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Accounts Serve, LLC

TERMS AND CONDITIONS OF SERVICE

Thank you for selecting the Services offered by Accounts Serve, LLC. and/or its subsidiaries and affiliates (referred to as "Accounts Serve", "we", "our", or "us"). Review these Terms and Conditions of Service ("Agreement") thoroughly. This Agreement is a legal agreement between you and Accounts Serve. By accepting these terms and conditions you are indicating acceptance electronically, or by, installing, accessing, or using the Services, you agree to this Agreement. If you do not agree to this Agreement, then you may not use the Services.

GENERAL TERMS

1. AGREEMENT

This Agreement describes the terms governing your use of the Accounts Serve online services provided to you on this website, including Content (defined below), updates, and new releases (collectively, the “Services”). This Agreement includes by reference:

Additional terms and conditions, which may include those from third parties.
Any terms provided separately to you for the Services, including product or program terms, ordering, activation, payment terms, etc.
Account Serve’s Privacy Statement.

2. SERVICES

2.1. Documents Required for The Desired Services

The client must clearly specify the services they desire at the time of engagement. The client agrees to furnish all information that is necessary for the desired services and is responsible for the proper recording of transactions in the books of account, for the safeguarding of assets, and the substantial accuracy of the financial records. The client is also responsible for maintaining sufficient documentation to substantiate all items of income and deductions claimed. It is recommended that the client provide photocopies of all tax documents to prevent any loss of data. Accounts Serve, LLC also conducts business via the U.S. Postal Service and electronic mail unless the client requests otherwise. Accounts Serve, LLC will not be responsible for lost or stolen documents.

As a general rule, we require that all information be provided to us no less than 30 days before the date when you expect us to deliver your tax return(s). Be aware that if you submit your data after the date requested, we may not be able to keep our commitment in terms of delivery. Although we will endeavor to extend the due date of your tax return(s) if they are not done by the tax filing deadline, ultimately you may be subject to late filing penalties because of the delay.

2.2 Document Retention

It is our policy to retain work papers related to this engagement for five years. Upon the expiration of the five years, you agree that we shall be free to destroy our work papers. When records are returned to you, it is your responsibility to retain and protect your records for possible future use, including potential examination by any government or regulatory agencies. You should retain the tax records related to the current year’s tax returns, including any receipts, statements, or other supporting documentation, for at least five years after it was filed since any additional assessments are usually made during this period. Once your return(s) are completed, you will be given a copy for your records. There is a minimum charge of $50.00 for the time and effort involved in providing you with additional copies of your tax returns, so please retain the copies you receive from us

2.3. Electronic Filing Services

If you choose to file your return electronically, the tax return will be forwarded to Accounts Serve's Electronic Filing Center, where it will be converted to and stored in a standardized format, and then transmitted to the applicable federal and/or state taxing authority. You are responsible for verifying the status of your return to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually in the event that the taxing authority rejects your electronically filed return (e.g., taxpayer name and SSN don't match). You agree to review your tax return for indications of obvious errors before electronically filing or mailing it. To the extent required by applicable law and regulation, Accounts Serve stores and maintains information that you provide to Accounts Serve.
The Internal Revenue Service ("IRS") will begin accepting electronically filed returns on approximately January 15 of the applicable tax filing season. If your federal tax return is complete before that date, we will file your tax return as soon as IRS begins accepting your tax returns or as otherwise permitted by the IRS and supported by Accounts Serve. By using this Service to prepare and submit your tax return, you consent to the disclosure to the IRS and any other tax or revenue authority of all information relating to your use of the Electronic Filing Services.

2.4 Pricing

Prices for the various Services are ultimately determined at the time of either selecting the desired service, or by Accounts Serve at the time of completing the services, and all prices are subject to change without notice. You should confirm the pricing for your use of the Services if prices for the services desired are not listed on the website.

3. PAYMENT

For Services offered on a payment or subscription basis, the following terms apply, unless Accounts Serve or its third-party affiliate notifies you otherwise in writing. This Agreement also incorporates by reference and includes program ordering and payment terms provided to you on the website for the Services:

Payments will be billed to you in U.S. dollars, and your account will be debited when you subscribe and provide your payment information unless stated otherwise in the program ordering or payment terms on the website for the Services.
You must pay with one of the following:
1. A valid credit card acceptable to Accounts Serve;
2. A valid debit card acceptable to Accounts Serve;
3. Sufficient funds in a checking or savings account to cover an electronic debit of the payment due; or
4. By another payment option Accounts Serve provides to you in writing.
If your payment and registration information is not accurate, current, and complete and you do not notify us promptly when such information changes, we may suspend or terminate your account and refuse any use of the Services.
If you do not notify us of updates to your payment method (e.g., credit card expiration date), to avoid interruption of the Services, we may participate in programs supported by your card provider (e.g., updater services, recurring billing programs, etc.) to try to update your payment information, and you authorize us to continue billing your account with the updated information that we obtain.
Accounts Serve will automatically renew your monthly, quarterly, or annual Services at the then-current rates, unless the Services subscription is canceled or terminated under this Agreement.
In certain instances, we will give you a non-binding estimate based upon your representations about the complexity of your tax return(s). Because unforeseen or changed circumstances might affect this original fee estimate, your actual fees may exceed the original fee estimate without notification to you in advance.
In certain circumstances, Accounts Serve reserves the right to ask for a retainer, a minimum of $75.00 or 25.00%, whichever is greater, based on the estimated price of the tax return. If a retainer is not requested, invoices for services are due when rendered, and interim billings may be submitted as work progresses. Once the return is complete, you will either be billed for the additional cost or receive a refund if the cost is less than the retainer. We respectfully request the balance of the invoice no later than the time of delivery.
In the event that any balance is past due, we reserve the right to cease working on your return(s) or providing any other services until the balance has been paid in full. If you have a balance on your account after 15 days, there will be a late fee of 1.50% (18.00% per year) added to the second billing and on each monthly statement thereafter. At any time after the second billing, your account may be sent to collections. You will be responsible for any court costs, attorneys’ fees, and any costs associated with collections. In the event of returned checks, an additional charge of $40.00 will be applied to your invoice. Any balance due after an event of a returned check must be paid via cash, money order, or cashier’s check.

4. YOUR PERSONAL INFORMATION

You agree that Accounts Serve may use and maintain your data according to the Accounts Serve Privacy Statement, as part of the Services. This means that Accounts Serve may use your data to improve the Services or to design promotions and to develop new products or services. Accounts Serve may access or store personal information in multiple countries, including countries outside of your own country to the extent permitted by applicable law.

Accounts Serve shall be considered a Business and/or Third Party, as applicable. Where Accounts Serve acts as a Third Party, you represent, warrant, and covenant that all Personal Information provided or otherwise made available to Accounts Serve is done so in compliance with applicable law, and that you have provided all necessary and appropriate notices and opt-outs, and otherwise have all necessary and appropriate rights, to enable Accounts Serve to:

Share all Personal Information you provide with any Accounts Serve company, including Accounts Serve, LLC, and any parent, subsidiary, affiliate, or related company of Accounts Serve, LLC. (collectively, the “Accounts Serve Family Companies”); and
Use any such Personal Information in connection with all Accounts Serve Family Companies’ internal operations and functions, including, but not limited to, improving such Accounts Serve Family Companies’ products and/or services, operational analytics and reporting, internal financial reporting and analysis, audit functions and archival purposes. Notwithstanding the foregoing, the parties agree that the sharing of Personal Information between Accounts Serve Family Companies does not constitute a “sale” of such Personal Information.

5. ACCOUNTS SERVE MAY FREELY USE FEEDBACK YOU PROVIDE

You agree that Accounts Serve may use your feedback, suggestions, or ideas in any way, including in future modifications of the Services, other products or services, advertising or marketing materials. You grant Accounts Serve a perpetual, worldwide, fully transferable, sublicensable, non-revocable, fully paid-up, royalty-free license to use the feedback you provide to Accounts Serve in any way.

6. LIMITATION OF LIABILITY AND INDEMNITY

To the maximum extent permitted by applicable law, the entire liability of Accounts Serve, its affiliates, and suppliers for all claims relating to this agreement shall be limited to the amount you paid for the services. Subject to applicable law, Accounts Serve, its affiliates, and suppliers are not liable for any of the following: (a) indirect, special, incidental, exemplary, punitive or consequential damages; (b) damages relating to failures of telecommunications, the internet, electronic communications, corruption, security, loss or theft of data, viruses, spyware, loss of business, revenue, profits or investment, or use of software or hardware that does not meet Accounts Serve systems requirements. The above limitations apply even if Accounts Serve and its affiliates and suppliers have been advised of the possibility of such damages. This agreement sets forth the entire liability of Accounts Serve, its affiliates, and your exclusive remedy concerning the services and its use.

You agree to indemnify and hold Accounts Serve and its affiliates and suppliers harmless from all claims, liability, and expenses, including reasonable attorneys' fees and costs, arising out of your use of the services or breach of this agreement (collectively referred to as "claims"). Accounts Serve reserves the right, in its sole discretion and at its own expense, to assume the exclusive defense and control of any claims. You agree to reasonably cooperate as requested by Accounts Serve in the defense of any claims.

7. CHANGES

We reserve the right to modify this Agreement, in our sole discretion, at any time, and the modifications will be effective when posted through the Services or on our website for the Services or when we notify you by other means. We may also change or discontinue the Services, in whole or in part. It is important that you review this Agreement whenever we modify it because your continued use of the Services indicates your agreement to the modifications.

