SMARTBOOKS & TAXES

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Terms and Conditions of Tax Trucking LLC (SmartBooks & Taxes)

Last Updated: July 11, 2025

1. Introduction

Welcome to Tax Trucking LLC, doing business as SmartBooks & Taxes. These Terms and Conditions outline the rules and regulations for using SmartBooks & Taxes services. By accessing and using our services, you accept these Terms and Conditions in full.

2. Definitions

  • Company: Tax Trucking LLC, operating as SmartBooks & Taxes.

  • Services: Accounting and tax services, including but not limited to tax return preparation, general bookkeeping, tax consulting, and related services.

  • Client: Any individual or entity using the Company’s Services.

  • Payment: Monetary transaction made through the payment methods accepted by the Company.

3. Service Descriptions

SmartBooks & Taxes offers:

  1. Bookkeeping:

    • Accurate monthly financial records.

    • Client must provide complete data.

  2. Training (QuickBooks):

    • Instruction in accounting and software use.

    • Results depend on client participation.

  3. Tax Planning:

    • Advice to legally minimize taxes.

    • Subject to legal changes and client data.

  4. Business Formation (LLC + EIN):

    • Guidance on legal structure and EIN registration.

    • Client remains responsible for ongoing legal obligations.

  5. Personal Tax Return:

    • Preparation with maximized deductions.

    • Client must provide truthful information.

  6. Business Tax Return:

    • Accurate returns (e.g., Form 1120-S, 1065).

    • Client responsible for accuracy of provided data.

  7. Business Advisory:

    • Analysis to support decision-making.

    • Client assumes responsibility for final decisions.

  8. Payroll Services:

    • Preparation of payroll, W-2s, and 1099s.

    • Client must supply accurate payroll data.

4. Booking and Payments

  • Billing: Services are billed at rates agreed upon with the Client. Detailed invoices will be issued for all services rendered.

  • Payment Methods: Accepted methods may include bank transfers, checks, or electronic payments.

  • Payment Terms: Payments are due within the terms specified on each invoice. The Company reserves the right to suspend services for late payment.

  • Refund Policy: Payments are non-refundable except in exceptional cases at the Company’s discretion.

5. Client Responsibilities

  • Provide accurate, complete, and timely financial information.

  • Comply with all applicable laws and regulations when using the Services.

  • Notify the Company of any changes in fiscal or accounting status that may affect Services.

  • Refrain from using the Services for fraudulent or illegal activities.

6. Company Responsibilities

  • Deliver the described Services professionally, accurately, and efficiently.

  • Maintain the confidentiality of Client information in accordance with our Privacy Policy.

  • Provide ongoing support and assistance related to the Services.

7. Liability Limitations

SmartBooks & Taxes shall not be liable for:

  • Indirect, incidental, or consequential damages arising from use of the Services.

  • Losses or damages resulting from inaccurate or incomplete information provided by the Client.

  • Errors or delays in tax filings due to late or incomplete information from the Client.

  • Changes in tax laws or IRS interpretations affecting the Services.

8. Intellectual Property

All content and materials provided by the Company—including reports, documents, and analyses—are the property of SmartBooks & Taxes and protected by intellectual property law. Clients may not reproduce, distribute, or use such materials without our express permission.

9. Modifications to Terms and Conditions

The Company reserves the right to modify these Terms and Conditions at any time. Changes take effect immediately upon posting to our website. Clients are responsible for reviewing the Terms periodically.

10. Governing Law and Jurisdiction

These Terms and Conditions are governed by the laws of the state in which Tax Trucking LLC is registered. Any disputes arising under these Terms will be subject to the exclusive jurisdiction of that state’s competent courts.

11. Contact

For any questions or further information, Clients may contact SmartBooks & Taxes at:
Email: contact@sbooktax.com

12. Acceptance of Terms

By using SmartBooks & Taxes services, the Client confirms they have read, understood, and agreed to these Terms and Conditions in full.

13. Confidentiality and Data Protection

The Company is committed to protecting Client privacy. All information collected is used solely for purposes outlined in these Terms and in accordance with our Privacy Policy.

14. Dispute Resolution

In the event of any dispute or disagreement related to our Services, both the Company and the Client agree to attempt an amicable, negotiated resolution before pursuing legal action.

By using our Services, you confirm you have read, understood, and accepted these Terms and Conditions.