By submitting this form, you agree to the following Terms & Conditions:

1. Accuracy of Information

You confirm that the information provided is true, accurate, and complete to the best of your knowledge. Any false, incomplete, or misleading information may result in delays, additional costs, or termination of services.

2. Use of Information

The information you provide will be used solely for the purpose of delivering the requested services or fulfilling legal and regulatory obligations. For more details, refer to our Privacy Policy.

3. Data Confidentiality

We are committed to protecting the confidentiality of your data. All information submitted through this form will be handled securely and will not be disclosed to unauthorized parties. Access to your data will be limited to authorized personnel and used only for the purposes stated herein.

4. Communication Consent

By providing your contact information, you consent to being contacted via email, phone, or other means of communication for matters related to your submission or our services. You may opt-out of non-essential communications at any time.

5. Tax Preparation Services & Responsibilities

We will prepare and electronically file your federal and state income tax returns based on the information you provide. If clarifications are needed, we will contact you, but we will not audit or independently verify your data.

This engagement does not include procedures designed to detect errors, fraud, or irregularities. However, if we identify any material issues, we will communicate them to you.

Our Responsibilities:

Prepare and file your tax returns in compliance with applicable tax laws.
Maintain strict confidentiality of your information.
Inform you of significant tax-related findings or required actions.
Provide transparent pricing, with fees based on the complexity of your return. Any additional fees due to complications will be discussed before proceeding.
Payment is due upon receipt of the invoice. Interest may be charged on overdue balances.

Your Responsibilities:

Provide complete and accurate information in a timely manner, including all necessary financial records, receipts, and supporting documents.
Retain original records for at least seven years.
Notify us of any significant changes affecting your tax obligations.
Understand that if selected for an IRS or state audit, separate representation services may be available under a different engagement.
Review your tax return for accuracy before submission. Any errors due to our work will be corrected at no additional charge. However, we are not responsible for taxes owed.

6. Service Limitations

Submission of this form constitutes acceptance of these engagement terms. It does not guarantee that services will be rendered if information is incomplete, inaccurate, or if our firm determines that we cannot proceed.

7. Changes to Terms

We reserve the right to update these Terms & Conditions at any time. Updates will be posted on our website and will apply to all submissions made thereafter.

8. Liability

To the fullest extent permitted by law, we are not responsible for any indirect, incidental, or consequential damages resulting from your submission or the use of our services.

9. Intellectual Property & Ownership

Client Data Ownership: You retain full ownership of any personal, financial, or tax-related information you provide to us. We will not sell, distribute, or disclose your data except as required by law or authorized by you.
Firm Materials & Forms: All forms, templates, methodologies, and proprietary materials provided by Paramount Tax & Accounting are protected intellectual property. These materials are licensed for your personal use only in connection with the services provided.
Restrictions on Use: You may not copy, distribute, modify, or use our materials for commercial purposes or outside the scope of your engagement with us.
Legal Protection: Unauthorized use, reproduction, or distribution of our intellectual property may result in legal action.

10. Governing Law

These Terms & Conditions are governed by the laws of the state in which our business operates. Any disputes shall be resolved in accordance with local jurisdiction.