Terms of Service

These Terms govern your use of setaxfirm.com and the services offered by Southeast Tax Services LLC (“we,” “us,” or “the firm”). Acceptance of these Terms does not enroll you in SMS messaging. Enrollment in Southeast Tax Services Client Notifications occurs only when you separately and affirmatively select the unchecked SMS consent checkbox on an eligible website form.

Program name: Southeast Tax Services Client Notifications.

Program operator: Southeast Tax Services, LLC, 1000 Iris Drive SW, Suite G1, Conyers, GA 30094. Office: 678-883-5100.

Program description: Southeast Tax Services LLC sends automated, one-way, service-related SMS notifications to prospective and existing clients who voluntarily opt in through a form on this website. Messages may include appointment confirmations, appointment reminders, appointment rescheduling and cancellation notices, document upload or receipt notifications, document request reminders, requested document checklists, and other tax-service status notifications related to services requested or initiated by the recipient. These are service-related notifications, not marketing, advertising, or third-party promotional messages.

How to opt in: enrollment occurs only by checking an unchecked SMS consent checkbox on a form on this website and submitting that form. The checkbox is never pre-selected and is always separate from acceptance of these terms. There is no other way to enroll.

Southeast Tax Services LLC does not sell, rent, share, or disclose mobile phone numbers, SMS opt-in data, or SMS consent to third parties or affiliates for marketing or promotional purposes. Service providers acting solely on behalf of Southeast Tax Services LLC may process information only as necessary to provide contracted operational services and may not use mobile information or SMS consent for their own marketing or promotional purposes. SMS opt-in data and consent are not transferred to third parties or affiliates for marketing purposes.

Message frequency: message frequency varies based on client activity.

Message and data rates may apply.

Opt out and help: reply STOP to opt out at any time. After you reply STOP, we will send one confirmation message and then stop sending messages to that number. Reply HELP for assistance, or call us at 678-883-5100.

Consent is optional. Consent to receive SMS messages is not a condition of purchase or of receiving any service. You can decline SMS and still book, file, and work with the firm; we will use email or phone instead.

Carriers are not liable for any delayed or undelivered messages. Delivery depends on your mobile carrier and network conditions, and we cannot guarantee that any given message will arrive.

How we handle mobile information is described in our Privacy Policy.

We provide tax preparation and filing, tax planning, IRS resolution, notary, and business formation services. The specific work we perform for you, and its price, is defined in the engagement letter or written agreement you sign with us — not by this website.

Nothing on this site is a guarantee of any refund, refund amount, tax savings, or outcome. Tax results depend on your individual facts and on decisions made by the IRS and state authorities. IRS resolution outcomes, including lien releases, offers in compromise, penalty abatements, and installment agreements, are determined solely by the taxing authority and cannot be promised in advance.

Using this website, submitting a form, requesting a quote, or booking an appointment does not by itself create a client relationship. A relationship begins only when we both sign an engagement letter for a defined scope of work. Content on this site is general information, not tax, legal, or financial advice for your situation.

Prices shown on this website are starting prices and estimates. Your final fee depends on the complexity of your return and the scope of work, and is confirmed in writing before we begin. Fees are earned for the work performed and are not contingent on the size of any refund or on the outcome of an IRS matter.

Payment timing. Payment is generally due when your return or engagement is completed and before the firm files your return or submits any resolution documents to the IRS or state authority. For ongoing IRS resolution or multi-stage engagements, invoices are issued according to the payment schedule in your signed engagement letter.

Cancellation. You may cancel an engagement at any time by calling 678-883-5100 or writing to info@setaxfirm.com. If no substantial work has been performed, any deposit or prepayment will be refunded. If work has already begun, you remain responsible for the portion of the fee attributable to services completed up to the date of cancellation.

Refund of fees. Because tax preparation and resolution work is performed on your specific facts and cannot be returned, fees are not refundable once the work has been substantially completed or your return has been filed. If you believe a billing error has occurred, contact us within 30 days of the invoice date and we will review the matter promptly.

You are responsible for the completeness and accuracy of the information and documents you give us. We prepare returns from what you provide and do not audit or independently verify it. If information is missing, late, or incorrect, we may not be able to meet a filing deadline, and we are not responsible for resulting penalties, interest, or delays.

You are responsible for reviewing your return before it is signed and filed.

Appointments can be rescheduled or cancelled using the secure link in your confirmation email, or by calling 678-883-5100. We ask for reasonable notice so the time can be offered to another client.

You agree to upload only documents relating to your own engagement and to keep any access link private. Do not use the portal to transmit unlawful content. We may suspend access if we detect misuse.

The content, branding, and materials on this site belong to Southeast Tax Services, LLC and may not be copied or reused commercially without our written permission.

To the fullest extent permitted by Georgia law, our total liability arising out of or relating to your use of this website or our services is limited to the fees you paid us for the specific engagement giving rise to the claim. We are not liable for indirect, incidental, consequential, or punitive damages, including lost profits or lost refunds.

Nothing in these terms limits any liability that cannot lawfully be limited, including our obligations under the professional standards that apply to tax preparers.

These terms are governed by the laws of the State of Georgia, without regard to its conflict-of-law rules. Any dispute will be brought in the state or federal courts located in Georgia.

We may update these terms; the “Last updated” date above will change when we do. Continued use of the site after an update means you accept the revised terms.

• Southeast Tax Services, LLC
• Phone: 678-883-5100
• Email: info@setaxfirm.com
• Mailing address: 1000 Iris Drive SW, Suite G1, Conyers, GA 30094
• Service area: Atlanta Metro, Georgia