LAST UPDATED: SEPTEMBER 4, 2026
Terms & Conditions
These Terms & Conditions govern your use of Dave’s Tax Service. Operated by DLT Enterprises LLC
OFFICIAL LEGAL & COMPLIANCE FRAMEWORK
Dave's Tax Service Policies
Effective Date: September 4, 2026 | Version: 4.2 | Governing Standard: U.S. Federal & State Regulatory Guidelines.
These Terms and Conditions constitute a legally binding agreement between the client and Dave’s Tax Service. Please review all 15 clauses thoroughly prior to utilizing our services.
1. Acceptance of Terms & Engagement Protocol
By accessing the website, scheduling an initial consultation, uploading tax documents to our encrypted portal, or signing an individual engagement letter with Dave’s Tax Service ("Company," "we," "our," or "us"), you ("Client," "you," or "taxpayer") agree to be bound by these Terms and Conditions in full. If you do not agree to every provision herein, you must immediately cease using our services and request immediate account deactivation.
2. Scope of Tax Preparation & Advisory Services
Dave’s Tax Service provides professional federal, state, and local income tax preparation, quarterly estimated tax calculations, bookkeeping reconciliation, and general tax planning services. Our obligations are strictly limited to the specific tax years and forms enumerated in your signed Engagement Letter. Unless explicitly contracted in writing, our services do not include auditing, forensic accounting, financial auditing under GAAP, or formal legal advice.
3. Client Responsibilities & Accuracy of Disclosures
The accuracy and completeness of any tax return depend directly upon the authenticity of the records you furnish. You certify under penalty of law that all income sources, digital assets (cryptocurrency), overseas accounts (FBAR), deductible expenses, business receipts, and dependent eligibility disclosures submitted to us are true, correct, and adequately supported by contemporaneous documentation. Dave’s Tax Service will not independently verify or audit your records for third-party fraud detection.
4. Power of Attorney & Authorized Representation
To the extent necessary to communicate with the Internal Revenue Service (IRS) or state revenue departments on your behalf, you may be required to execute IRS Form 2848 (Power of Attorney and Declaration of Representative) or Form 8821 (Tax Information Authorization). Such authorization remains strictly limited to designated tax periods and issues approved in your engagement contract.
5. Fee Structure, Invoicing & Retainer Policies
Fees for tax return preparation and consulting are calculated based on form complexity, transaction volume, and time required. Flat-rate services require full settlement or an agreed retainer prior to final electronic filing (e-file transmission). Invoices remaining unpaid beyond thirty (30) calendar days are subject to a late charge of 1.5% per month or the maximum rate permitted by law. Electronic filing will not proceed until outstanding balances are resolved.
6. Confidentiality, GLBA & Data Security Standards
We adhere strictly to the Gramm-Leach-Bliley Act (GLBA), IRS Publication 4557, and relevant state privacy statutes. All non-public personal information (NPI) collected is safeguarded through 256-bit AES encryption at rest and in transit. We do not sell, rent, lease, or monetize your financial or personally identifiable information to third parties under any circumstances.
7. SMS & Mobile Communications Consent
By providing your mobile telephone number during onboarding, portal registration, or intake forms, you provide express written consent to receive non-marketing and transactional SMS text notifications from Dave’s Tax Service. Message purposes include: appointment confirmations, two-factor authentication (2FA) security codes, document upload alerts, tax return filing status updates, and signature reminders. Consent to receive SMS messages is not a condition of purchasing any tax preparation service.
8. Opt-Out & Revocation Protocol (STOP Instructions)
You retain the unconditional right to discontinue receiving SMS notifications at any time. To revoke text messaging consent, reply directly with STOP, UNSUBSCRIBE, CANCEL, QUIT, or END to any message received from our verified shortcode or toll-free business line. Upon receipt, our automated messaging gateway will transmit one final confirmation text acknowledging your un-enrollment, and no further SMS messages will be delivered to that number unless you explicitly re-subscribe.
