TERMS OF SERVICE

Effective Date: October 23, 2025

1. INTRODUCTION

Welcome to United Tax & Finance Services LLC (“Company,” “we,” “our,” or “us”). By accessing and using our website www.unitedtfs.com and any of our related services, you agree to comply with these Terms of Service (“Terms”).

If you do not agree with any part of these Terms, please discontinue use of our website and services immediately.

2. SCOPE OF SERVICES AND LIMITATIONS

2.1 Nature of Service

We provide professional services in tax preparation, accounting, bookkeeping, payroll, financial advisory, risk governance, compliance, and business consulting.

Our services are intended to support clients in managing their financial and compliance obligations but do not constitute legal, investment, or certified public accounting advice unless expressly agreed upon in writing.

2.2 Service Delivery

All services are offered online, remotely, or in person by appointment. Services commence only after verified payment. Consultation or booking links may be shared manually upon confirmation.

2.3 No Guarantee of Outcomes

While we strive to deliver expert, reliable, and compliant services, we do not guarantee specific financial, tax, or business outcomes, including refunds, approvals, or results based on our guidance.

3. PAYMENTS, REFUNDS, AND BOOKING POLICY

3.1 Payment Policy

All service fees must be paid in full prior to initiation. We accept credit/debit cards, PayPal, bank transfers, and Zelle.

3.2 Payment Confirmation

Clients will receive confirmation by email once payment is verified. Appointments or filings begin after confirmation.

3.3 Refund Policy

All payments are non-refundable except in the following cases:

  • The Company declines service due to scope or capacity limitations.

  • A verified technical or scheduling failure prevents service delivery.

If a refund is approved, an administrative fee may be deducted.

4. DATA SUBMISSION AND CONFIDENTIALITY

4.1 Client Responsibility

Clients are responsible for providing accurate, complete information relevant to the requested service. We rely entirely on client-provided data for our analysis and filings.

4.2 Confidentiality

All information shared with us is treated as strictly confidential and is not disclosed to third parties, except as required by law or authorized by the client in writing.

4.3 Legal Disclosure

We may disclose information when legally required or upon valid requests by government or regulatory authorities.

5. LIMITATION OF LIABILITY

5.1 General Disclaimer

United Tax & Finance Services LLC and its representatives shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services, advice, or materials.

5.2 Third-Party Responsibility

We are not responsible for actions taken by the IRS, state tax agencies, financial institutions, or other third parties that may affect your filings or results.

6. ADVISORY NATURE AND CLIENT CONSENT

Our services are advisory and administrative in nature. Clients understand that they retain full responsibility for their financial and compliance decisions.

By engaging our services, you acknowledge that no guarantees, warranties, or legal recourse are offered for specific outcomes.

7. INDEMNIFICATION

You agree to indemnify, defend, and hold harmless United Tax & Finance Services LLC, its affiliates, and representatives from any claims, damages, or losses resulting from your use of our website, reliance on our advice, or breach of these Terms.

8. PRICING AND POLICY CHANGES

We reserve the right to modify service pricing, payment terms, policies, or these Terms at any time. All updates will take effect immediately upon posting on our website.

9. NO WARRANTIES

All services are provided “as is” without warranties of any kind, express or implied, including but not limited to warranties of accuracy, suitability, or fitness for a particular purpose.

10. COMMUNICATION POLICY

All official communications and confirmations must occur via email or phone.

We do not recognize agreements made through social media, messaging apps, or informal channels.

📧 info@unitedtfs.com

📞 (202) 241-0006

🌐 www.unitedtfs.com

11. GOVERNING LAW

These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Virginia, without regard to its conflict of law provisions.

12. ACCEPTANCE OF TERMS

By using our website, booking a service, or making a payment, you acknowledge that you have read, understood, and agreed to these Terms of Service in full.