Agreement to Terms

By accessing our website, engaging our services, or communicating with MSN Taxes via text message, WhatsApp, email, phone, or in person, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our services.

Services Provided

MSN Taxes provides professional tax preparation and financial statement services, including but not limited to:

• Individual tax return preparation (Form 1040 and related schedules)
• Business tax return preparation (C Corporation, S Corporation, Partnership, Sole Proprietor)
• Financial statement preparation (Profit & Loss, Balance Sheets, Cash Flow Analysis)
• Tax consultation services
• Multi-state tax return filing

All services are provided by Samantha Earle, MBA, and are subject to the terms outlined herein.

Client Responsibilities

As a client of MSN Taxes, you agree to:

• Provide accurate, complete, and timely information and documentation necessary for tax preparation and financial statement services
• Review all prepared documents carefully before signing and filing
• Inform us immediately of any errors, omissions, or changes in your financial situation
• Maintain copies of all tax returns and supporting documents for your records
• Pay all fees and charges in accordance with our pricing structure and payment terms
• Comply with all applicable tax laws and regulations

Communication and Consent

By providing your contact information, you consent to receive communications from MSN Taxes via:

• Text message (SMS)
• WhatsApp
• Email
• Phone calls

These communications may include appointment reminders, document requests, service updates, tax filing deadlines, and other service-related notifications. Message and data rates may apply. You may opt out of text or WhatsApp communications at any time by replying "STOP" or contacting us at (561) 938-7959 or [email protected].

Fees and Payment

Fees for our services are based on the complexity of the work and are outlined on our Pricing page. Payment is due upon completion of services unless otherwise agreed in writing. We accept payment via cash, check, credit card, or electronic transfer. Late payments may be subject to additional fees. We reserve the right to withhold delivery of completed tax returns or financial statements until payment is received in full.

Confidentiality

We are committed to maintaining the confidentiality of your personal and financial information in accordance with professional standards and applicable laws, including IRS Circular 230. We will not disclose your information to third parties except as required by law, with your consent, or as necessary to provide our services (e.g., filing tax returns with tax authorities).

Limitation of Liability

MSN Taxes will exercise reasonable care and professional judgment in providing services. However, we are not liable for any losses, damages, penalties, or interest resulting from errors or omissions caused by incomplete, inaccurate, or untimely information provided by you. Our liability is limited to the fees paid for the specific service in question. We are not responsible for tax positions taken by you that are contrary to our advice or for any consequences arising from your failure to follow applicable tax laws.

Accuracy of Information

You acknowledge that you are ultimately responsible for the accuracy and completeness of your tax returns and financial statements. While we will prepare these documents based on the information you provide, you must review and approve all documents before they are filed or finalized. By signing a tax return or approving a financial statement, you certify that the information is true, correct, and complete to the best of your knowledge.

IRS Representation

MSN Taxes does not provide legal representation or advocacy before the IRS or state tax agencies unless specifically agreed to in a separate engagement letter. If you receive an audit notice or other correspondence from tax authorities, please contact us immediately so we can discuss representation options and additional fees.

Termination of Services

Either party may terminate the service relationship at any time with written notice. Upon termination, you are responsible for payment of all fees for services rendered up to the date of termination. We will return all original documents provided by you, and you may request copies of work completed to date.

Dispute Resolution

Any disputes arising from these Terms of Service or our provision of services will be resolved through good-faith negotiation. If negotiation is unsuccessful, disputes will be resolved through binding arbitration in Miami-Dade County, Florida, in accordance with the rules of the American Arbitration Association. You agree to waive any right to a jury trial.

Governing Law

These Terms of Service are governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles. Any legal action or proceeding related to these terms shall be brought exclusively in the courts of Miami-Dade County, Florida.

Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of MSN Taxes and is protected by copyright and trademark laws. You may not reproduce, distribute, or create derivative works from our content without our express written permission.

Website Use

Our website is provided for informational purposes only. While we strive to provide accurate and up-to-date information, we make no warranties or representations regarding the completeness, accuracy, or reliability of any content on the website. Your use of the website is at your own risk.

Changes to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be posted on this page with an updated effective date. Your continued use of our services after changes are posted constitutes your acceptance of the revised terms.

Severability

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

Contact Information

If you have any questions about these Terms of Service, please contact us: