Terms of Service

    Terms & Conditions

    The terms governing your use of Choice Tax Planning’s website and tax planning services.

    Effective Date: October 2, 2026  ·  Last Updated: October 2, 2026

    1. Acceptance of Terms

    By accessing https://www.choicetaxplanning.com/ or engaging our services, you (“Client,” “you,” or “your”) agree to be bound by these Terms and Conditions (“Terms”). If you do not agree, please do not use our website or services. These Terms apply to all visitors, clients, and users of Choice Tax Planning services.

    2. Services Provided

    Choice Tax Planning provides tax planning, tax strategy, financial consulting, and related advisory services. Our services are informational and planning-based. We do not provide legal advice, and nothing in our communications or deliverables constitutes legal representation.

    Services are subject to a separate engagement agreement or service contract signed at the time of engagement.

    3. No Attorney-Client Relationship

    Nothing on this website or in our communications creates an attorney-client relationship. All tax planning advice is provided by qualified tax professionals and is based on information you provide. Accuracy of advice depends on the completeness and accuracy of information you share with us.

    4. Client Responsibilities

    You agree to:

    • Provide accurate, complete, and timely information required for us to perform services
    • Notify us promptly of any changes to your financial or tax situation
    • Review all work product and communicate any errors or concerns in a timely manner
    • Comply with all applicable tax laws and filing requirements

    We are not responsible for errors, penalties, or adverse outcomes resulting from inaccurate or incomplete information you provide.

    5. Fees and Payment

    • Fees for services are outlined in your engagement agreement or invoice
    • Payment is due as specified in your service agreement
    • Late payments may be subject to late fees as stated in your agreement
    • We reserve the right to suspend services for non-payment

    6. Confidentiality

    We treat all client financial and personal information as strictly confidential. We will not disclose your information to third parties except as required by law, with your consent, or as necessary to deliver our services (e.g., filing with the IRS or California FTB on your behalf).

    7. Intellectual Property

    All content on this website — including text, graphics, logos, and materials — is the property of Choice Tax Planning and protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or use our content without written permission.

    8. Communications and Marketing

    By submitting your contact information through our website or during service engagement, you consent to receive communications from us including:

    • Appointment reminders and service updates
    • Newsletters and tax planning tips
    • Promotional content related to our services

    You may opt out of marketing communications at any time by clicking “unsubscribe” in any email or contacting us directly. Opting out does not affect transactional or service-related messages.

    9. Disclaimer of Warranties

    Our website and services are provided “as is” and “as available.” We make no warranties, express or implied, regarding the accuracy, completeness, or fitness for a particular purpose of any content or advice provided. Tax laws change frequently; we make reasonable efforts to stay current but cannot guarantee that all information on our website is up to date at the time of your review.

    10. Limitation of Liability

    To the fullest extent permitted by law, Choice Tax Planning, its owners, employees, and agents shall not be liable for:

    • Any indirect, incidental, special, or consequential damages
    • Loss of income, revenue, profits, or data
    • Penalties or interest assessed by any taxing authority resulting from your actions, inactions, or errors in information provided

    Our total liability for any claim arising from our services shall not exceed the fees paid by you for the specific service giving rise to the claim.

    11. Indemnification

    You agree to indemnify and hold harmless Choice Tax Planning, its owners, employees, and agents from any claims, losses, damages, or expenses (including legal fees) arising from your breach of these Terms, your use of our services, or your violation of any applicable law.

    12. IRS Circular 230 Disclosure

    To ensure compliance with IRS requirements, we inform you that any U.S. federal tax advice included in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

    13. Governing Law and Dispute Resolution

    These Terms shall be governed by the laws of the State of California, without regard to conflict of law principles. Any disputes shall be resolved in the courts of Alameda County, California. You agree to attempt good-faith resolution before initiating any legal proceeding.

    14. Modifications to Terms

    We reserve the right to update these Terms at any time. Changes will be posted on this page with an updated effective date. Continued use of our website or services after updates constitutes acceptance of the revised Terms.

    15. Severability

    If any provision of these Terms is found to be unenforceable, the remaining provisions shall remain in full force and effect.