Terms of Service

Please read these terms carefully before using our services or website.

Last Updated: January 8, 2025

Acceptance of Terms

By accessing our website or engaging our services, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our website or services.

Our Services

Madrigal Tax Firm provides the following professional services:

  • Individual and business tax preparation and filing
  • Business formation and setup services
  • Bookkeeping and accounting services
  • Payroll processing services
  • English/Spanish translation services
  • Tax planning and consultation

Client Responsibilities

As our client, you agree to:

  • Provide accurate, complete, and timely information
  • Maintain copies of all documents submitted
  • Pay fees promptly according to agreed terms
  • Respond to requests for additional information in a timely manner
  • Review all completed work before submission
  • Notify us immediately of any errors or concerns
  • Comply with all applicable tax laws and regulations

Payment Terms

  • Payment Due: Services must be paid in full before final submission of tax returns or completion of services
  • Accepted Methods: Cash, check, and major credit/debit cards
  • Refund Policy: Refunds are available only if services are cancelled before work begins
  • Late Payments: May result in delays in service completion
  • Pricing: All prices are as posted and subject to change for future services

Professional Standards & Limitations

Professional Standards: We maintain professional liability insurance and adhere to industry standards for tax preparation and accounting services.

Accuracy Guarantee: We guarantee accurate preparation based on information you provide. Any errors due to incomplete or inaccurate client information are the client's responsibility.

IRS Representation: We will represent you before the IRS for matters directly related to returns we prepared, subject to additional fees.

Limitation of Liability: Our liability is limited to the fees paid for services rendered. We are not responsible for indirect or consequential damages.

Confidentiality

We maintain strict confidentiality of all client information in accordance with:

  • IRS regulations and tax preparer standards
  • California state privacy laws
  • Professional accounting ethics
  • Our comprehensive Privacy Policy

Client information will only be disclosed with written permission or as required by law.

Website Use

When using our website, you agree to:

  • Use the website for lawful purposes only
  • Not attempt to gain unauthorized access to our systems
  • Not transmit harmful code or malware
  • Respect intellectual property rights
  • Provide accurate information in contact forms

Content: All website content is for informational purposes. Tax laws change frequently, and you should consult with us for current advice.

SMS Terms and Conditions

1. SMS for Consent Communication

We will not share your phone number with any third parties for marketing purposes.

2. Types of SMS Communications

If you opt in to receive messages from Madrigal Tax Firm, you may receive texts about:

  • Appointment reminders and confirmations
  • Tax deadline notifications and alerts
  • Important service updates and communications
  • Tax tips and promotional offers (if specifically consented)
  • Business formation and accounting service updates

Standard message rates may apply.

3. Message Frequency

You may receive approximately 2-8 SMS messages per month during tax season (January-April) and 1-4 messages per month during off-season. Message frequency may vary based on your service needs and important deadlines.

4. Carrier Charges

Message and data rates may apply based on your mobile carrier and location. Madrigal Tax Firm is not responsible for carrier charges.

5. Opt-In Methods

You can opt in by texting START to our business number when provided.

6. Opt-Out Instructions

You may opt out at any time by replying STOP to any message. To resume receiving texts, reply START. You can also contact us directly at (707) 656-4027 to manage your SMS preferences.

7. Help

If you need assistance, reply HELP or contact us at (707) 656-4027 or [email protected].

8. Required Disclosures

  • Message frequency may vary
  • Message and data rates may apply
  • Reply STOP to cancel
  • Reply HELP for assistance
  • Visit our website for our Privacy Policy and Terms of Service

TCR Compliance: SMS messaging is optional and separate from our core tax services. You can receive full service without SMS enrollment. Your privacy and consent preferences are always respected.

Termination of Services

Either party may terminate the service relationship with written notice. In the event of termination:

  • Completed work will be provided to the client
  • Payment for services rendered is still due
  • Confidentiality obligations continue
  • Client records will be returned upon request

Governing Law

These terms are governed by the laws of the State of California and the United States. Any disputes will be resolved in the appropriate courts of Napa County, California.

Questions About These Terms

If you have questions about these Terms of Service, please contact us:

Madrigal Tax Firm

11 Poco Way G
American Canyon, CA 94503

Phone: (707) 656-4027
Email: [email protected]
Office Hours: Mon-Fri 10AM-5PM

We reserve the right to update these Terms of Service. Changes will be posted on this page with an updated "Last Modified" date.