Terms of Service

Last updated: July 2025

Welcome to Universal Tax Services. By using our website or engaging with our services, you agree to the following terms and conditions. Universal Tax Services offers personal and business tax preparation, new business formation, ITIN processing, notary services, and certified signing agent services. All services are customized based on the information and documentation provided by the client.

1️⃣ Services Provided

Universal Tax Services offers professional, customized services, including:

  • Personal and business tax preparation

  • ITIN support

  • Notary Public and Certified Signing Agent services

  • Business incorporation and registration assistance

All services are delivered based on the accuracy and completeness of the information provided by the client.

2️⃣ Payment Terms

  • No payment is required upfront.

  • Payment is due prior to submitting your tax return to the IRS or delivering the final version of any completed service.

  • Services will not be finalized, filed, or submitted until payment has been received in full.

3️⃣ Refund Policy

Because all services are tailored to your specific documentation and personal financial situation, no refunds will be issued once your tax return has been submitted to the IRS or once any final deliverable has been completed and delivered.

If you have concerns before submission, we encourage you to review all documents carefully and ask questions. We're here to help.

4️⃣ Service Guarantees

We do not guarantee specific financial outcomes (such as refund amounts or approval statuses). However, we guarantee that your case will be handled with accuracy, confidentiality, and care.

Services are based solely on the documentation and information submitted by the client. Clients are responsible for ensuring all submitted materials are truthful, complete, and timely.

5️⃣ Appointment Policy

Appointments can be scheduled online via Google Calendar.

  • If you need to cancel or reschedule, please notify us at least 24 hours in advance.

  • Missed appointments without notice may result in limited rescheduling availability or cancellation fee up to $100.00.

6️⃣ Communication Policy

  • All service quote callbacks are performed via RingCentral and may be recorded for quality assurance.

  • We only reply to text messages—we do not initiate texts unless specifically requested by the client.

  • Email and phone communication is confidential and will never be shared or sold.

7️⃣ Document Retention & Privacy

We retain client-submitted documents and information for five (5) years for compliance and audit purposes.

  • 🗂️ For tax preparation, we use Mytaxprepoffice. Clients have private portal access to upload, review, and e-sign documents.

  • 🧾 For payroll and bookkeeping, we use Drake Software. Access is limited to Universal Tax Services staff only.

  • 🔒 Documents and personal information are never stored on our website.

  • ❌ No third party has access to your documents—only our team and the IRS (if legally requested).

  • 🧼 Deletion of information is only legally permitted before services begin.

8️⃣ Website Usage

By using this site, you agree not to misuse, replicate, hack, or damage our content, services, or communication systems.

9️⃣ Limitation of Liability

Universal Tax Services is not liable for:

  • Delays or inaccuracies caused by incomplete or incorrect client information

  • IRS or third-party platform delays

  • Losses resulting from non-compliance with tax laws or legal obligations

🔟 Governing Law

These Terms are governed by the laws of the State of Florida, without regard to its conflict of law provisions.

📬 Contact Us

For questions about these Terms of Service, please email:
privacy@universearoundtax.net