Terms & Conditions

Last Updated: [MONTH DAY, YEAR]

Welcome to the website of Nelson Capital Financial Services (“Company,” “we,” “us,” or “our”).

These Terms & Conditions (“Terms”) govern your access to and use of our website, online resources, appointment scheduling features, client portal links, forms, and other website-related services.

By accessing or using this website, you acknowledge that you have read and agree to these Terms.

If you do not agree with these Terms, please discontinue use of the website.

1. Website Purpose

This website provides general information about our services, which may include qualifying:

• Individual tax preparation
• W-2 tax preparation
• 1099 tax preparation
• Self-employed tax preparation
• Business tax preparation
• Rental-property tax preparation
• Prior-year tax preparation
• Amended tax return preparation
• Tax document assistance
• Other services specifically offered by our business

The availability and scope of any particular service depend on the client's circumstances, our professional qualifications, applicable law, and our acceptance of the engagement.

Information appearing on this website does not mean that every service mentioned is appropriate or available for every visitor.

2. Website Information Is General Information

Information provided through this website, including articles, FAQs, tax resources, checklists, service descriptions, and blog posts, is provided for general informational and educational purposes.

Website content should not be treated as individualized:

• Tax advice
• Accounting advice
• Legal advice
• Financial advice
• Investment advice
• Business-entity advice
• IRS representation

Other professional advice requiring evaluation of your individual circumstances Tax rules can depend on specific facts and may change over time.

You should not make significant tax, legal, financial, or business decisions solely based on general website content.

3. No Professional Relationship Created by

Website Use

Visiting this website, submitting a general contact form, requesting information, reading an article, or scheduling an initial appointment does not by itself create a tax-preparer/client, accountant/client, attorney/ client, fiduciary, or other professional relationship.

A professional engagement begins only when we agree to provide the applicable service and any required engagement procedures have been completed.

We reserve the right to decline an engagement when permitted by law.

4. No Guarantee of Tax Results

We do not guarantee:

• A particular tax refund
• A larger refund
• A particular deduction
• Eligibility for a particular credit
• A particular tax liability
• Reduction or elimination of tax debt
• Removal of penalties or interest
• Acceptance of a position by a taxing authority
• A particular IRS outcome
• A particular state tax-agency outcome
• Audit results
• Tax-resolution results
• Processing times
• Refund dates

Tax results depend on the taxpayer's facts, documentation, applicable law, agency processing, and other circumstances.

5. Tax Refunds

Any refund information appearing on this website is general information.

We do not control when the IRS, state tax agency, financial institution, or other applicable party processes or issues a refund.

The filing or acceptance of a tax return does not guarantee:

• That a refund will be issued
• The amount of a refund
• The date a refund will be issued
• The method by which a refund will be delivered

Clients should use appropriate official government resources when checking refund status.

6. Accuracy of Information Provided by Clients

Clients are responsible for providing complete, accurate, and truthful information necessary for tax preparation.

This includes applicable:

• Income
• W-2 forms
• 1099 forms
• Business income
• Business expenses
• Dependent information
• Filing-status information
• Rental-property information
• Investment information
• Tax payments
• Prior returns
• IRS or state notices
• Other relevant tax records

Clients should review information carefully and notify us about missing, incorrect, or incomplete information.

We are entitled to rely on information and documentation supplied to us, subject to applicable professional and legal requirements.

7. Client Responsibility for Documents

Clients are responsible for maintaining their original records and supporting documentation as appropriate.

Submitting documents to us does not eliminate the client's responsibility to retain applicable records.

Do not destroy tax records merely because a copy was uploaded to our system or provided to our office.

8. No Fabricated or Unsupported Information

We will not knowingly include false information on a tax return.

Clients should not request that we:

• Invent business expenses
• Create false deductions
• Hide income
• Falsely claim dependents
• Change facts to obtain a tax benefit
• Falsify mileage
• Create fictitious businesses
• Alter legitimate tax documents
• Provide other false information

We may decline or discontinue services when information provided appears materially incomplete, inconsistent, false, fraudulent, or otherwise inappropriate, subject to applicable requirements.

9. Tax Deductions & Credits

References on this website to deductions, expenses, credits, filing positions, or other potential tax benefits do not mean that every taxpayer qualifies.

Eligibility depends on applicable tax law and individual circumstances.

Examples discussed on the website are informational only and do not constitute a determination of eligibility.

10. Business & Self-Employment Information

Website information concerning:

• LLCs
• Sole proprietorships
• Partnerships
• S corporations
• Corporations
• Independent contractors
• Gig workers
• Freelancers
• Other businesses

is general information.

An LLC's legal structure alone does not determine its federal income-tax classification.

Entity classification, elections, ownership, operations, and other circumstances may affect tax treatment.

11. IRS Tax Problems & Tax Resolution

Tax preparation and formal representation before the IRS are not necessarily the same service.

Nothing on this website should be interpreted as a representation that we provide legal representation, audit representation, appeals representation, Tax Court representation, Offer in Compromise representation, collection representation, or another specialized service unless that service is specifically offered and we are appropriately qualified and authorized to provide it.

Certain matters may require assistance from an appropriately authorized tax professional, Enrolled Agent, Certified Public Accountant, attorney, or other qualified professional.

12. Prior-Year Tax Returns

We may assist qualifying clients with preparing previously unfiled tax returns.

Preparing a prior-year return does not guarantee:

• Elimination of tax debt
• Removal of penalties
• Removal of interest
• Availability of an old refund
• Acceptance of every claimed item
• Prevention of IRS collection activity
• Any particular government outcome

Applicable deadlines and other restrictions may apply.

13. Amended Tax Returns

Not every mistake or change requires an amended tax return.

Where amendment services are provided, the appropriate treatment depends on the originally filed return, new information, applicable tax rules, and other circumstances.

Preparing an amended return does not guarantee a refund or other particular result.

14. Appointments

Our website may provide online scheduling for:

• In-person appointments
• Telephone appointments
• Virtual appointments
• Other available appointment types

Appointment availability is subject to change.

Scheduling an appointment does not necessarily mean we have accepted a professional engagement or agreed to prepare a particular return.

15. Appointment Changes & Cancellations

Clients should provide reasonable notice when an appointment must be changed or canceled.

Cancellation / Rescheduling Policy: [INSERT ACTUAL POLICY]

Late Arrival Policy: [INSERT ACTUAL POLICY, IF APPLICABLE]

16. Fees & Pricing

Tax preparation fees may depend on factors including:

• Type of return
• Complexity
• Forms and schedules required
• Business activity
• Number of tax years
• Number of rental properties
• Quality and organization of records
• Additional services requested
• Other applicable circumstances

Any starting price displayed on the website is a starting point and is not necessarily a final quote unless expressly identified as such.

Final pricing depends on the services actually required.

17. Payment Terms

Payment requirements depend on our applicable service and payment policies.

Payment Policy: [INSERT ACTUAL POLICY]

If online payments are accepted, payment processing may be provided through a third-party provider.

Clients should follow the payment instructions supplied by our office.

Nothing on this website should be interpreted as creating financing, refund-advance, refund-transfer, or similar services unless we expressly offer those services.

18. Secure Client Portal

We may provide clients with access to a secure client portal or other designated system for submitting confidential tax information.

Clients are responsible for:

• Keeping login credentials confidential
• Using strong passwords
• Protecting account access
• Logging out from shared devices
• Promptly reporting suspected unauthorized access
• Following applicable portal security instructions

Do not share your client-portal password with unauthorized individuals.

19. General Contact Forms

Our general website contact form is intended only for ordinary inquiries.

Do not submit sensitive tax or financial information through the general contact form.

This includes:

• Social Security numbers
• Taxpayer identification numbers
• W-2 forms
• Complete tax returns
• Banking information
• Driver's licenses
• Passports
• Identity documents
• Portal passwords
• Other highly sensitive records

Use our designated secure client portal or another approved secure process.

20. Email Security

Ordinary email may not be suitable for highly sensitive tax information.

Unless we specifically provide an approved secure-email method, do not send Social Security numbers, complete tax returns, identity documents, banking information, or similar sensitive records through ordinary unsecured email.

21. Website Account & Portal Security

If a website account or portal login is provided, you are responsible for maintaining the confidentiality of your credentials and activity conducted through your account to the extent permitted by law.

Contact us promptly if you believe your account or credentials have been compromised.

22. Electronic Communications

By communicating with us electronically, you acknowledge that certain communications may occur through electronic methods.

Where legally required, separate consent may be necessary for particular types of marketing communications, electronic signatures, disclosures, or other communications.

Agreement to these website Terms should not be interpreted as consent where applicable law requires a separate affirmative authorization.

23. SMS / Text Messaging

If we offer text-message communications, separate terms or consent requirements may apply.

We will not treat acceptance of these website Terms alone as authorization for promotional text messages when separate consent is legally required.

SMS Terms: [INSERT SEPARATE SMS TERMS OR LINK IF APPLICABLE]

24. Third-Party Services

Our website may use or link to third-party services such as:

• Appointment schedulers
• Client portals
• Payment processors
• Mapping services
• Tax-related government websites
• Video-conferencing platforms
• Analytics providers
• Other technology providers

Third-party services operate under their own terms, privacy policies, and practices.

We do not control independent third-party websites or services.

25. Links to Government Resources

For convenience, we may link to official resources provided by the IRS, state tax agencies, or other government organizations.

A link does not mean that a government agency endorses our business.

We are not responsible for the availability or content of independent government websites.

26. Website Availability

We attempt to keep our website reasonably available, but continuous or uninterrupted access is not guaranteed.

