Terms and conditions

1. Acceptance of terms

These Terms and Conditions (“Terms”) govern your use of the website www.cacerositax.com (the “Site”) and the services provided by Caceros Income Tax (“we,” “us,” or “the Office”). By accessing the Site, contacting us, scheduling an appointment, or using our services, you agree to be bound by these Terms. If you do not agree, do not use the Site or our services.

2. Description of services

We provide individual and business tax preparation, payroll, bookkeeping, accounting, ITIN assistance, and notary services. Specific services, scope, timelines, and fees are agreed on a case-by-case basis. We are not a law firm or a certified public accounting (CPA) firm unless expressly stated in writing. Our tax preparation services do not constitute legal advice or legal representation before the IRS or any tax agency.

3. No legal advice and no guaranteed results

The information on the Site is general and educational. It does not constitute personalized tax, legal, or accounting advice. Tax results vary based on each person’s situation and are subject to current law and the documentation provided. We do not guarantee refunds, credits, savings, or specific outcomes.

4. Client responsibilities

To allow us to provide services properly, you agree to:

• Provide complete, accurate, and up-to-date information.
• Deliver all necessary documents on time.
• Review your return or any document carefully before signing.
• Sign required authorizations, forms, and declarations.
• Pay the agreed fees.
• Notify us of changes in your personal, family, employment, or business situation that may affect your return.
• Not send Social Security numbers or sensitive documents by email or web forms without speaking with us first.

You are responsible for the accuracy of the information you provide. We are not responsible for errors, omissions, penalties, interest, or adjustments resulting from incomplete or inaccurate information provided by you or by third parties.

5. Fees and payment

Fees are based on the complexity of your situation, the forms required, and the time needed. We will provide a quote or estimate before beginning. Additional charges may apply for services not originally included, amendments, IRS or state correspondence, or rush requests. Payment is due according to the agreed terms. We may require a deposit or prepayment. Fees are non-refundable once work has begun, except as required by law or as we agree in writing.

6. Appointments, cancellations, and rescheduling

We recommend scheduling an appointment to ensure personalized attention. You may cancel or reschedule with reasonable notice. We may charge a fee for no-shows or late cancellations. If you arrive late, your appointment may be shortened or rescheduled. Online services require access to a phone or internet and are subject to availability.

7. Document delivery and upload

You may deliver documents in person or, when available, upload them through our Site. Uploads are subject to size and quantity limits and to security validations. You are responsible for ensuring that files are legible and complete. Although we use reasonable security measures, no system is completely secure. Do not send sensitive information through unsecured channels without consulting us first.

8. Confidentiality and privilege

We respect the confidentiality of your information under the law and our internal policies. Tax preparers are subject to the confidentiality rules of IRC § 7216 and IRS regulations. However, communication with a tax preparer is not protected by attorney-client privilege. We may disclose information when required by law or with your consent. See our Privacy Notice for more details.

9. Limitation of liability

To the maximum extent permitted by law, Caceros Income Tax, its owners, employees, and agents are not liable for indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or opportunities, arising from the use of the Site or the services. Our total liability for any claim related to the services will not exceed the fees paid for the specific service that gave rise to the claim. Nothing in these Terms limits liability that cannot be excluded by law.

10. Indemnification

You agree to indemnify and hold harmless Caceros Income Tax from any claim, damage, loss, or expense (including attorney fees) resulting from your breach of these Terms, from inaccurate information you provide, or from misuse of the Site or the services.

11. Third-party services

The Site may include links or integrations with third parties, such as Google maps. We do not control and are not responsible for the practices, content, or privacy policies of third parties. Your use of third-party services is governed by their own terms.

12. Intellectual property

All content on the Site, including text, logos, graphics, icons, images, and design, is owned by Caceros Income Tax or its licensors and is protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works without our written consent.

13. Permitted use of the site

You agree not to use the Site for illegal, fraudulent, or unauthorized purposes, not to attempt to access unauthorized systems or data, not to introduce viruses or malicious code, and not to interfere with the operation of the Site. We may suspend or terminate your access if you breach these Terms.

14. Termination

We may suspend or terminate access to the Site or services at any time, with or without cause and without liability, except as required by law. Provisions that by their nature should survive (including limitation of liability, indemnification, and governing law) will remain in effect.

15. Governing law and jurisdiction

These Terms are governed by the laws of the State of California, United States, without regard to conflict of laws. Any dispute will be resolved in the state or federal courts located in Los Angeles County, California, and you consent to their exclusive jurisdiction, except as otherwise required by law.

16. Dispute resolution

Before initiating litigation, the parties will attempt to resolve the dispute in good faith through direct communication. If it is not resolved within a reasonable time, either party may resort to the competent courts. Nothing in this section prevents seeking injunctive relief to protect intellectual property or confidentiality rights.

17. Changes to these terms

We may modify these Terms at any time. We will post the updated version on this page with the “Last updated” date. Continued use of the Site or services after publication constitutes acceptance of the changes. If you do not agree, you must stop using the Site and the services.

18. Severability and entire agreement

If any provision of these Terms is found invalid or unenforceable, the remaining provisions will remain in effect. These Terms, together with our Privacy Notice and any signed written agreement, constitute the entire agreement between you and Caceros Income Tax regarding the use of the Site and the services.

19. Contact

If you have questions about these Terms, contact us:

Caceros Income Tax
2149 E Garvey Ave N, Suite A
West Covina, CA 91791
Phone: (626) 814-0346
Email: info@cacerositax.com

This document is a draft for review by legal counsel and may require adjustments based on the specific practice of the office and applicable law.

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