Terms of Service

1. Services

Phoenix Tax Guy provides professional tax preparation, planning, and consulting services. Our services include but are not limited to:

• Individual tax return preparation
• Business tax return preparation
• Tax planning and consulting
• Financial planning services
• Document management through SmartVault

2. Client Responsibilities

As a client, you agree to:

• Provide accurate and complete information
• Respond to requests for additional information promptly
• Review and approve tax returns before filing
• Pay fees for services rendered
• Maintain confidentiality of your account information

3. Professional Standards

We maintain the highest professional standards and are bound by:

• AICPA Code of Professional Conduct
• IRS Circular 230 regulations
• State licensing requirements
• Confidentiality obligations

4. Fees and Payment

Fees are based on the complexity of your tax situation and services provided. Payment is due upon completion of services unless other arrangements are made in writing.

5. Limitation of Liability

Our liability is limited to the amount of fees paid for the specific service in question. We are not liable for consequential damages or losses arising from tax law changes or client-provided information.

6. Privacy and Security

We maintain strict confidentiality of client information and use industry-standard security measures to protect your data. See our Privacy Policy for details.

7. Contact Information

For questions about these terms, contact us:

Phone: (602) 268-0611
Address: 510 E. Southern Ave, Phoenix, AZ 85040