Sete Tax Engagement Agreement and Terms of Service
Last Updated: Feb 4th, 2025
By working with us, accessing our website, or agreeing to our Terms of Service, you agree to the following Agreement in consideration of you receiving a Free Consultation, or Free Tax Information via our Blog and/or Resources provided.
This Agreement is between Sete Tax and You (“Recipient” or "Client(s)"), (Collectively "Parties”).
At Sete Tax (“Firm”) we dedicate ourselves to advising our Clients with expert level service and care for Tax Compliance Consulting ensuring they file compliant returns and make good financial decisions. To do this, we ask of our clients some minimum obligations in order for us todeliver exceptional service to You.
Client Obligations
Clients are obliged to provide Sete Tax with all requested information and documentation and to attend any scheduled meetings. In the event the Client does not fulfill the following obligations in this section, Sete Tax will fulfill its obligations with the information already received and consistent with similar personal and business circumstances of past Clients we have helped.
Tax Services (Tax Planning, Tax Preparation, Tax Advisory)
The Recipient understands and agrees with the following:
-There will be no refunds for services rendered.
-Information provided by them will be the sole information used to complete any Tax Plans, filings, or advisory services.
-It is the Recipient's responsibility to provide accurate information to Firm.
-The Firm is not obligated to pay your Taxes.
-Filing an extension is an extension to file, not to pay.
-Recipient will notify us 15 business days in advance if they desire any estimated tax calculations other than safe harbor estimates printed on the transmittal letter of your prior year tax return in order to minimize or avoid IRS penalties.
-You are responsible to make IRS payments directly and are able to do so anytime.
-Firm will be held harmless and is not responsible for any mistakes or inaccuracies.
-Retention of all documents, canceled checks, and other data that form the basis of income and deductions on your returns we prepare your annual tax returns and declaration of estimated tax from the information you provide.
-Firm does not perform an independent verification of the data you submit.
-You are responsible for payment of your tax due and we assume no liability for interest or penalties that result from late payment of tax under any circumstances.
-You agree to full pay your outstanding balance with us before we file any tax returns.
-We assume no liability for penalties or consequences that may result from a late or unfiled tax return when our Firm has not been fully paid prior to the filing deadline.
-Tax Planning consists of the firm consulting with you to optimize your taxes, from our consultations we create, research, and deliver you a Blueprint which shows you how to lower your tax liabilities and become more profitable. As a complementary service and at our discretion we will help you implement the Blueprint over the rest of the tax year.
-Tax Preparation involves filing your taxes.
-Tax Advisory involves working with you on a regular basis to help advise you of your tax situation and how to reduce it throughout the year, as well as help you navigate complex tax compliance issues.
-The Firm will not complete any legal work for Clients. The Firm may recommend properly licensed attorneys or other professionals though to help implement tax strategies properly. The Firm does not take any responsibility for work performed by third parties, including any professionals recommended by Firm.
Client Cooperation
Client understands that document requests are time sensitive, and Firm depends on Client’s cooperation by responding in a timely matter. Client understands that lack of timely responses may result in adverse consequences that will be the sole responsibility of Client. Client also understands that Fees are non-refundable and earned by Firm even if Client has not provided information or documents necessary for Firm to perform their services. After one year of non-responsiveness by Client, Firm is no longer obligated to perform prepaid professional services and Firm will require additional payment to perform the requested services.
Communication
Firm communicates primarily by email for document and information requests. We request that calls are scheduled in advance through our Calendly links, except in urgent situations, and that information relevant to booked calls be provided in advance to ensure we can be prepared for the call. For text communications, by providing Firm your phone number, you are providing authorization for us to contact you via text message using automated technology. We only text important and relevant messages to serve our clients. Please notify us in writing if you do not want to receive valuable information and reminders over text. Reply "STOP" to end text messages. Normal cell phone charges may apply.
Termination
This Agreement may be terminated by Firm or Client, at any time, with or without cause. Termination must be done in writing. Firm does not assume any liability for penalties or consequences that may result from termination. Client’s agreement to payment obligations for Firm’s services shall survive termination of this Agreement.
