Welcome to Stephens Bros Tax Service
Thank you for choosing Stephens Bros Tax Service. By accessing or using our services, you agree to comply with and be bound by the terms and conditions outlined below. Please read them carefully. If you do not agree to these terms, you should not use our services.
1. Who We Are
Stephens Bros Tax Service specializes in tax preparation, tax planning, advisory services, and related solutions for individuals and businesses. Our website address is https://stephensbros.com.
2. Use of Our Services
Eligibility
To use our services, you must:
- Be at least 18 years old or the age of majority in your jurisdiction.
- Provide accurate, current, and complete information during any registration or information submission process.
Scope of Services
Our services include tax preparation, advisory services, and tax planning. We do not provide legal, investment, or financial advice. You are responsible for consulting qualified professionals for those matters.
3. Client Responsibilities
- Accuracy of Information:
- You are responsible for providing accurate and complete information to facilitate our services. Errors or omissions in the data you provide may affect the accuracy of the services we provide.
- Timely Communication:
- It is your responsibility to respond to requests for additional information or documentation promptly.
- Compliance:
- You are responsible for ensuring that your use of our services complies with all applicable laws, including tax laws and regulations.
4. Fees and Payment Terms
Service Fees:
- Fees for our services will be agreed upon before work begins. Additional services requested beyond the original agreement may incur additional charges.
Payment Terms:
- Payment is required before work begins. any additional services beyond the agreed scope will incur separate fees, which must be approved and paid before proceeding.
Refund Policy:
- All payments are final and non-refundable. If a service cannot be completed due to client inaction, on refunds will be issued.
5. Intellectual Property
All materials, tools, and content provided by Stephens Bros Tax Service, including but not limited to website content, branding, and resources, are protected by intellectual property laws. You may not reproduce, modify, or distribute our content without our express written consent.
6. Confidentiality and Privacy
Client Information:
- We are committed to protecting your privacy and personal data. Refer to our Privacy Policy for detailed information on how your data is collected, used, and protected.
Secure Communication:
- While we take reasonable measures to protect your information, we are not responsible for breaches caused by external factors, such as hacking or phishing attacks.
7. Limitation of Liability
No Guarantees:
- We strive for accuracy but do not guarantee that our services will be error-free. The ultimate responsibility for tax compliance lies with the client.
Liability Limit:
- To the maximum extent permitted by law, Stephens Bros Tax Service is not liable for indirect, incidental, or consequential damages resulting from the use of our services.
8. Dispute Resolution
Governing Law:
- These Terms of Service are governed by the laws of Wyoming.
Resolution:
- By engaging our services, you agree that any disputes will be resolved through binding arbitration in Wyoming, rather than litigation.
9. Changes to These Terms
We reserve the right to update these Terms of Service at any time without prior notice. It is your responsibility to review these terms periodically for updates.
10. Tax Appointment Deposit
A non-refundable $100 deposit secures your tax appointment and includes a Zoom review session. Without a deposit, all communication will be handled via the Client Portal.
For clients needing additional support, advisory sessions are available at $385 for up to one hour.
11. Contact Information
If you have questions or concerns regarding these terms, please contact us at:
- Email: info@stephensbros.com
- Phone: (800) 558-6821
- Mailing Address: Stephens Bros Tax Service, 307 Main St, Unit 355, Johnson City, NY 13790
- Address: 30 N Gould Street, Sheridan, WY 82801
This Terms of Service is effective as of December 31, 2024. By continuing to use our services, you agree to these terms.