Conflicts of Interest

If we, in our sole discretion, believe a conflict has arisen affecting our ability to deliver services to you in accordance with the ethical standards of our firm or our profession, we may be required to suspend or terminate our services without issuing our work product.

Mediation

If a dispute arises out of or relates to the Agreement, including the scope of services contained herein, or the breach thereof, and if the dispute cannot be settled through negotiation, the parties agree first to attempt settlement through mediation administered by the American Arbitration Association (“AAA”) under the AAA Accounting and Related Services Arbitration Rules and Mediation Procedures before resorting to arbitration, litigation, or another dispute resolution procedure. The mediator will be selected by mutual agreement of the parties, or designated by the AAA if an agreement cannot be reached. The mediation will be conducted in New Jersey , but may be conducted virtually if necessary.

All mediation discussions will be confidential, treated as settlement discussions, and no recording or transcript of the proceedings will be made. The costs of mediation will be shared equally by both parties. Each party is responsible for their own legal representation costs.

Governing Law

This Agreement shall be governed by the laws of the United States of America and the laws of the State of New Jersey, without regard to conflicts of laws principles.

Both parties consent to the exclusive personal jurisdiction of the federal and state courts located in New Jersey for any matter arising out of or related to this Agreement, except when enforcing a judgment from such courts, which may be nonexclusive.

Government Inquiries

This engagement does not include responding to inquiries by any governmental agency or tax authority. If your tax return is selected for audit or examination, and you request our assistance, we will confirm this in a separate engagement letter, including additional charges for such services. There may be limitations on services we are able to provide, such as IRS representation.

Limitation of Liability

TaxPro Solve’s liability for any claims, damages, and costs arising from this engagement is limited to the total amount of fees paid by you to TaxPro Solve

for services rendered under this agreement. If a third-party claim arises related to services under this engagement, you agree to indemnify and hold us harmless from all such claims, except for those resulting from our intentional misconduct.

Limitation of Damages

Notwithstanding anything in this agreement, TaxPro Solve shall not be liable for any indirect, special, incidental, punitive, or consequential damages, including lost profits, even if we have been advised of the possibility of such damages.

Termination

We reserve the right to terminate this engagement without rendering services if you fail to comply with the terms of this agreement, disagree with our recommendations, or if professional standards require us to withdraw for any reason.

At the conclusion of our engagement, all original documents provided by you will be returned. Workpapers and documents created by us remain our property. No copies will be distributed without our prior written consent.

Refund & Dispute Policy

Due to the personalized nature of the services we provide, and the significant time and resources we invest in your file, we do not offer refunds for any of our services or products. By agreeing to these terms, you waive your right to dispute any charges made for services provided under this agreement.

Proprietary Information

You acknowledge that any proprietary information, documents, techniques, or other intellectual property we provide to you is developed by us and remains our property. This includes reports, templates, checklists, forms, and other documents provided during the course of our services. You may use these materials only within your business and agree not to distribute, copy, or reproduce them without our consent.

Statute of Limitations

You agree that any claim arising from this engagement must be filed within 3 years of delivery of the final work product. After this period, no legal claim related to this engagement can be made, even if otherwise permitted by law.

Force Majeure

Neither party will be held liable for delays caused by circumstances beyond our control, including but not limited to natural disasters, labor disputes, wars, pandemics, government orders, or other uncontrollable events. However, this clause does not excuse the obligation to pay any outstanding invoices.

Assignment

This Agreement is binding upon and shall inure to the benefit of the parties, their successors, and permitted assigns. Neither party may assign their rights or delegate their duties under this Agreement without prior written consent of the other.

Severability

If any portion of this Agreement is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect.

Outsourcing

We may use third-party service providers to assist with our work. These providers may access your confidential information as necessary to fulfill their roles. We take reasonable measures to ensure they maintain the confidentiality and security of your information. In situations where a confidentiality agreement cannot be secured, we will seek your written consent before sharing information.

Commissions

Some services or products we recommend may be provided by our affiliates. If you choose to purchase through these affiliates, TaxPro Solve may earn a commission. This commission does not result in any additional cost to you. Please understand that we recommend these services because they are beneficial, not solely for the commission.