Terms of Service

Agreement to Terms

Welcome to Summafield. These Terms of Service govern your use of our website and services. By accessing our website or engaging our professional accounting and tax services, you agree to be bound by these terms.

Please read these terms carefully before using our services. If you do not agree with any part of these terms, you should not use our website or services.

Service Usage Terms

Permitted Uses

You may use our services for lawful purposes related to professional tax preparation, tax planning, and accounting services. Permitted uses include:

• Accessing information about our services and expertise
• Submitting inquiries through our contact forms
• Engaging our professional services for personal or business tax matters
• Receiving tax planning advice and compliance guidance
• Communicating with our team regarding your tax matters

Prohibited Uses

You agree not to use our services for any of the following purposes:

• Submitting false or misleading information
• Attempting to gain unauthorized access to our systems or data
• Using our services to facilitate tax evasion or other illegal activities
• Distributing malware, viruses, or harmful code
• Copying, reproducing, or redistributing our content without permission
• Harassing, threatening, or abusing our staff or other clients
• Impersonating another person or entity
• Interfering with the proper functioning of our website

Fair Usage

We expect all users to interact with our services in good faith and maintain professional standards of conduct. Excessive or abusive use of our website resources may result in temporary or permanent access restrictions.

Account and Access

Client Relationships

Formal engagement of our services requires a written agreement outlining the scope of work, fees, and responsibilities. Simply accessing our website or submitting an inquiry does not establish a client relationship or create any professional obligations on our part.

Account Security

If we provide you with secure access to client portals or document exchange systems, you are responsible for:

• Maintaining the confidentiality of your login credentials
• Notifying us immediately of any unauthorized access
• Ensuring that your contact information remains current
• Logging out after each session when using shared devices

Access Requirements

To use our services, you must: be at least 18 years of age or have parental consent, provide accurate and complete information, maintain the accuracy of information you provide to us, and comply with all applicable laws and regulations.

Termination of Access

We reserve the right to suspend or terminate your access to our services if you violate these terms, engage in fraudulent activity, fail to pay for services rendered, or for any other reason we deem necessary to protect our business or other clients.

Service Availability and Modifications

Uptime and Maintenance

While we strive to maintain continuous availability of our website, we do not guarantee uninterrupted access. Our website may be temporarily unavailable due to scheduled maintenance, technical difficulties, or circumstances beyond our control. We will make reasonable efforts to notify clients of planned maintenance in advance.

Service Features

The features and functionality available on our website may change over time. We reserve the right to add, modify, or remove features without prior notice, though we will endeavor to communicate significant changes to active clients.

Geographic Restrictions

Our services are designed to comply with tax regulations across multiple jurisdictions. However, certain services may not be available in all locations due to regulatory requirements or business decisions. We will clearly communicate any geographic limitations during the engagement process.

Updates and Changes

Tax laws and regulations change frequently. We reserve the right to modify our service offerings, methodologies, and pricing to reflect changes in the regulatory environment, industry standards, or business requirements. Material changes affecting active client engagements will be communicated directly.

Professional Standards

Scope of Services

We provide professional accounting and tax services in accordance with applicable professional standards and regulations. Our services include tax preparation, tax planning, and multi-jurisdiction compliance assistance. The specific scope of work for each engagement will be defined in our engagement letter.

Professional Judgment

Our advice and recommendations are based on our professional judgment, interpretation of current tax laws, and the information you provide. Tax matters often involve uncertainty, and reasonable professionals may reach different conclusions on the same facts. We cannot guarantee specific outcomes or results.

Client Responsibilities

Effective service delivery requires your cooperation. You are responsible for:

• Providing complete and accurate financial information
• Responding promptly to requests for documentation
• Informing us of any changes affecting your tax situation
• Reviewing draft returns and documents before filing
• Making final decisions regarding your tax matters

Intellectual Property Rights

Content Ownership

All content on our website, including text, graphics, logos, images, and software, is the property of Summafield or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from our content without express written permission.

Your Content

When you submit information to us through forms or secure portals, you retain ownership of that information. By submitting content, you grant us a limited license to use that information for the purpose of providing our services to you.

Work Product

Documents we prepare for you, such as tax returns and planning analyses, are created specifically for your use. While you have the right to use these documents for their intended purpose, our methodologies, templates, and analytical frameworks remain our proprietary property.

Fees and Payment Terms

Service Fees

Our service fees are outlined on our website and will be confirmed in writing before engagement. Fees may vary based on the complexity of your situation, the scope of services required, and time invested. We reserve the right to adjust our fee schedule periodically, though changes will not affect active engagements without notice.

Payment Terms

Payment terms will be specified in our engagement letter. Typical arrangements include upfront payment, installment plans, or payment upon completion. Late payments may be subject to interest charges as permitted by law.

Additional Costs

Our quoted fees cover professional services as outlined in the engagement letter. You may be responsible for additional costs such as filing fees, expedited processing charges, or expenses for obtaining necessary documentation from third parties.