Last Updated: January 22nd, 2026.
These Terms & Conditions govern your access to and use of this website and any services provided by TaxMax Services . By using this website, requesting services, scheduling an appointment, signing an engagement letter, or providing information to us, you agree to these Terms.
WHO WE ARE; SCOPE OF SERVICES
TaxMax Services is a tax and accounting firm offering, among other services:
* Tax Preparation & Filing (individual and business)
* Accounting services
* Bookkeeping services
* Payroll services
* Business formation and related administrative support
Specific deliverables, timelines, responsibilities, and fees are defined in a written engagement letter, service agreement, or statement of work (“Engagement Agreement”). If there is any conflict between these Terms and an Engagement Agreement, the Engagement Agreement controls for that engagement.
NO LEGAL ADVICE; NO GUARANTEES
We provide tax and accounting services. Unless we explicitly agree in writing, we do not provide legal advice and do not represent you in legal matters. Any business formation or compliance assistance we provide is administrative and informational in nature and may require consultation with an attorney.
We do not guarantee outcomes, refunds, tax savings, audit results, or acceptance of any filing by the IRS or state/local agencies. Tax results depend on facts, documentation, and positions taken by you and may be impacted by law changes or agency determinations.
CLIENT RESPONSIBILITIES
You agree to:
a) Provide complete, accurate, and timely information, documentation, and explanations required to perform services.
b) Review all deliverables (including draft returns, payroll reports, bookkeeping reports, and filings) for accuracy and completeness before authorizing submission or processing.
c) Maintain and retain original records and supporting documents required by law.
d) Inform us promptly of any notices, letters, audits, inquiries, identity theft issues, missing income documents, corrected forms, or changes to your situation.
e) Meet deadlines for providing documents. Late delivery may require extensions, rescheduling, or additional fees.
You understand that we generally rely on client-provided information unless otherwise stated in writing. You are ultimately responsible for the accuracy of your returns, filings, payroll information, and underlying records.
For bookkeeping and payroll services, you agree to review all reports, registers, journals, financial statements, payroll summaries, tax filings, and related deliverables promptly upon receipt.
You must notify TaxMax Services in writing or by email of any errors, omissions, discrepancies, or requested changes within three (3) business days of delivery.
If no written notice is received within this three (3) business-day period, the information and deliverables will be deemed accepted as accurate and complete, and TaxMax Services will rely on them for all future processing, filings, reporting, and related services. Any corrections, adjustments, or reprocessing requested after this review period may require additional fees and may not prevent penalties, interest, or adverse consequences imposed by taxing or regulatory authorities.
RELIANCE ON INFORMATION
Unless explicitly agreed in writing, we do not audit, verify, or independently authenticate client-provided information. We may ask reasonable follow-up questions to clarify, correct, or complete information, and we may request supporting documentation. For certain credits/filing statuses, paid-preparer due diligence rules may require additional inquiries and documentation before we can proceed.
If you do not provide requested information or documentation, we may decline to prepare or file a return, claim, or related work product.
a) Authorization to File: We will not electronically file a return without your authorization and required signatures/approvals (including any e-file authorization forms).
b) Extensions: If information is not provided timely, we may recommend filing an extension. Extensions extend the time to file, not the time to pay.
c) Estimated Taxes: You are responsible for timely payment of estimated taxes and balances due. We can assist with estimates when engaged to do so, but estimates are inherently uncertain.
d) Due Diligence: If applicable, we will comply with paid preparer due diligence requirements for certain credits and filing statuses, which may require additional questions and recordkeeping.
e) Notices and Representation: Responding to IRS/FTB/EDD/CDTFA or other agency notices, audits, or examinations is not included unless stated in an Engagement Agreement.
Bookkeeping and accounting services are based solely on the information available and access granted by you. You are responsible for approving the chart of accounts structure, categorization rules, account mappings, and final classifications, unless otherwise expressly agreed in writing.
Bookkeeping and accounting outputs are not a substitute for management oversight or internal controls. You remain solely responsible for all business decisions, compliance with applicable laws, safeguarding of assets, and the accuracy and completeness of financial information used for operational, tax, or reporting purposes.
If QuickBooks or other third-party platforms are used, you are responsible for maintaining valid subscriptions, system access, credentials, and permissions. TaxMax Services is not responsible for outages, data loss, platform errors, security incidents, system limitations, or interruptions caused by third-party providers.