Website or portal access may be affected by:

• Maintenance
• Software updates
• Hosting problems
• Internet outages
• Cybersecurity events
• Third-party outages
• Technical problems
• Circumstances beyond our reasonable control

Do not wait until a tax or government deadline to submit important information solely because an electronic system is expected to remain available.

27. Tax Deadlines

Clients remain responsible for being aware of applicable tax, filing, payment, response, and other deadlines unless we have expressly agreed to undertake a specific responsibility as part of an engagement.

Contacting our office shortly before a deadline does not guarantee that we can complete requested services before that deadline.

28. Website Content Accuracy

We strive to provide useful information, but website content may become outdated as laws, regulations, government procedures, technology, or our services change.

We do not guarantee that every website page will always be complete, current, or error-free.

Current professional guidance applicable to your particular circumstances should take priority over general website content.

29. Blog & Tax Resources

Articles appearing in our Tax Resources section are educational.

Publication of an article does not create a professional relationship with the reader.

Articles should not be relied upon as a substitute for individualized professional advice.

30. Intellectual Property

Unless otherwise stated, website content owned by us—including original text, branding, graphics, design elements, and other original materials—is protected by applicable intellectual-property laws.

You may use the website for lawful personal and informational purposes.

You may not, without appropriate permission:

• Reproduce substantial portions of our proprietary website content
• Republish our content as your own
• Remove copyright or proprietary notices
• Misrepresent our content
• Use our branding in a manner suggesting an unauthorized affiliation
• Exploit protected website materials in violation of applicable law
• 31. Acceptable Website Use

You agree not to misuse this website.

Prohibited conduct includes attempts to:

• Gain unauthorized access
• Interfere with website operation
• Introduce malicious code
• Circumvent security measures
• Access another client's account
• Obtain confidential information without authorization
• Impersonate another person
• Submit fraudulent information
• Use automated systems in a manner that materially disrupts the website
• Engage in unlawful activity

We may restrict access when reasonably necessary to protect the website, clients, or business.

32. Privacy

Use of this website is also subject to our Privacy Policy.

The Privacy Policy explains how personal and website-related information may be collected, used, disclosed, and protected.

View Privacy Policy

33. Information Security

We use reasonable safeguards appropriate to the information and services involved.

However, no website, electronic storage system, internet transmission, or electronic communication method can be guaranteed to be completely secure.

Users should follow our security instructions and use designated secure systems for sensitive information.

34. Disclaimer of Warranties

To the extent permitted by applicable law, this website and its general informational content are provided on an “as available” basis without warranties that the website will always be uninterrupted, error-free, completely secure, or suitable for every user's particular purpose.

Nothing in this provision limits rights or obligations that cannot legally be excluded.

35. Limitation of Liability

To the extent permitted by applicable law, we are not responsible for indirect, incidental, consequential, or similar damages arising solely from use of, inability to use, or reliance on general website content.

This provision does not exclude or limit liability that cannot legally be excluded or limited.

Any professional services we separately agree to provide may be governed by additional engagement terms.

36. Indemnification

To the extent permitted by applicable law, you agree to be responsible for losses or claims arising from your unlawful misuse of the website, violation of these Terms, or infringement of another person's rights.

This provision does not impose obligations prohibited by applicable law.

37. Professional Engagement Terms

These website Terms are separate from any engagement letter, service agreement, disclosure, consent, or other terms applicable to professional services.

If there is a conflict concerning a specific professional engagement, the applicable signed or accepted engagement terms may control to the extent provided by law and those agreements.

38. Governing Law

These Terms are intended to be governed by applicable laws of the State of Florida, without regard to conflict-of-law principles, except where applicable federal law or another mandatory legal requirement controls.

[HAVE LEGAL COUNSEL REVIEW VENUE, JURISDICTION, ARBITRATION, AND DISPUTE-RESOLUTION LANGUAGE BEFORE ADDING IT.]

Do not automatically add mandatory arbitration or a class-action waiver from a generic website template without obtaining appropriate legal advice.

39. Changes to These Terms

We may update these Terms periodically to reflect changes in our website, services, technology, business practices, or applicable requirements.

When changes are made, the Last Updated date should be revised.

Continued website use after updated Terms become effective is subject to applicable law.

40. Severability

If a provision of these Terms is determined to be invalid or unenforceable, the remaining provisions should remain in effect to the extent permitted by applicable law.

41. No Waiver

Failure to enforce a provision of these Terms does not necessarily constitute a waiver of the right to enforce that provision later.

42. Contact Information

Questions about these Terms may be directed to:

• Nelson Capital Financial Services
• 3700 34th Street, Suite 100P
• Orlando, FL 32805
• Phone: [TAX BUSINESS PHONE NUMBER]
• Email: [TAX BUSINESS EMAIL]
• Website: [TAX WEBSITE URL]

Do not include Social Security numbers, tax returns, banking information, identity documents, or other sensitive tax information in a general Terms & Conditions inquiry.