Effective Date: December 1st, 2024
Welcome to Next Level Financial and Tax Services, LLC. By using our website and services, you agree to the following Terms of Service. Please read them carefully before proceeding.
1. Acceptance of Terms
By accessing our website or using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree, you must not use our website or services.
2. Services Provided
Next Level Financial and Tax Services, LLC offers tax preparation, bookkeeping, and accounting services, including virtual and in-person consultations.
- All services are provided in accordance with applicable laws and regulations.
- We reserve the right to modify or discontinue any service at any time without prior notice.
3. Client Responsibilities
To ensure the accuracy and timeliness of our services, clients are responsible for:
- Providing accurate and complete personal, financial, and tax-related information.
- Responding promptly to requests for additional information or clarification.
- Ensuring the security of any credentials or access provided to our secure document portal.
4. Use of Our Website
By using our website, you agree to the following:
- You will not engage in any activity that disrupts or interferes with the operation of the website.
- You will not attempt to access restricted areas or data not intended for you.
- You agree to use the website solely for lawful purposes and refrain from any unauthorized use.
5. Data Privacy
We prioritize your privacy and adhere to our Privacy Policy in collecting, storing, and processing your data.
- All uploaded documents are stored on Drake Software’s secure cloud server.
- Refer to our Privacy Policy and Drake Software’s Privacy Policy for additional details.
6. Fees and Payments
- Fees for services are determined based on the scope of work and are communicated before service commencement.
- Payment is due upon completion of the service unless otherwise agreed.
- Failure to pay for services may result in additional fees or service suspension.
7. Refund Policy
Refunds are available for unused services under specific conditions.
- Refer to our Refund Policy for detailed terms.
8. Limitation of Liability
While we strive for accuracy and professionalism in all services, we cannot guarantee specific financial or legal outcomes.
- No Liability for Errors: We are not liable for errors or omissions resulting from incomplete or inaccurate information provided by the client.
- No Warranty of Results: The client acknowledges that tax outcomes depend on various factors, including IRS policies and regulations.
9. Termination of Services
We reserve the right to terminate services if a client violates these Terms of Service, provides fraudulent information, or engages in abusive behavior.
10. Third-Party Services
Some features, such as our secure document portal, are powered by third-party providers (e.g., Drake Software).
- By using these features, you agree to their terms and policies.
- We are not responsible for errors or issues arising from third-party services.
11. Intellectual Property
All content on our website, including text, graphics, logos, and software, is the property of Next Level Financial and Tax Services, LLC.
- You may not copy, distribute, or use any content without our express written permission.
12. Governing Law
These Terms of Service are governed by the laws of the state of [Insert State], without regard to its conflict of law principles.
13. Updates to Terms
We may update these Terms of Service periodically. The most recent version will always be available on our website. Continued use of our services indicates acceptance of any updates.
14. Contact Us
For any questions or concerns regarding these Terms of Service, please contact us at:
Next Level Financial and Tax Services, LLC
Email: [email protected]
Phone: (804) 896 – 5186
Address: 3333 South Crater Rd., Suite 3A, Petersburg, VA 23805
