LZ Tax provides tax advice, assistance with tax preparation and return, and ancillary products and services (collectively, our “Services”). Our services do not include audits, checks, examinations or other forms of certification. You may also cancel or terminate your Services or subscription in accordance with the LegalZoom Satisfaction Guarantee. For the purposes of LZ Tax, if you accept a tax return completed by LZ Tax, we will consider the services satisfactory and you will no longer be entitled to a refund under our satisfaction guarantee. By purchasing a subscription from LZ Tax, you agree to pay according to the terms of the subscription package you have selected. Even if you do not use our products or services, you are responsible for paying the full cost of your subscription. If you do not pay as required in your subscription, LZ Tax may take all legal steps to collect unpaid payments, including the use of collection services. In the event that your circumstances change after purchasing our Services and you no longer comply with these Terms and Conditions (for example, if you move outside the United States), please contact us immediately at (855) 787-1239 or tsasupport@legalzoom.com. LZ Tax reserves the right to terminate our services for any customer who does not meet these eligibility criteria. In addition, LZ Tax reserves the right to refuse or terminate the Service for any reason in its sole discretion. If available, you can also get advice online by sending questions to LZ Tax via the MyAccount portal on legalzoom.com.
Depending on your question, we may answer it in writing or ask you to arrange a consultation. Business owners should consider their current and short-term needs with a CPA. Most CPAs would be happy to discuss your needs and how their companies can (or can`t) offer these services, as well as the fees they`ll charge so you can find a CPA you enjoy working with. We may choose to use other companies and individuals, including independent contractors and affiliates of LZ Tax (collectively, “Subcontractors”). We may engage subcontractors without your consent. However, before engaging subcontractors to provide services to you, we ensure that the subcontractor has agreed to be bound by the essential terms of the agreement. We may prepare internal records to support our services (the “Working Papers”). All working documents prepared under this Agreement are the property of LZ Tax. These working documents are confidential, proprietary and commercial secrets and will be maintained by us in accordance with our policies and procedures and all applicable laws. The United States imposes reporting requirements on persons who have certain direct and indirect interests in a foreign bank account or other foreign financial assets.
Failure to comply with these reporting obligations may result in significant civil and criminal penalties. You are responsible for informing us of any foreign assets and we may determine that you are not eligible for our tax filing services due to your situation with such foreign assets. When we prepare your personal income tax return, you are responsible for filing all required foreign tax returns or offshore account returns, including Form FBAR 114 and related forms. You, and not LZ Tax, assume all responsibility for any penalties associated with failure to file or late filing of any of these forms. If you purchase a fixed-fee product or service, such as some of our tax preparation services, you will be charged the full fee at the time of your purchase. We may also terminate your subscription or discontinue the provision of products or services, including imposing restrictions on features and services or restricting access to all or part of your subscription if: We reserve the right, in our sole discretion, to make changes to the way we operate and provide our products and services; including the addition of new product services. Modify existing Services or suspend, interrupt or terminate your access to all or part of our Services. Small business requirements for tax services vary depending on the size and nature of your business. It`s important to consider your needs for different types of tax services and potential tax obligations by talking to your business advisors and planning ahead.
Advice is provided by a “tax expert” (usually a qualified auditor or registered agent). Tax professionals can provide suggestions and recommendations on tax saving strategies. It is up to you to follow these suggestions and recommendations. LZ Tax will not take any action on your behalf. The advice of our consulting services does not guarantee that you will not be audited by a tax authority. LZ Tax provides limited services to individuals in the form of individual tax preparation services. These services are subject to additional fees and are only available to individuals if the following conditions are met: If we engage subcontractors to assist you in providing services, we remain responsible for the services you receive and monitor the subcontractor`s work to ensure that the work they perform meets applicable professional standards. In addition, this Agreement continues to apply to services provided by subcontractors. We may also cancel your subscription or stop providing products or services for other reasons, including for reasons not listed in this section. If you decide to hire a professional, the type of professional you hire will depend on the size and complexity of your business and your budget.
Basic tax preparation services may not be that expensive, but some tax professionals also offer value-added services to help you make better business decisions. (f) You have the right to opt out of binding arbitration within 30 days of the date you first accepted the terms of this Section 10 by sending written notice of the opt-out to LZ Tax by U.S. certified mail. Notice of withdrawal should be sent to: Notice of Opt Out, General Counsel, LegalZoom.com, Inc., 101 North Brand Blvd., 11th Floor, Glendale, CA 91203; A copy of the unsubscribe notification must also be emailed to legalnotice@legalzoom.com. To be effective, the unsubscribe notice must include your full name and address and clearly indicate your intention to opt out of binding arbitration. By opting out of binding arbitration, you agree to resolve disputes in accordance with Section 16, although, as noted above, you agree that such action will be brought as an individual action and not as a class arbitration, class action, or other type of class action. There are several types of tax services that a small business can benefit from, from preparing annual tax returns to ongoing tax planning and research. A small business may also find that it needs help from tax authorities after filing its tax returns. Here is a summary of the services you should consider. If you purchased a monthly paid annual subscription (as an “Annual Plan, Monthly Paid”), you are responsible for paying the twelve monthly payments of your annual subscription.
If you do not pay as agreed, LZ Tax may suspend your subscription and you will have to pay any overdue amounts in order to resume receipt of services. In addition, if you do not pay as required by your subscription, LZ Tax may take legal action to collect any outstanding payments, including the use of collection services. LZ Tax is committed to providing you with the best possible services to prepare your tax return. However, there are some limitations to our services that you should be aware of: Business owners can hire CPAs to help them manage day-to-day account operations and supervise staff. Some CPA firms offer custodial services to CFOs. CPAs can also provide valuable advice in areas such as risk management, assurance, internal control design and review, contract negotiation, investment selection and human resources management. Instead, you agree to first contact LZ Tax for any dispute you may have against LZ Tax and to attempt to resolve the claim informally by providing written notice of your claim (“Notice”) to LZ Tax by registered letter to Notice of Dispute, General Counsel, LegalZoom.com, Inc., 101 North Brand Blvd., 11th floor, Send. Glendale, CA 91203; A copy of the notice must also be emailed to legalnotice@legalzoom.com. The notice must include (a) your name, home address, email address and telephone number; (b) describe the nature and basis of the dispute; and (c) set out the specific relief sought.
Our opinion will be similar in form to that described above. If you and LZ Tax do not reach an agreement to resolve the dispute within thirty (30) days of receiving such notice, either party may submit the dispute to binding arbitration administered by JAMS or, in the limited circumstances set forth herein, in court. Any dispute submitted to JAMS will be resolved by confidential and binding arbitration before an arbitrator. Unless the parties agree in writing to a different venue, the arbitration shall be held in Los Angeles County, California; However, if you are a consumer, you may choose to hold the arbitration in your country of residence.