Terms of Service
Effective Date: January 1, 2025
1. Acceptance of Terms
By accessing and using the services of Lizo Tax Consulting, you accept and agree to be bound by the terms and provision of this agreement. If you do not agree to abide by the above, please do not use this service.
2. Services Provided
Lizo Tax Consulting provides tax preparation, consultation, and related services including:
- U.S. tax return preparation for expats
- Tax consultation and planning
- FBAR and FATCA compliance
- IRS representation and correspondence
- International tax advisory services
3. Client Responsibilities
As a client, you agree to:
- Provide accurate and complete information
- Respond promptly to requests for additional information
- Pay fees according to the agreed schedule
- Maintain confidentiality of login credentials
- Notify us of any changes in your circumstances
4. Fees and Payment
Service fees are as quoted and agreed upon in writing. Payment terms:
- Consultation fees are due at time of service
- Tax preparation fees are due upon completion
- Ongoing services require payment according to agreed schedule
- Late payments may incur additional charges
5. Confidentiality
We maintain strict confidentiality of all client information in accordance with IRS Circular 230, professional standards, and applicable laws. Client information will not be disclosed without written consent except as required by law.
6. Limitation of Liability
Our liability is limited to the fees paid for services. We are not liable for indirect, consequential, or punitive damages. Our maximum liability shall not exceed the total fees paid for the specific service in question.
7. Professional Standards
Rhymus Lizo is an IRS Enrolled Agent bound by IRS Circular 230 and professional standards. All services are provided in accordance with applicable professional and ethical standards.
8. Termination
Either party may terminate the professional relationship with written notice. Upon termination, you are responsible for fees incurred up to the termination date, and we will provide your records as requested.
9. Dispute Resolution
Any disputes will be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration will take place in New Jersey.
10. Governing Law
These terms are governed by the laws of the State of New Jersey and applicable federal laws and regulations.
11. Changes to Terms
We reserve the right to modify these terms at any time. Changes will be effective upon posting to our website. Continued use of our services constitutes acceptance of modified terms.
12. Contact Information
For questions about these Terms of Service, contact us:
Lizo Tax Consulting
735 West Side Avenue
Jersey City, NJ 07305
Phone: +1 (201) 425-8169
Email: info@lizotax.com
