Terms of Service

1. Scope of Services

We provide U.S. tax preparation and advisory services, including:

• U.S. federal and state tax returns
• Tax planning and compliance for U.S. citizens living abroad
• U.S. filings for foreign-owned U.S. entities
• General accounting and bookkeeping services

We do not provide:

• Tax preparation or filings for foreign (non-U.S.) jurisdictions
• Audit, review, compilation, or other attestation services
• Financial statements prepared under GAAP or with assurance

All deliverables are intended for internal or management use unless otherwise stated in writing.

2. Client Responsibilities

You agree to:

• Provide accurate, complete, and timely information
• Cooperate with documentation and signature requests
• Maintain access to necessary accounts or software
• Review and approve all deliverables prior to submission

We rely on you to provide accurate information. You are ultimately responsible for the content and timely filing of your tax returns.

3. Fees and Billing

Fees are outlined in your engagement quote or invoice and may be:

• Flat fee for defined services such as tax return preparation
• Hourly for advisory or bookkeeping tasks
• Monthly for ongoing accounting or bookkeeping services

Additional work outside of the quoted scope may be billed separately at the applicable hourly rate. Invoices are due upon receipt. A late fee of 1.5% per month (minimum $25) may apply to unpaid balances after a 7-day grace period. For invoices under $300, late fees may be waived at our discretion.

4. Ongoing Services and Cancellation

Monthly or recurring services renew automatically unless otherwise agreed. Either party may cancel ongoing engagements with 15 days’ written notice. For monthly or recurring services, fees will be prorated based on the cancellation date unless otherwise agreed.

If extraordinary circumstances arise (e.g., financial hardship, illness, or fraud concerns), shorter notice may be considered at our discretion.

If terminated, you are responsible for fees incurred up to the cancellation date. We reserve the right to pause or terminate services due to non-payment, unresponsiveness, or material breach of these terms. Examples of breach include: knowingly providing false or fraudulent information, repeated failure to meet document deadlines, or abusive communication with staff.

5. Communication and Delivery

All communications and deliverables are provided electronically via secure email or client portal. You consent to electronic communication and file delivery. You are responsible for keeping your contact details current.

We are not liable for delays caused by spam filters, server outages, or incorrect email addresses.

6. Confidentiality and Privacy

We treat your data as confidential and handle it according to applicable U.S. privacy and data protection laws. We do not share your information without your consent except as required to fulfill our services or comply with the law. We may share data with trusted subcontractors solely to provide services, subject to confidentiality obligations.

For more information, view our Privacy Policy at:
https://www.pcci.tax/privacy-policy

7. Software and Data Access

For services involving third-party accounting software (e.g., QuickBooks Online):

• You retain ownership of your software and data
• If we are granted admin or accountant access, we will relinquish it upon written request or service termination within 5 business days. You must provide necessary permissions to facilitate access relinquishment. We may retain limited access post-termination if required for legal compliance.
• We are not responsible for third-party software limitations or errors.
• If website links are inaccessible, contact us at contact@pcci.tax for copies.

All original documents provided by you remain your property. You may request copies of deliverables at any time.

8. Limitation of Liability

We are not liable for:

• Tax penalties or interest arising from inaccurate or delayed information you provide. You remain responsible for any tax penalties or interest, even if we prepare your returns.
• Actions or errors by third-party vendors, tax authorities, or software platforms
• Consequential damages or business losses based on our services or advice

Our total liability is limited to the amount of fees paid for the service in question. PCCI is not liable for delays or failures to perform due to events beyond our reasonable control, including natural disasters or technology failures.

9. Attestation and Assurance Disclaimer

PCCI is not a CPA firm and does not provide:

• Audits, reviews, or compilations
• Attest services
• Financial statement preparation under GAAP or SSARS

Any reports or summaries are for internal use only and should not be presented as official financial statements.

10. Governing Law and Dispute Resolution

We strive to resolve all concerns professionally and informally. In the event of a dispute, both parties agree to first attempt resolution through good-faith communication. If unresolved, either party may request non-binding mediation before pursuing legal action. Mediation costs will be shared equally, and the mediator will be mutually agreed upon.

These Terms are governed by the laws of the Commonwealth of Virginia. Any legal action shall be brought in Virginia courts.

11. Acceptance of Terms

By accepting a quote, submitting documents, or using our services, you:

• Agree to these Terms of Service
• Confirm that we are only engaged for non-attestation services
• Understand that you are responsible for timely cooperation and document review
• We may update these Terms by posting revised Terms on our website. Continued use of our services constitutes acceptance of the updated Terms.
• These Terms supplement any engagement letter, which governs specific services and fees.

Contact: contact@pcci.tax
Website: https://www.pcci.tax/terms-of-service