This is a ParagraphTerms of Service
Specialized Accounting LLC
Last Updated: [Month Day, Year]
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1. Acceptance of Terms
By accessing or using the website, services, secure client portal, forms, email communications, or any content provided by Specialized Accounting LLC (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, do not use the website or services.
These Terms apply to all clients, visitors, users, and anyone who accesses our website or portal.
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2. Services Provided
Specialized Accounting LLC provides the following services:
Tax preparation and filing
Accounting services
Bookkeeping services
Financial record organization and consulting
General business accounting support
Services may be provided remotely, electronically through our client portal, or in person.
We reserve the right to modify, expand, or discontinue services at any time.
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3. Client Responsibilities
To use our services, you agree to:
Provide complete and accurate information
Submit documents and financial data in a timely manner
Review tax returns and financial statements prior to final submission
Notify us of any discrepancies or changes
You are responsible for:
Retaining copies of documents submitted
Ensuring accuracy of information provided
All information transmitted through the client portal
Failure to provide complete and accurate documentation may delay services and impact results.
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4. Electronic Communications & Consent
By using our website, services, or portal, you consent to receive communications electronically, including:
Emails
Text messages
Secure portal messages
Electronic document requests
Digital signature notices
You agree that electronic signatures and electronic records hold the same legal effect as paper signatures under Alabama and federal law (ESIGN Act).
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5. Fees, Payments & Billing
Fees will be communicated prior to service commencement when possible
Rates may vary depending on complexity, document volume, or urgency
Payment may be required before work begins
Some services may require a deposit
We accept:
Electronic payments
Debit and credit cards
ACH transfers
Portal-based payment methods
You agree to pay all fees when they are due. Failure to pay may result in a delay of services, suspension of access, or legal collection processes.
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6. Refund Policy
Because accounting and tax services are based on professional labor and time, all fees are generally non-refundable once work has begun.
Refunds may be issued only if:
No services have been started
A billing error occurred
No guarantee is made regarding refunds after delivery of work products.
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7. Confidentiality & Data Protection
We maintain strict confidentiality regarding your personal, business, financial, and tax information.
Information may be shared only:
With your authorization
Through secure third-party service providers
With government or tax authorities for filing
As required by law
All electronic document transfers must be submitted through the secure client portal when possible.
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8. Client Portal Use
When using our secure portal, you agree:
To keep login information confidential
Not to share access with unauthorized users
To upload documents responsibly and securely
To log out after each session
We are not responsible for unauthorized access resulting from misuse of your credentials.
We reserve the right to:
Suspend portal access for security reasons
Remove uploaded content that poses a security or legal risk
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9. Accuracy & Liability
You are responsible for the accuracy of information provided to us.
We are not responsible for errors or penalties resulting from:
Incorrect, incomplete, or fraudulent information supplied by you
Late submission of tax or financial documents
Your failure to review or approve filings prior to submission
We do not guarantee any specific refund amount, tax outcome, or financial result.
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10. No Legal or Financial Advice Warranty
Our services are intended for general tax preparation and accounting purposes.
We do not provide:
Legal advice
Investment brokerage advice
Financial guarantee services
IRS representation unless explicitly agreed to in writing
You must consult with an attorney, CPA, or financial advisor for specialized professional advice outside the scope of our tax and bookkeeping services.
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11. Intellectual Property
All content on our website — including text, graphics, branding, documents, digital templates, and logos — is owned by or licensed to Specialized Accounting LLC and protected by copyright law.
Users may not:
Copy
Reproduce
Sell
Publish
Modify
...any content without prior written permission.
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12. Termination of Services
We reserve the right to terminate or refuse service for any reason, including but not limited to:
Non-payment
Abusive or threatening communication
Fraudulent behavior
Document tampering
Security concerns
Upon termination, outstanding fees must still be paid.
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13. Governing Law
These Terms are governed by and interpreted under the laws of:
The State of Alabama
Applicable federal U.S. laws
Any disputes will be handled in the appropriate courts of Madison County, Alabama, unless otherwise mutually agreed in writing.
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14. Limitation of Liability
To the fullest extent allowed by law, Specialized Accounting LLC is not liable for:
Lost profits
Data loss
Financial penalties
IRS or state tax actions caused by inaccurate information provided by the client
Indirect, incidental, punitive, or consequential damages
Our maximum liability is limited to the amount you paid for services.
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15. Updates to Terms
We may update or modify these Terms at any time. Changes will be posted on this page with a revised “Last Updated” date.
Continued use of the website or services indicates acceptance of updated Terms.
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16. Contact Information
To request additional information or clarification regarding these Terms, please contact:
Specialized Accounting LLC
Email: [email protected]
Phone: 256-369-9990
State of Operation: Alabama
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OPTIONAL ADD-ONS (Highly Recommended)
I can provide, in the same style:
Disclaimer for Tax Advice (important for liability protection)
Client Engagement Agreement (signed document before work begins)
Electronic Signature Authorization
Refund & Cancellation Policy
Data Retention & Destruction Policy (audit smart!)
Website Cookie Policy Font