Indemnification
In the event of a claim by a third party relating to services under this Agreement, including a third party’s use of or reliance on any report disclosed by you or at your request, Client agrees to indemnify Firm from all such claims, liabilities, costs and expenses, except to the extent determined to have resulted from Firm’s gross negligence or willful misconduct. Client understands that Firm does not provide assurance work, and accounting and bookkeeping engagements should not be represented as audited, reviewed, compiled, or prepared statements.
Disputes
This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. Client is encouraged to raise any questions regarding invoices or this Agreement as soon as they arise. It is Firm’s desire to resolve any concerns or problems promptly. Firm makes no guarantees regarding the successful outcome of this matter and any expressions about the outcome are only opinions.
Firm reserves all legal rights both in law and in equity. In the event of a dispute, the parties agree to try in good faith to settle the dispute amicable. If no agreement can be made then at Firm's discretion, can pursue any legal means necessary. Including but not limited to non-binding mediation, arbitration, legal actions (both in law and in equity). The costs of such shall be paid by bared individually, if Firm is sued in an action and found to be not liable, the liable party agrees to compensate Firm for it's court costs, time (billed at our firm's standard rate of $1,000 an hour), and other damages and resources utilized to defend the claim they were found not liable for. Client knowingly and voluntarily agrees to waive all rights to a jury trial. Except for the gross negligence or willful misconduct of Firm, Client’s maximum recoverable damages in connection with the Scope of the Engagement shall be limited to the Fees paid by Client.
Anti Disparagement
In consideration of receiving a free consultation from us or booking a call with us you further agree not to disparage employees, owners, or other members of the company who are doing their best to help you.
Notices
All notices, demands, requests, consents or other communications required or permitted to be given or made under this Agreement shall be made in writing by both certified mail and by e-mail (if to Firm: [email protected], if to Client, then to one of the emails on file with Firm, or by Certified Mail Return Receipt to the last known physical address for the respective party).
Changes to our Terms of Service: From time to time, we may change or update our Terms of Service. We reserve the right to make changes or updates at any time for Client clarity and convenience. If we make material and substantial changes to our terms of service that haven't been communicated to you, we will notify you by posting a notice on our platform or on a community post, by sending you a notification, or by other means consistent with applicable law. You can see when this Terms of Service was last updated by checking the “Last Updated” date displayed at the top of this Terms of Service. Please review this Terms of Service periodically to stay informed about our policies and how we can serve you best.
Entirety & Term
This Agreement shall serve as the entire agreement between the Parties and shall prevail over any prior agreements conducted in written or oral form by the Parties.
Mandatory Legal Disclosures
IRC 7216 Consent to Disclose
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form. Because our ability to disclose your tax return information to another tax return preparer and/or third party service providers affects the tax return preparation service(s) and account service that we provide to you and its (their) cost, we may decline to provide you with tax return preparation services or change the terms (including the cost) of the tax return preparation services that we provide to you if you do not sign this form. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid to the extent that Firm is engaged.
This consent to disclose may result in your tax return information being disclosed to a tax return preparer located outside the United States, including your personally identifiable information such as your Social Security Number (“SSN”). Both the tax return preparer in the United States that will disclose your SSN and the tax return preparer located outside the United States that will receive your SSN maintain an adequate data protection safeguard (as required by the regulations under 26 U.S.C. section 7216 to protect privacy and prevent unauthorized access of tax return information. If you consent to the disclosure of your tax return information, federal agencies may not be able to enforce United States laws that protect the privacy of your tax return information against a tax return preparer located outside of the United States to whom the information is disclosed.
This consent to disclose also may result in your tax information being disclosed to certain third-party service providers and transmit information to them in serving your account. For example, such transmissions might include, but are not be limited to, tax software providers for electronic filing, technical assistance, automated processing of tax forms, online backup services, and file-sharing services. We may share confidential information about you with these service providers, but remain committed to maintaining the confidentiality and security of your information.
If you agree to allow Firm to disclose your tax return information, including your SSN, for purposes of providing assistance in the preparation of your tax returns, tax resolution, and serving your account, please sign and date this Agreement for your consent to the disclosure of your tax return information. If you believe your tax return information has been disclosed or used improperly in a manner.
Unauthorized by law or without permission, you may contact the Treasury Inspector General for Tax Administration TIGTA by telephone at +1(800) 366-4484 or by email at [email protected]
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