OVERVIEW
At C2 Legacy Tax Associates LLC, we are committed to providing accurate, professional and secure tax services. By using our serviced or scheduling an appointment, you agree to the following terms and policies.
PRIVACY POLICY
We collect personal and financial information necessary to prepare accurate tax returns and provide related services. Your information is kept strictly confidential and is never sold or shared with third parties except as required by law or with your consent. We use secure systems and reasonable safeguards to protect your data. By using our services, you consent to the collection and use of your information as described in this policy.
TAX PREPARATION DISCLAIMER
We prepare tax returns based solely on the information provided by you. We do not audit or independently verify the accuracy of completeness of that information. You are responsible for reviewing your completed return and confirming all the information is correct before filing. C2 Legacy Tax Associates LLC is not responsible for penalties, interest or additional taxes resulting from incomplete, inaccurate or omitted information provided by the client. Tax laws change frequently, and while we strive to stay current, we do not guarantee specific outcomes.
COMMUNICATION & DOCUMENT SECURITY
While we take reasonable steps to protect your information, email and electronic communications are not always secure. By communicating with us electronically, you acknowledge and accept any associated risks. when appropriate, we may provide secure methods for document submission.
SERVICE TERMS
Fees will be discussed prior to completion of your return.
Payment is due upon completion of services unless otherwise agreed.
Completed returns must be reviewed and approved by you prior to filing.