Terms of service

Last updated: November 29th, 2024

ACCEPTANCE OF TERMS

By accessing and using the services provided by On Target Tax Services ("Company," "we," "us," or "our"), including our website www.ontargettaxservices.com, you agree to be bound by these Terms of Service ("Terms"). Please read these Terms carefully before engaging our services.

SERVICES

We provide tax preparation and bookkeeping services, including but not limited to:

  • Federal, state, and city tax return preparation

  • Business and individual tax services

  • Bookkeeping and financial record maintenance

  • Account reconciliation

  • Expense tracking

  • Tax planning services

All services are provided in accordance with applicable laws, regulations, and professional standards. Our primary tax preparer and bookkeeping professional is a Certified Public Bookkeeper with over 10 years of experience.

CLIENT RESPONSIBILITIES

Information Accuracy You agree to:

  • Provide accurate and complete information

  • Submit all necessary documents in a timely manner

  • Review all prepared documents before signing

  • Notify us promptly of any errors or discrepancies

  • Maintain records as required by law

Communication You are responsible for:

  • Responding to information requests promptly

  • Keeping your contact information current

  • Meeting scheduled appointments or providing adequate notice of cancellation

FEES AND PAYMENT

Service Fees

  • Tax preparation fees vary by form complexity

  • Bookkeeping fees are based on service requests and transaction volume

  • Additional services will be quoted separately

  • Payment is required before final filing or service completion

Payment Terms

  • Payment is due upon completion of services

  • Accepted payment methods will be communicated at time of service

  • Late payments may incur additional fees

  • Returned checks will incur additional charges

CONFIDENTIALITY AND PRIVACY

Information Protection: We maintain strict confidentiality of all client information in accordance with:

  • IRS regulations

  • Professional standards

  • Our Privacy Policy

  • Applicable state and federal laws

Data Security: We implement security measures including:

  • Secure file storage

  • Encrypted data transmission

  • Regular security updates

  • Professional liability insurance coverage

LIMITATION OF LIABILITY

Service Warranty: While we strive for accuracy, we cannot guarantee:

  • Specific tax refund amounts

  • Audit prevention

  • Particular financial outcomes

Liability Limits: Our liability is limited to:

  • The amount of fees paid for the specific service in question

  • Coverage provided by our professional liability insurance

  • Errors and omissions insurance coverage through Hiscox

TERMINATION OF SERVICES

Termination Rights: We reserve the right to terminate services if:

  • Required information is not provided

  • Fees remain unpaid

  • Professional standards cannot be maintained

  • Client conduct is inappropriate or unethical

Client Rights: Clients may terminate services by:

  • Providing written notice

  • Settling any outstanding balances

  • Requesting transfer of records

INTELLECTUAL PROPERTY

All materials, documents, and software provided remain the property of On Target Tax Services unless explicitly transferred to the client.

DISPUTE RESOLUTION

Resolution Process

  • Disputes will first be addressed through direct communication

  • Mediation may be used if direct resolution fails

  • Applicable law of Ohio will govern all proceedings

AMENDMENTS

We reserve the right to modify these Terms at any time. Changes will be effective upon posting to our website.

CONTACT INFORMATION

For questions about these Terms, contact us at: Email: support@ontargettaxservices.com Phone: 937-877-5886 Location: Tipp City, Ohio

SEVERABILITY

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