Terms of Service

Effective Date: 7/7/2025

These Terms of Service (“Terms”) govern your access to and use of the services provided by San Diego Precision Tax Service (“we,” “us,” or “our”). By accessing our website, submitting a form, or using our services, you agree to be bound by these Terms.

1. Scope of Services

We provide remote tax preparation, planning, and consulting services for individuals and businesses across all 50 U.S. states. Services are rendered in compliance with applicable federal and state tax laws and may evolve as laws and regulations change.

By using our services, you acknowledge and agree that:

• You are responsible for providing accurate, complete, and timely information and documentation.

• We are not responsible for the consequences of errors or omissions in the information you provide.

• We do not provide legal representation or legal advice.

2. Client Communication

By submitting a form or communicating with us, you consent to receive communication via email, phone, or SMS. Message and data rates may apply. You may opt out at any time by replying STOP to an SMS or by emailing us.

We do not answer unscheduled phone calls. To reach us, please submit a contact form or leave a voicemail. We typically respond within one business day.

3. Payment Terms

All fees for services will be disclosed in advance. Services will not begin until payment terms are agreed upon. Failure to pay may result in a delay of services, withholding of deliverables, or termination of the engagement.

4. Limitations of Liability

To the fullest extent permitted by law:

• We shall not be liable for indirect, incidental, or consequential damages.

• Our total liability is limited to the amount you paid for the specific service in question.

• We make no guarantees regarding refund amounts or tax outcomes.

5. Confidentiality

We maintain the confidentiality of all client information per IRS regulations and professional standards. All documents are stored and transmitted using secure platforms such as Verifyle.

6. Termination of Services

We reserve the right to refuse or terminate service to any individual at our sole discretion. Grounds for termination may include, but are not limited to:

• Harassment or abusive behavior

• Nonpayment

• Misrepresentation or suspected tax fraud

7. Governing Law

These Terms are governed by the laws of the State of California. Any disputes shall be resolved in the courts located in San Diego County, California.​

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8. Help
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help
directly from us at www.sandiegotaxhelp.com

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9. Message Frequency
Message frequency may vary depending on the type of communication. For example, you may
receive up to 3 SMS messages per week related to your account status or appointment.

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10. Potential Fees for SMS Messaging
Please note that standard message and data rates may apply, depending on your carrier’s
pricing plan. These fees may vary if the message is sent domestically or internationally.

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11. Opt-In Method
You may opt-in to receive SMS messages from San Diego Precision Tax Service, Inc. in the following ways:
By submitting an online form

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