You are required to review all bookkeeping and accounting deliverables promptly upon receipt, including but not limited to general ledgers, journal entries, financial statements, payroll summaries, and related reports. You must notify TaxMax Services in writing or by email of any errors, omissions, discrepancies, or requested changes within three (3) business days of delivery.
If no written notice is received within this three (3) business-day period, the deliverables will be deemed accepted as accurate and complete, and TaxMax Services may rely on such information for all future processing, reporting, filings, and related services.
Requests for corrections, reclassifications, reprocessing, or retroactive changes made after the review period may require additional fees and may not prevent penalties, interest, or other adverse consequences imposed by taxing or regulatory authorities. TaxMax Services is not responsible for errors, penalties, or assessments resulting from information approved or deemed approved by you.
a) Source Data: You are responsible for the accuracy of payroll inputs, including hours, wages, employee status, addresses, withholding elections, benefits, and new hire/termination details.
b) Funding & Timing: You are responsible for timely funding of payroll and payroll taxes. Delays in funding or approvals may cause late payments, penalties, or failed transactions.
c) Compliance & Classification: You are responsible for worker classification (employee vs. contractor), wage/hour understanding, and HR/employment law compliance. We can assist administratively, but we do not provide employment legal advice unless expressly agreed in writing with qualified counsel involvement.
d) Third-Party Providers: Payroll may involve third-party processors (e.g., ADP). Their terms and system constraints may apply; we are not responsible for their outages or processing failures.
a) Administrative Support Only: We can assist with entity formation filings and general setup steps as described in your Engagement Agreement.
b) Not Legal Advice: Entity selection has legal and tax implications; you are responsible for final decisions and should consult qualified legal counsel where appropriate.
c) Ongoing Compliance: You remain responsible for ongoing compliance obligations (e.g., annual filings, licenses, permits, registered agent requirements) unless explicitly included in writing.
FEES, BILLING, AND PAYMENT
Fees are established in your Engagement Agreement, invoice, or applicable pricing schedule. Any services requested outside the agreed scope may require written approval and will be billed at additional fees.
All fees are earned upon performance. Fees are non-refundable once work has begun, including but not limited to tax preparation, filings, bookkeeping, payroll processing, consultations, research, analysis, submissions, or administrative work, as TaxMax Services allocates professional time, resources, and expertise upon engagement.
Fees are due as stated on the invoice and/or Engagement Agreement. TaxMax Services reserves the right to require advance payment or retainers before commencing or delivering services. Failure to remit timely payment may result in suspension of work, withholding of deliverables, refusal to file returns, or termination of services, as permitted by law and professional standards.
If you dispute a charge, you must notify TaxMax Services promptly and in writing and cooperate in good faith to resolve the matter. You agree not to initiate chargebacks, payment reversals, or stop-payments without first providing written notice and a reasonable opportunity to resolve the dispute.
To the maximum extent permitted by law, in the event of any claim, dispute, demand, or legal action arising out of or relating to services provided, TaxMax’s total liability shall be strictly limited to the fees actually paid by you to TaxMax Services for the specific services giving rise to the claim. Under no circumstances shall TaxMax Services be liable for indirect, incidental, consequential, punitive, or exemplary damages.
You agree that TaxMax Services, its owners, employees, and contractors shall be held harmless from claims or losses resulting from services properly performed, reliance on information provided by you, or actions taken with your authorization, except to the extent caused by TaxMax’s gross negligence or willful misconduct.
COMMUNICATIONS; ELECTRONIC DELIVERY; CLIENT PORTALS
You consent to communicate with us via email, phone, SMS, client portal, or other electronic methods. Electronic communications may carry inherent risks. If you prefer paper delivery or specific secure methods, you must request this in writing.
Drafts may be provided for review. You are responsible for verifying accuracy before approval.
CONFIDENTIALITY AND DATA SECURITY
We treat client information as confidential and use reasonable safeguards to protect it. Tax and accounting firms are expected to maintain information security programs and implement safeguards to protect customer information, including written information security planning.
Despite safeguards, no system can be guaranteed 100% secure. You agree to promptly notify us if you suspect unauthorized access to your accounts, identity theft, or a data incident involving your information.
RECORD RETENTION
Unless otherwise agreed, we may retain copies of work product and supporting documentation for our records in accordance with internal policy and applicable requirements. You are responsible for maintaining your original records and documentation.
For certain credits/filing statuses, recordkeeping may be required as part of preparer due diligence obligations.
THIRD-PARTY SERVICES AND LINKS
This website and our services may reference or integrate with third-party platforms (e.g., accounting software, payroll processors, scheduling tools). We do not control and are not responsible for third-party services, terms, security practices, outages, or errors. Your use of third-party services is subject to their terms.
SUSPENSION OR REFUSAL OF SERVICES
We may suspend, decline, or terminate services if:
* You do not provide required information or documentation,
* You request a position we believe lacks reasonable support or is inconsistent with applicable rules,
* You fail to pay fees when due,
* Continued work would create undue risk, conflict, or noncompliance concerns.
LIMITATION OF LIABILITY
To the maximum extent permitted by law:
a) No Consequential Damages: TaxMax Services will not be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages (including lost profits, lost revenue, business interruption, or reputational harm).
b) Liability Cap: TaxMax’s total liability for any claim arising from services will not exceed the fees actually paid to TaxMax Services for the specific services giving rise to the claim, unless a different cap is stated in a signed Engagement Agreement.
c) Client Responsibility: You agree that you remain responsible for decisions, approvals, submissions, and payments made based on deliverables we provide.
Some jurisdictions limit the enforceability of certain liability limitations; where prohibited, these limitations apply to the fullest extent allowed.
INDEMNIFICATION
You agree to indemnify, defend, and hold harmless TaxMax Services and its owners, officers, employees, and contractors from and against any and all claims, demands, damages, losses, liabilities, penalties, interest, fines, costs, and expenses (including reasonable attorneys’ fees and costs) arising out of or related to, directly or indirectly:
* Inaccurate, incomplete, untimely, or misleading information, documentation, explanations, or representations provided by you or on your behalf;
* Your failure to review, understand, approve, or timely notify TaxMax Services of errors, omissions, or discrepancies in deliverables, filings, reports, payroll outputs, financial statements, or other work product;
* Your unauthorized, improper, or unintended use, distribution, or reliance on work product prepared by TaxMax Services, including use for purposes other than those for which it was prepared;
* Your failure to comply with applicable federal, state, or local laws, regulations, filing requirements, payment obligations, employment laws, payroll rules, or deadlines;
* Penalties, interest, assessments, or enforcement actions imposed by taxing or regulatory authorities resulting from late payments, insufficient funding, incorrect elections, misclassification of workers, or client-controlled decisions;
* Any third-party claims (including claims by business partners, investors, employees, contractors, or governmental agencies) arising from or related to services performed by TaxMax Services at your request or based on information you provided;
* Your breach of these Terms, any Engagement Agreement, or written instructions or authorizations provided to TaxMax Services;
* Actions taken by TaxMax Services in reasonable reliance on your approvals, confirmations, authorizations, or instructions.
INTELLECTUAL PROPERTY
Website content, text, graphics, logos, and materials are owned by or licensed to TaxMax Services and may not be copied, reproduced, or used without written permission, except for personal, non-commercial use.
CHANGES TO THESE TERMS
We may update these Terms from time to time. The “Last Updated” date will reflect the most recent revisions. Continued use of the website or services after changes constitutes acceptance of the updated Terms.
CONTACT
For questions regarding these Terms or our services, contact: TaxMax Services.
Address: 2840 Arden Way Suite 100, Sacramento. California 95825
Email: info@taxmaxservices.com
Our Privacy Policy
Last Updated: January 22nd, 2026.
This Privacy Policy describes how TaxMax Services collects, uses, protects, and discloses personal and business information obtained through our website, communications, and professional services. By using our website or engaging our services, you consent to the practices described in this Privacy Policy.
INFORMATION WE COLLECT
We may collect personal, financial, and business information necessary to provide tax preparation and filing, accounting, bookkeeping, payroll, and business formation services, including but not limited to:
* Identifying information (name, address, email address, phone number)
* Government-issued identifiers (e.g., Social Security numbers, ITINs, EINs)
* Financial information (income records, bank statements, payroll data)
* Business information (entity details, ownership structure, employee data)
* Website usage information (IP address, browser type, access times)
* Information may also be collected through secure messaging, client portals, or encrypted communication tools made available through our website or service providers.
