TERMS & CONDITIONS

1. Acceptance of Terms

By accessing or using any services offered by KMA Consulting (“we,” “our,” “us”), including tax preparation, accounting, bookkeeping, payroll, and consulting services, you (“Client,” “you”) agree to comply with and be bound by these Terms & Conditions.

If you do not agree, please do not use our services.

2. Services Provided

KMA Consulting offers professional financial services including:

Individual & business tax preparation
Tax planning & strategy
Bookkeeping & monthly accounting
Catch-up & cleanup services
Payroll processing
Business formation
Audit support (if purchased separately)
Consulting services

Service details and pricing will be outlined in your engagement letter, service agreement, or invoice.

3. Client Responsibilities

To ensure accurate and timely service, clients agree to:

3.1 Provide Accurate Information

You must supply complete, accurate, and truthful financial information and documents.

3.2 Respond Promptly

Delays in communication or missing documents may affect your service timeline and may result in additional fees.

3.3 Review Deliverables

You are responsible for reviewing all tax returns, financial statements, and documents before they are filed or finalized.

3.4 Maintain Records

You are responsible for maintaining copies of your tax returns and financial documents.

KMA Consulting is not liable for errors resulting from incomplete or inaccurate information provided by the client.

4. Payment Terms

4.1 Payment Due at Service Completion

Payment is required before tax returns are filed or financial documents are released.

4.2 Non-Refundable Services

Due to the nature of tax and accounting services, all payments are non-refundable once work has started.

4.3 Additional Fees

Additional fees may apply for:

4.4 Refund Advances

Refund advance or bank product offerings are subject to approval by third-party banks and may have separate terms.

5. Filing Authorization & Signatures

By engaging our services, you authorize KMA Consulting to electronically file tax returns or submit tax documents on your behalf once you have reviewed and approved them.

Digital signatures are accepted where allowed by law.

6. Audit Support & Representation

Tax preparation services do not include IRS or state audit representation.
Audit assistance is available as a separate paid service.

7. Limitations of Liability

KMA Consulting is not liable for:

Our total liability shall not exceed the amount you paid for the service in question.

8. Confidentiality & Data Protection

We take your privacy seriously. All client information is kept confidential and stored securely.
However, no digital system is completely guaranteed secure, and we cannot be held responsible for breaches outside our control.

A separate Privacy Policy is available and governs how your information is collected, stored, and protected.

9. Communication Consent

By using our services, you consent to receive communications via:

This includes updates, appointment reminders, document requests, and invoices.

10. Appointment Policy

Missed or canceled appointments without notice may result in rescheduling fees.

11. Termination of Services

KMA Consulting may terminate services for:

No refunds will be issued for services already started.

12. No Legal or Investment Advice

Our services do not include legal or investment unless explicitly stated.
You should consult an attorney or financial advisor for specialized advice.

13. Governing Law

These Terms & Conditions are governed by the laws of the State of Georgia.

14. Updates to Terms

We may update these Terms at any time without prior notice. Updates will be posted on this page with a revised “Last Updated” date.

15. Contact Information

For questions about this Privacy Policy or your data, contact:

KMA Consulting
📧 Email: _____info@kmaconsultingllc.net____
📞 Phone: _____+1 (800) 721-4820____