Top Notch Tax Pros Terms of Service
These Terms are an agreement between you and Xiondra Williams Enterprise LLC, doing business as Top Notch Tax Pros ("Top Notch Tax Pros," "we," "us"). They apply when you use topnotchtaxpros.com, our client portal, our phone line, our website chat or our text messages (together, the "Services"). By using the Services, you agree to these Terms and our Privacy Policy. If you do not agree, do not use the Services.
1. Who can use the Services
You must be at least 18 years old and able to enter a binding contract. You may submit information about your spouse and dependents only if you have the right to do so.
2. What we do
We prepare and electronically file federal, state and local income tax returns, help with amended returns and IRS or state notices, and offer related services described on our website. The specific work for your return is described in the Letter of Engagement you sign during intake. If the Letter of Engagement and these Terms conflict about your return, the Letter of Engagement controls.
We are not a law firm. Unless we agree otherwise in writing, our services do not include bookkeeping, audits, financial statements, legal advice, or representation in tax court.
3. Your responsibilities
- Give us complete, accurate and timely information and documents, and tell us about anything that could affect your return.
- Review your return before you sign it. You are legally responsible for the information on your return, even though we prepare it.
- Keep records that support your income, deductions and credits.
- Respond to our questions on time. Delays may require an extension or cause late-filing penalties, which are your responsibility.
- Keep your password, sign-in codes and Account PIN private, and tell us right away about any unauthorized use of your account.
4. Estimates and no guaranteed refund
The refund calculator and any estimate we give are for information only. They are not a tax return, and your actual refund or balance due may be different. We do not guarantee any refund amount or the date you will receive it. Refund timing is controlled by the IRS, state agencies and banks.
5. Fees and payment
- Our fees are based on the forms and schedules your return actually needs. We do not base fees on the amount of your refund.
- We will show you an itemized fee and ask for your approval before your return is filed. If your return needs additional forms after you approve, we will ask you to approve the new total. We never change your fee without your approval.
- You may pay before filing or, where available, have fees deducted from your refund through a participating bank. Fees deducted from a refund are still owed if the refund is smaller than expected, delayed, offset or denied.
- If you end the engagement before filing, you agree to pay for work already completed.
6. Refund advances and refund transfers
Refund advances and refund transfers are offered by participating banks, not by Top Notch Tax Pros. We are not a lender. Approval is up to the bank and is not guaranteed. A refund advance is part of your expected refund and is repaid automatically from your refund when it is issued. Any bank fee and our facilitation fee are shown to you before you agree, and they are in addition to our preparation fees. The bank's own terms and disclosures govern these products.
7. Electronic signatures and records
You agree that we may provide agreements, disclosures, receipts and other records to you electronically, and that your electronic signature on our forms has the same effect as a handwritten signature under the federal ESIGN Act and the Florida Uniform Electronic Transaction Act. You may request a paper copy of any record by contacting us. Form 8879 (IRS e-file Signature Authorization) is signed through our tax software's secure e-signature service, which may verify your identity before you sign.
8. Communications
By creating an account, you agree that we may contact you by email, portal message and phone about your return and account. Text messages are sent only if you opt in, and our Text Messaging Terms apply to them. Marketing messages are sent only with your consent, and you can opt out at any time.
9. AI assistants and automated tools
Our phone line, website chat and some document checks use automated tools, including artificial intelligence. These tools give general information and help with scheduling, status and document requests. They do not give personal tax advice, and their answers may be incomplete or wrong. A human preparer reviews and approves every return before it is filed. Rely only on information confirmed by your preparer for decisions about your return.
10. Our service promises
As described on our Guarantee page, we review every return line by line before filing, help you understand and respond to IRS or state notices about returns we prepared at no extra charge for correspondence, and tell you your cost before anything is filed. Representation beyond correspondence may be quoted separately. These promises do not cover penalties, interest or additional tax that result from information you gave us that was incomplete or inaccurate.
11. Referral program, affiliate program and vouchers
- Referral rewards are earned only when the person you referred completes a return that is accepted by the IRS and their fees are approved. Rewards have no cash value unless we say otherwise, cannot be transferred, and may not be earned by referring yourself or by creating false accounts.
- Affiliate partners are bound by the separate affiliate terms they accept when they join. Affiliates never receive client tax information.
- Vacation vouchers and other promotional rewards are provided by third parties under their own terms, have no cash value, and may have expiration dates and restrictions. We are not responsible for the third party's travel services.
- We may change or end these programs at any time. Rewards already earned before a change will be honored.
12. Proof-of-filing letters
On request or after your return is accepted, we may issue a letter confirming that your return was filed and accepted. The letter confirms filing only. It does not state your income and is not a guarantee of any refund. Anyone you share the letter with can confirm it at topnotchtaxpros.com/verify.
13. Acceptable use
You agree not to: give false information or use someone else's identity; upload malware or try to break into the Services or other accounts; copy, scrape or resell the Services; harass our staff; or use the Services for any unlawful purpose. We may suspend or close accounts that break these rules, and we will report suspected tax fraud or identity theft to the proper authorities.
14. Our content
The website, its design, text, graphics, courses and logos belong to Top Notch Tax Pros or its licensors. You may use them only for your personal use of the Services.
15. Third-party sites and services
The Services link to third-party sites, such as IRS.gov and state tax agencies, and rely on third-party providers. We are not responsible for third-party sites or for outages, delays or errors caused by the IRS, state agencies, banks, carriers or other providers outside our control.
16. Disclaimer
Except for the promises in these Terms and your Letter of Engagement, the website, calculator, tax news, educational content and AI tools are provided "as is" and "as available," without warranties of any kind, to the fullest extent the law allows.
17. Limitation of liability
To the fullest extent the law allows, our total liability for any claim relating to the Services is limited to the preparation fees you paid us for the tax year involved. We are not liable for indirect, incidental, special or consequential damages, or for penalties, interest or tax caused by information you provided that was inaccurate or incomplete. Nothing in these Terms limits liability that cannot be limited under law, including liability for our own fraud or willful misconduct.
18. Indemnification
You agree to cover our reasonable losses and costs, including attorney fees, from claims caused by false or incomplete information you gave us or by your violation of these Terms.
19. Disputes
If you have a concern, contact us first. We will try to resolve it informally within 30 days. These Terms are governed by Florida law, without regard to conflict-of-law rules. Any lawsuit must be filed in the state courts located in Flagler County, Florida, except that either party may bring a claim in small claims court where it qualifies.
20. Ending the Services
You may close your account at any time by contacting us. We may suspend or end your access if you violate these Terms or the law requires it. Records we are required to keep will be retained as described in our Privacy Policy, and fees owed for completed work remain due.
21. Changes to these Terms
We may update these Terms by posting a new version with a new effective date. If a change is material, we will notify you by email or through the portal. Continued use after the effective date means you accept the change.
22. General
If any part of these Terms is found unenforceable, the rest stays in effect. Our failure to enforce a term is not a waiver. You may not assign these Terms without our consent. These Terms, the Privacy Policy, the Text Messaging Terms and your signed intake agreements are the entire agreement between us about the Services.
23. Contact us
Top Notch Tax Pros, a trade name of Xiondra Williams Enterprise LLC
4750 E Moody Blvd, Suite 210, Bunnell, FL 32110
Phone: (386) 387-6194
Email: hello@topnotchtaxpros.com