Terms of Engagement
Last updated: July 16, 2026
1. Scope of Services
Tax Guru CPA LLC provides tax preparation, tax planning, and IRS/state notice assistance services as described on our Services page. The specific scope of work for your engagement will be defined in a written engagement letter provided before work begins, following review of your intake information and issuance of a price quote.
2. Engagement Process
Engagements begin with an intake submission through our contact form. We review your information, provide a price quote, and, upon your acceptance, issue an engagement letter for electronic signature. Work begins only after the engagement letter is signed and any required retainer is paid.
3. Fees and Payment
Pricing displayed on our website reflects starting fees only. Your actual fee is determined by the complexity of your specific situation and will be confirmed in writing before work begins. Payments are processed through Helcim, a third-party payment processor; Tax Guru CPA LLC does not store your card or bank account details.
4. Client Responsibilities
You are responsible for providing accurate, complete, and timely information and documentation. We rely on the information you provide and are not responsible for errors resulting from incomplete or inaccurate information supplied to us.
5. Document Retention
Documents submitted through our secure upload system are retained only as long as necessary to complete your engagement and meet applicable professional and legal recordkeeping requirements, after which they are automatically deleted. See our Privacy Policy for details.
6. Circular 230 Disclaimer
General tax information provided on this website is for informational purposes only and does not constitute formal tax advice for any specific transaction. Formal advice is provided only within the scope of a signed engagement letter, following a full review of your individual facts and circumstances.
7. Limitation of Liability
To the fullest extent permitted by law, Tax Guru CPA LLC's liability for any claim arising from our services is limited to the fees paid for the specific engagement giving rise to the claim.
8. Termination
Either party may terminate an engagement in writing at any time. You remain responsible for fees for work performed up to the point of termination.
9. Governing Law
These terms are governed by the laws of the State of Delaware, without regard to conflict-of-law principles.
10. Contact
Questions about these terms can be directed to yourtaxes@taxgurucpa.net or through our Contact page.