Terms of Service

Last updated: January 1, 2026

Agreement to Terms

By accessing or using our services, you agree to be bound by these Terms of Service and all applicable laws and regulations.

Services Description

Kelly M. Porter provides tax preparation, planning, and consulting services for individuals and businesses. Our services are subject to the terms and conditions outlined in this agreement.

Client Responsibilities

As a client, you agree to:

• Provide accurate and complete information
• Respond promptly to requests for information
• Review all documents before signing
• Pay fees as agreed

Fees and Payment

Fees for services are outlined in our pricing page and may vary based on the complexity of your tax situation. Payment is due upon completion of services unless otherwise agreed.

Limitation of Liability

While we strive to provide accurate and professional services, we are not liable for errors resulting from incomplete or inaccurate information provided by clients.

Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and legal requirements.

Changes to Terms

We reserve the right to modify these terms at any time. Changes will be effective upon posting.

Contact

For questions about these Terms of Service, contact us at [email protected].