Terms of Use

WEBSITE PURPOSE & SCOPE OF SERVICES

1.1 Permitted Use

This Website is a digital platform provided by Legacy Tax Specialists for informational, educational, and administrative purposes. It is designed to facilitate communication, appointment scheduling, client intake, and service requests related to our professional offerings, including but not limited to:

Tax Compliance: Federal and state tax preparation and filing.
Advisory & Strategy: Tax planning, entity structuring, and business consulting.
Financial Operations: Bookkeeping, expense compliance, and payroll support.
Representation: Resolution of IRS and state tax notices.
Administrative Support: General financial operations and related services.

1.2 Professional Disclaimer

The information, tools, and content provided on this Website are intended to offer a general overview of tax and financial topics. They do not constitute professional advice.

By using this Website, you acknowledge and agree that:

No Technical Determination: Information presented shall not be interpreted as a final tax determination, legal opinion, or accounting certification.
No Guarantees: Any case studies, examples, or general descriptions are for illustrative purposes and do not guarantee a specific financial outcome, refund, or liability reduction.
User Responsibility: Tax laws are subject to frequent change. You should consult with a qualified professional regarding your specific facts and circumstances before taking action based on any information found here.

LIMITATIONS OF LIABILITY & SERVICE FORMATION

2.1 Professional Relationship Formation

Accessing or interacting with this Website does not establish a preparer-client or fiduciary relationship. A formal engagement is only established, and Legacy Tax Specialists only assumes responsibility as your designated representative, upon the satisfaction of the following "Conditions of Engagement":

Documentation: Submission of all required intake forms and supporting tax documents.
Verification: Successful completion of identity verification (KYC) as required by federal regulations.
Acceptance: Formal written acceptance of the engagement by our office.
Payment: Receipt of applicable service fees, retainers, or deposits.

2.2 Disclaimer of Outcomes & Projections

The Website may provide calculators, refund estimators, or strategy illustrations. These are preliminary informational tools provided for convenience and do not constitute a formal tax preparation result.

Legacy Tax Specialists provides no guarantee, warranty, or assurance regarding:

Financial Totals: Exact tax refund amounts or final balances due.
Government Timelines: IRS/State processing speeds, acceptance dates, or funding timeframes.
External Audits: Outcomes of any future IRS or state examinations/audits.
Third-Party Approvals: Lender approvals or credit outcomes related to financial products.
Projected Savings: The actual realization of tax savings discussed in advisory illustrations.

2.3 Data Accuracy & Regulatory Shifts

Final tax outcomes are strictly dependent on the accuracy and completeness of the information provided by the user. We are not responsible for penalties or interest resulting from omitted or false information. Furthermore, you acknowledge that tax outcomes are subject to:

Current IRS and state tax codes.
Retroactive changes in tax legislation.
Varying interpretations of law by tax authorities.

TAXPAYER OBLIGATIONS & DATA INTEGRITY

3.1 Certification of Accuracy

By submitting information through this Website, secure client portals, or digital questionnaires, you represent and warrant that:

Substantive Truth: All provided data is true, accurate, and complete to the best of your knowledge.
Full Disclosure: You have disclosed all sources of income (including foreign and digital assets), business expenses, dependents, eligible deductions, and entity ownership interests.
Materiality: You acknowledge that omitted, vague, or inaccurate information may materially and adversely affect the accuracy of tax filings and financial reports.
Record Maintenance: You accept sole responsibility for maintaining the original records, receipts, and documentation necessary to substantiate the items reported on your tax returns.

3.2 Limitation of Liability for Client-Provided Data

Legacy Tax Specialists performs its services based on the information provided by you. We do not audit or independently verify the information you submit unless specifically engaged to do so in writing. Consequently, we are not liable for filing delays, the need for amended returns, denied deductions, IRS/State penalties, or interest charges resulting from:

Incomplete Submissions: Missing schedules, K-1s, 1099s, or expense logs.
Inaccurate Statements: Errors in self-reported figures or misrepresentation of facts.
Communication Lapses: Failure to respond to requests for clarification or additional data in a timely manner.
Technical Failures: Duplicate, corrupted, or password-protected uploads that cannot be accessed by our team.
Withheld Documentation: Information discovered after the filing deadline that was not previously disclosed.

3.3 Substantiation Warning

Under IRS and state guidelines, the taxpayer bears the ultimate "burden of proof" for any position taken on a return. Our firm will provide guidance on what qualifies as a deduction, but we are not responsible for your inability to produce supporting evidence (receipts, logs, etc.) in the event of an inquiry or audit.

DOCUMENT SUBMISSION & SECURE PORTAL ACCESS

4.1 Digital Infrastructure & Communication

To ensure the highest level of data security, Legacy Tax Specialists provides access to a secure online portal for the transmission of sensitive financial records. By utilizing the portal or our digital intake systems, you acknowledge and agree to the following:

File Integration: All uploaded documents, spreadsheets, and images become a permanent part of your digital client file and will be used as the basis for tax preparation.
Processing Efficiency: To avoid administrative delays, you are encouraged to upload documents in a consolidated manner. Duplicate or fragmented uploads may extend the time required for review and processing.
Official Correspondence: Communications sent via portal messaging are considered part of the official service record and may be used to document requests for information or client approvals.
The Review Cycle: Initial document submission is the beginning, not the end, of the process. Legacy Tax Specialists reserves the right to request supplemental records, clarifying statements, or additional substantiation after the initial review of your file.

4.2 No Immediate Completion

Submission of documentation through the portal does not constitute an immediate file completion or a guarantee that a return will be filed by a specific deadline. Completion timelines are subject to the complexity of the data provided and current firm capacity. You are responsible for ensuring all data is submitted well in advance of statutory tax deadlines.

4.3 Access & Security Monitoring

Access to the secure portal is a privilege granted to active clients. Legacy Tax Specialists maintains strict oversight of these systems and reserves the right to suspend, terminate, or restrict access at our sole discretion if we detect:

System Misuse: Attempting to upload non-tax-related files or malicious software.
Administrative Burden: Repeatedly uploading incomplete, blurry, or disorganized documentation that hinders our ability to perform services.
Unauthorized Activity: Sharing portal credentials with third parties or any activity that compromises the security of the platform.

FEES, DEPOSITS, AND PAYMENT POLICY

5.1 Financial Engagement & Commitment

Price Disclosure: A formal quote or fee schedule has been provided to you.
Scope Determination: The specific services and complexity of the filing have been identified.
Initial Payment: Any required retainer, setup fee, or contingency deposit has been received and cleared.

5.2 Fee Determination Factors

At Legacy Tax Specialists, our professional fees are calculated based on the technical expertise and labor required to ensure compliance and accuracy. Fees are determined by:

Complexity: The volume of transactions and types of forms required (e.g., Schedule C, E, or F).
Business Structures: The involvement of K-1s, S-Corps, Partnerships, or multi-member LLCs.
Data Reconstruction: The labor required to organize, reconcile, or reconstruct incomplete financial records or bookkeeping.
Specialized Scope: Notice resolution labor, multi-state compliance demands, and strategic advisory hours.

Important Note: Service fees are based strictly on professional labor and liability risk. Fees are not contingent upon, nor determined by, tax outcomes, refund amounts, or final balances due to the IRS or state authorities.

5.3 Refund & Deposit Policy

Deposits are required to secure your placement in our processing rotation. You acknowledge and agree that:

LIMITATION OF PROFESSIONAL SCOPE

6.1 No Legal or Investment Counsel

While Legacy Tax Specialists provides expert tax strategy, financial compliance guidance, and entity structuring recommendations, the content on this Website and our subsequent advisory services do not constitute:

Legal Advice: We do not provide legal opinions, litigation services, or formal attorney-client counsel.
Investment Advice: We do not manage securities, provide brokerage services, or offer specific investment recommendations under the Investment Advisers Act.
Fiduciary Investment Management: We do not act as your investment fiduciary or financial planner for the purposes of asset allocation or market speculation.

6.2 Advice to Seek Outside Counsel

Our services are designed to complement, not replace, the expertise of other specialized professionals. Users and clients are strongly advised to consult with the appropriate licensed experts for decisions falling outside the scope of tax compliance and administrative consulting, specifically:

Licensed Attorneys: For legal document drafting (beyond basic entity formation), contract litigation, and estate law.
Certified Investment Professionals: For retirement account management, stock market strategies, and wealth management.
Lenders & Mortgage Brokers: For loan qualifications and debt financing terms.
Insurance Advisors: For risk management, liability coverage, and policy selections.

6.3 User Acknowledgment

By using this Website, you acknowledge that Legacy Tax Specialists is a tax and administrative consulting firm. Any decision made regarding your legal standing or investment portfolio based solely on the information provided here is done so at your own risk.

APPOINTMENTS, CONSULTATIONS, AND OPERATIONAL TIMELINES

7.1 Scheduling & Availability

All online scheduling requests, call-back inquiries, or digital form submissions are considered requests for service only.

No Automatic Placement: Submission of a request does not guarantee immediate appointment placement or a specific time slot until manually confirmed by our office via email or SMS.
Rescheduling: Legacy Tax Specialists reserves the right to reschedule appointments due to unforeseen administrative emergencies or peak-season volume shifts.