8. TERMINATION

Accounts Serve may, in its sole discretion and without notice, restrict, deny, terminate this Agreement or suspend the Services, related or other Services, effective immediately, in whole or in part, if we determine that your use of the Services violates the Agreement, is improper or substantially exceeds or differs from normal use by other users, raises suspicion of fraud, misuse, security concern, illegal activity or unauthorized access issues, to protect the integrity or availability of the Services or systems and comply with applicable Accounts Serve policy, if you no longer agree to receive electronic communications, or if your use of the Services conflicts with Accounts Serve’s interests or those of another user of the Services. Upon Accounts Serve's notice that your use of the Services has been terminated, you must immediately stop using the Services and any outstanding payments will become due. Any termination of this Agreement shall not affect Accounts Serve’s rights to any payments due to it. Accounts Serve may terminate a free account at any time. Sections2.2, 3 through 15 will survive and remain in effect even if the Agreement is terminated.

9. GOVERNING LAW

Pennsylvania state law governs this Agreement without regard to its conflict of laws provisions.

10. DISPUTES.

Any dispute or claim relating in any way to the services or this Agreement will be resolved by binding arbitration, rather than in court, and must be filed within one year from the completion of the engagement, notwithstanding any statutory provision to the contrary. The Federal Arbitration Act governs the interpretation and enforcement of this provision; the arbitrator shall apply Pennsylvania law to all other matters. All issues are for the arbitrator to decide, including issues relating to the scope and enforceability of this arbitration provision. We each agree that all disputes must be brought in the parties' individual capacity and not as a plaintiff or class member in any purported class or representative proceeding. By entering into this agreement and agreeing to arbitration, you agree that you and Accounts Serve are each waiving the right to file a lawsuit and the right to a trial by jury. In addition, you agree to waive the right to participate in a class action or litigate on a class-wide basis. You agree that you have expressly and knowingly waived these rights.

The arbitration will be conducted by the American Arbitration Association (AAA) before a single AAA arbitrator under the AAA’s rules, which are available at www.adr.org or by calling 1-800-778-7879. Payment of all filing, administration, and arbitrator fees and costs will be governed by the AAA's rules for Professional Accounting and Related Services Disputes.

In the event that we become obligated to pay any judgment or similar award, agree to pay any amount in settlement, and/or incur any costs as a result of any inaccurate or incomplete information that you provide to us during the course of this engagement, you agree to indemnify us, defend us, and hold us harmless as against such obligations, agreements, and/or costs. Furthermore, Accounts Serve’s liability will be limited to the amount of fees paid by the client for any circumstances not covered in this engagement letter.

If you notice an error or receive third-party correspondence relating to the work performed by Accounts Serve, you must inform us within 15 days of the date on the first notice (phone calls and text messages are not acceptable). In the event of an examination or other government contact, we are available to represent you upon request. Accounts Serve, LLC is also available year-round to answer questions and provide tax planning. Representation, planning, and other such services requested will be billed to you, at an agreed-upon rate, as our efforts are incurred, including direct expenses for computer services, fax transmissions, report production, and out-of-pocket costs, including travel expenses.

11. GENERAL

This Agreement, including the Additional Terms below, is the entire agreement between you and Accounts Serve regarding its subject matter and replaces all prior understandings, communications, and agreements, oral or written, regarding its subject matter. If any court of law, having the jurisdiction, rules that any part of this Agreement is invalid, that section will be removed without affecting the remainder of the Agreement. The remaining terms will be valid and enforceable.

ADDITIONAL TERMS AND CONDITIONS

Your use of the Services provided by Accounts Serve is subject to the General Terms of Service above, including these Additional Terms and Conditions which govern your use of the Services indicated below. These Additional Terms and Conditions shall prevail over any conflict or inconsistency with the General Terms of Service above.

1. COMMUNICATIONS

Accounts Serve may be required by law to send you communications about the Services or third-party products. You agree that Accounts Serve may send these communications to you via email or by posting them on our websites

2. THIRD-PARTY SERVICES

Accounts Serve may from time to time, and depending on the circumstances, use third-party service providers located globally in serving your account. We may share confidential information about you with these service providers but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures, and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information, and we will take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized release of your confidential information to others. In the event that we are unable to secure an appropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential information with the third-party service provider. Furthermore, the firm will remain responsible for the work provided by any such third-party service providers.

3. PRIVACY NOTICE

As your service provider, we collect information provided by you from your tax organizer, worksheets, documents, computer data files and discussions, the information provided to us at your request by brokerage houses and banks, and information that we develop as part of the engagement. We are committed to the safekeeping of your confidential information, and we maintain physical and electronic safeguards to protect your information. We are required to keep all information about our engagement confidential. We will not disclose any information about you without your approval, even if you are no longer a client. If you would like your records released to a third party, such as a mortgage lender, per Rev. Proc. 2008-35, you must sign a disclosure statement. Please fax us your signed authorization to release the information to (267) 668-3693. There is a minimum charge of $50.00 for the time and effort involved in providing your information to a third party.

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