Terms and conditions

Effective Date: May 14, 2026 Last Updated: May 14, 2026

Welcome to DR Tax and Business Solutions! These terms and conditions outline the rules and regulations for the use of DR Tax and Business Solutions‘s Website, located at https://drtaxandbusinesssolutions.com/. By accessing this website, we assume you accept these terms and conditions. Do not continue to use DR Tax and Business Solutions if you do not agree to take all the terms and conditions stated on this page.

IMPORTANT NOTICE FOR TAX CLIENTS: As a tax preparation, accounting, and bookkeeping service provider, DR Tax and Business Solutions is subject to IRS Circular 230, FTC Safeguards Rule, and professional ethics standards. These Terms contain important provisions regarding your responsibilities, confidentiality, dispute resolution, and limitations of our liability.

1. Terminology

The following terminology applies to these Terms and Conditions, Privacy Statement, and Disclaimer Notice and all Agreements:

  • “Client,” “You,” and “Your” refer to you, the person logging on this website and compliant with the Company’s terms and conditions.
  • “The Company,” “Ourselves,” “We,” “Our,” and “Us,” refer to our Company, DR Tax and Business Solutions.
  • “Party,” “Parties,” or “Us,” refers to both the Client and ourselves.
  • “Services” includes tax preparation, tax consulting, accounting, bookkeeping, and related financial services.

2. Services

DR Tax and Business Solutions provides local services, including but not limited to Accountant, Bookkeeping service, Tax consultant, Tax preparation. By booking our services, you agree to the terms outlined in this agreement.

2.1 Scope of Services

  • Tax Preparation: We will prepare your federal and state tax returns based on the information you provide.
  • Tax Consulting: We will provide professional advice based on your specific tax situation.
  • Bookkeeping: We will maintain accurate financial records as agreed upon.
  • Accounting: We will provide accounting services as outlined in your engagement letter.

IMPORTANT: DR Tax and Business Solutions is not a law firm. Our employees are not attorneys unless specifically stated otherwise. The information we provide regarding taxes does not constitute legal advice. If you need legal advice (including interpretation of tax laws in litigation), you should consult a licensed attorney.

3. Client Responsibilities and Representations

3.1 Accuracy of Information

YOU ARE SOLELY RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF ALL INFORMATION YOU PROVIDE TO US.

By engaging our services, you represent and warrant that:

  • All information you provide (income, deductions, credits, dependents, etc.) is true, accurate, and complete
  • You have not omitted any income or claimed false deductions
  • You will provide all required documentation in a timely manner
  • You will review your tax return before signing and filing

3.2 IRS Penalties

DR Tax and Business Solutions is not responsible for any penalties, interest, or other consequences resulting from:

  • False, incomplete, or inaccurate information provided by you
  • Your failure to report income or claim improper deductions
  • Your failure to provide documents by required deadlines
  • Your failure to review your tax return before signing

3.3 Review Obligation

You have an obligation to review your tax return carefully before signing the e-file authorization or paper return. Once you sign and authorize filing, you are affirming under penalty of perjury that the return is accurate to the best of your knowledge.

4. Professional Standards Compliance

4.1 IRS Circular 230 Compliance

DR Tax and Business Solutions complies with IRS Circular 230 (Treasury Department regulations governing tax practitioners). As required:

  • Due Diligence: We will exercise due diligence in preparing your returns
  • Confidentiality: We will maintain the confidentiality of your tax information (see Section 10)
  • No Contingent Fees (Section 10.27): We do NOT charge fees based on a percentage of your refund or contingent on the outcome of your tax matter, except in limited circumstances permitted by Circular 230 (e.g., representing you before the IRS in an audit or collection matter)

4.2 Prohibited Fees

The following fee arrangements are PROHIBITED for original tax return preparation:

  • Charging a percentage of your tax refund
  • Charging a contingency fee based on whether you receive a refund
  • Charging different fees based on the amount of refund vs. amount owed

Fees for tax preparation are based on the complexity of your return and time required, NOT on the outcome.

4.3 SSTS 2024 Compliance

We adhere to the Statement on Standards for Tax Services (SSTS) effective January 1, 2024, including:

  • Using reasonable efforts to safeguard your tax data
  • Exercising professional judgment when using tax software or AI tools
  • Notifying you if we outsource any part of your tax preparation

5. Payment Terms

All payments are due upon receipt, unless otherwise specified in a separate engagement letter. We accept various forms of payment, including credit/debit cards and online payment methods.

5.1 Late Payments

  • Late payments may incur a charge of 1.5% per month (18% APR) or the maximum allowed by North Carolina law
  • You are responsible for all collection costs, including reasonable attorney fees

5.2 Returned Payments

A fee of $35.00 will be charged for any returned check or failed electronic payment.

5.3 Fee Estimates

Any fee estimate provided is an estimate only. Final fees may vary based on actual time required, complexity, and additional services requested.

6. Booking, Cancellation, and No-Show Policy

You can book our services through our website, by phone, or via email.

6.1 Cancellation Policy

  • 24+ hours notice: No cancellation fee
  • Less than 24 hours notice: 50% of the scheduled service fee
  • No-show (no notice): 100% of the scheduled service fee

6.2 Rescheduling

Rescheduling with at least 24 hours notice is free of charge.

6.3 Emergency Cancellations

We reserve the right to cancel or reschedule appointments due to emergencies, illness, or system outages. In such cases, you will receive a full refund of any deposit or the option to reschedule.

7. Refund Policy

Refunds are evaluated on a case-by-case basis.

7.1 Tax Preparation Refunds

  • Before filing: If you are dissatisfied before we file your return, you may request a refund of fees paid, minus actual costs (e.g., software fees)
  • After filing: No refunds are provided after your tax return has been filed with the IRS or state tax authority
  • Errors: If we make an error in preparing your return, we will correct the error at no additional charge. You must notify us within 30 days of discovering the error

7.2 Bookkeeping and Accounting Refunds

Refunds for ongoing services (e.g., monthly bookkeeping) will be prorated based on services actually provided.

7.3 Dispute Resolution

If you are dissatisfied with our services, please contact us within 7 days of the service date to discuss your concerns before seeking a refund.

8. Document Retention and Return of Client Records

8.1 Your Original Documents

  • You retain ownership of all original documents you provide (W-2s, 1099s, receipts, etc.)
  • We will return original documents to you upon request or within a reasonable time after completing your return

8.2 Our Retention Policy

  • We retain copies of tax returns and supporting documents for 7 years as required by IRS record-keeping regulations
  • After 7 years, we may securely destroy or delete your records
  • You may request copies of your tax returns at any time (reasonable copying fees may apply)

8.3 Requesting Your Records

To request copies of your tax returns or other records, please contact us in writing. We will provide copies within 15 business days.

9. Confidentiality (IRS Circular 230 §10.21)

DR Tax and Business Solutions is required by IRS Circular 230 to maintain the confidentiality of your tax information.

We will not disclose any information about your tax situation to third parties without your explicit written consent, except:

  • As required by law (e.g., IRS audit, subpoena, court order)
  • To prepare and file your tax return (e.g., to tax software providers, IRS, state tax authorities)
  • To defend ourselves against legal claims
  • To prevent fraud or imminent harm

This confidentiality obligation survives the termination of our professional relationship.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

10.1 No Consequential Damages

DR Tax and Business Solutions shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to:

  • Lost profits or revenue
  • Penalties or interest imposed by the IRS (unless directly caused by our gross negligence)
  • Damages from third-party claims

10.2 Cap on Liability

Our total liability to you for any claim arising out of or relating to our services shall not exceed the total fees you paid to us in the 12 months preceding the claim.

10.3 Client Errors

We are not liable for any damages resulting from:

  • False, incomplete, or inaccurate information you provided
  • Your failure to provide required documents
  • Your failure to review your return before signing
  • Your failure to pay your taxes on time

10.4 IRS and State Actions

We do not guarantee that your tax return will not be audited or that you will receive a specific refund amount. The IRS and state tax authorities have the right to audit any return.

11. Indemnification

You agree to indemnify, defend, and hold harmless DR Tax and Business Solutions, its owners, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorney fees) arising out of or relating to:

  • Your breach of these Terms and Conditions
  • Your violation of any law or regulation
  • False, incomplete, or inaccurate information you provided
  • Your failure to pay taxes or penalties

12. Dispute Resolution and Binding Arbitration

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS.

12.1 Informal Resolution

Before initiating any formal dispute, you agree to contact us at (786) 468-4328 or rkesenia@gmail.com to attempt to resolve the matter informally.

12.2 Binding Arbitration

Any dispute arising out of or relating to these Terms or our services shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules, rather than in court.

Exceptions: Either party may bring an individual action in small claims court (subject to jurisdictional limits) or seek injunctive relief in court to prevent intellectual property infringement.

12.3 No Class Actions

YOU AGREE TO ARBITRATE DISPUTES ON AN INDIVIDUAL BASIS ONLY. CLASS ARBITRATIONS, CLASS ACTIONS, AND REPRESENTATIVE ACTIONS ARE NOT PERMITTED.

12.4 Arbitration Location and Costs

  • Arbitration will be held in Wake County, North Carolina
  • Each party will bear its own costs, except that we will pay your arbitration fees up to $5,000 if you cannot afford them

12.5 Governing Arbitration Law

This arbitration provision is governed by the Federal Arbitration Act (9 U.S.C. §1 et seq.)

13. Governing Law and Venue

These terms and conditions are governed by and construed in accordance with the laws of North Carolina, without regard to its conflict of laws principles.

For any matter not subject to arbitration (as provided above), you agree to the exclusive jurisdiction and venue of the state and federal courts located in Wake County, North Carolina.

14. Intellectual Property Rights

Unless otherwise stated, DR Tax and Business Solutions and/or its licensors own the intellectual property rights for all material on DR Tax and Business Solutions. All intellectual property rights are reserved. You may access this from DR Tax and Business Solutions for your own personal use subjected to restrictions set in these terms and conditions.

You must not:

  • Republish material from DR Tax and Business Solutions
  • Sell, rent, or sub-license material from DR Tax and Business Solutions
  • Reproduce, duplicate, or copy material from DR Tax and Business Solutions
  • Redistribute content from DR Tax and Business Solutions

15. User Comments and Feedback

Parts of this website offer an opportunity for users to post and exchange opinions and information in certain areas of the website. DR Tax and Business Solutions does not filter, edit, publish, or review Comments prior to their presence on the website. Comments do not reflect the views and opinions of DR Tax and Business Solutions, its agents, and/or affiliates. Comments reflect the views and opinions of the person who posts their views and opinions. To the extent permitted by applicable laws