1. Acceptance of Terms

By using this website or engaging with our services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions, along with our Privacy Policy.

If you do not agree with these terms, please do not use our website or services.

2. Services Provided

Heiress Tax Solutions provides tax preparation, tax consulting, financial education, and related services. All services are provided based on the information you supply and are subject to applicable federal and state laws.

We do not guarantee specific tax outcomes, refunds, or approvals.

3. User Responsibilities

You agree to:

Provide accurate, complete, and truthful information

Respond promptly to requests for documentation

Review your tax return or documents before submission

Notify us of any errors or changes immediately

You are ultimately responsible for the accuracy of all information submitted to taxing authorities.

4. Fees and Payments

Fees for services are disclosed prior to engagement. Fees may vary based on complexity, additional forms, or required services.

All payments are non-refundable once work has begun, unless otherwise stated in writing.

5. Limitation of Liability

Heiress Tax Solutions shall not be held liable for:

Errors resulting from incorrect or incomplete information provided by you

Delays caused by third parties (IRS, state agencies, banks, software providers)

Lost profits, penalties, or indirect damages

Our total liability shall not exceed the amount paid for the services rendered.

6. Intellectual Property

All content on this website, including text, graphics, logos, and materials, is the property of Heiress Tax Solutions and may not be copied, reproduced, or distributed without written permission.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or policies of those websites.

8. Termination of Services

We reserve the right to refuse or terminate services at our discretion if:

False or misleading information is provided

Payment obligations are not met

Abuse, harassment, or unethical conduct occurs

9. SMS Messaging Agreement

By providing your mobile phone number and opting in, you consent to receive SMS/text messages from Heiress Tax Solutions, which may include appointment confirmations, reminders, service updates, account notifications, and occasional promotional or marketing messages related to our services.

Message frequency may vary based on your interaction with our services.

10. Message & Data Rates

Message and data rates may apply depending on your mobile carrier and service plan.

11. Opt-Out Instructions

You may opt out of receiving SMS messages at any time by replying STOP to any message.
For assistance, reply HELP or contact us using the information below.

Opting out of SMS does not affect non-SMS communications related to services you have requested.

12. Carrier Disclaimer & Age Requirement

Mobile carriers are not liable for delayed or undelivered messages.

You must be at least 18 years of age to use our services or opt in to receive SMS communications.

13. Privacy Policy

Your use of our website and services is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal information.

Privacy Policy: https://heiresstax.com/privacy-policy/

14. Changes to Terms

We reserve the right to update or modify these Terms and Conditions at any time. Updates will be posted on this page with a revised effective date.

Continued use of our services constitutes acceptance of any changes.