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TERMS OF SERVICE (TOS)

Last Updated: 12/05/2025

Welcome to Five Star Virtual Accounting (“Company,” “we,” “our,” or “us”). By accessing or using our website, services, forms, consultations, or digital content, you (“Client,” “you,” or “your”) agree to the following Terms of Service.

If you do not agree to these terms, please discontinue use of our website and services immediately.

1. Nature of Services

Five Star Virtual Accounting provides tax preparation, bookkeeping, business support services, consultations, and general financial education.
No tax return, bookkeeping service, year-end report, or consultation is considered complete until the client submits all required documents and approves the final deliverable.

2. Client Responsibilities

You agree to provide complete, accurate, and timely information. This includes, but is not limited to:

  • Income documents

  • Expense documentation

  • Identification

  • Prior-year tax returns

  • Business financial records

We are not responsible for errors or delays caused by incomplete, inaccurate, or missing information.

3. Service Engagement

An engagement is considered active when:

  1. You submit your intake form and required documents, AND

  2. You agree to our pricing, AND

  3. You sign the official engagement letter (for tax or bookkeeping services).

No tax preparation, bookkeeping, or advisory work will be delivered without a signed engagement letter.

4. Payments

Payment is due before final documents or tax filings are released.
For bookkeeping services, monthly payments must be made on time to avoid service interruption.

We reserve the right to charge late fees or discontinue services for non-payment.

5. Refunds

Refunds follow our formal Refund Policy.
Refunds are not provided for:

  • Completed work

  • Time spent preparing returns or financial statements

  • Missed or cancelled appointments

  • Client delays or failure to provide required information

6. IRS Representation

Unless explicitly stated in your engagement letter, we do not offer IRS representation.
As a tax preparer, we may assist with:

  • IRS letters

  • Explanations

  • Amendments

But representation before the IRS requires a separate agreement or appropriate licensing.

7. Limitation of Liability

Five Star Virtual Accounting is not liable for:

  • Penalties or interest resulting from client-provided errors

  • Missed deadlines caused by late document submission

  • IRS actions unrelated to the work we completed

  • Losses due to financial decisions made without professional advice

Our maximum liability is limited to the amount you paid for the service.

8. Confidentiality

We protect your information in accordance with IRS and data privacy requirements.
We do not share or sell your information.

9. Termination

Either party may terminate the engagement at any time.
Completed work must be paid for, regardless of termination.

10. Changes to Terms

We reserve the right to modify these Terms at any time.
Updated versions will be posted on this page with a revised “Last Updated” date.

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