1. Client Confidentiality
All information shared with Boss Lady Taxes is kept strictly confidential. We take your privacy seriously and use secure systems to protect your data. Your financial information will never be shared without your written consent.
2. Accuracy & Honesty Policy
Clients are responsible for providing complete, accurate, and truthful information. Any misrepresentation or omission may delay processing or result in tax penalties. Boss Lady Taxes is not liable for issues caused by inaccurate or incomplete documentation.
3. Payment Policy
All tax preparation services must be paid in full before returns are filed or documents are released.
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Payment options include debit/credit card, direct invoice, or bank draft.
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Refund transfer options are available for qualifying clients.
4. Refund Transfer & Advance Options
Refund advances (if offered) are subject to approval by our banking partners and are based on the IRS refund estimate—not guaranteed by Boss Lady Taxes. Fees may apply.
5. Amendment Policy
If a client discovers an error in their return and we are responsible, amendments will be completed at no cost.
If the amendment is due to missing or incorrect client-provided information, a standard amendment fee will apply.
6. Turnaround Time
Return preparation is typically completed within 3–5 business days after all documents are received. During peak season, turnaround may extend to 7–10 business days.
7. Late Document Submissions
All required tax documents must be submitted by the deadline provided. Delays in submission may result in rescheduling or rush fees to meet filing deadlines.
8. No-Show & Cancellation Policy
Appointments canceled with less than 24 hours' notice or missed without communication may result in a $50 no-show fee. Please respect our time as we respect yours.
9. All Sales Are Final
Due to the nature of tax preparation services, all sales are final once your return has been prepared. No refunds will be issued after services have been rendered.
10. Communication Policy
We communicate via email, text, and phone. Please ensure your contact information is up-to-date. Responses are typically given within 24–48 business hours.
11. Audit Protection
Audit support is available as an add-on service. If not purchased, any assistance during an IRS or state audit will be billed at an hourly rate.
12. Client Conduct
We believe in professionalism and mutual respect. Abusive, threatening, or disrespectful behavior will result in termination of services.
By booking with Boss Lady Taxes, you agree to these policies.
WEBSITE TERMS AND CONDITIONS ------------
Welcome to Boss Lady Taxes! These terms govern your use of our website and services. By accessing or using our site, you agree to comply with and be bound by these Terms and Conditions.
1. Acceptance of Terms
By visiting bossladytaxpros.com ("Website"), creating an account, or using any services (“Services”), you accept these Terms. If you do not agree, please refrain from using our Website or Services.
2. Services
Boss Lady Taxes offers tax preparation software packages (e.g., Rising Star, Gold EFIN, Platinum Star, Elite Diamond), consultation bookings, and tax-related resources. Availability, pricing, and features may change at any time without prior notice.
3. User Accounts & Eligibility
You must be at least 18 years old to register. When registering, you agree to provide accurate, current, and complete information, and to update it as necessary. You're responsible for maintaining the confidentiality of your account credentials and for all activities under your account.
4. Use of Website & Restrictions
• You may use the website for lawful purposes only.
• You agree not to misuse or disrupt the Website (e.g., hacking, data scraping, distributing malware).
• You may not impersonate others or infringe on any intellectual property rights.
5. Intellectual Property
All trademarks, logos, content, and software displayed on the Website are property of Boss Lady Taxes or its licensors. You may not reproduce, distribute, or create derivative works without explicit written permission.
6. Payments & Refunds
• Fees are indicated at the time of purchase and billed as described.
• If applicable, you agree to pay any applicable taxes (like sales tax) in addition to service fees.
• Refund policies, if offered, will be outlined at the point of sale or in a dedicated Refund Policy.
7. Disclaimers & Liability Limitations
• No Professional Guarantee: While we strive for accuracy and reliability, tax laws change, and outcomes depend on individual circumstances. We cannot guarantee specific results.
• Limitation of Liability: To the fullest extent permitted by law, Boss Lady Taxes is not liable for any indirect, incidental, or consequential damages arising from your use of the Website or Services. Our total liability is capped at the amount you paid for the Service in question.
8. Third-Party Links
The Website may contain links to third-party sites. We do not endorse, monitor, or assume responsibility for their content or practices.
9. Privacy
Use of our Website signifies acceptance of our Privacy Policy, which describes how we collect, use, and protect personal data. Please review it carefully.
10. Modifications
We may update these Terms at any time. Changes take effect when posted. Your continued use following updates implies your consent to the revised Terms.
11. Termination
We may suspend or terminate your access to the Website or Services at our discretion, with or without cause, and without notice. You may also terminate your account at any time following our procedures.
12. Governing Law
These Terms are governed by the laws of the state of Florida, without regard to its conflict-of-law provisions. Any dispute must be resolved in the state or federal courts located in Florida, unless otherwise required by law.
13. Contact Us
If you have any questions about these Terms, please visit the Contact Us page on our Website or email us at the address provided there.
Effective Date: August 12, 2025