9. Messaging Frequency, Rates & Support (HELP Instructions)
Message Frequency: Message cadence varies dynamically based on active tax filings, typically ranging from 2 to 6 messages per filing cycle. Carrier Rates: Message and data rates may apply depending on your mobile carrier plan. Dave’s Tax Service is not liable for delayed or undelivered messages. Technical Assistance: For SMS support, reply with HELP to any text message, call our direct office line at (800) 555-DAVE, or email [email protected].
10. Electronic Signatures & E-File Authorizations
In compliance with the federal ESIGN Act and Uniform Electronic Transactions Act (UETA), electronic signatures executed via our secure portal hold the exact legal validity of handwritten ink signatures. You must execute IRS Form 8879 (IRS e-file Signature Authorization) and corresponding state authorization forms before our certified preparers can electronically transmit your return to taxing authorities.
11. Tax Inquiries, Notice Responses & Audit Defense
Receipt of routine IRS or state correspondence does not necessarily indicate tax liability or preparation error. Dave’s Tax Service will assist in reviewing initial math error notices directly connected to returns we prepared at no additional charge. Full-scale audits, in-person field examinations, and appellate proceedings require a separate Audit Defense Engagement Agreement with associated hourly fees.
12. Limitation of Liability & Professional Indemnity
To the maximum extent permitted by applicable law, the total aggregate liability of Dave’s Tax Service, its principals, and licensed preparers for any claims arising out of tax preparation errors or omissions shall be strictly limited to the total preparation fees paid by the client for the specific return in dispute. In no event shall the Company be liable for consequential, punitive, incidental, or lost-profit damages.
13. Ownership of Proprietary Work Papers
All internal calculation models, preparer notes, proprietary software algorithms, and confidential work papers developed by Dave’s Tax Service remain the exclusive intellectual property of the Company. You are entitled upon full fee settlement to receive final executed tax return copies and your original client-furnished source records.
14. Governing Law, Venue & Mandatory Arbitration
These Terms shall be governed, construed, and enforced exclusively in accordance with the laws of the State of incorporation without regard to conflict of law principles. Any dispute or controversy arising out of this engagement shall be resolved through binding commercial arbitration administered by the American Arbitration Association (AAA), and both parties explicitly waive rights to trial by jury or participation in class-action suits.
15. Severability, Revisions & Entire Agreement
If any provision of these Terms is deemed unlawful, void, or unenforceable by a court of competent jurisdiction, that provision shall be severed without affecting the validity and enforceability of the remaining clauses. These Terms, combined with your signed Engagement Letter, constitute the entire legal agreement between you and Dave’s Tax Service, superseding all prior oral or written discussions.
SMS Terms & Conditions
By voluntarily providing your mobile phone number and opting in to receive SMS messages from DLT Enterprises LLC / Dave’s Tax Service, you agree to receive text messages related to your interaction with us.
Messages may include appointment confirmations, appointment reminders, service-related updates, responses to inquiries, customer-care communications, tax-season communications, and promotional messages when you have specifically opted in to marketing communications.
You must be 18 years of age or older to use this SMS service.
Message frequency may vary. Message and data rates may apply.
You may cancel SMS communications at any time by replying STOP to 754-999-9374. After you send STOP, you may receive a confirmation message that you have been unsubscribed. If you wish to receive messages again in the future, you may opt in again through our website or another approved consent method.
For assistance, reply HELP or contact us at [email protected].
Carriers are not liable for delayed or undelivered messages.
Consent to receive SMS messages is not required as a condition of purchasing services.
For information about how your information is handled, please review our Privacy Policy:
Operated by DLT Enterprises LLC.
Providing meticulous, client-first tax preparation, strategic filings, and comprehensive IRS advisory for individuals and expanding businesses.
Direct Contact
Office: 3800 Inverrary Blvd, Suite 400R
Lauderhill, Florida 33319
Phone: 754 999-9374
Email: [email protected]
Hours: Mon - Fri: 10:00 AM - 7:00 PM
Sat: 9:00 AM - 2:00 PM (By Appt)
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