7.2 Variable Processing Timelines

We pride ourselves on efficiency; however, professional tax work is subject to external variables. You acknowledge that response and completion times fluctuate based on:

Seasonal Volume: Heightened demand during federal and state filing windows (January–April and September–October).
Government Delays: Delays in IRS transcript retrieval, state agency system outages, or postal service disruptions.
Submission Quality: The time required to review, clarify, and organize client-provided documentation.
Agency Windows: Statutory response timeframes dictated by the IRS or state taxing authorities for notice resolutions.
Technical Complexity: The depth of research required for complex entity structures or multi-jurisdictional compliance.

7.3 No Express Guarantees

Legacy Tax Specialists does not guarantee same-day, next-day, or "instant" completion of any tax return, bookkeeping reconciliation, or advisory report.

Contracted Deadlines: Specific filing deadlines or "rush" requests are only binding if expressly agreed upon in a written, signed engagement letter that includes a "Rush Service" provision.
Force Majeure: We are not liable for missed deadlines caused by the failure of third-party e-file servers, government portal crashes, or client-side delays in signing final authorizations (e.g., Form 8879).

INTELLECTUAL PROPERTY & PROPRIETARY RIGHTS

8.1 Ownership of Assets

All content, features, and functionality available on this Website are the exclusive property of The Legacy Counsel Group, LLC (doing business as Legacy Tax Specialists) and its licensors. This protection extends to, but is not limited to:

Brand Identity: Logos, trademarks, service marks, and trade dress.
Specialized Tools: Custom diagnostics, tax checklists, and proprietary intake workflows.
Knowledge Assets: Educational downloads, advisory systems, and written articles or blog content.
Functional Design: The "look and feel" of the portal interface and service-request forms.

8.2 Restricted Use & Licensing

Your access to this Website grants you a limited, non-exclusive, and non-transferable license to view and print materials solely for your personal, non-commercial use in relation to our services. You are strictly prohibited from:

Redistribution: Copying, reproducing, or selling any website content or proprietary forms to third parties.
Derivative Works: Modifying or "white-labeling" our tax checklists or advisory systems for use in another professional practice.
Scraping: Using automated systems or software to extract data or content from this Website for any purpose.

8.3 Enforcement of Intellectual Property

Unauthorized use of Company forms, branded materials, or proprietary workflows is a violation of federal and state intellectual property laws. The Legacy Counsel Group, LLC actively monitors for unauthorized distribution of its digital assets and reserves the right to seek injunctive relief and monetary damages for any such infringements.

THIRD-PARTY INFRASTRUCTURE & SERVICE PROVIDERS

9.1 Integration of Professional Technology

To provide a secure and efficient client experience, Legacy Tax Specialists utilizes industry-leading third-party integrations. These may include, but are not limited to:

Secure Data Collection: We utilize Cognito Forms (or similar enterprise-grade form platforms) for secure data intake and document collection. These forms employ SSL encryption and are configured to meet high standards of data security. By submitting a form, you acknowledge that your data is processed through this third-party interface before being securely transferred to our internal systems.
Workflow Automation: Scheduling software, CRM (Customer Relationship Management) systems, and automated intake questionnaires.
Financial Transactions: PCI-compliant payment processors and merchant gateways.
Legal Compliance: Secure e-signature tools and digital identity verification platforms.
Communication: Encrypted text, email, and notification automation systems.

9.2 Limitation of Liability for Technology Providers

While we select our technology partners based on rigorous security and reliability standards, The Legacy Counsel Group, LLC does not own, manage, or maintain the underlying infrastructure of these third-party platforms. Consequently, we are not responsible for:

System Outages: Temporary downtime or maintenance windows of third-party software.
Transmission Errors: Delays in the delivery of automated emails, SMS notifications, or e-signature requests.
Processing Interruptions: Bank delays, payment failures, or technical glitches during the checkout process.
Data Latency: Delays in file synchronization between the user's device and our cloud-based storage.

9.3 Third-Party Terms of Service

By utilizing these integrated tools, you may also be subject to the terms and conditions and privacy policies of these third-party providers. We encourage you to review their specific policies regarding data handling and system uptime. Your sole remedy for issues directly related to third-party software functionality shall be with the software provider, not Legacy Tax Specialists.

