New Clients Save $25 · Referrals Save $25 · Loyalty Reward $25 (228) 206-0235
Legal

Terms & Conditions

Clear, fair terms that protect both of us and keep our work transparent.

01

Engagement

These terms govern services provided by Dialed In Bookkeeping Tax & Notary LLC. A signed engagement letter and these terms together form our agreement.

02

Scope of Services

Services include — but are not limited to — tax preparation, bookkeeping, financial reporting, IRS representation, and notarial acts. Specific scope is defined per engagement.

03

Client Responsibilities

You agree to provide complete, accurate, and timely information. You remain responsible for the accuracy and completeness of all information submitted to us.

04

Fees & Payment

Fees are quoted in advance based on the scope of work. Payment is due upon completion unless otherwise agreed in writing.

05

Confidentiality

All client information is held in strict confidence and disclosed only as authorized by you or required by law.

06

Limitation of Liability

Our liability for any claim arising out of services rendered shall not exceed the total fees paid for those services.

07

Notary Services

Notarial acts are performed in accordance with state law. We do not provide legal advice or determine the legal sufficiency of documents.

08

Termination

Either party may terminate the engagement in writing. Fees for work completed prior to termination remain due.

09

Governing Law

These terms are governed by the laws of the state in which Dialed In Bookkeeping Tax & Notary LLC is registered.

10

Contact

Questions? Reach us at kellyanderson@just-dialed-in.com or call during business hours.

Last updated: January 2025