Terms of Service

Call LLs at (704) 648-5167 and schedule your initial consultation today, or
fill out the contact form below for more information.

Effective Date: December 8, 2024

These Terms of Service (“Terms”) govern your use of the website http://llstaxes.com and the services provided by Linda Strange – Bookkeeping & TAX Services (“LLS,” “we,” “us,” or “our”). By using our website or engaging our services, you agree to these Terms.

  1. Acceptance of Terms

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

  1. Services Provided

LLS provides professional tax preparation, bookkeeping, payroll, and related financial services to individuals and businesses, including:

  • Federal, state, and local tax return preparation and filing
  • Tax planning and advisory services
  • Bookkeeping and accounting services
  • Payroll processing and compliance
  • Business advisory services
  • Virtual CPA services
  1. Engagement of Services

Client Responsibility

When you engage our services, you agree to:

  • Provide complete, accurate, and timely information and documentation
  • Respond promptly to requests for additional information
  • Review all documents before signing or filing
  • Maintain copies of all tax returns and supporting documents
  • Inform us of any changes to your financial situation or contact information
  • Pay all fees in accordance with our fee agreement

Our Responsibility

We agree to:

  • Provide professional services with reasonable care and competence
  • Maintain confidentiality of your information
  • Comply with applicable professional standards and regulations
  • Communicate material developments affecting your account

Scope Limitation

Our engagement is limited to the specific services requested. Unless specifically agreed in writing, we are not responsible for:

  • Detecting fraud, defalcation, or other irregularities
  • Searching for errors in information you provide
  • Providing legal advice (we recommend consulting an attorney for legal matters)
  • Providing investment advice
  • Services beyond the scope of our engagement letter
  1. Fees and Payment

Fee Structure

Our fees are based on the complexity and time required for services rendered. Fees will be communicated before services are performed, either through:

  • Flat fees for specific services
  • Hourly rates
  • Monthly retainer arrangements
  • Other arrangements as agreed in writing

Payment Terms

  • Payment is due upon completion of services unless otherwise agreed
  • We accept payment methods as listed on our website
  • Late payments may be subject to interest charges of 1.5% per month or the maximum allowed by law
  • We reserve the right to withhold delivery of completed work until payment is received
  • Returned checks may incur a fee of $35 or the maximum allowed by law

Expenses

You agree to reimburse us for reasonable out-of-pocket expenses incurred in providing services, including filing fees, certified mail, and other necessary costs.

  1. Client Information and Documentation

Accuracy of Information

You represent and warrant that all information and documents you provide are true, correct, and complete. You acknowledge that we will rely on the accuracy of information you provide without independent verification unless we have reason to believe it is incorrect.

Record Retention

You are responsible for maintaining your own records. We recommend keeping copies of all tax returns and supporting documents for at least seven years. While we may retain copies for our records, we are not obligated to retain your documents beyond the completion of services.

Document Return

Upon request and payment of all outstanding fees, we will return original documents you provided. Copies of tax returns and our work papers will be retained in accordance with professional standards and legal requirements.

  1. E-Filing Authorization

By engaging our tax preparation services, you authorize us to:

  • Electronically file your tax returns with appropriate tax authorities
  • Communicate with tax authorities on your behalf regarding filed returns
  • Use IRS-approved electronic signature methods
  • Receive refunds via direct deposit if you provide banking information
  1. Communication

Methods

We may communicate with you via phone, email, postal mail, or through our secure client portal. By providing your contact information, you consent to receive communications through these methods. 

Message frequency may vary. On average, 1–2 messages per month. Message and data rates may apply. Text STOP to unsubscribe. Text HELP for assistance.

Email Disclaimer

While we take precautions to protect email communications, email is not completely secure. Confidential information sent via email is at your own risk.

Response Time

We strive to respond to inquiries within two business days, though response times may vary during peak tax season (January through April).

  1. Website Use

Permitted Use

You may use our website for lawful purposes only. You agree not to:

  • Violate any applicable laws or regulations
  • Transmit harmful or malicious code
  • Attempt to gain unauthorized access to our systems
  • Use automated tools to access or scrape our website
  • Impersonate others or provide false information
  • Interfere with the proper functioning of the website

Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of LLS or its licensors and is protected by copyright and trademark laws. You may not reproduce, distribute, or create derivative works without our written permission.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of these external sites.

