Terms and Conditions
These terms govern the services provided by LMN Tax Inc. Please read them before engaging our services.
1. About These Terms
These Terms and Conditions govern the professional relationship between LMN Tax Inc. ("LMN Tax," "the firm," "we," or "us") and any individual or business entity that engages our services ("client" or "you"). By engaging LMN Tax Inc. for tax preparation, bookkeeping, payroll, or related services, you agree to these terms.
Specific engagements may also be governed by a separate engagement letter. Where an engagement letter conflicts with these general terms, the engagement letter controls for that specific matter.
2. Services Provided
LMN Tax Inc. provides tax preparation, business tax advisory, bookkeeping, payroll processing, and related professional services for individuals and small businesses. The specific scope of work for any engagement is defined by what is agreed upon with the client at the time of engagement.
LMN Tax Inc. is a tax preparation and business services firm. LMN Tax Inc. is not a licensed CPA firm or Enrolled Agent in the Commonwealth of Virginia. Nausheen Shahid holds an active IRS Preparer Tax Identification Number (PTIN) and is an IRS Authorized e-File Provider.
3. Client Responsibilities
The quality and accuracy of our work depends on what you provide. As a client, you are responsible for:
- Providing complete, accurate, and truthful information in a timely manner
- Informing us of material changes to your tax or financial situation
- Reviewing all prepared returns, filings, payroll reports, and documents before approving or signing them
- Approving or signing only work you believe to be accurate and complete based on the information you have provided
- Responding to requests for additional information within a reasonable timeframe
Once you review and approve a return, filing, or payroll run, LMN Tax Inc. is not responsible for errors, penalties, or interest that result from inaccurate, incomplete, or late information provided by you or on your behalf.
4. Payment
Service fees are based on the scope and complexity of the engagement. Fees are agreed upon before work begins or are established by the firm's standard pricing schedule. Payment is due as agreed at the time of engagement. LMN Tax Inc. reserves the right to hold delivery of completed work until applicable fees are paid.
Fees paid for one engagement do not apply toward future or unrelated engagements unless specifically agreed in writing.
5. Use of Third-Party Software and Platforms
LMN Tax Inc. uses professional-grade third-party software and platforms to prepare, process, and deliver services. These include Drake Software for tax preparation, QuickBooks for bookkeeping, Pensoft Payroll for payroll processing, and secure file-sharing tools such as Verifyle for document exchange.
LMN Tax Inc. exercises reasonable professional care in selecting and using these platforms. However, we are not responsible for service outages, hosting failures, vendor-side security incidents, data loss resulting from third-party infrastructure failures, or software malfunctions that are outside our reasonable control. In the event of a third-party issue that affects your work, we will communicate with you promptly and work to find a resolution.
6. Taxes, Penalties, and Interest
Clients remain responsible for the payment of taxes, penalties, and interest assessed by the IRS, the Commonwealth of Virginia, or any other taxing authority. This applies regardless of whether LMN Tax Inc. prepared the relevant filing.
Where a penalty or interest assessment results directly from a proven error made by LMN Tax Inc. in the preparation of a filing, we will work with you to address the matter. Any firm responsibility in such cases is limited to the extent described in the Limitation of Liability section below, and does not extend to taxes themselves, which remain the client's obligation.
7. IRS Notices, Audits, and Examinations
Responding to IRS notices, state tax notices, audits, or examinations is not included in the standard scope of a preparation engagement unless specifically agreed to in a separate written engagement. If you receive a notice or are contacted by a taxing authority regarding work we prepared, please reach out. We are glad to review the situation and discuss what assistance is available and what it would involve.
8. Deliverables and Internal Workpapers
As part of a standard engagement, clients receive final deliverables appropriate to the service: completed tax returns, PDF copies, payroll reports, financial summaries, or other agreed-upon output.
LMN Tax Inc. does not provide proprietary internal workpapers, native tax software files, or internal payroll system data as part of its standard deliverables. These are firm working documents and are not part of what is delivered to clients.
9. Limitation of Liability
To the fullest extent permitted by applicable law, LMN Tax Inc.'s total liability for any claim arising from a specific service engagement is limited to the amount of the fee paid for that specific service.
This limitation does not apply to claims arising from fraud, willful misconduct, or gross negligence on the part of LMN Tax Inc., or to liability that cannot be legally limited under applicable law.
10. Exclusion of Consequential Damages
To the extent permitted by law, LMN Tax Inc. is not liable for indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost revenue, lost business opportunities, or business interruption, even if we have been advised of the possibility of such damages.
This exclusion reflects the nature of professional service work, where outcomes depend on many factors, including the accuracy and completeness of client-provided information.
11. Confidentiality
LMN Tax Inc. treats all client financial and personal information as confidential. We do not share client information with third parties except as necessary to perform the services you have engaged us for, as required by law, or as authorized by you. Our Privacy Policy provides additional detail on how information is handled.
12. No Guarantee of Tax Outcomes
Tax preparation and advisory services involve the application of tax law to specific facts. LMN Tax Inc. will apply professional knowledge and reasonable care to your situation. However, we cannot guarantee specific outcomes, refund amounts, IRS acceptance of positions, or freedom from audit. Tax results depend on your individual circumstances and the applicable law.
13. Modifications to These Terms
LMN Tax Inc. may update these Terms and Conditions from time to time. The revised version will be posted on this page with an updated effective date. Continued use of our services after a revision constitutes acceptance of the updated terms.
14. Governing Law
These terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict of law principles. Any disputes arising under these terms will be resolved in the appropriate courts of Prince William County, Virginia.
15. Contact Us
Questions about these terms may be directed to:
- LMN Tax Inc.
- 10432 Balls Ford Rd, Suite 300, Manassas, VA 20109
- Phone: (571) 326-7900
- Email: info@lmntax.com