Terms and Conditions
Capitol Taxes Effective Date: January 1, 2025 Last Updated: January 1, 2025
1. Acceptance of Terms
By accessing and using the services of Capitol Taxes ("we," "us," "our," or "the Firm"), you ("Client," "you," or "your") agree to be bound by these Terms and Conditions. These terms govern your use of our website, services, and any related communications or engagements.
If you do not agree to these terms, please do not use our services or access our website.
2. Services Provided
Capitol Taxes provides professional tax preparation, bookkeeping, notary services, business formation assistance, IRS audit support, and related financial services. Real estate services are provided through our affiliation with RedDoor Realty & Associates, a separate licensed real estate brokerage in Texas.
2.1 Scope of Services
Our services include, but are not limited to:
Individual and business tax preparation
ITIN (Individual Taxpayer Identification Number) application assistance
Bookkeeping and financial record maintenance
IRS audit representation and tax resolution support
Business formation and compliance assistance
Notary services
Real estate transaction coordination (through affiliated entity)
2.2 Service Limitations
We provide professional guidance based on the information you provide. The accuracy and completeness of our work depend on the accuracy and completeness of the information, documents, and records you supply. We are not responsible for errors or omissions resulting from incomplete, inaccurate, or untimely information provided by you.
3. Client Responsibilities
3.1 Accurate Information
You agree to provide complete, accurate, and timely information necessary for us to perform our services. This includes all relevant financial records, receipts, documentation, and disclosures required for tax preparation or other services.
3.2 Document Retention
You are responsible for maintaining original copies of all documents provided to us. While we maintain copies for our records, you should retain your own records in accordance with IRS guidelines (typically 3-7 years depending on circumstances).
3.3 Timely Communication
You agree to respond promptly to our requests for information, clarification, or authorization. Delays in communication may affect our ability to meet filing deadlines or provide timely services.
3.4 Review and Approval
You are responsible for reviewing all prepared documents, including tax returns, before signing and filing. By signing a tax return or other document, you affirm that the information is accurate and complete to the best of your knowledge.
4. Fees and Payment
4.1 Service Fees
Fees for our services are based on the complexity and scope of work required. Fee structures may include:
Flat fees for standard services
Hourly rates for complex matters
Retainer arrangements for ongoing services
Specific fees will be communicated and agreed upon before services are rendered.
4.2 Payment Terms
Payment is due upon completion of services unless otherwise agreed in writing. We accept payment by cash, check, credit card, and electronic transfer.
4.3 Late Payment
Accounts not paid within 30 days of invoice date may be subject to a late fee of 1.5% per month (18% annual percentage rate) or the maximum rate permitted by law, whichever is less.
4.4 Refund Policy
Fees paid for completed services are non-refundable. If you choose to discontinue services before completion, you will be charged for work completed up to the point of termination.
5. Confidentiality and Privacy
5.1 Confidential Information
We maintain strict confidentiality of all client information in accordance with professional standards and applicable laws. Client information will not be disclosed to third parties except:
As required by law or legal process
As necessary to perform services (e.g., filing with IRS or state agencies)
With your express written consent
To protect our legal rights
5.2 Privacy Policy
Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is incorporated into these Terms and Conditions by reference.
6. IRS Representation and Audit Support
6.1 Limited Power of Attorney
When providing IRS representation services, you may be required to execute IRS Form 2848 (Power of Attorney and Declaration of Representative) or similar authorization forms.
6.2 Scope of Representation
Our representation is limited to the specific tax matters and tax years for which we are engaged. We do not provide legal advice, and complex legal matters may require consultation with a licensed attorney.
6.3 No Guarantee of Outcome
While we work diligently to achieve favorable outcomes in audit and resolution matters, we cannot guarantee specific results. IRS determinations are based on facts, law, and IRS discretion.
7. Real Estate Services Disclaimer
Real estate services are provided through our affiliation with RedDoor Realty & Associates, a separate legal entity licensed as a real estate brokerage in Texas. Capitol Taxes and RedDoor Realty & Associates are separate entities.
