Borders & Co. Tax Solutions

Terms and Conditions

Effective Date: January 1, 2025

Last Updated: January 1, 2025

Welcome to Borders & Co. Tax Solutions (“Company,” “we,” “our,” or “us”). These Terms and Conditions govern your use of our website, services, and any interactions with us. By accessing our website or engaging our services, you agree to comply with these terms. If you do not agree, please refrain from using our services.

1. Scope of Services

Borders & Co. Tax Solutions provides tax preparation and related financial services, including but not limited to:

  • Individual and business tax return preparation
  • E-filing of federal and state tax returns
  • Tax planning and consulting
  • Prior-year tax return amendments
  • IRS audit support and resolution services

We reserve the right to modify, add, or discontinue any services at our sole discretion.

2. Client Responsibilities

By using our services, you agree to:

  • Provide Accurate Information: You are responsible for ensuring that all personal, financial, and tax-related information provided to us is accurate and complete.
  • Submit Required Documentation Promptly: Failure to provide necessary documents in a timely manner may delay your tax return filing.
  • Review Tax Returns Before Filing: You must review your tax return for accuracy before we submit it to the IRS or state agencies.
  • Retain Copies of Tax Documents: Clients are advised to keep copies of all submitted documents and filed returns for their records.

We are not responsible for errors, penalties, or delays resulting from inaccurate, incomplete, or omitted information provided by you.

3. Payment Terms

  • Service Fees: Our fees for tax preparation and consulting services are disclosed before we begin work. Payment must be made in full before we file your tax return.
  • Refunds: Once a tax return has been prepared and filed, all fees are non-refundable.
  • Additional Fees: If amendments, additional forms, or IRS audit assistance are required after the return is filed, additional fees may apply.

Failure to pay for services rendered may result in legal action or debt collection proceedings.

4. Electronic Filing (E-File) Authorization

By using our e-file services, you acknowledge and agree that:

  • You have reviewed and approved your tax return before submission.
  • Borders & Co. Tax Solutions is authorized to submit your return electronically to the IRS and applicable state tax agencies.
  • Once submitted, tax returns cannot be canceled or modified unless formally amended.

We are not responsible for IRS or state agency processing delays or refund delays due to incorrect banking information provided by the client.

5. Data Security and Privacy

We take privacy and data security seriously. All personal and financial information is encrypted and protected under strict confidentiality policies.

  • Client Data Usage: Information provided is used solely for tax preparation and compliance with legal obligations.
  • Third-Party Sharing: We do not sell or share personal information except as required by law or to process tax filings.
  • Secure Transmission: Data is stored and transmitted using industry-standard encryption and security protocols.

Please review our Privacy Policy for full details on how we protect and use client information.

6. Indemnification Clause

The client agrees to indemnify, defend, and hold harmless Borders & Co. Tax Solutions, its affiliates, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or in any way connected with:

  • The client’s failure to provide accurate, complete, and truthful information.
  • Any fraudulent activity or misrepresentation by the client.
  • Any legal or financial consequences resulting from tax return errors due to client-provided data.
  • The client’s failure to comply with tax laws or IRS/state requirements.

7. Disclaimer of Warranties

Borders & Co. Tax Solutions provides tax preparation services on an “as-is” and “as-available” basis, without warranties of any kind, either expressed or implied.

  • We do not guarantee a specific refund amount, nor do we promise IRS approval of deductions, credits, or tax positions.
  • We do not warrant that our services will be error-free, uninterrupted, or immune to delays from IRS processing.

8. Limited Liability Clause

Borders & Co. Tax Solutions shall not be liable for:

  • Lost refunds, penalties, or interest incurred due to IRS or state agency decisions.
  • Indirect, incidental, special, or consequential damages resulting from the use of our services.
  • Loss of profits, business interruption, or damages arising from delayed or rejected tax returns.

Our maximum liability, under any circumstances, shall not exceed the total amount paid by the client for the tax preparation service in question.

9. Confidentiality and Non-Disclosure Clause

All client information, including financial records and tax details, is strictly confidential. Borders & Co. Tax Solutions will never sell or share personal data unless required by law.

  • We may share client data with the IRS and state tax agencies as required for filing purposes.
  • We may disclose information to legal authorities in cases of suspected fraud or criminal activity.
  • Clients are prohibited from sharing proprietary tools, tax planning strategies, or methodologies provided by Borders & Co. Tax Solutions.

10. Dispute Resolution & Arbitration Clause

Any disputes or claims arising from the use of our services shall be resolved exclusively through arbitration under the laws of Georgia.

  • The arbitration shall be conducted in Clarke County/Georgia in accordance with the American Arbitration Association (AAA) rules.
  • The client waives the right to bring a class-action lawsuit or any legal proceeding outside of arbitration.

11. Termination and Refund Policy

  • Once tax preparation work has commenced, all fees are non-refundable.
  • If a client chooses to terminate services before filing, they may be entitled to a partial refund, subject to a processing fee.
  • If a client fails to provide necessary documents within 14 days, we reserve the right to terminate services without a refund.

12. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law principles.

Any disputes arising from the use of our services shall be resolved through arbitration in Clarke County/Georgia, unless otherwise required by law.

13. Contact Information

If you have any questions about these Terms and Conditions, please contact us:

Borders & Co. Tax Solutions
Email: support@borderstaxsolutions.com
Phone: (706) 201-5104
Website: borderstaxsolutions.com

By using our services, you acknowledge that you have read, understood, and agree to abide by these Terms and Conditions.

Last Updated: January 1, 2025