Terms and Conditions

Last updated: January 2025

Agreement to Terms

By accessing or using the services of A1 Tax Group, you agree to be bound by these Terms and Conditions. Please read them carefully before engaging our services.

1. Services Provided

A1 Tax Group provides tax resolution services including but not limited to: IRS representation, Offer in Compromise negotiations, installment agreement setup, penalty abatement, unfiled tax return preparation, wage garnishment relief, and audit defense. Services are provided by licensed CPAs, Enrolled Agents, and tax attorneys.

2. Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information about your tax situation
  • Respond promptly to requests for documentation or information
  • Comply with all IRS requirements and deadlines
  • Pay agreed-upon fees according to the terms of your engagement agreement
  • Inform us immediately of any changes to your financial situation or IRS correspondence

3. Fees and Payment

Service fees are determined based on the complexity of your case and will be outlined in your engagement agreement. Payment terms may include:

  • Initial consultation fees (if applicable)
  • Flat fees for specific services
  • Hourly rates for ongoing representation
  • Payment plans available upon approval

Fees are non-refundable once work has commenced, except as specifically outlined in your engagement agreement.

4. No Guarantees of Outcome

While we strive to achieve the best possible results, we cannot guarantee specific outcomes in IRS matters. Results depend on numerous factors including your financial situation, IRS policies, and the specific facts of your case. Any projections or estimates provided are not guarantees.

5. Confidentiality

All information you provide is confidential and protected by attorney-client privilege where applicable. We will not disclose your information except as necessary to provide services, as required by law, or with your explicit consent.

6. Termination

Either party may terminate the engagement with written notice. Upon termination:

  • You are responsible for all fees for services performed up to the termination date
  • We will provide copies of your case files upon request
  • We will notify the IRS of our withdrawal from representation
  • Ongoing IRS matters become your responsibility

7. Limitation of Liability

Our liability is limited to the fees paid for our services. We are not liable for indirect, consequential, or punitive damages. We maintain professional liability insurance as required by law.

8. Dispute Resolution

Any disputes arising from these Terms and Conditions or our services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. You waive the right to participate in class action lawsuits.

9. Website Use

You agree not to misuse our website, including attempting to access unauthorized areas, interfering with website functionality, or using automated systems to extract data. We reserve the right to suspend or terminate access for violations.

10. Changes to Terms

We may modify these Terms and Conditions at any time. Continued use of our services after changes constitutes acceptance of the updated Terms and Conditions. Material changes will be communicated via email or website notice.

11. Governing Law

These Terms and Conditions are governed by the laws of the United States and the state in which our principal office is located, without regard to conflict of law principles.

12. Contact Information

Questions about these Terms and Conditions? Contact us:

A1 Tax Group

Email: [email protected]

Phone: (818) 755-7270

13. SMS Terms & Conditions

1. SMS Consent Communication

The information Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications

If you have consented to receive text messages from A1 Tax Group, you may receive messages related to the following: Setting appointments, updates, Consultations.

3. Message Frequency

Our SMS messages frequency may vary depending on the type of communication we might have.

4. Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method

You may opt-in to receive SMS messages from A1 Tax Group in the following ways: By submitting an online form.

6. Opt-Out

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at: (818) 755-7270

Additional Options: If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. Standard Messaging Disclosures

  • Message and data rates may apply.
  • You can opt out at any time by texting "STOP."
  • For assistance, text "HELP" or visit our: Privacy Policy and Terms and Conditions pages.

Note: These Terms and Conditions are a general template. Specific engagement terms will be outlined in individual client agreements.