Terms of Service

Effective Date: June 10, 2026

These Terms of Service ("Terms") govern your use of the Wright Tax & Accounting website and any services provided by Wright Tax & Accounting ("Company," "we," "our," or "us"). By accessing our website or using our services, you agree to these Terms.

1. Introduction

These Terms apply to all visitors, users, prospective clients, and clients of Wright Tax & Accounting. By using our website or services, you acknowledge and agree to be bound by these Terms.

2. Scope of Services

We may provide services including: • Individual tax preparation • Business tax preparation • Bookkeeping • Payroll services • Tax planning • Business formation assistance • EIN registration assistance • Accounting and advisory services • Other related financial and business support services Specific services, deliverables, and responsibilities will be governed by separate engagement agreements where applicable.

3. Client Responsibilities

Clients agree to: • Provide complete, accurate, and timely information. • Review documents before submission or filing. • Respond promptly to requests for information. • Maintain copies of their own records. • Notify us of material changes affecting services. We are entitled to rely upon information provided by clients without independent verification unless otherwise required by law.

4. Consultations and No Client Relationship

Viewing this website, submitting a contact form, scheduling a consultation, exchanging emails, or participating in preliminary discussions does not establish a client relationship. A client relationship is formed only after both parties execute an engagement agreement or otherwise agree in writing to the provision of services.

5. Fees and Payment Terms

Fees are determined based on the scope and complexity of services. Unless otherwise agreed: • Payment is due upon receipt of invoice. • Services may require advance payment or deposits. • Late payments may result in suspension of services. • Outstanding balances may be subject to collection efforts permitted by law. Fees are generally non-refundable once work has commenced.

6. Third-Party Software and Service Providers

We may utilize third-party software, cloud platforms, payment processors, contractors, subcontractors, consultants, and service providers to assist in delivering services. Examples may include: • Tax preparation software • Accounting software • Payroll platforms • Document management systems • Secure cloud storage providers • Communication platforms Such providers may have access to information only as reasonably necessary to perform services on our behalf and are expected to maintain appropriate confidentiality and security measures.

7. Confidentiality

We maintain the confidentiality of client information in accordance with applicable laws, professional obligations, and internal security procedures. Confidential information may be disclosed only: • With client authorization • As required by law • To service providers assisting in service delivery • To enforce legal rights and obligations

8. Customer Data and Consent

Clients grant Wright Tax & Accounting permission to collect, process, store, and use information necessary to provide requested services. Clients represent that they have authority to provide any information submitted on behalf of spouses, dependents, employees, business entities, or other third parties.

9. Record Retention and Document Storage

We may retain records for periods deemed appropriate under professional standards, legal requirements, and business practices. Clients remain responsible for maintaining their own copies of tax returns, financial records, supporting documentation, and related materials. We reserve the right to destroy records after applicable retention periods.

10. Intellectual Property Rights

All website content, logos, designs, graphics, text, and materials are the property of Wright Tax & Accounting unless otherwise stated. Users may not reproduce, distribute, modify, or exploit such materials without prior written permission.

11. Representations and Warranties

Clients represent that: • Information provided is accurate and complete. • They possess authority to act on behalf of any represented business or individual. • Documents submitted are authentic and lawful.

12. Limitation of Services

We do not provide legal advice unless specifically authorized and engaged to do so. Information provided through our website, consultations, communications, and services should not be interpreted as legal advice. Certain services may require collaboration with attorneys, financial advisors, or other professionals.

13. Disclaimer of Warranties

Services and website content are provided on an "as-is" and "as-available" basis. We make no guarantee regarding: • Specific tax outcomes • Refund amounts • Financial performance • Business success • Future tax treatment Tax laws and regulations may change and affect previously provided guidance.

14. Limitation of Liability

To the fullest extent permitted by law, Wright Tax & Accounting shall not be liable for indirect, incidental, consequential, punitive, or special damages. Where permitted by law, our total liability arising from any claim shall not exceed the amount paid for the specific service giving rise to the claim.

15. Indemnification

Clients agree to indemnify, defend, and hold harmless Wright Tax & Accounting, its owners, employees, contractors, affiliates, successors, and agents from claims, damages, liabilities, costs, and expenses arising from: • Inaccurate information provided by the client • Client misconduct • Unauthorized use of services • Violations of applicable laws • Breach of these Terms

16. Term and Termination

Either party may terminate services in accordance with applicable engagement agreements. We reserve the right to suspend, decline, or terminate services at our discretion when permitted by law and professional standards. Termination does not eliminate obligations incurred before termination.

17. Communications and Notices

Clients consent to communications through: • Email • Telephone • Text message • Client portals • Other electronic communication methods While we employ reasonable safeguards, electronic communications may involve certain security risks.

18. Governing Law and Dispute Resolution

These Terms shall be governed by and interpreted under the laws of the Commonwealth of Virginia, without regard to conflict of law principles. Any dispute arising under these Terms shall be resolved in a court of competent jurisdiction located in Virginia unless otherwise agreed by the parties.

19. Changes to These Terms

We reserve the right to modify these Terms at any time. Updated versions will be posted on this website with a revised effective date. Continued use of the website or services constitutes acceptance of revised Terms.

20. General Provisions

If any provision of these Terms is found unenforceable, the remaining provisions shall remain in full force and effect. These Terms constitute the entire agreement regarding website use and supersede prior website-related understandings. No waiver of any provision shall be deemed a continuing waiver.

21. Definitions

"Client" means any individual or entity receiving services. "Services" means tax, accounting, bookkeeping, payroll, business formation, advisory, and related services. "Website" means wrighttaxandaccounting.com and associated online resources. "Customer Data" means information, records, documents, and materials provided by clients. "Third-Party Providers" means software vendors, contractors, consultants, and service providers used in connection with service delivery.