Terms & Conditions
(Virtual Tax Preparation Office)
Effective Date: 12/18/2025
Last Update: 12/18/2025
By using this website, booking an appointment, uploading documents, or engaging
ConnecTechSolutions LLC (“we,” “us,” “our”) for services, you agree to these
Terms & Conditions (“Terms”). If you do not agree, do not use the website
or services.
We provide U.S. individual income tax preparation services
and related administrative support (collectively, “Services”) delivered
remotely (100% online). Specific services and pricing are described on our
Services & Pricing page and/or in your engagement letter.
- We do not provide legal representation, audit representation (unless separately agreed in writing), of financial statement attestation services.
Tax outcomes depend on the facts you provide and the laws in effect. We cannot and
do not guarantee any tax refund, result, or IRS/state acceptance. Any
information on this website is general and is not legal advice.
You agree to provide accurate, complete, and timely information and documents. You
are responsible for reviewing your return and confirming that all information
is correct before you approve e-filing or delivery.
- Provide all income documents (W-2, 1099s, K-1s, etc.) and relevant expense/credit
documentation.
- Disclose major life events (marriage/divorce, dependents, moves, health coverage, etc.)
that may affect your return.
- Retain your source documents as required by law and for your own records.
We may request that you use a secure client portal and workflow tools to upload
documents, review drafts, and sign forms. For your protection, avoid sending
sensitive data (e.g., Social Security numbers) over unsecured channels.
If you choose to e-file, you must authorize e-filing and sign required IRS/state e-file authorization forms (for example, IRS Form 8879). When permitted by IRS guidance and supported by software, electronic signatures may be used.
- You may be asked to complete identity verification steps required by the e-signature and e-file process.
Fees are based on the complexity of your return and the scope of work requested. A non-refundable deposit is required to start work. Payment terms are described on our Services & Pricing page, invoice, or engagement letter.
- The deposit is non-refundable even if you cancel or stop responding, except where a refund is required by law.
You are responsible for providing documents early enough to allow timely filing. If you provide information late or changes are requested near filing deadlines, timely filing may not be possible. If needed and requested, we can help prepare a filing extension (where eligible).
We use administrative, technical, and physical safeguards designed to protect your information. As part of our professional responsibilities, we maintain a Written Information Security Plan (WISP) appropriate to our practice.
We do not sell your tax return information. We share information only as needed to provide Services, to e-file with tax authorities, to comply with legal obligations, or when you provide a valid written consent.
Federal law (Internal Revenue Code section 7216 and related regulations) restricts the use and disclosure of your tax return information. We will not use or disclose your tax return information for purposes other than tax return preparation and related auxiliary services unless: (a) permitted by law, or (b) you provide a separate written consent meeting IRS requirements.
To deliver Services efficiently and securely, we may use reputable third-party providers (for example, tax preparation software, secure portals, e-signature, scheduling, and payment processors).
If we use MyTAXPrepOffice as part of our workflow, your use of that portal/software may be subject to MyTAXPrepOffice’s Terms and Privacy Policy in addition to these Terms.
We may retain copies of your completed returns and certain supporting records for a period consistent with professional standards and legal requirements. Some e-file authorization records may be required to be retained for at least three years.
To the maximum extent permitted by law, we are not liable for indirect,
incidental, special, consequential, exemplary, or punitive damages arising from
the use of this website or Services. Our total liability for any claim related
to Services will not exceed the fees you paid to us for the specific Services
giving rise to the claim, except where liability cannot be limited by law.
These Terms are governed by the laws of the State of Texas (without regard to
conflict-of-law rules). Any dispute should first be raised with us in writing
so we can attempt to resolve it informally. If not resolved, disputes will be
handled in a court of competent jurisdiction in Texas, unless your engagement
letter specifies a different process.
We may update these Terms from time to time. The “Last Updated” date reflects the
most recent version. Continued use of the website or Services after changes
means you accept the updated Terms.
ConnecTechSolutions, LLC | Email: info@connectechsolutions.com
| Phone: (432) 233-3500 |
Service Area: Remote/Online (U.S.)