Terms of Service
Effective Date: January 6, 2026
Welcome to Libre Tax Service. By engaging our services—whether for tax preparation, business formation, or tax resolution—you agree to be bound by these Terms of Service ("Terms"). These terms apply to all clients of Libre Tax Service, Libre Professional Services, and Libre Tax Resolution.
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/Text Message Terms
Libre Tax Service operates an SMS/text messaging program. By providing your mobile phone number and checking the SMS consent box on our website, or by texting YES to our number, you expressly agree to receive recurring marketing and confirmation text messages from Libre Tax Service.
Web Opt-In disclosure shown to users:
SMS Opt-In confirmation message sent to subscribers:
- Program Description: We send marketing and confirmation messages including appointment reminders, tax return status updates, important service deadlines, and promotional offers.
- Message Frequency: Message frequency varies based on your interactions with us.
- Cost: Msg & data rates may apply for any messages sent to you from us and to us from you.
- How to Opt-Out: Reply STOP to any message to cancel your subscription at any time. After you send "STOP", we will send you an SMS confirming you have been unsubscribed. You will receive no further messages unless you re-initiate contact.
- Support: Reply HELP for help, or contact us directly at info@libretaxservice.com or (562) 925-7100.
- Privacy: We do not sell, rent, share, or disclose mobile opt-in data or SMS consent information with third parties or affiliates for marketing or promotional purposes. All categories of data exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
- Carriers: Carriers are not liable for delayed or undelivered messages.
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.