Terms of Service

Services Overview

Taurus Tax Group provides tax preparation, tax planning, accounting, business advisory, and trust/estate coordination services. The specific scope of services, deliverables, timeline, and fees are defined in individual engagement agreements signed before work begins.

These Terms apply to website use and general inquiries. Formal service engagements are governed by separate written agreements.

Professional Relationship and Scope

No Attorney-Client Relationship

Taurus Tax Group is not a law firm. We do not provide legal advice, draft legal documents, or represent clients in legal matters. Our services are limited to tax and accounting matters. You should consult a licensed attorney for legal advice regarding trusts, estates, contracts, or other legal issues.

No Guarantee of Outcomes

Tax advice and planning strategies are based on current laws, regulations, and your specific facts as provided to us. We cannot guarantee specific tax savings, audit outcomes, or IRS acceptance of positions taken. Laws change, and individual circumstances vary.

Client Responsibility

You are responsible for:

• Providing accurate, complete, and timely information
• Reviewing and approving all work before filing or implementation
• Maintaining records and documentation as required by law
• Complying with all tax laws and payment obligations
• Informing us of any changes to your situation that may affect tax positions

Engagement Process

Our standard engagement process includes:

1. Initial consultation to understand your needs
2. Written proposal outlining scope, deliverables, timeline, and fees
3. Signed engagement agreement before work begins
4. Secure document collection and information gathering
5. Work performance, review, and client approval
6. Final deliverables and filing (if applicable)

No professional relationship or obligation exists until a signed engagement agreement is in place.

Fees and Payment

Fee Structure

Fees are determined based on scope, complexity, and time requirements. We provide clear pricing before beginning work. Fee structures may include:

• Fixed fees for specific services (e.g., individual tax returns)
• Hourly rates for consulting, advisory, or complex projects
• Monthly retainers for ongoing accounting or advisory services

Payment Terms

Payment terms are specified in each engagement agreement. Generally:

• Retainers or deposits may be required before work begins
• Final payment is due before filing or delivery of final work product
• Late payments may incur interest charges and suspension of services
• Unpaid balances may be subject to collection and legal action

Scope Changes

If the scope of work changes or additional services are required, we will notify you and provide updated pricing before proceeding. You are not obligated to pay for work outside the agreed scope without prior approval.

Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and applicable law. Client information will not be disclosed without your consent, except as required by law or professional obligations.

See our Privacy Policy for detailed information about how we collect, use, and protect your information.

Intellectual Property

All content on this website, including text, graphics, logos, and software, is the property of Taurus Tax Group or its licensors and is protected by copyright and trademark laws. You may not reproduce, distribute, or create derivative works without our express written permission.

Tax returns, financial statements, and other deliverables prepared for you remain your property. We retain copies for our records and professional obligations.

Website Use and Disclaimers

General Information Only

Content on this website is for general informational purposes only and does not constitute professional advice. Tax laws are complex and change frequently. Do not rely on website content for specific tax decisions without consulting a professional.

No Warranties

This website and its content are provided "as is" without warranties of any kind, express or implied. We do not warrant that the website will be error-free, secure, or uninterrupted.

Third-Party Links

Our website may contain links to third-party websites for your convenience. We do not endorse or take responsibility for the content, accuracy, or practices of external sites.

Limitation of Liability

To the fullest extent permitted by law:

• Our liability for any claim related to our services is limited to the fees paid for those services
• We are not liable for consequential, indirect, or punitive damages
• We are not liable for errors resulting from incomplete or inaccurate information you provide
• We are not liable for IRS or state tax agency actions, audits, or penalties (though we will support you in resolving issues related to our work)

Nothing in these Terms limits our liability for fraud, gross negligence, or violations of professional standards.

Termination

By You

You may terminate an engagement at any time by providing written notice. You remain responsible for payment of fees for work completed through the termination date.

By Us

We may terminate an engagement if:

• You fail to provide necessary information or cooperation
• Fees are not paid as agreed
• A conflict of interest arises
• We determine we cannot competently represent your interests
• The professional relationship has broken down

Upon termination, we will return your documents and provide work completed to date (subject to payment of outstanding fees).

Dispute Resolution

If a dispute arises regarding our services or these Terms, we encourage good-faith negotiation to resolve the matter. If negotiation fails, disputes may be resolved through mediation or arbitration as specified in your engagement agreement.

Any legal action must be brought within one (1) year of the dispute arising.

Governing Law

These Terms and any disputes arising from them are governed by the laws of the United States and the state where our principal office is located, without regard to conflict of law principles.

Changes to These Terms

We may update these Terms from time to time. Changes will be posted on this page with a revised "Last Updated" date. Continued use of the website after changes constitutes acceptance of the updated Terms.

Active engagement agreements remain governed by the terms agreed upon at the time of signing, not by subsequent website updates.

Contact Us

If you have questions about these Terms or need clarification, please contact us:

Taurus Tax Group
Email: contact@taurustaxgroup.com
Phone: (214) 878-2338