Terms and Conditions - Real Estate Agent Tax Help, LLC

Legal Agreement and Binding Nature

These Terms and Conditions ("Agreement") constitute a legally binding contract between you ("Client" or "you") and Real Estate Agent Tax Help, LLC ("Company," "we," "our," or "us"). By accessing our website, engaging our services, or entering into any professional relationship with our firm, you acknowledge that you have read, understood, and agree to be bound by all provisions of this Agreement.

This Agreement supplements our Terms of Service and Privacy Policy, establishing the legal framework that governs all aspects of our professional relationship. These conditions are designed to protect both parties while ensuring compliance with professional accounting standards and applicable federal and state laws.

Important Legal Notice: If you do not agree to these terms, you must discontinue use of our services immediately.

Effective Date: August 8, 2025 | Last Updated: August 28, 2025

Legal Responsibilities and Conduct Requirements

Client Compliance Obligations

You agree to comply with all applicable laws and regulations in connection with your use of our services, including but not limited to:

Federal Tax Laws: All provisions of the Internal Revenue Code and Treasury Regulations
State and Local Laws: Florida state tax laws and local jurisdiction requirements
Professional Standards: AICPA Code of Professional Conduct and ethics requirements
Anti-Money Laundering: Bank Secrecy Act and related financial reporting requirements
Data Protection: Privacy laws and regulations applicable to financial information

Prohibited Activities and Conduct

The following activities are strictly prohibited and may result in immediate termination of services:

Fraudulent Activity: Providing false information, forged documents, or misrepresenting facts
Tax Evasion: Requesting assistance with illegal tax avoidance schemes or unreported income
Money Laundering: Using our services to facilitate any form of money laundering activity
Unauthorized Access: Attempting to breach our systems or access other clients' information
Harassment: Engaging in abusive, threatening, or inappropriate conduct toward our staff

Information Accuracy and Completeness

You warrant and represent that all information provided to us is accurate, complete, and current. This includes:

Financial Records: All income, expense, and transaction documentation
Personal Information: Contact details, identification, and family status
Property Details: Ownership records, purchase prices, and improvement costs
Legal Status: Entity formations, business registrations, and licensing information

Important: Providing false information may result in penalties from tax authorities and potential legal liability.

Age Restrictions and Legal Capacity

By using our services, you represent that you meet the following requirements:

Legal Age: You are at least 18 years of age or the age of majority in your jurisdiction
Legal Capacity: You have full legal capacity to enter into binding contracts
Authorization: If representing an entity, you have proper authority to bind that entity
Mental Capacity: You are of sound mind and capable of understanding these terms

User Responsibilities and Indemnification

Indemnification Obligations

You agree to indemnify, defend, and hold harmless Real Estate Agent Tax Help, LLC, its officers, employees, and agents from any claims, damages, or expenses arising from:

• Your violation of these Terms and Conditions
• Inaccurate or false information you provide
• Your failure to comply with applicable laws
• Unauthorized use of our services or systems
• Third-party claims related to your conduct

Privacy and Data Protection

You are responsible for protecting your own confidential information and:

• Maintaining secure access credentials
• Using secure methods for document transmission
• Reporting suspected security breaches immediately
• Complying with our security policies and procedures

Third-Party Interactions

When we coordinate with other professionals on your behalf, you agree to:

• Authorize necessary information sharing
• Maintain professional conduct in all interactions
• Resolve any conflicts directly with third parties
• Hold us harmless for third-party service issues

Compliance with Laws and Regulations

You acknowledge responsibility for ensuring that all your activities comply with applicable regulations:

• Real estate licensing and professional requirements
• Business entity compliance and registrations
• Local zoning and property use regulations
• Financial reporting and disclosure obligations

Disclaimers and Limitations of Liability

IMPORTANT LEGAL DISCLAIMERS

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.

Please read the following disclaimers carefully as they significantly affect your legal rights and our liability to you.

Disclaimer of Warranties

We expressly disclaim all warranties, including but not limited to:

Merchantability: No warranty that services will be error-free or uninterrupted
Fitness for Purpose: No warranty that services will meet your specific requirements
Accuracy: No guarantee of specific outcomes or tax savings amounts
Compliance: No warranty that strategies will remain compliant with future law changes

Limitation of Liability

Our total liability to you for any claims shall not exceed:

Fee Limitation: The total fees paid by you in the 12 months preceding the claim
Maximum Cap: $10,000 USD regardless of the nature of the claim
Time Limit: Claims must be made within one year of the incident
Mitigation Required: You must take reasonable steps to minimize damages

Consequential Damages Exclusion

We shall not be liable for any consequential, indirect, incidental, special, or punitive damages, including:

• Lost profits or business opportunities
• Loss of goodwill or reputation
• Data loss or corruption
• Third-party claims or penalties

Force Majeure Provisions

We are not liable for delays or failures due to circumstances beyond our reasonable control:

• Natural disasters or extreme weather events
• Government actions or regulatory changes
• Technology failures or cyber attacks
• Labor disputes or supplier issues

Legal Information and Dispute Resolution

Governing Law and Jurisdiction

Applicable Laws

• Florida State Laws and Regulations
• Federal Tax Laws and IRS Regulations
• Professional Accounting Standards
• Applicable Federal Commerce Laws

Jurisdiction and Venue

• State Courts of Florida, Collier County
• Federal District Court, Middle District of Florida
• Exclusive jurisdiction for all disputes
• Waiver of objection to venue

Alternative Dispute Resolution

Before filing any legal action, parties agree to attempt resolution through:

Direct Negotiation: Good faith discussions between parties
Mediation: Neutral third-party facilitated resolution
Arbitration: Binding arbitration under Florida Arbitration Code
Professional Standards: AICPA Ethics and Professional Conduct processes

Severability and Integration

These terms are designed to remain enforceable:

Severability: Invalid provisions do not affect remaining terms
Integration: This agreement supersedes all prior understandings
Amendment: Changes require written agreement from both parties
Waiver: Failure to enforce does not waive future enforcement

Terms Modification Policy

We reserve the right to modify these Terms and Conditions at any time. Material changes will be implemented as follows:

Notice Requirements:

• 60 days advance notice for material changes

• Email notification to active clients

• Website posting with effective date

Client Options:

• Accept modified terms and continue services

• Object in writing within 30 days

• Terminate services without penalty

Implementation:

• Changes effective on specified date

• Continued use constitutes acceptance

• Prior terms govern existing disputes

Legal Questions and Concerns

Legal Inquiries

For questions regarding these Terms and Conditions or legal matters related to our services:

[email protected]

+1 (239) 262-5566

Response within 5-7 business days

Written Correspondence

For formal legal notices and official communications:

Real Estate Agent Tax Help, LLC

Legal Department

5147 Castello Drive

Naples, FL 34103

By continuing to use our services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions in their entirety.