Terms

Terms and Conditions

Introduction

Welcome to My Advisor LLC. These Terms and Conditions (“Terms”) govern the professional relationship between you (“Client”) and My Advisor LLC (“Firm,” “we,” “us,” or “our”) regarding tax and accounting services. By engaging our services, you agree to these Terms, which form a binding legal agreement. Please read them carefully.

  1. Accepting Terms: By engaging our services, submitting information to us, or using our platform, you acknowledge that you have read, understood, and agree to these Terms. If you do not agree, you must refrain from using our services.
  1. Scope of Services: We provide tax planning, preparation, ongoing support, accounting, and advisory services as outlined in our engagement agreement. Services outside the agreed scope may incur additional fees.
  1. Tax Planning: Our tax planning services aim to optimize your financial outcomes within the bounds of applicable tax laws. However, tax regulations frequently change, and we cannot guarantee specific results.
  1. Ongoing Tax Support: We offer ongoing support to address tax-related questions and provide guidance throughout the year. Support requests must be reasonable and relevant to our engagement agreement.
  1. Tax Preparation: We prepare tax returns based on information provided by the Client. It is the Client’s responsibility to ensure the accuracy and completeness of the information submitted. We do not verify the accuracy of your records unless explicitly agreed upon.
  1. Firm Fees: Fees for services are as stated in your engagement agreement. Payments are due as specified in our invoices. Additional fees may apply for requests or services beyond the agreed scope. Non-payment may result in suspension or termination of services.
  1. Client Obligations

The Client agrees to:

  • Provide accurate, timely, and complete records and documentation.
  • Respond promptly to information requests.
  • Inform the Firm of any significant changes that may impact tax or financial outcomes.

Failure to meet these obligations may delay services and affect outcomes.

  1. Provider Obligations

We will:

  • Perform services professionally and diligently within the agreed scope.
  • Maintain open communication and notify the Client of any issues impacting our work.
  • Adhere to all applicable legal and ethical standards.
  1. Inadequate Records: If you fail to provide adequate records, we reserve the right to discontinue services, charge additional fees for reconstructing records, or estimate figures based on available data. These estimates may increase audit risks.
  1. Timing of the Engagement: We strive to complete all services within a reasonable timeframe. However, timely completion depends on the Client’s provision of complete and accurate information. Delays on the Client’s part may result in missed deadlines or penalties, for which we are not responsible.
  1. No Refund Policy: All fees are non-refundable once paid, regardless of the outcome or the Client’s decision to discontinue services.
  1. Confidentiality: We treat all Client information as confidential and comply with applicable privacy laws. However, we may disclose information when legally required or authorized to do so, such as during audits or investigations.
  1. Non-Disparagement: Clients agree not to publicly disparage or defame My Advisor LLC or its staff, including on social media, review platforms, or other public forums. We reserve the right to seek legal remedies for breaches of this clause.
  1. Limitation on Liability and Damages: To the maximum extent permitted by law, My Advisor LLC shall not be liable for indirect, incidental, or consequential damages arising from the use of our services. Our total liability shall not exceed the fees paid for the specific service giving rise to the claim.
  1. Indemnification: The Client agrees to indemnify and hold harmless My Advisor LLC, its employees, and affiliates from claims, damages, or liabilities arising from:
  • The Client’s failure to provide accurate or timely information.
  • The Client’s non-compliance with tax laws or regulations.
  1. Modifications: We reserve the right to modify these Terms at any time. Updates will be communicated via email or our website. Continued use of our services constitutes acceptance of the revised Terms.
  1. Termination: Either party may terminate the engagement with written notice. Upon termination, the Client must pay all outstanding fees, and we will deliver completed work up to the termination date.
  1. Governing Law: These Terms are governed by the laws of New Jersey. Disputes will be resolved exclusively in the courts of New Jersey.
  1. Remedies: In the event of a breach of these Terms, both parties retain their rights to pursue legal or equitable remedies as applicable under the law.
  1. Acknowledgement: By engaging My Advisor LLC, you acknowledge and agree to these Terms and Conditions. You affirm that you have the authority to bind yourself or the entity you represent to these Terms.

 

For any questions or clarifications regarding these Terms, please contact us at 1-833-469-6249