LEGACY TAX CONSULTANTS – TERMS OF SERVICE

Last Updated: 07/30/2025

This Client Agreement (“Agreement”) is entered into between Legacy Tax Consultants, LLC (“Company,” “we,” “our,” or “us”) and you, the client (“Client,” “you,” or “your”), effective as of the date you accept these terms.

By engaging Legacy Tax Consultants for tax strategy, planning, or related services, you agree to the following:

1. Scope of Services

We provide tax strategy, planning, and consulting services as outlined in our proposal, engagement letter, or written agreement.
We are not a CPA firm. We work in conjunction with your CPA, attorney, or other advisors where applicable.
Our role is advisory — you remain responsible for the final decisions and actions taken with respect to your taxes.

2. Client Responsibilities

You agree to:

Provide complete, accurate, and timely information needed for our work.
Disclose all relevant financial, business, and personal information that may affect your tax strategy.
Respond promptly to our requests for documents or clarifications.
Maintain an active relationship with a licensed CPA for tax filing and compliance purposes.
Implement any recommended strategies in consultation with your CPA and/or attorney.

3. Fees and Payment Terms

Fees will be stated in writing before work begins.
Payment is due according to the terms stated in your invoice or engagement letter.
Late payments may result in suspension or termination of services.
Fees paid are generally non-refundable unless otherwise stated in writing.

4. Confidentiality

We will keep all information you share strictly confidential and will not disclose it to third parties except:

As required by law, court order, or regulatory authority.
To trusted service providers (e.g., CPAs, attorneys, financial institutions) directly involved in implementing your strategy, with your consent.

5. No Guarantees

While our strategies are designed to minimize tax liability within the bounds of the law, we do not guarantee specific savings, results, or outcomes. The success of any tax strategy depends on your personal circumstances, implementation, and applicable laws at the time.

6. Compliance with Law

You agree to use our services only for lawful purposes. You must not use our recommendations to engage in tax evasion or any illegal activity.

7. Intellectual Property

All strategies, reports, templates, and materials we provide remain our intellectual property. You are granted a non-exclusive license to use them for your own personal or business purposes. You may not resell, distribute, or share them without our written consent.

8. Limitation of Liability

To the fullest extent permitted by law:

Our liability to you for any claim arising from our services will be limited to the total fees paid to us in the 12 months prior to the claim.
We will not be liable for indirect, incidental, or consequential damages.

9. Termination

Either party may terminate this Agreement with written notice. Upon termination:

You must pay all outstanding fees for work performed to date.
We will return or destroy your confidential information at your request (except as required for legal or compliance recordkeeping).

10. Governing Law

This Agreement will be governed by and construed in accordance with the laws of the State of Florida, without regard to conflict of law principles.

11. Entire Agreement

This Agreement, together with any applicable proposal or engagement letter, constitutes the full agreement between you and Legacy Tax Consultants regarding our services and supersedes all prior discussions, understandings, or agreements.

By engaging our services, you acknowledge that you have read, understood, and agree to these Terms of Service.