Terms of Service

By accessing and using the services of Pillar Tax & Finance ("we," "our," or "us"), you ("client," "you," or "your") agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

These terms apply to all services provided by Pillar Tax & Finance, including but not limited to tax preparation, financial advisory services, business formation assistance, and related professional services.

Pillar Tax & Finance provides professional services including:

• • Personal and business tax preparation and filing
• • Tax planning and strategy consultation
• • Financial advisory and planning services
• • Audit assistance and representation
• • Business formation and corporate services
• • Bookkeeping and payroll services
• • General financial consultation

All services are provided by licensed professionals in accordance with applicable laws and regulations.

As a client, you agree to:

• • Provide accurate, complete, and timely information
• • Maintain all supporting documentation for your records
• • Respond promptly to requests for information or clarification
• • Pay all fees and charges as agreed upon
• • Review all prepared documents before signing or submission
• • Inform us of any changes in your circumstances that may affect our services
• • Comply with all applicable laws and regulations

You acknowledge that the accuracy of our work depends on the completeness and accuracy of the information you provide.

Payment terms and conditions:

• • Fees will be discussed and agreed upon before work begins
• • Payment is due upon completion of services unless otherwise agreed
• • Late payments may incur additional charges
• • We reserve the right to withhold completed work until payment is received
• • Returned checks or failed electronic payments may incur additional fees

All fees are non-refundable once services have been completed, except in cases of our error or negligence.

We are committed to maintaining the confidentiality of your information:

• • All client information is treated as confidential
• • Information is shared only as necessary to provide services or as required by law
• • We follow professional standards for data protection and privacy
• • Client consent is required before sharing information with third parties
• • Former clients' information remains confidential after the relationship ends

For more details, please refer to our Privacy Policy.

Our services are subject to professional standards and limitations:

• • Services are provided in accordance with applicable professional standards
• • We do not guarantee specific outcomes or results
• • Tax law interpretation and changes may affect our advice
• • We reserve the right to decline services that conflict with professional standards
• • Complex matters may require referral to specialists

Our advice is based on current law and regulations, which are subject to change.

Our liability is limited as follows:

• • Liability is limited to the fees paid for the specific service in question
• • We are not liable for consequential, indirect, or punitive damages
• • Claims must be made within one year of the service completion
• • We maintain professional liability insurance as required
• • Force majeure events are excluded from liability

This limitation does not apply to damages caused by our willful misconduct or gross negligence.

Either party may terminate the professional relationship:

• • With reasonable notice to the other party
• • We may terminate immediately for non-payment or misconduct
• • Upon termination, you are responsible for all fees incurred
• • We will provide your files and records upon request and payment of outstanding fees
• • Confidentiality obligations survive termination

Termination does not affect obligations that arose before termination.

In case of disputes:

• • We encourage direct communication to resolve issues
• • Mediation may be used for dispute resolution
• • These terms are governed by Ohio state law
• • Any legal proceedings must be filed in Cleveland, Ohio
• • You waive the right to a jury trial for disputes related to these terms

Regarding intellectual property:

• • We retain ownership of our methodologies, forms, and processes
• • You retain ownership of your financial and personal information
• • Our advice and recommendations are for your exclusive use
• • You may not share our proprietary materials without permission
• • We may use general insights from our work for professional development

We may update these terms:

• • Changes will be posted on our website
• • Significant changes will be communicated to existing clients
• • Continued use of our services constitutes acceptance of new terms
• • Changes do not affect services already completed

For questions about these Terms of Service, please contact us: