Effective Date: January 1, 2026

These Terms of Service govern your use of the website and services provided by PHASE Now Business Solutions LLC.

By accessing this website or engaging services, you agree to these terms.

1. Scope of Services

Services are provided within a defined scope outlined in a written engagement agreement.

No services begin without:

• Scheduled consultation
• Scope confirmation
• Signed agreement
• Required payment

2. Consultation Requirement

All new clients begin with a paid video consultation.

In-person meetings may be scheduled after engagement and only by appointment.

Walk-ins are not accommodated.

3. Payment Terms

All services are flat-fee unless otherwise specified.

Payment is required before services begin.

Consultation fees are applied toward service when applicable.

4. No Guarantee of Outcome

No tax professional can guarantee:

• Refund amounts
• IRS approval
• Penalty relief
• Payment plan acceptance

Services are performed based on documentation provided and within defined professional scope.

5. Client Responsibilities

Clients agree to:

• Provide accurate and complete information
• Submit requested documentation
• Review filings before submission
• Maintain portal credential security

Failure to provide required documentation may delay service.

6. IRS Representation

Unless explicitly stated in a signed engagement agreement, services do not include IRS representation, audit defense, or legal representation.

7. Limitation of Liability

To the fullest extent permitted by law, PHASE Now Business Solutions LLC shall not be liable for:

• Indirect or consequential damages
• Penalties resulting from incomplete or inaccurate client-provided information
• Delays caused by missing documentation

Liability is limited to the amount paid for the specific service engagement.

8. Electronic Communication

Clients consent to:

• Electronic delivery of documents
• Electronic signatures
• Portal-based communication

9. Termination

The Company reserves the right to decline or terminate service if:

• Required documentation is not provided
• Payment is not received
• Client conduct is abusive or inappropriate

10. Governing Law

These Terms are governed by the laws of the State of Florida.

DISCLAIMER

PHASE Now Business Solutions LLC provides tax preparation and bookkeeping services. We are not a law firm. Nothing on this website constitutes legal advice.

Information provided on this website is for general informational purposes only and should not be relied upon as individualized tax or legal advice.

Use of this website does not create a client relationship. A client relationship is formed only through a signed engagement agreement.