Terms of Service

Legacy Tax Truths

250 International Pkwy, Suite 134

Lake Mary, Florida, 32746

Phone: 855-669-3225

1. Acceptance of Terms

Welcome to Legacy Tax Truths. By accessing or using our services, including but not limited to tax advisory, consulting, and related services (collectively, the "Services"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our Services.

2. Description of Services

Legacy Tax Truths provides tax advisory and consulting services to high-net-worth individuals. The scope of the Services will be defined in a separate engagement letter or agreement between Legacy Tax Truths and the client.

3. Client Responsibilities

You agree to provide Legacy Tax Truths with accurate, complete, and timely information necessary for the provision of Services. You are responsible for the accuracy of all information provided, and Legacy Tax Truths will not be liable for any errors or omissions resulting from inaccurate or incomplete information provided by you.

4. Fees and Payment

Fees for Services will be outlined in a separate engagement letter or agreement. Payment terms will also be specified in that agreement. Legacy Tax Truths reserves the right to modify its fees upon written notice.

5. Confidentiality

Legacy Tax Truths is committed to maintaining the confidentiality of your information. We will not disclose your confidential information to third parties without your consent, except as required by law or legal process. Please be aware that email communications may not be secure.

6. Intellectual Property

All materials provided by Legacy Tax Truths, including reports, analyses, and other documents, are the intellectual property of Legacy Tax Truths and are protected by copyright law. You may use these materials solely for your own internal purposes in connection with the Services provided. You may not reproduce, distribute, or modify these materials without the express written consent of Legacy Tax Truths.

7. Disclaimer of Warranty

The Services provided by Legacy Tax Truths are based on our professional judgment and experience. We make no guarantees regarding specific outcomes or results. Tax laws and regulations are subject to change, and the application of tax laws can vary depending on individual circumstances. We recommend that you consult with other professionals as needed.

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

8. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, LEGACY TAX TRUTHS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. LEGACY TAX TRUTHS' TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR IN CONNECTION WITH THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE AMOUNT OF FEES PAID BY YOU TO LEGACY TAX TRUTHS FOR THE SERVICES GIVING RISE TO THE CLAIM.

9. Termination

Either party may terminate the engagement for Services upon written notice as specified in the engagement letter. Upon termination, you will be responsible for paying for all Services rendered up to the date of termination.

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles.

11. Dispute Resolution

Any dispute arising out of or relating to these Terms or the Services shall be resolved through good faith negotiation. If the parties are unable to resolve the dispute through negotiation, they agree to submit the dispute to binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall be conducted in Lake Mary, Florida.

12. Changes to Terms

Legacy Tax Truths reserves the right to modify these Terms at any time. We will provide notice of any changes by posting the updated Terms on our website or through other means. Your continued use of the Services after the effective date of any changes constitutes your acceptance of the revised Terms.

13. Entire Agreement

These Terms constitute the entire agreement between you and Legacy Tax Truths relating to the Services and supersede all prior or contemporaneous communications and proposals, whether oral or written.

14. Contact Information

If you have any questions about these Terms, please contact us at:

Legacy Tax Truths

250 International Pkwy, Suite 134

Lake Mary, Florida, 32746

Phone: 855-669-3225

Email: [email protected]