Terms & Conditions
1. Acceptance of Terms
By accessing or using the services of UniTax Solutions (“UniTax,” “we,” “our,” or “us”), you (“Client,” “you,” or “your”) agree to be bound by these Terms & Conditions and our Privacy & Security Policy. If you do not agree, please do not use our services.
2. Scope of Services
We provide U.S. bookkeeping, accounting, and tax-preparation services to:
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CPA & Accounting Firms – white-label or subcontract support that integrates with your existing workflows and meets AICPA professional standards.
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Small Businesses & Sole Proprietors – full-cycle bookkeeping, financial reporting, and federal/state tax filing.
Detailed deliverables, deadlines, and pricing are defined in individual engagement letters or service plans.
3. Service Plans & Billing
| Plan Type | Billing Cycle | Cancellation | Refund Eligibility |
|---|---|---|---|
| Monthly | Charged at the start of each month | Cancel anytime before the next billing date | See § 4 |
| 3-Month, 6-Month, or Annual | Pre-paid in advance | Cancel anytime | Pro-rated refund for unused months (full refund not available after 48 hrs) |
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48-Hour, No-Questions-Asked Guarantee — You may request a 100 % refund within 48 hours of initial payment on any plan.
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Pre-Paid Plans (3-, 6-, 12-Month) — If you cancel after 48 hours, we will refund the unused portion of your plan on a pro-rated basis (e.g., cancel after 4 months of a 6-month term → receive 2 months’ credit).
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One-Time Projects (e.g., year-end tax filing) — Fees are non-refundable once the work has begun.
Refunds are processed within 5 business days to the original payment method.
5. Collaboration Requirements
Clients agree to furnish complete and accurate financial records, statements, and supporting documents on a timely basis. UniTax is not liable for penalties or interest arising from incomplete, inaccurate, or late information supplied by the Client.
6. Confidentiality & Data Security
We maintain strict confidentiality of all Client information and follow IRS Publication 1345, GLBA, and other applicable U.S. data-security standards. See our Privacy & Security Policy for full details.
7. Intellectual Property
All working papers, templates, and proprietary methodologies remain the property of UniTax. Final financial statements and tax returns prepared for the Client become the Client’s property upon full payment.
8. Limitation of Liability
To the maximum extent permitted by law, UniTax’s cumulative liability for any claim arising out of or relating to these Terms or our services is limited to the total fees paid by the Client in the twelve (12) months preceding the event giving rise to the claim.
9. Governing Law & Dispute Resolution
These Terms are governed by the laws of the State of [Your State], without regard to conflict-of-law principles. Any dispute shall be resolved first through good-faith negotiation, and if unresolved, submitted to binding arbitration in [Your County, State].
10. Contact
Questions about these Terms, cancellations, or refund requests?
📧 [email protected]