Terms & Conditions

Scope of Services

The Company provides tax preparation, tax filing, accounting services, bookkeeping, payroll, compliance support, professional consultations, and digital resources. Service availability and pricing may change at any time without notice.

Professional Relationship

A professional engagement begins only when:

• all required documents are submitted,

• payment is received, and

• the Company formally accepts the engagement.

Submitting an intake form or booking a consultation does not establish an accountant–client relationship.

Client Responsibilities

You agree to:

• provide accurate, complete information

• upload documents promptly

• respond to follow-up inquiries

• review final documents before approval

• comply with all deadlines

The Company is not responsible for delays or penalties resulting from incomplete, inaccurate, or late information provided by the client.

Accuracy & Outcomes

The Company does not guarantee:

• refund amounts

• tax outcomes

• IRS or state processing timelines

• approval of deductions or credits

Outcomes depend entirely on supplied documentation and current tax laws.

Fees & Payment Terms

All service fees must be paid as agreed at the time of engagement.

• All fees are non-refundable once work has begun.

• Monthly bookkeeping and payroll services renew automatically unless canceled prior to the next billing cycle.

• Failure to pay may result in service suspension or termination.

The Company may adjust pricing at any time.

Refund Policy

All fees paid to the Company are final once any portion of work has begun, including intake review, preliminary analysis, digital setup, categorization, or tax preparation.
No refunds will be issued for:

• IRS delays

• refund amounts lower than expected

• balances due

• incomplete or inaccurate documents provided by the client

• client failure to respond or upload documents

• changes in personal circumstances

• dissatisfaction with results outside the Company’s control

If the Company makes a verified error, we will correct it at no additional charge. Corrections do not constitute grounds for a refund.

Digital products, templates, guides, and downloadable materials are final sale.

Unauthorized Chargebacks

Filing a chargeback without contacting the Company in writing first is considered a breach of these Terms.

The Company reserves the right to:

• dispute all chargebacks

• submit full documentation to the financial institution

• recover unpaid fees

• send the account to collections

• assess administrative or legal recovery costs

• terminate or refuse future services

Knowingly filing a false dispute may constitute fraud.

Confidentiality

The Company maintains strict confidentiality of your information in accordance with industry standards.
However, confidentiality may not apply when:

• disclosures are required by law

• third-party platforms (client portals, e-signature tools, etc.) are used

• the client provides fraudulent or inaccurate information

Limitation of Liability

To the fullest extent permitted by law, the Company is not liable for:

• IRS or state penalties

• delays caused by government agencies

• lost profits or indirect damages

• outcomes based on client-supplied information

• issues resulting from incomplete or late submissions

The Company’s total liability is limited to the amount paid for the specific service.

Termination of Services

The Company may refuse or discontinue services for:

• abusive or hostile behavior

• suspected fraud

• missing or late payments

• non-cooperation

• violations of these Terms

No refunds will be issued when services are terminated for client misconduct.

Intellectual Property

All website content, digital products, templates, branding, and materials remain the Company’s intellectual property and may not be copied, shared, distributed, or resold without written permission.

Governing Law

These Terms are governed by the laws of the State of New York.
Any dispute must be resolved in the appropriate state or federal court located in New York unless resolved through arbitration as outlined below.

Arbitration Agreement

By using this website or engaging the Company’s services, you agree that any dispute, claim, or controversy arising out of or relating to:

• these Terms & Conditions,

• services rendered by the Company,

• communications or agreements between you and the Company, or

• any alleged breach or misconduct

shall be resolved exclusively through binding arbitration, not in a court of law.

Arbitration Rules

Arbitration shall be conducted under the rules of:

• the American Arbitration Association (AAA), or

• another reputable arbitration body mutually agreed to by both parties.

Location

Arbitration will occur in the State of New York, unless both parties agree to remote proceedings.

Waiver of Class Actions

Disputes must be arbitrated individually.
Class actions, class arbitrations, and representative claims are prohibited.

Final & Binding

The arbitrator’s decision is final and enforceable in any court with proper jurisdiction.

Exceptions

The Company may seek:

• temporary or emergency injunctive relief,

• protection of intellectual property, or

• collection of unpaid fees

in a New York court before or during arbitration.

Updates to Terms

The Company may modify or update these Terms at any time. Continued use of the website or services constitutes acceptance of any changes.

Contact Information

For questions about these Terms & Conditions:

Email: support@mmnaccounting.com