

2. Scope of Services

We provide professional services across three main divisions. Specific services are defined in your individual engagement letter:

• Libre Tax Service: Preparation and electronic filing of federal and state income tax returns based on information you provide.
• Libre Professional Services: Bookkeeping, payroll processing, sales tax filing, and business entity formation (LLC/Corp).
• Libre Tax Resolution: Representation before the IRS/State authorities for audits, collections, and debt negotiation (e.g., Offer in Compromise).

3. Client Responsibilities

You agree to provide true, accurate, current, and complete information. You are responsible for maintaining the records (receipts, logs, canceled checks) necessary to substantiate the items reported on your tax returns or financial statements.

Libre Tax Service relies on your representations and does not audit or verify your data unless specifically engaged to do so. You are ultimately responsible for the accuracy of your tax return.

4. Fees and Payment

Fees for tax preparation are due upon completion of the return, prior to e-filing. For business and resolution services, a retainer may be required upfront. We accept major credit cards, cash, and electronic payments.

5. Refund Policy

Tax Preparation: Once a tax return has been prepared and reviewed with you, fees are non-refundable, regardless of whether the return is electronically filed or accepted by the IRS.

Resolution Services: Retainers are earned as work is performed. Any unearned portion of a retainer may be refundable upon termination of the engagement, subject to the terms of your specific agreement.

6. SMS and Communications

By providing your phone number, you consent to receive SMS/text messages from Libre Tax Service regarding your appointment reminders, tax return status, and important deadlines. Message and data rates may apply. You may opt-out at any time by replying "STOP".

7. Limitation of Liability

To the fullest extent permitted by law, Libre Tax Service shall not be liable for any indirect, incidental, special, or consequential damages arising out of the use of our services. Our total liability for any claim arising out of our services shall not exceed the total fees paid by you to us for the specific service giving rise to the claim.