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)
Last Updated: January 1, 2026
These Terms and Conditions govern your use of Utah Tax Strategy services, including our website and our SMS and email communications programs. By using our services or opting into our communications, you agree to these Terms and our Privacy Policy.
1. Program Description
Utah Tax Strategy may send SMS and email messages to users who opt in. Messages may include promotional offers, service updates, appointment confirmations, and appointment reminders. Message frequency may vary.
2. Consent to Receive Messages
By providing your phone number and opting in, you authorize Utah Tax Strategy to send text messages to your mobile number. Consent is not a condition of purchase.
3. Opt Out
You can cancel the SMS service at any time. Just text "STOP" to the (801) 901-3744. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.
4. Opt In Again
If you want to rejoin after opting out, you can opt in again using the same method you used to enroll originally.
5. Help and Support
If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or (801) 901-3744.
6. Message Frequency and Rates
As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive monthly. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
7. Carrier Disclaimer
Carriers are not liable for delayed or undelivered messages.
8. Privacy
Your use of the messaging program is also governed by our Privacy Policy. You can view it here: Privacy Policy
9. Changes to Terms
We may update these Terms from time to time. Updates will be posted with a new Last Updated date.
10. Contact
Questions about these Terms can be sent to:
Utah Tax Strategy
Address: 3281 N Black Bear Ave
Phone: (801) 901-3744
If you have any questions regarding privacy, please read our privacy policy: https://utahtaxstrategy.com/privacy
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