Real estate transactions are governed by separate agreements and are subject to Texas real estate laws and regulations. Capitol Taxes is not responsible for real estate brokerage activities conducted by RedDoor Realty & Associates.
8. Limitation of Liability
8.1 Professional Standards
We perform our services in accordance with professional standards applicable to tax preparers and financial service providers. Our liability is limited to the amount of fees paid for the specific service giving rise to the claim.
8.2 Exclusion of Consequential Damages
To the maximum extent permitted by law, we shall not be liable for any indirect, incidental, consequential, special, or punitive damages, including but not limited to lost profits, lost business opportunities, or penalties imposed by taxing authorities due to your failure to provide complete information.
8.3 Third-Party Claims
We are not liable for claims arising from third-party actions, including but not limited to IRS determinations, state agency decisions, or actions by other professionals you engage.
9. Indemnification
You agree to indemnify, defend, and hold harmless Capitol Taxes, its owner, employees, and affiliates from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from:
Your breach of these Terms and Conditions
Your provision of false, incomplete, or misleading information
Your failure to comply with tax laws or other legal obligations
Any third-party claims related to your use of our services
10. Termination of Services
10.1 Termination by Client
You may terminate our services at any time by providing written notice. You will be responsible for payment of all fees for services rendered up to the date of termination.
10.2 Termination by Firm
We reserve the right to terminate our services and withdraw from representation if:
You fail to provide necessary information or cooperation
You fail to pay fees when due
A conflict of interest arises
You engage in illegal, fraudulent, or unethical conduct
Continuation of services would violate professional standards or law
Upon termination, we will provide you with copies of your records in our possession, subject to payment of outstanding fees.
11. Electronic Communications and Signatures
11.1 Consent to Electronic Communication
By using our services, you consent to receive communications from us electronically, including email, text messages, and through our secure client portal. Electronic communications satisfy any legal requirement that communications be in writing.
11.2 Electronic Signatures
You agree that electronic signatures have the same legal effect as handwritten signatures. Documents signed electronically through our secure systems are binding and enforceable.
12. Website Use and Intellectual Property
12.1 Website Content
All content on our website, including text, graphics, logos, and software, is the property of Capitol Taxes or its licensors and is protected by copyright and other intellectual property laws.
12.2 Permitted Use
You may access and use our website for informational purposes and to engage our services. You may not copy, reproduce, distribute, or create derivative works from our website content without express written permission.
12.3 Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of third-party sites. Links do not constitute endorsement.
13. Dispute Resolution
13.1 Governing Law
These Terms and Conditions are governed by the laws of the State of Texas, without regard to conflict of law principles.
13.2 Venue
Any disputes arising from these terms or our services shall be resolved in the state or federal courts located in Harris County, Texas. You consent to the personal jurisdiction of these courts.
13.3 Informal Resolution
Before initiating formal legal proceedings, parties agree to attempt to resolve disputes through good-faith negotiation.
14. Miscellaneous Provisions
14.1 Entire Agreement
These Terms and Conditions, together with our Privacy Policy and any written engagement letters, constitute the entire agreement between you and Capitol Taxes regarding our services.
14.2 Amendments
We reserve the right to modify these Terms and Conditions at any time. Changes will be effective upon posting to our website. Your continued use of our services after changes are posted constitutes acceptance of the modified terms.
14.3 Severability
If any provision of these Terms and Conditions is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.
14.4 Waiver
Our failure to enforce any provision of these terms does not constitute a waiver of that provision or our right to enforce it in the future.
14.5 Assignment
You may not assign or transfer your rights or obligations under these terms without our written consent. We may assign our rights and obligations to a successor entity.
15. Contact Information
If you have questions about these Terms and Conditions, please contact us:
Capitol Taxes 75 Uvalde Rd, Suite B Houston, TX 77015
Phone: (713) 401-9561 Email: [email protected]
Office Hours: Monday - Friday: 9:00 AM - 6:00 PM Saturday: 10:00 AM - 2:00 PM Sunday: Closed
Acknowledgment
By using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.
Capitol Taxes Veteran-Owned Tax & Financial Services Serving Houston Since 2010