LIMITATION OF LIABILITY & INDEMNIFICATION

10.1 General Limitation

To the fullest extent permitted by applicable law, Legacy Tax Specialists, The Legacy Counsel Group, LLC, and its officers, directors, employees, affiliates, contractors, and advisors (collectively, "The Company Parties") shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages. This includes, but is not limited to, loss of profits, loss of data, or other intangible losses resulting from:

Access & Availability: Your access to, use of, or inability to access or use the Website or secure portal.
Operational Delays: Delays in document uploads, data synchronization, or communication caused by third-party systems or internet service providers.
User Error: Misinterpretation of service estimates, strategy illustrations, or educational content.
Inaction & Non-Compliance: Filing delays, missed deadlines, or penalties resulting from client inaction, failure to provide requested documentation, or failure to sign authorization forms (e.g., Form 8879) in a timely manner.
Governmental Factors: The processing timelines, manual review delays, or systemic errors of the IRS or any state/local taxing authority.
Security & Technology: Technological interruptions, cyber-attacks, or "force majeure" events outside of the Company’s direct control.

10.2 Maximum Liability Cap

In the event that The Legacy Counsel Group, LLC is found liable for any claim arising out of your use of this Website, you agree that the total aggregate liability shall not exceed the amount of fees paid by you to the Company for the specific service from which the claim arose, or $100.00 USD, whichever is greater.

10.3 Indemnification

By using this Website, you agree to indemnify, defend, and hold harmless The Legacy Counsel Group, LLC and its affiliates from and against any and all claims, damages, obligations, losses, liabilities, costs, and expenses (including attorney's fees) arising from:

Your violation of these Terms of Use.
The submission of fraudulent or materially inaccurate tax data.
Your infringement of any third-party right, including intellectual property or privacy rights.

10.4 "As-Is" Basis

Use of this Website and its associated tools is at the user's sole risk. All content and services are provided on an "As-Is" and "As-Available" basis without warranties of any kind, whether express or implied, including the implied warranties of merchantability or fitness for a particular purpose.

PRIVACY, CONFIDENTIALITY, AND ELECTRONIC CONSENT

11.1 Integrated Policies

Your privacy and the security of your sensitive financial data are of paramount importance to us. Your use of this Website and our digital services is strictly governed by these Terms, as well as our Privacy Policy and Cookie Policy. By accessing this platform, you acknowledge that you have read and agree to our data handling practices, including the encryption standards used for document storage.

Your violation of these Terms of Use.
The submission of fraudulent or materially inaccurate tax data.
Your infringement of any third-party right, including intellectual property or privacy rights.

11.2 Consent to Electronic Communication

By submitting your phone number, email address, or other contact information through this Website, secure portal, or intake questionnaires, you provide your express "opt-in" consent to receive electronic communications from Legacy Tax Specialists. These communications are vital to the preparation and resolution of your tax matters and may include:

Documentation Requests: Urgent alerts regarding missing tax forms, K-1s, or expense substantiation.
Administrative Alerts: Appointment confirmations, rescheduling notices, and interview reminders.
Billing & Finance: Delivery of invoices, payment receipts, and deposit notices.
Compliance & Strategy: Tax law updates, filing deadline warnings, and service-related advisory insights.
Secure Links: Delivery of portal access links and e-signature requests for tax authorizations.

11.3 Security of Transmission

While Legacy Tax Specialists utilizes enterprise-grade encryption and secure "point-to-point" transmission for our portal, you acknowledge that no method of transmission over the internet is 100% secure. You are responsible for ensuring that the email address and phone number provided to us are secure and that your login credentials for the client portal are kept confidential.

11.4 Withdrawal of Consent

You may opt out of certain electronic marketing communications at any time; however, you acknowledge that opting out of service-related electronic communications (such as document requests or filing updates) may result in the suspension of services or missed filing deadlines, for which Legacy Tax Specialists shall not be held liable.

MODIFICATIONS AND AMENDMENTS

12.1 Right to Revise

Legacy Tax Specialists reserves the exclusive right to update, modify, or replace any part of these Terms of Use at our sole discretion and without prior notice. This includes changes necessitated by new tax legislation, updates to our technology stack (such as Cognito Forms), or shifts in our internal administrative procedures.

12.2 Effective Date

Any revisions or updates to these Terms become effective immediately upon being posted to this Website. The "Last Updated" date at the bottom of this page will serve as the notice of the most recent version.

12.3 Continued Acceptance

Your continued use of the Website, secure portals, or intake forms following the posting of any changes constitutes your formal acceptance of the revised Terms. If you do not agree to the updated Terms, you must discontinue the use of the Website and our digital intake systems immediately.

GOVERNING LAW & DISPUTE RESOLUTION

13.1 Jurisdiction

These Terms of Use, and any dispute or claim arising out of or in connection with them or their subject matter, shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law provisions.

13.2 Venue

By using this Website or our secure intake systems, you irrevocably agree that the state and federal courts located in the State of Georgia shall have exclusive jurisdiction to settle any dispute or claim that arises out of or in connection with these Terms, the Website’s content, or the initiation of services.