Legal
Terms and Conditions
Please read these terms carefully before using our services.
Effective Date: March 11, 2026
These Terms and Conditions govern the use of tax advisory and strategist matching services provided by Certified Maverick to our clients. By using our Services, you agree to comply with and be bound by the terms set forth below.
1. Services Provided
We provide professional tax strategy, wealth planning, and legacy advisory matching services for individual and business clients. These services may include, but are not limited to:
- Tax strategy consultation
- Tax filing assistance with federal, state, and local authorities
- Tax advice and consultation
- Tax refund processing
- Assistance with tax audits (if applicable)
2. Client Responsibilities
By engaging our Services, you agree to:
2.1 Provide accurate, complete, and timely information necessary for the preparation and filing of your taxes.
2.2 Ensure that all required documents (W-2 forms, 1099 forms, receipts, etc.) are submitted to us in a timely manner.
2.3 Notify us of any changes to your tax situation that may affect your filing (e.g., changes in income, address, marital status, etc.).
2.4 Review your completed tax return for accuracy before filing.
2.5 Maintain copies of all documents related to your tax filing.
3. Our Responsibilities
3.1 Provide professional tax preparation services based on the information you provide.
3.2 Ensure compliance with all relevant tax laws and regulations.
3.3 Keep your personal and financial information confidential, in accordance with our privacy policy.
3.4 Notify you of any discrepancies or issues that may arise during the preparation of your tax return.
3.5 Assist with corrections or amendments to your tax filing if errors are made due to our negligence.
4. Fees and Payment
4.1 Our fees for tax advisory services will be communicated to you before beginning any work.
4.2 Fees are due upon completion of the tax filing process or as agreed upon.
4.3 We accept payments through credit cards, cash, and refund transfers.
4.4 Additional fees may apply for complex filings, audits, or if additional services are requested.
5. Confidentiality and Data Protection
We are committed to protecting your personal information and maintaining confidentiality. Your tax information will not be shared with third parties, except as necessary to complete the services or as required by law.
6. Limitation of Liability
We are not liable for any errors or omissions in your tax filing that result from inaccurate or incomplete information you provided. Our liability for any claims arising from our Services is limited to the fees paid for the specific tax filing.
7. Refund Policy
If your tax filing requires amendment due to an error made by us, we will correct the filing at no additional charge. However, we do not offer refunds for taxes paid, penalties, interest, or other charges arising from delays or errors caused by incomplete, inaccurate, or untimely information provided by you.
8. Client Liability for Errors
Clients are solely responsible for ensuring that all information submitted for tax preparation is complete, accurate, and timely. Certified Maverick is not liable for any penalties, interest, or taxes owed due to client-provided mistakes. Any resulting liabilities will remain the client's responsibility and will not be reimbursed or deducted from any refund.
9. Amendments and Termination
We reserve the right to amend or update these Terms and Conditions at any time. Any changes will be effective once they are posted on our website or communicated to you directly. You may terminate our services at any time, provided that you settle any outstanding fees for services rendered up to that point.
10. Indemnification
You agree to indemnify, defend, and hold harmless Certified Maverick, its affiliates, officers, employees, and agents from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorney's fees) arising out of or related to:
10.1 Errors or Omissions: Any inaccuracies, incomplete information, or omissions in the data, documents, or materials provided by you for the preparation of your tax filings.
10.2 Non-Compliance: Your failure to provide required information, adhere to applicable tax laws, or comply with filing deadlines.
10.3 Third-Party Claims: Any claims, penalties, interest, or disputes with the Internal Revenue Service (IRS) resulting from circumstances beyond Certified Maverick's control, including but not limited to the provision of false or misleading information.
10.4 Use of Services: Any misuse of our services or failure to follow the guidance or recommendations provided by Certified Maverick.
11. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of Texas. Any disputes that arise under or in connection with this Agreement shall be subject to the exclusive jurisdiction of the courts in Texas.
12. Contact Information
For any questions or concerns regarding these Terms and Conditions or our services, please contact us.
Email: support@certifiedmaverick.com
Website: www.certifiedmaverick.com