Terms of Service
Effective Date: January 6, 2026
Libre Tax Service is a DBA (Doing Business As) of Sam Desai Inc. By engaging our services 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 is a DBA (Doing Business As) of Sam Desai Inc. It operates two separate, independent SMS messaging programs. Consent to either program is entirely optional and is never a condition of receiving our tax services or obtaining a quote.
Program 1 — Service & Transactional Messages
- Description: Appointment confirmations, tax return status updates, account notifications, and important deadline reminders.
- Opt-In: Check the "I agree to receive service-related SMS messages" box on any contact or booking form on our website.
- Consent disclosure shown at opt-in:
"I agree to receive service-related SMS messages from Libre Tax Service, including appointment confirmations, tax return updates, and account notifications. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out or HELP for help."
- Message Frequency: Frequency varies based on your active case or appointment schedule.
Program 2 — Promotional & Marketing Messages
- Description: Recurring promotional messages including tax season offers, deadline reminders, and service promotions from Libre Tax Service.
- Opt-In: Check the "I agree to receive recurring promotional and marketing SMS messages" box on any contact or booking form on our website.
- Consent disclosure shown at opt-in:
"I agree to receive recurring promotional and marketing SMS messages from Libre Tax Service, including offers and tax season promotions. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase."
- Message Frequency: Recurring — frequency varies by campaign and tax season.
- Condition of Purchase: Consent is not a condition of purchase. You may use our services without opting into marketing messages.
Terms Applying to Both Programs:
- 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 that program's subscription immediately. You will receive one final confirmation SMS and no further messages from that program. To cancel both programs, reply STOP to a message from each program separately, or reply STOP ALL to cancel all subscriptions at once.
- Support: Reply HELP to any message for help, or contact us at info@libretaxservice.com or (562) 925-7100.
- Privacy & Data Sharing: 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.
- Re-subscription: If you have opted out, you may re-subscribe by re-checking the consent box on any form on our website, or by texting START to our number.
7. Limitation of Liability
Libre Tax Service's liability is limited to the fees paid for the specific service in question. We are not liable for any indirect, incidental, consequential, or punitive damages arising from the use of our services.
While we exercise professional care in preparing your tax returns and providing advice, tax law is complex and subject to change. We are not responsible for IRS decisions, audits, or penalties that arise from information you provided that was inaccurate, incomplete, or omitted.
Our services are provided based on information you supply. You are responsible for the accuracy and completeness of all information provided to us.
For questions about these Terms of Service, contact us at: info@libretaxservice.com or (562) 925-7100.