Service Agreement
TaxDen, LLC (“TaxDen”)
This Service Agreement (“Agreement”) outlines the terms and conditions under which TaxDen provides tax preparation, bookkeeping, payroll, advisory, and related financial services to you (“Client”). By engaging our services, submitting documents, scheduling an appointment, or making payment, you agree to the terms described below.
1. Services Provided
TaxDen may perform the following services upon request:
- Individual and business tax preparation and filing
- Bookkeeping and financial record maintenance
- Payroll setup and payroll processing support
- Tax planning and advisory services
- Entity selection consultation
- Document review and financial analysis
- IRS and state notice review (additional fees may apply)
Specific services to be performed will be confirmed verbally, in writing, or through intake forms submitted by the client.
2. Client Responsibilities
You agree to provide:
- Complete, accurate, and timely documents
- All applicable tax forms, statements, records, and receipts
- Responses to follow-up questions or clarifications
- Notification of IRS or state tax letters immediately upon receipt
You are fully responsible for the accuracy of all information submitted to TaxDen. We rely entirely on the information you provide and cannot independently verify or detect omissions.
Failure to provide complete and timely information may result in delays, additional fees, or penalties from tax authorities.
3. Fees & Payment Terms
- Fees are based on the complexity of your tax situation, forms required, time spent, and additional services requested.
- Payment is due at or before the time services are rendered unless otherwise agreed in writing.
- Tax returns may not be filed until full payment is received.
- Additional services—such as IRS notice responses, amendments, bookkeeping cleanup, or audit support—will be billed separately.
A detailed pricing estimate may be provided upon request but is not guaranteed until documents have been reviewed.
4. Refund Policy
Professional fees are generally non-refundable once work has begun. Because our services involve time, expertise, and analysis, refunds are not provided due to changes in your personal circumstances, disagreement with tax outcomes, or failure to supply necessary information.
Details can be found in our Refund Policy.
5. Amendments & Corrections
- If an error is caused by incorrect, late, or missing information from the client, additional fees may apply.
- If a clear preparer error is made by TaxDen, the affected item will be corrected at no additional preparation fee.
Amendments requested due to changes in circumstances or newly provided information are considered new work and billed separately.
6. IRS & State Notices
TaxDen does not automatically represent clients in IRS or state audits or notices. These services require a separate engagement and may incur additional fees.
You are responsible for delivering any IRS or state letters to TaxDen immediately.
7. Limitation of Liability
TaxDen’s liability is strictly limited to the amount of fees paid for the specific service giving rise to the claim. We are not responsible for:
- IRS or state interest or penalties
- Additional taxes assessed
- Delays caused by missing or inaccurate information provided by you
- Audit results or adjustments
- Loss of income, data, or refund opportunities
See our full Liability Limitation for more details.
8. Confidentiality & Data Security
Your information is kept confidential and protected using industry-standard security measures. We do not sell, rent, or trade your personal information. Details regarding data use and protection can be found in our Privacy Policy.
9. Termination of Services
Either party may terminate this Agreement at any time. In the event of termination:
- Fees for work already performed remain due and payable
- Documents provided by the client will be returned upon request
- TaxDen is not obligated to file returns or complete work not paid for
10. Governing Law
This Agreement is governed by the laws of the State of California, without regard to conflict of law principles. Any legal action or dispute will be handled within the appropriate courts in California.
11. Acceptance of this Agreement
By using our services, you acknowledge that you have read, understood, and agree to the terms of this Service Agreement.
12. Contact Information
If you have questions about this Agreement or your services, contact us:
TaxDen
3375 Port Chicago Hwy., Ste. 36
Concord, CA 94520
support@taxden.com
(925) 602-0100