Terms & Conditions

Agreement to Terms

By using the services of Income Tax & Bookkeeping, Inc., you agree to be bound by these Terms and Conditions. Please read them carefully before engaging our services.

Services Provided

We provide professional tax preparation and bookkeeping services, including:

• Individual income tax return preparation and filing
• Business tax return preparation and filing
• Bookkeeping and accounting services
• Tax planning and consultation
• Audit representation and support

Client Responsibilities

As our client, you agree to:

• Provide complete and accurate information
• Deliver all necessary documents in a timely manner
• Review prepared returns carefully before signing
• Pay fees as agreed upon
• Notify us immediately of any changes to your information

Fees and Payment

• Fees are based on the complexity of your tax situation
• We provide estimates before beginning work
• Payment is due upon completion of services unless other arrangements are made
• Late payment charges may apply to overdue accounts

Accuracy Guarantee

We guarantee the accuracy of our work based on the information you provide. If we make an error in preparation, we will correct it at no charge and pay any resulting penalties or interest caused by our error.

Confidentiality

We maintain strict confidentiality of all client information. We will not disclose your information to third parties without your written consent, except as required by law or professional standards.

Limitation of Liability

Our liability is limited to the fees you paid for our services. We are not responsible for indirect or consequential damages. This limitation does not apply to cases of gross negligence or willful misconduct.

Records Retention

We retain copies of tax returns and supporting documents for seven years. After this period, documents may be destroyed unless you request their return.

Disputes

Any disputes will be resolved through mediation or arbitration in Cook County, Illinois. These terms are governed by Illinois state law.

Contact Information

For questions about these terms or our services: