Terms & Conditions
Effective Date: October 1, 2026
These Terms & Conditions govern your use of the Booked & Balanced Tax Services LLC website, communications, and related services. By using our website or submitting information through our online forms, you agree to these terms.
Tax Preparation Services
Booked & Balanced Tax Services LLC provides professional tax preparation and related services. Submission of a reservation, inquiry, intake form, or documents does not by itself guarantee completion or electronic filing of a tax return.
Clients are responsible for providing complete and accurate information and documentation necessary for the services requested. Tax preparation fees may vary based on the time, complexity, forms, schedules, and services required.
Electronic Communications
By providing your email address or other contact information, you authorize Booked & Balanced Tax Services LLC to communicate with you electronically regarding services you request, subject to your communication preferences and applicable law.
Sensitive information, including Social Security numbers and tax documents, should only be submitted through our approved secure intake and document-upload systems and should not be sent through ordinary SMS/text messages.
SMS Terms
Customers may voluntarily opt in to receive SMS/text messages from Booked & Balanced Tax Services LLC through our online forms.
Messages may include reservation or appointment reminders, client-support communications, intake and document reminders, tax preparation and filing updates, deadline or informational messages, and occasional promotional messages.
Message frequency varies. Message and data rates may apply.
Consent to receive SMS messages is not a condition of purchasing goods or services.
You may opt out at any time by replying STOP to a message. After opting out, you may receive a confirmation message and will no longer receive SMS messages unless you subsequently opt in again.
For assistance, reply HELP or contact Booked & Balanced Tax Services LLC through the contact information below.
Mobile carriers are not liable for delayed or undelivered messages.
Privacy
Your use of our services and SMS program is also subject to our Privacy Policy. SMS opt-in data and consent information are not sold or shared with third parties for marketing purposes.
Website Use
Information provided on our website is intended for general informational purposes and does not constitute individualized tax, legal, or financial advice unless provided as part of an established professional engagement.
Changes to These Terms
Booked & Balanced Tax Services LLC may update these Terms & Conditions periodically. Updates will be posted on this page with a revised effective date.
Contact Us
Booked & Balanced Tax Services LLC
Website: bookedandbalancedtax.com
Email: support@bandbtaxservice.com