Terms Of Services
Last Updated: November 18, 2024
1. ACCEPTANCE OF TERMS
By using our website or engaging our tax preparation services, you agree to these Terms of Service. If you do not agree, please do not use our services.
2. OUR SERVICES
Taxora (operated by Ermek Alishev, CPA) provides:
– Tax return preparation (individual and business)
– Tax planning consultations
– FBAR and international tax compliance
– IRS representation (where permitted by law)
We do NOT provide legal advice, investment advice, or audit services.
3. PROFESSIONAL CREDENTIALS
Ermek Alishev is a licensed Certified Public Accountant (CPA) in:
– NY (lic.# 104512)
– NJ (#20CC044457400)
4. NATIONWIDE SERVICE LIMITATIONS
Important Notice: While we prepare federal tax returns for clients nationwide, some limitations apply:
- Federal Returns: We can prepare for all 50 states
- State Returns: Subject to individual state regulations
- State Representation: Limited to NY and NJ unless specifically permitted
- Complex State Issues: May require local CPA partnership
We’ll inform you if we cannot serve your specific needs and will provide appropriate referrals.
5. IRS CIRCULAR 230 DISCLOSURE
Required Federal Notice: Unless expressly stated otherwise, any tax advice on this website or in our communications cannot be used to avoid IRS penalties or to promote, market, or recommend any tax strategy to another party.
6. FEES AND PAYMENTS
Our Service Tiers:
- Express: 7 business days
- Professional: 10 business days
- Professional Plus: 12 business days
- Executive: 14 business days, with priority response (next business day) and year-round Q&A access
- Initial consultation fee of $199 may be credited toward service.
Payment Terms:
- Consultation fees due at booking
- 50% deposit required to begin work
- Balance due before filing
- We accept credit cards, ACH, and checks
Refund Policy:
- Consultation: 100% refund if no value provided
- Tax prep: Refunds only for our documented errors
7. YOUR RESPONSIBILITIES
You agree to:
– Provide accurate and complete information
– Respond timely to our requests
– Review all returns before signing
– Maintain copies of all tax documents (minimum 7 years)
– Use our secure portal for sensitive documents
8. PRIVACY AND SECURITY
Data Protection:
- We maintain strict confidentiality
- We use encryption for data transmission
- We comply with IRS security standards
- See our Privacy Policy for details
SECURITY WARNING:
Never send SSN, tax documents, or financial information via regular email or text message. Use our secure client portal only.
Section 7216 Disclosure:
By providing tax information, you consent to our use of your tax return information solely for preparing your returns and providing related services as permitted by law.
9. LIMITATION OF LIABILITY
Our liability for any error or omission is limited to the fee paid for the specific service. We are not liable for:
– Penalties or interest (unless due to our error)
– Indirect or consequential damages
– Issues arising from incomplete or false information you provide
10. ELECTRONIC COMMUNICATIONS
By providing your email and phone number, you consent to receive:
– Service-related communications
– Appointment reminders
– Tax deadline notifications
– Secure portal notifications
Standard message and data rates may apply. Reply STOP to opt-out of text messages.
11. INTELLECTUAL PROPERTY
All content on this website, including text, graphics, and logos, is property of Taxora and protected by copyright law.
12. TERMINATION
Either party may terminate services at any time. You remain responsible for fees incurred up to termination.
13. DISPUTE RESOLUTION
Any disputes will be governed by New York law and resolved through mediation, and if necessary, binding arbitration in New York, NY.
14. ACCESSIBILITY
We strive to make our services accessible to all. Please contact us for accommodation requests.
15. CHANGES TO TERMS
We may update these Terms at any time. Your continued use of our services constitutes acceptance of any changes.
16. THIRD-PARTY SERVICES
We use third-party providers including:
– TaxDome (secure client portal)
– Drake Software (tax preparation)
– Stripe (payment processing)
You agree to comply with their terms of service when using these platforms.
17. NO GUARANTEE OF RESULTS
We cannot guarantee:
– Specific refund amounts
– Audit avoidance
– IRS acceptance of positions
– Specific tax outcomes
Tax laws change frequently, and outcomes depend on individual circumstances.
18. CONTACT INFORMATION
Taxora
Ermek Alishev, CPA
Email: info@taxoragroup.com
Phone: (347) 603-1895
Website: www.taxoracpa.com
Licensed in NY & NJ | Serving clients nationwide where permitted
Questions about these Terms? Contact us at info@taxoragroup.com
By using our services, you acknowledge that you have read, understood, and agree to these Terms of Service.