Terms of Service

1. Acceptance of Terms

By using our website or engaging our services, you acknowledge that you have read, understood, and agree to be bound by these Terms, as well as our Privacy Policy. If you do not agree with these Terms, you may not use our services.

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to our website. Your continued use of our services after any changes constitutes acceptance of the modified Terms.

2. Services Offered

JDavila Tax Services provides the following professional services:

• Tax Preparation Services: Individual and business tax return preparation and filing
• ITIN Application Services: Individual Taxpayer Identification Number application assistance
• Notary Public Services: Document notarization and certification
• Document Translation Services: Professional translation of documents between English and Spanish

All services are subject to availability and our professional standards. We reserve the right to refuse service to anyone for any lawful reason.

3. Professional Relationship

When you engage our services, a professional relationship is established between you (the "Client") and JDavila Tax Services (the "Service Provider"). This relationship is governed by:

• These Terms of Service
• Any signed engagement letters or service agreements
• Applicable federal, state, and local laws
• Professional standards and ethics requirements

4. Client Responsibilities

As a client, you agree to:

• Provide complete, accurate, and timely information required for services
• Maintain and provide all necessary documentation and records
• Respond promptly to requests for information or clarification
• Review all documents before signing or submission
• Pay all fees in accordance with our fee schedule
• Notify us immediately of any changes in your circumstances
• Keep copies of all documents provided to us
• Comply with all applicable tax laws and regulations

5. Our Responsibilities

We agree to:

• Provide professional services with reasonable care and competence
• Maintain confidentiality of your information
• Use our best efforts to complete services in a timely manner
• Follow applicable professional standards and regulations
• Communicate clearly about services, fees, and timelines
• Address concerns and questions promptly
• Provide accurate preparation of tax returns based on information you provide

6. Fees and Payment

Service Fees

Fees for our services are based on:

• The complexity of the work required
• The time and expertise needed
• The type of service requested
• Current market rates for similar services

We will provide you with a fee estimate before beginning work. Additional fees may apply if the scope of work changes or if additional services are required.

Payment Terms

• Payment is due upon completion of services unless otherwise agreed in writing
• We accept cash, checks, and major credit/debit cards
• A deposit may be required for certain services
• Late payments may incur additional fees
• We reserve the right to withhold final documents until payment is received

Refund Policy

Refunds are considered on a case-by-case basis. Generally:

• No refunds are given for completed services
• Deposits are non-refundable unless we are unable to provide the service
• If you are dissatisfied with our services, please contact us immediately

7. Accuracy of Information

You are solely responsible for the accuracy and completeness of information you provide. We rely on the information you give us to prepare your tax returns and provide other services. You acknowledge that:

• We are not responsible for errors resulting from incomplete or inaccurate information you provide
• You have reviewed all documents for accuracy before submission
• You understand that providing false information to the IRS is a federal offense
• You are ultimately responsible for your tax returns and their accuracy

8. Tax Return Accuracy and IRS Audits

Our Role

We prepare tax returns based on information you provide. We do not audit, verify, or authenticate the information you give us. Our role is limited to:

• Preparing tax returns according to current tax laws
• Advising you on tax-related matters
• Filing returns with appropriate authorities

IRS Audits and Inquiries

If your return is selected for audit or inquiry by the IRS or state tax authorities:

• You remain responsible for the accuracy of your return
• We are available to assist you (additional fees may apply)
• You must respond to all IRS requests promptly
• We will provide copies of documents we prepared

9. Confidentiality

We maintain strict confidentiality of all client information in accordance with:

• IRS Circular 230
• State and federal privacy laws
• Professional ethical standards
• Our Privacy Policy

We will not disclose your information to third parties except as required by law or with your written consent.

10. Limitation of Liability

To the fullest extent permitted by law:

• Our liability is limited to the fees paid for the specific service that gave rise to the claim
• We are not liable for indirect, incidental, consequential, or punitive damages
• We are not liable for tax penalties or interest assessed by tax authorities
• We are not liable for decisions you make based on our advice
• Any claims must be brought within one year of the date services were provided

Some jurisdictions do not allow the limitation of certain damages, so these limitations may not apply to you.

11. Professional Standards

Our tax preparers adhere to:

• IRS Circular 230 regulations
• Professional tax preparer standards
• Continuing education requirements
• Ethical business practices

We maintain the necessary credentials, licenses, and insurance to provide our services professionally.

12. Intellectual Property

All content on our website, including text, graphics, logos, images, and software, is the property of JDavila Tax Services or its content suppliers and is protected by copyright and intellectual property laws.

You may not:

• Copy, reproduce, or distribute our website content
• Use our logo or branding without permission
• Create derivative works from our content
• Use automated systems to access our website

13. Communication and Consent

By providing your contact information, you consent to receive communications from us via:

• Email
• Phone calls
• Text messages (SMS)
• WhatsApp
• Postal mail

You may opt out of marketing communications at any time, but you cannot opt out of service-related communications necessary for us to provide our services.

14. Appointment and Cancellation Policy

• Appointments must be scheduled in advance
• Please arrive on time for scheduled appointments
• Cancellations must be made at least 24 hours in advance
• Late cancellations or no-shows may result in fees
• We reserve the right to reschedule appointments if necessary

15. Document Retention

We retain copies of your tax returns and related documents for a period of:

• At least 3 years for general records
• Up to 7 years as required by IRS regulations

You are responsible for maintaining your own copies of all documents and returns. After the retention period, documents will be securely destroyed.

16. Third-Party Services

We may use third-party service providers for:

• Tax software and e-filing
• Payment processing
• Background checks when required

These providers are bound by their own terms of service and privacy policies. We are not responsible for the actions of third-party service providers.

17. Indemnification

You agree to indemnify and hold harmless JDavila Tax Services, its owners, employees, and agents from any claims, damages, losses, or expenses arising from:

• Your breach of these Terms
• Your violation of any laws or regulations
• Inaccurate or incomplete information you provide
• Your use of our services

18. Dispute Resolution

Governing Law

These Terms are governed by the laws of the State of Maryland and the United States, without regard to conflict of law provisions.

Informal Resolution

If you have a dispute with us, please contact us first to attempt to resolve the matter informally. Most disputes can be resolved through good faith communication.

Arbitration

Any disputes that cannot be resolved informally may be subject to binding arbitration in Prince George's County, Maryland, in accordance with the rules of the American Arbitration Association.

Class Action Waiver

You agree that any disputes will be resolved on an individual basis and not as part of a class action or representative proceeding.

19. Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect. The invalid provision will be modified to reflect the parties' intent to the extent possible.

20. Entire Agreement

These Terms, along with our Privacy Policy and any signed engagement letters, constitute the entire agreement between you and JDavila Tax Services regarding our services. They supersede any prior agreements or understandings.

21. Waiver

Our failure to enforce any provision of these Terms does not constitute a waiver of that provision or our right to enforce it in the future.

22. Contact Information

If you have questions or concerns about these Terms of Service, please contact us: