Real Estate Agent Tax Help, LLC
5147 Castello Drive, Naples, FL 34103
+1 (239) 262-5566 | [email protected]
Terms of Service
Professional service terms governing our relationship and the delivery of specialized real estate tax strategy services.
Service Agreement Overview
These Terms of Service ("Terms") govern your use of professional tax strategy services provided by Real Estate Agent Tax Help, LLC ("Company," "we," "our," or "us"). By engaging our services or using our website, you acknowledge that you have read, understood, and agree to be bound by these Terms.
Our specialized focus on real estate taxation requires clear understanding between our firm and clients regarding service scope, professional standards, and mutual expectations. These Terms establish the foundation for our professional relationship while ensuring compliance with accounting industry standards and legal requirements.
Effective Date: August 10, 2025 | Last Updated: August 22, 2025
Service Usage Terms
Acceptable Use Policy
You agree to use our services only for legitimate tax planning and compliance purposes related to real estate activities.
Permitted Uses:
- • Tax return preparation and strategic planning consultations
- • Real estate transaction tax analysis and optimization
- • Investment property portfolio tax strategy development
- • Compliance assistance and audit support services
Prohibited Activities
The following activities are strictly prohibited when using our services:
- • Requesting assistance with tax evasion or fraudulent reporting
- • Providing false or misleading information about financial transactions
- • Using our services for activities outside real estate and related investments
- • Attempting to circumvent professional standards or legal requirements
- • Sharing login credentials or unauthorized access to client systems
Service Access Requirements
To access our professional services, you must meet the following requirements:
- • Be at least 18 years of age or have legal authority to enter contracts
- • Provide accurate and complete information during consultations
- • Maintain current contact information and respond to requests promptly
- • Pay agreed-upon fees according to established payment terms
Fair Usage Guidelines
Our services are designed for reasonable professional use. Guidelines include:
- • Consultation requests should be related to your real estate activities
- • Document submissions should be organized and relevant to agreed services
- • Communication should be professional and within business hours when possible
- • Emergency requests should be limited to genuine time-sensitive tax matters
Account and Access Management
Account Creation Requirements
- • Valid contact information and identification
- • Completed client intake forms and agreements
- • Initial consultation to assess service needs
- • Payment method verification for ongoing services
- • Acknowledgment of professional service terms
Account Security Responsibilities
- • Maintain confidentiality of access credentials
- • Report suspicious activity immediately
- • Update contact information when changes occur
- • Use secure methods for document transmission
- • Notify us of any data security concerns
Account Suspension Conditions
- • Non-payment of agreed professional fees
- • Providing false information or documentation
- • Requesting services outside our scope of practice
- • Violation of professional conduct standards
- • Failure to respond to compliance requests
Account Termination Policy
- • Either party may terminate with 30-day written notice
- • Immediate termination for material breach
- • Data retention according to professional standards
- • Final billing and document delivery procedures
- • Transition assistance for ongoing tax matters
Service Availability and Limitations
Service Uptime and Maintenance
Business Hours:
Monday - Friday: 8:00 AM - 6:00 PM EST
Saturday: 9:00 AM - 2:00 PM EST (by appointment)
Sunday: Closed (emergency only)
Response Times:
Email inquiries: Within 24 hours
Phone consultations: Same or next business day
Document review: 2-5 business days
Feature Availability and Updates
We continuously improve our services and may modify, update, or discontinue certain features with appropriate notice.
Core Services
Tax return preparation, strategic planning, and compliance support remain consistently available.
Enhanced Features
Advanced analytics and specialized reports may be updated or replaced with improved versions.
Technology Updates
Client portals and communication systems receive regular security and feature updates.
Geographic Restrictions and Limitations
Our services are primarily designed for real estate activities and tax situations within the United States, with particular expertise in Florida regulations.
- • Services limited to U.S. federal and state tax matters
- • Florida real estate law expertise and specialization
- • International tax matters require additional consultation
- • Some services may not be available in all states
Intellectual Property and Content Rights
Our Proprietary Content
All materials, methodologies, and content created by Real Estate Agent Tax Help, LLC remain our intellectual property, including:
- • Tax strategy frameworks and planning methodologies
- • Client assessment tools and analysis templates
- • Educational materials and professional resources
- • Website content, branding, and design elements
Client-Generated Content Rights
Documents and information you provide remain your property, though we require certain usage rights to deliver our services:
- • Right to review and analyze for professional services
- • Permission to store securely for compliance purposes
- • Authority to share with authorized team members
- • License to use anonymized data for industry research
License Grants and Permissions
We grant you a limited, non-exclusive license to use our services and access provided materials for your personal real estate tax matters:
- • Personal use of tax strategies developed for you
- • Right to implement recommended tax planning approaches
- • Access to educational materials during service period
- • Permission to share our contact information for referrals
Copyright and Trademark Restrictions
The following activities are prohibited without express written permission:
- • Reproduction or distribution of our proprietary materials
- • Commercial use of our tax planning methodologies
- • Modification or reverse engineering of our processes
- • Use of our trademarks or branding in any capacity
Service Modifications and Updates
Continuous Service Enhancement
We reserve the right to modify, update, or discontinue services to maintain compliance with changing tax laws and improve client outcomes. Material changes will be communicated as follows:
Advance Notice Requirements:
• 30 days for service modifications
• 60 days for significant fee changes
• 90 days for service discontinuation
Communication Channels:
• Email notifications to active clients
• Website announcements and updates
• Direct contact for major changes
Questions About These Terms
If you have questions about these Terms of Service or need clarification about our professional service policies, please contact us:
+1 (239) 262-5566
5147 Castello Drive
Naples, FL 34103