  1. Disclaimer of Warranties

OUR SERVICES AND WEBSITE ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not guarantee:

  • That our services will be uninterrupted or error-free
  • That our website will be available at all times
  • Specific tax outcomes or refund amounts
  • That our services will meet all your requirements
  1. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, LLS AND ITS OWNERS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR:

  • Any indirect, incidental, special, consequential, or punitive damages
  • Loss of profits, revenue, data, or business opportunities
  • Damages arising from errors in information you provided
  • Damages exceeding the fees paid to us for the services giving rise to the claim

This limitation applies regardless of whether the damages arise from breach of contract, tort, negligence, or any other legal theory.

Exceptions

Some jurisdictions do not allow certain limitations on liability. In such jurisdictions, our liability is limited to the maximum extent permitted by law.

  1. Indemnification

You agree to indemnify, defend, and hold harmless LLS and its owners, employees, and agents from any claims, damages, losses, or expenses (including attorney fees) arising from:

  • Your breach of these Terms
  • Your violation of any law or regulation
  • Inaccurate or incomplete information you provided
  • Your misuse of our services or website
  1. Professional Standards

Our services are provided in accordance with professional standards established by relevant regulatory bodies and industry organizations. We are subject to professional rules of conduct and ethical requirements.

Conflicts of Interest

We will inform you if we become aware of any conflict of interest that may affect our ability to provide services to you.

Peer Review

Our work papers and files may be subject to peer review as required by professional standards.

  1. Termination

By You

You may terminate our services at any time by providing written notice. You remain responsible for payment of fees for services rendered through the termination date.

By Us

We may terminate our services if:

  • You fail to pay fees when due
  • You fail to provide necessary information or cooperation
  • A conflict of interest arises
  • We are required to do so by law or professional standards
  • Continuing the relationship would be impractical or unreasonable

Effect of Termination

Upon termination, we will cease providing services, though certain obligations (such as confidentiality) continue. We will return your original documents upon payment of all outstanding fees.

  1. Dispute Resolution

Governing Law

These Terms are governed by the laws of the State of North Carolina, without regard to conflict of law principles.

Jurisdiction

Any disputes arising from these Terms or our services shall be resolved in the state or federal courts located in Gaston County, North Carolina.

Informal Resolution

Before initiating formal proceedings, parties agree to attempt to resolve disputes through good-faith negotiation.

  1. IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in any communication from us is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter.

  1. Tax Preparer Identity Theft

We will never ask you to provide personal information via unsolicited email or phone calls. If you receive suspicious communications claiming to be from LLS, please contact us immediately at (704) 648-5167.

  1. Data Breach Notification

In the event of a data breach that may compromise your personal information, we will notify you in accordance with applicable law as soon as reasonably practicable.

  1. Modifications to Terms

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

  1. Severability

If any provision of these Terms is found to be unenforceable or invalid, the remaining provisions will continue in full force and effect.

  1. Entire Agreement

These Terms, together with our Privacy Policy and any written engagement letter, constitute the entire agreement between you and LLS regarding our services and supersede all prior agreements and understandings.

  1. 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.

  1. Contact Information

For questions about these Terms, please contact us:

Linda Strange – Bookkeeping & TAX Services
543 Cox Road, Suite B8
Gastonia, NC 28054
Phone: (704) 648-5167
Website: http://llstaxes.com
Email: [Contact form available at http://llstaxes.com/contact/]

By using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.

SMS/Text Messaging Consent

By submitting your phone number via the Website or otherwise opting in, you consent to receive SMS/text messages from LLS Taxes for conversational messages only.

Message Frequency: Message frequency may vary based on communication needs. Most users will receive messages once or twice per month.

Opt-Out Instructions: You may opt out of receiving SMS messages at any time by replying “STOP” to any message. You will be unsubscribed from further messages upon receiving this confirmation.

HELP Information: If you need assistance, you can reply “HELP” to any message for more information.

Message and Data Rates Disclaimer: Standard message and data rates may apply to the messages you receive.