Terms of Service for Back to the Books

Last Updated: February 11, 2026 

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1. Introduction

Welcome to Back to the Books (“we,” “our,” or “us”). These Terms of Service (“Terms”) govern your use of our website and your engagement of our tax‑related services. By accessing our website or working with us, you agree to these Terms.

If you do not agree with these Terms, please discontinue use of our website and services.

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2. Services Provided

Back to the Books provides the following services:

• Tax preparation

• E‑filing

• Tax planning

• Tax consultations

All services are provided remotely unless an in‑person meeting is mutually arranged at a public location such as a coffee shop.

We do not offer bookkeeping or accounting services.

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3. Client Responsibilities

To ensure accurate and timely service, you agree to:

• Provide complete, accurate, and timely information

• Respond promptly to requests for documents or clarification

• Review all prepared tax documents before submission

• Ask questions if anything is unclear

We are not responsible for delays or errors caused by incomplete, inaccurate, or late information.

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4. Payment Terms

Online payments are accepted through our website.

You agree to:

• Pay all fees associated with the services you request

• Provide accurate billing information

• Pay invoices by the stated due date

 

Non‑Refundable Consultation Fee

All consultation fees are non‑refundable, regardless of whether you choose to proceed with additional services.

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5. Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and applicable laws. We will only disclose your information:

• As required by law

• With your explicit consent

• To trusted third‑party service providers who assist in delivering our services (e.g., payment processors, secure email tools)

 

6. No Legal or Investment Advice

Our services are limited to tax preparation, e‑filing, tax planning, and consultations. We do not provide:

• Legal advice

• Investment advice

• Financial planning services outside the scope of tax guidance

Any decisions you make based on our work are your responsibility.

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7. Accuracy and Limitation of Liability

We strive to provide accurate, high‑quality services. However:

• We rely on the information you provide

• We cannot guarantee specific outcomes such as refund amounts, audit results, or tax liability

To the fullest extent permitted by law, Back to the Books is not liable for:

• Damages resulting from inaccurate or incomplete information provided by the client

• Delays caused by third‑party systems (e.g., IRS, payment processors, Wix)

• Indirect, incidental, or consequential damages

 

8. Document Submission

Clients may send documents to our business email at backtothebooks.com.

You are responsible for ensuring:

• Documents are complete and legible

• Sensitive information is sent securely

We may recommend secure alternatives if needed.

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9. Remote Services and Communication

Because Back to the Books operates remotely:

• Most communication occurs via email, phone, or virtual meetings

• In‑person meetings are optional and held only at mutually agreed‑upon public locations

 

10. Cancellations and Termination

Either party may terminate the engagement at any time.

If you terminate services:

• You remain responsible for payment of work already completed

• Consultation fees remain non‑refundable

• We may retain copies of documents as required by law

We may terminate services if:

• Required information is not provided

• Payments are not made

• Communication becomes unreasonably delayed

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11. Website Use

By using our website, you agree not to:

• Attempt to access restricted areas

• Upload harmful code or interfere with site functionality

• Use the site for unlawful purposes

We reserve the right to modify or discontinue website features at any time.

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12. Changes to These Terms

We may update these Terms periodically. The “Last Updated” date will reflect the most recent version. Continued use of our website or services constitutes acceptance of any changes.

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13. Contact Information

If you have questions about these Terms, please contact:

Back to the Books Phone: 303‑519‑3070 Email: backtothebooks.com Address: 3095 W. Hillside Place, Denver, CO 80219