Information may be collected directly from you, from authorized third parties, or through secure electronic systems used in the delivery of our services.
HOW WE USE YOUR INFORMATION
We use collected information solely for legitimate business and professional purposes, including to:
* Provide requested services
* Prepare and file tax returns and related filings
* Maintain accounting, bookkeeping, and payroll records
* Communicate with you regarding your services
* Comply with legal, regulatory, and professional obligations
* Improve internal processes and service delivery
* Protect against fraud, unauthorized access, or misuse
We do not sell, rent, or trade personal information.
CLIENT RESPONSIBILITY FOR ACCURACY
You are responsible for providing accurate, complete, and timely information. We rely on the information you provide unless otherwise agreed in writing. You acknowledge that inaccurate, incomplete, or untimely information may affect service outcomes, compliance, and filings.
INFORMATION SHARING AND DISCLOSURE
We may disclose information only as necessary and as permitted by law, including:
* To taxing authorities (e.g., IRS, state or local agencies) with your authorization
* To payroll processors, accounting platforms, or service vendors required to perform services
* To regulatory authorities when legally required
* To professional advisors (e.g., attorneys, insurers) for compliance, risk management, or defense
* To comply with subpoenas, court orders, or other legal obligations
We do not authorize third parties to use your information for their own marketing or unrelated purposes. All third parties are expected to maintain confidentiality and reasonable data protection standards. Secure messaging and client portal services may be provided by third-party vendors subject to their own security practices and terms.
DATA SECURITY AND SAFEGUARDS
We implement reasonable administrative, technical, and physical safeguards designed to protect sensitive information from unauthorized access, disclosure, or misuse. These safeguards are consistent with industry standards for tax and accounting firms and include a Written Information Security Program (WISP) designed to comply with applicable federal and state requirements.
Despite these safeguards, no data transmission or storage system can be guaranteed to be 100% secure. You acknowledge and accept this inherent risk.
ELECTRONIC COMMUNICATIONS
By engaging our services, you consent to receive communications via email, phone, SMS, client portals, or other electronic means. While we take reasonable precautions, electronic communications carry inherent security risks. You may request alternative communication methods in writing. We may offer secure messaging, client portals, or encrypted communication tools through our website or third-party platforms to transmit sensitive information. While these tools are designed to enhance security, no electronic system is completely risk-free. By using secure messaging or client portals, you acknowledge and accept the inherent risks associated with electronic communications.
RECORD RETENTION
We retain client information and records in accordance with internal policies and applicable legal, regulatory, and professional requirements. You remain responsible for maintaining your original records and documentation.
WEBSITE COOKIES AND TRACKING
Our website may use cookies or similar technologies to enhance functionality and analyze usage patterns. These tools do not collect Social Security numbers, tax data, or financial account credentials.
You may disable cookies through your browser settings; however, certain website features may not function properly.
CHILDREN’S PRIVACY
Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.
YOUR PRIVACY RIGHTS
You may request access to, correction of, or information about the personal data we maintain, subject to applicable legal and professional obligations. Certain records may not be deleted due to regulatory, tax, or compliance requirements.
Requests must be submitted in writing.
CALIFORNIA PRIVACY RIGHTS (CCPA / CPRA)
If you are a California resident, you have certain rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), subject to applicable exemptions, including:
* The right to know what personal information we collect, use, and disclose
* The right to request correction of inaccurate personal information
* The right to request deletion of personal information, subject to legal and professional retention requirements
* The right to limit the use of sensitive personal information
* The right to non-discrimination for exercising your privacy rights
TaxMax Services does not sell or share personal information as defined under California law.
Requests may be submitted in writing using the contact information below. We may need to verify your identity before processing a request.
LIMITATION OF LIABILITY
To the maximum extent permitted by law, TaxMax Services shall not be liable for damages arising from unauthorized access, data breaches, system failures, or third-party actions beyond our reasonable control, except where caused by the gross negligence or willful misconduct of TaxMax Services.
POLICY UPDATES
We reserve the right to modify this Privacy Policy at any time. Updates will be posted with a revised “Last Updated” date. Continued use of our website or services constitutes acceptance of the updated policy.
CONTACT INFORMATION
For questions regarding this Privacy Policy or your personal information, contact: TaxMax Services.
Address: 2840 Arden Way Suite 100, Sacramento. California 95825
Email: info@taxmaxservices.com