LEGAL DISCLAIMER

This Legal page explains the terms that govern your relationship with Instrumental Tax Solutions, Inc. Please read these terms carefully. By engaging our services or using this website you agree to these terms.

Scope of Services
What we provide — Instrumental Tax Solutions offers tax preparation, bookkeeping, payroll, advisory, notary, and related financial services. Engagement specifics are set out in a written engagement letter or service agreement that describes deliverables, timelines, and fees.

Client Responsibilities
To work effectively we require:
Accurate, complete, and timely information and documentation.
Cooperation with requests for signatures, identification, and authorizations.
Prompt payment of invoices according to agreed terms.
Failure to provide required information may delay services or increase fees.

Fees and Payment
Fee structure — Fees are based on the complexity of work and time required. We provide written estimates when appropriate. Payment terms are stated in the engagement letter. Late payments may incur interest or suspension of services. Refunds are handled on a case by case basis and are subject to the terms in your engagement agreement.

Confidentiality and Data Security
Confidential treatment — We treat client information as confidential and use reasonable administrative, technical, and physical safeguards to protect it. Limits — Confidentiality does not apply where disclosure is required by law, court order, or professional standards. We may use secure electronic portals for document exchange; clients are responsible for protecting their own access credentials.

No Legal or Financial Advice
Not a substitute for legal counsel — Our services do not constitute legal advice. We do not provide legal opinions or represent you in court unless explicitly agreed in writing. For legal matters, consult an attorney. Tax guidance is based on current law and available information and is not a guarantee of a particular outcome.

Limitation of Liability
Extent of liability — To the fullest extent permitted by law, Instrumental Tax Solutions’ liability for any claim arising from our services is limited to the fees paid for the specific engagement. We are not liable for indirect, incidental, consequential, or punitive damages. This limitation does not apply where prohibited by law.

Records Retention
Document retention — We retain working papers and electronic files in accordance with professional standards. Clients should retain original tax records and supporting documents as required by law. Upon request we will return client documents, subject to outstanding fees and applicable retention policies.

Electronic Communications and Consent
Use of electronic channels — By providing contact information you consent to receive communications by email, text, or other electronic means. Electronic delivery is considered effective and binding. Clients are responsible for ensuring secure transmission of sensitive information.

Third Party Services and Links
Third party providers — We may recommend or use third party services such as payroll processors, payment platforms, or software. We are not responsible for the performance, security, or policies of third parties. Links on our site do not constitute endorsement.

Governing Law and Dispute Resolution
Applicable law — These terms are governed by the laws of the state where Instrumental Tax Solutions is registered. Disputes — Parties will first attempt to resolve disputes through good faith negotiation. If unresolved, disputes may be subject to mediation or binding arbitration as set out in the engagement agreement.

Changes to Terms
Updates — We may update these terms from time to time. Material changes will be posted on our website and, where appropriate, communicated to clients. Continued use of our services after changes constitutes acceptance.

Contact for Legal Questions
Questions or concerns about these terms or our legal policies may be directed to our office by phone or email. For formal notices, please use the contact information provided on our Contact page.