Terms of Service

Last Updated: 01/05/2026

These Terms of Service (“Terms”) govern your access to and use of the website, services, communications, and related offerings (collectively, the “Services”) provided by Utah Tax Strategy LLC, doing business as Utah Tax Strategy (“Company,” “we,” “us,” or “our”).

By accessing our website, scheduling services, submitting information, or consenting to receive communications from us, you agree to be bound by these Terms.

1. Services Provided

We provide professional tax preparation, tax planning, bookkeeping, accounting support, and related advisory services for individuals and businesses. Services may be delivered virtually or in person, depending on engagement terms.

Nothing on this website constitutes legal or financial advice outside of a formal client engagement.

2. Client Responsibilities

You agree to:

Provide accurate, complete, and timely information

Review all deliverables for accuracy

Retain copies of all tax filings and supporting documentation

Comply with applicable federal, state, and local tax laws

You are solely responsible for the accuracy of information provided to us.

3. Communications & SMS Messaging (A2P Disclosure)

By providing your phone number and opting in, you consent to receive SMS and MMS messages from us, which may include:

Appointment confirmations and reminders

Requests for documentation or signatures

Billing and payment notifications

Tax deadlines and compliance updates

Customer service communications

Message Frequency: Varies by engagement
Message & Data Rates: Standard message and data rates may apply

Opt-Out

You may opt out at any time by replying STOP to any SMS message. You may also request assistance by replying HELP.

Consent to receive SMS messages is not a condition of purchasing services.

4. No Marketing Abuse

We do not sell, rent, or share your phone number for third-party marketing purposes. Messaging is limited to service-related communications unless you separately opt in to marketing messages.

5. Payments & Billing

Fees for services are disclosed prior to engagement. Payment may be required in advance or upon delivery of services. Unpaid balances may result in suspension of services.

We do not guarantee tax refunds or specific tax outcomes.

6. Confidentiality & Data Security

We take reasonable administrative, technical, and physical measures to safeguard your information. However, no method of transmission over the internet or electronic storage is 100% secure.

Please review our Privacy Policy for details on how we collect, use, and protect your information.

7. Intellectual Property

All content on this website—including text, graphics, logos, and materials—is the property of the Company and may not be copied, reproduced, or distributed without written permission.

8. Limitation of Liability

To the fullest extent permitted by law, the Company shall not be liable for indirect, incidental, consequential, or punitive damages arising from your use of the Services.

Our total liability for any claim shall not exceed the amount paid for services giving rise to the claim.

9. No Guarantees

Tax laws are subject to change. Outcomes depend on information provided, regulatory interpretation, and individual circumstances. We do not guarantee specific tax results, savings, or audit outcomes.

10. Termination

We reserve the right to refuse or terminate services at our discretion, including for non-payment, failure to provide required information, or abusive communications.

11. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Utah, without regard to conflict of law principles.

12. Changes to These Terms

We may update these Terms from time to time. Continued use of the Services constitutes acceptance of any revised Terms.

13. Contact Information

If you have questions regarding these Terms, please contact:

Utah Tax Strategy LLC
Email: [email protected]
Phone: (801) 901-3744
Website: utahtaxstrategy.com