Terms of Service
Tax Firm Advisory Support
Effective Date: May 2, 2025
Last Updated: May 2, 2025
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1. Agreement to Terms
By accessing taxfirmadvisorysupport.com or engaging our services, you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our website or services.
These Terms apply to all visitors, clients, and others who access or use our services.
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2. Description of Services
Tax Firm Advisory Support provides peer-level tax advisory services to licensed tax practitioners and accounting firms, including:
Technical Compliance Reviews - review of compliance filing drafts for accuracy, tax elections, required statements, and jurisdictional compliance
Strategy Support - advisory guidance on tax strategies for individual and business clients
Trust & Estate Advisory - available on a limited basis, subject to availability
Our services are provided virtually as the primary method of delivery. In-person services are available in the San Jose, CA and Bay Area area upon request.
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3. Not a Client-Practitioner Relationship with End Clients
Our services are provided to tax practitioners and firms, not to their individual clients. Nothing in our engagement creates a direct professional relationship between Tax Firm Advisory Support and your clients. You, the practitioner, remain solely responsible for all advice provided to your clients.
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4. Fees and Payment
Hourly Rate: Services are billed at $250 per hour
Annual Subscriptions: Block-of-time subscriptions are available on an annual basis and include priority scheduling during filing seasons (March 1 – April 15 and September 1 – October 15)
Payment Terms: Payment terms will be outlined in your engagement agreement. Fees are due as specified therein.
We reserve the right to update our fees with reasonable notice.
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5. Scheduling and Cancellations
Consultations are scheduled via our online booking system (Cal.com)
We ask that cancellations or rescheduling requests be made at least 24 hours in advance
We reserve the right to reschedule appointments due to unforeseen circumstances
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6. Confidentiality
We maintain strict confidentiality regarding all client information shared during engagements, consistent with CPA professional standards. You agree to treat any proprietary methods, frameworks, or information shared by Tax Firm Advisory Support as confidential and not to disclose them to third parties without our written consent.
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7. Limitations of Services
We do not currently offer foreign tax reporting advisory services
Trust and estate services are subject to availability and may have longer wait times
Our services are advisory in nature; final decisions and filings remain the sole responsibility of the engaging practitioner or firm
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8. Disclaimer of Warranties
Our services are provided on an "as is" basis. While we strive to deliver accurate and high-quality advisory support, we make no warranties, express or implied, regarding the completeness, accuracy, or fitness for a particular purpose of our advice. Tax law is complex and fact-specific - outcomes depend on circumstances beyond our control.
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9. Limitation of Liability
To the maximum extent permitted by applicable law, Tax Firm Advisory Support shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of our services. Our total liability for any claim arising out of or relating to these Terms or our services shall not exceed the fees paid by you in the three (3) months preceding the claim.
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10. Intellectual Property
All content on taxfirmadvisorysupport.com - including text, design, and materials - is the property of Tax Firm Advisory Support and may not be reproduced or distributed without written permission.
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11. Governing Law
These Terms are governed by the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Santa Clara County, California.
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12. Changes to These Terms
We may update these Terms from time to time. Changes will be effective upon posting to this page with an updated "Last Updated" date. Continued use of our services after changes are posted constitutes acceptance of the updated Terms.
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13. Contact Us
For questions about these Terms, please contact us:
Tax Firm Advisory Support
Contact
Questions? Reach out anytime.
Contact us
support@taxfirmadvisorysupport.com
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