Terms of Service

Last updated: December 22, 2025

Please read these Terms of Service carefully before using our services.

1. Acceptance of Terms

By accessing or using Alianza Tax Services ("we," "us," or "our") website, services, or engaging our tax preparation services, you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our services.

2. Services Description

Alianza Tax Services provides professional tax preparation, tax planning, financial reporting, and related tax services. Our services include but are not limited to:

  • Personal and business tax return preparation
  • ITIN application services (as IRS Certified Acceptance Agents)
  • IRS problem resolution and representation
  • Tax planning and consultation
  • Virtual and in-person tax preparation services
  • Financial reporting and CFO services

3. Eligibility

You must be at least 18 years old and have the legal capacity to enter into a binding agreement to use our services. By using our services, you represent and warrant that you meet these eligibility requirements.

4. User Obligations

You agree to:

  • Provide Accurate Information: You must provide accurate, complete, and truthful information to the best of your knowledge. You are responsible for the accuracy of all information you provide.
  • Review Your Returns: You are responsible for reviewing your tax returns before signing and authorizing us to file them.
  • Timely Submission: You agree to provide all necessary documents and information in a timely manner to allow us to complete your tax preparation.
  • Compliance: You agree to comply with all applicable laws and regulations related to tax filing and reporting.
  • Payment: You agree to pay all fees for services rendered as agreed upon in our service agreement.

5. Payment Terms

Payment for our services is due as agreed upon in our service agreement. Payment methods may include:

  • Credit or debit card
  • Bank transfer
  • Refund transfer (fees may apply)

All fees are non-refundable once services have been rendered, except as required by law or as otherwise agreed in writing. We reserve the right to charge interest on overdue accounts.

6. Limitation of Liability

While we strive to provide accurate and professional tax preparation services, you acknowledge that:

  • Tax laws are complex and subject to change. We are not responsible for changes in tax law that occur after your return is filed.
  • You are ultimately responsible for the accuracy of your tax return and any penalties, interest, or other consequences resulting from inaccurate information you provide.
  • Our liability is limited to the fees you paid for the specific service in question, except where prohibited by law.
  • We are not responsible for delays caused by the IRS, state tax authorities, or circumstances beyond our control.

7. Professional Standards

We maintain professional standards and are subject to IRS regulations governing tax preparers. As IRS Certified Acceptance Agents, we adhere to strict confidentiality and professional conduct requirements.

8. Confidentiality

We maintain strict confidentiality regarding your tax and financial information. We will not disclose your information except as required by law, with your consent, or as necessary to provide our services (e.g., filing with the IRS). Please see our Privacy Policy for more details.

9. Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of Alianza Tax Services or its licensors and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or use our content without our written permission.

10. Third-Party Services

Our services may involve the use of third-party software, platforms, or services (such as tax preparation software). We are not responsible for the privacy practices or terms of service of these third parties, though we select reputable partners who maintain appropriate security standards.

11. Termination

We reserve the right to terminate or suspend your access to our services at any time, with or without cause or notice, for any reason including, but not limited to, breach of these Terms. You may discontinue use of our services at any time.

12. Dispute Resolution

In the event of any dispute arising from or relating to these Terms or our services, we encourage you to contact us first to resolve the matter. If a dispute cannot be resolved through direct communication, you agree to attempt to resolve it through good faith negotiation or mediation before pursuing legal action.

These Terms shall be governed by and construed in accordance with the laws of the State of Colorado, without regard to its conflict of law provisions.

13. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of any material changes by posting the updated Terms on this page and updating the "Last updated" date. Your continued use of our services after such changes constitutes acceptance of the modified Terms.

14. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.

15. Entire Agreement

These Terms, together with our Privacy Policy and any service-specific agreements, constitute the entire agreement between you and Alianza Tax Services regarding the use of our services.

16. Contact Information

If you have questions about these Terms of Service, please contact us: