Last updated: November 27, 2025

These Terms and Conditions of Service and this Privacy Policy (collectively, the “Agreement”) govern your use of services provided by SOUTHEAST TAX SERVICES, LLC (“STS,” “we,” “us,” or “our”). By engaging our services, you acknowledge that you have read, understand, and agree to be bound by this Agreement.

Southeast Tax Services, LLC provides:

• Individual & business tax preparation
   
• Federal and state return filing
   
• Tax planning and IRS compliance guidance
   
• Document review related to tax filings
   
• General tax-related consultations
   

You may be asked to sign additional engagement forms depending on the complexity of your tax return or business situation.

To provide accurate and compliant tax services, clients agree to:

You agree to:

• Submit complete and truthful documentation needed to prepare your tax return.
   
• Upload or deliver all forms promptly (W-2, 1099, 1098, business expenses, dependent documents, ID, etc.).
   
• Notify STS of any missing documents, delays, or updates as soon as possible.
   

Clients should provide requested documents within two (2) business days unless otherwise agreed.

You understand that:

• STS prepares your return strictly based on the information you provide.
   
• You are responsible for reviewing your return prior to filing.
   
• The IRS holds the taxpayer—not the preparer—responsible for accuracy.
   

You agree to notify STS of any change in address, phone number, or email.

STS is not responsible for any tax consequences resulting from your employment choices, financial decisions, or failure to disclose income or required documents.

• Tax outcomes vary based on individual circumstances. STS cannot guarantee refund amounts, credit eligibility, audit outcomes, or IRS processing timelines.
   
• STS is not responsible for IRS delays, system issues, or federal/state agency review processes.
   

1. Payment Due
   Payment is due after preparation is completed and before any return is filed or released.
    
2. Returned Payments
   A returned bank payment incurs a $30.00 fee.
    
3. Non-Payment
   STS may pause or stop services until balances are paid in full.
    
4. Refunds
   Tax preparation fees are for professional labor and expertise. Once services are performed, fees are non-refundable.
    

Protecting your private information is our priority.
This Privacy Policy applies to all information collected by Southeast Tax Services, LLC.

STS may collect:

• Name, date of birth, Social Security number, ID
   
• Addresses (current and previous)
   
• Phone number, email address
   
• Tax documents, income records, dependent information
   
• Business expense records (for Schedule C returns)
   
• Financial data required to complete tax filings
   
• Technical data such as IP address, browser type, device info
   

STS uses your information to:

• Prepare and file federal and state tax returns
   
• Deliver the services you request
   
• Communicate updates, deadlines, confirmations, and reminders
   
• Provide customer support
   
• Improve service delivery and efficiency
   
• Comply with IRS and legal requirements
   

Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Messaging Terms and Conditions
• By providing your phone number and agreeing to receive texts, you consent to receive text messages from SOUTHEAST TAX SERVICES LLC, from 678-883-5100 regarding account notifications, customer care, delivery notifications, marketing. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 678-883-5100 or info@southeasttaxes.com. Mobile opt-in information is never shared with third parties.

STS uses administrative, physical, and technical safeguards to protect your information.
No method of data transmission or storage is 100% secure, but we follow industry-standard practices.

STS does not knowingly collect information from children under age 13.
Minors may only use our services with parental or guardian consent.

STS is not responsible for the privacy practices of third-party websites.

We may update this Agreement as needed to comply with legal or operational changes.
Clients are encouraged to review this page periodically.

STS may suspend or terminate services for:

• Non-payment
   
• Returned payments
   
• Failure to provide required documents
   
• Providing false or misleading information
   
• Abusive or inappropriate behavior
   
• Violation of these Terms or applicable law
   

Both parties agree to attempt informal resolution prior to arbitration.

If unresolved within 45 days, disputes shall be settled by binding arbitration under U.S. Arbitration and Mediation Rules or JAMS Comprehensive Arbitration Rules.

No class actions or consolidated claims are permitted.

STS covers filing/administrative fees as required.
Each party covers its own attorneys’ fees.

Either party may file qualifying claims in small claims court.

You waive any right to:

• Participate in a class action, and
   
• Request a trial by jury
   

to the full extent permitted by law.

You agree to indemnify and hold harmless STS and its staff from any claims arising from:

• Your use of services
   
• Your failure to provide accurate information
   
• Your breach of this Agreement
   
• Your failure to safeguard your account or documents
   

SOUTHEAST TAX SERVICES, LLC
Corporate Office:
1000 Iris Drive, Suite G1
Conyers, GA 30094
Phone: 678-883-5100
Website: www.southeasttaxes.com
Email: info@southeasttaxes.com