Terms of Service

Terms of Service

Effective Date: 01/01/2025

By accessing or using our website and services, you agree to the following Terms of Service. Please read them carefully.

1. Services Provided

Morgan Tax and Business Solutions LLC offers tax preparation, bookkeeping, payroll, tax resolution, and advisory services for small businesses, solo entrepreneurs, and freelancers. Our services are provided in compliance with applicable federal, state, and local tax laws.

2. Client Responsibilities

By engaging our services, you agree to:

  • Provide accurate, complete, and timely financial and tax-related information.

  • Respond to requests for additional documentation when necessary.

  • Review all tax returns and financial documents before submission.

Failure to provide necessary documentation may result in delays, additional fees, or an inability to complete services.

3. Fees & Payment Terms

  • Fees for services will be disclosed before engagement and may be subject to change.

  • Payments are due upon invoice receipt unless otherwise agreed.

  • Late payments may incur additional charges.

  • No refunds will be issued once services have been rendered.

4. No Guarantee of Results

Morgan Tax and Business Solutions LLC strives to provide accurate and legally compliant tax and financial services. However, we cannot guarantee any specific tax outcomes, such as refunds, deductions, or audit results.

5. Limitation of Liability

We are not liable for any errors or penalties resulting from inaccurate information provided by the client. While we take every measure to ensure compliance, final responsibility for tax filings lies with the client.

6. Confidentiality & Data Protection

We respect your privacy and protect your personal and financial data. No personal information, including phone numbers, will be sold or shared with third parties for marketing purposes. For more details, please review our Privacy Policy.

7. Communication & SMS Consent

By providing your contact information, you agree that Morgan Tax and Business Solutions LLC may send you service-related updates via email, phone, or SMS. Message & data rates may apply. Reply STOP to opt out at any time.

8. Cancellations & Termination of Services

We reserve the right to refuse or terminate services if a client fails to comply with these terms, engages in fraudulent activity, or provides misleading information.

9. Changes to These Terms

Morgan Tax and Business Solutions LLC reserves the right to update these Terms of Service at any time. The latest version will always be available on our website.

10. Governing Law

These Terms of Service are governed by the laws of the State of Nebraska, and any disputes shall be resolved in the appropriate courts of that jurisdiction.

11. Contact Information

For questions about these Terms of Service, contact us at:

Email: hello@morgantaxandbusiness.com
Phone: (531) 216-9770