Terms & Conditions

Last Updated: Jan 01 2026

1. AGREEMENT TO TERMS

These Terms and Conditions constitute a legally binding agreement made between you, whether personally or on behalf of an entity (“you”) and LMN Tax Inc. (“Company,” “we,” “us,” or “our”), concerning your access to and use of the
lmntax.com website as well as any other media form, media channel, mobile website, or mobile application related, linked, or otherwise connected thereto (collectively, the “Site”).

By accessing the Site, you acknowledge that you have read, understood, and agree to be bound by all of these Terms and Conditions.
IF YOU DO NOT AGREE WITH ALL OF THESE TERMS AND CONDITIONS, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SITE AND YOU MUST DISCONTINUE USE IMMEDIATELY.

2. PROFESSIONAL DISCLAIMER & NATURE OF SERVICES

2.1 Not a CPA Firm. LMN Tax Inc. is a professional tax preparation and bookkeeping service. We are not a licensed Certified Public Accounting (CPA) firm. Our services do not constitute a “Review,” “Audit,” or “Attestation” of financial records as defined by the American Institute of Certified Public Accountants (AICPA) or the Virginia Board of Accountancy. 2.2 No Assurance Provided. In accordance with Code of Virginia § 54.1-4401, any financial statements (such as Profit & Loss or Balance Sheets) prepared by us are for management use only and are prepared without assurance. We do not express an opinion or provide any form of assurance regarding the accuracy or completeness of the information provided by you. 2.3 Reliance on Client Information. LMN Tax Inc. will not audit or otherwise verify the data you submit. We are not responsible for identifying theft, fraud, or errors in your records. 2.4 Client Responsibility for Data. You are solely responsible for the accuracy, completeness, and reliability of the financial data and records you provide to us. We rely entirely on the information you submit and do not audit or verify your data for fraud, embezzlement, or error. LMN Tax Inc. does not provide forensic accounting services; the Client represents that all provided information is truthful, and the Client agrees to indemnify LMN Tax Inc. against any legal action resulting from the Client’s provision of false or fraudulent information. 2.5 No Attorney-Client Privilege. We are not a law firm. Information you share with us is generally not protected by attorney-client privilege. While strict confidentiality is maintained under IRS and GLBA standards, our communications may be subject to subpoena in legal proceedings.

3. NEW: Specific Protection for Drake, QuickBooks, and Pensoft

LMN Tax Inc. utilizes third-party professional software, including but not limited to Drake Software, QuickBooks (Intuit), and Pensoft Payroll, to perform services.

  • No Liability for Software Errors: While we exercise professional care, we are not responsible for damages, penalties, or interest resulting from software bugs, calculation errors within the software platforms, or data breaches occurring on the servers of these third-party providers.
  • Data Hosting: You acknowledge that your data may be stored on cloud servers managed by these providers. LMN Tax Inc. is not liable for service interruptions or data loss caused by these third parties.

4. SCOPE OF DELIVERABLES AND FILE OWNERSHIP

4.1 Definition of Deliverables. Upon completion of the services engaged, LMN Tax Inc. will provide you with the final “Work Product.” For tax services, the Work Product consists of a copy of the final tax return (typically in PDF format) and the filing instructions. For bookkeeping or accounting services, the Work Product consists of the final financial reports (e.g., Profit & Loss Statement, Balance Sheet) in PDF or Excel format. 4.2 No Access to Native/Source Files. You acknowledge that LMN Tax Inc. utilizes proprietary or licensed professional software (including but not limited to professional tax software, QuickBooks, or Xero) to prepare your deliverables. You generally do not acquire any rights to the “Native Files” or “Source Data” (e.g., .qbw files, .tax files, or raw database entries) generated within our software. 4.3 Software Licensing. We maintain the licenses for the software used to prepare your data. We are under no obligation to provide you with the raw software data files, backup files, or access to our software accounts. Requests for transfer of native files (such as a QuickBooks Company File transfer) are granted solely at our discretion and may be subject to an additional release fee and a separate liability release agreement. 4.4 Finality of Deliverables; No Data Portability. LMN Tax Inc. is engaged solely to provide final reports and completed tax filings (“The Work Product”). In the event of termination by the Client prior to completion of a project, LMN Tax Inc. shall be entitled to compensation for all hours worked and costs incurred up to the date of termination.

  1. Ownership of Software Files: All data entries, database files, and “native” software files (including but not limited to .qbw, .tax, or Pensoft database files) created within our licensed software remain the exclusive property of LMN Tax Inc. No Transfer Policy: We do not provide “backups,” “portable files,” or “transfers” of our internal software data to clients or third parties. Our service is a “Report-Only” service.
  2. Termination of Service: Upon termination of our relationship, you will receive any final PDF reports for which you have paid. You will not receive a copy of our internal bookkeeping or tax software files. It is your responsibility to maintain your own records (receipts, bank statements, etc.) to recreate these files should you choose to move to another provider.

5. LIMITATION OF LIABILITY (The “Deep” Protection)

5.1 Maximum Liability. To the maximum extent permitted by Virginia law, the total liability of LMN Tax Inc. for any error, omission, or negligence shall be limited to the amount of the fee paid for the specific service that gave rise to the claim. 5.2 Penalties and Interest. LMN Tax Inc. is not responsible for the payment of any taxes, late-payment penalties, or interest charges assessed by any taxing authority. The Client remains responsible for the final review of all tax returns and payroll runs. By signing an 8879 or authorizing a payroll run, the Client accepts full responsibility for the accuracy of the data submitted to taxing authorities. LMN Tax Inc. is not liable for bank fees, NSF charges, or employee claims resulting from delayed or incorrect payroll runs once approved by the Client. 5.3 Audit Representation. Our fees do not include responding to inquiries or audits from the IRS or state authorities. The Client is responsible for final approval of all data before filing. Should you receive a notice, we are available to assist under a separate written engagement agreement at our current hourly rates.

6. INTELLECTUAL PROPERTY RIGHTS

Unless otherwise indicated, the Site is our proprietary property and all source code, databases, functionality, software, website designs, audio, video, text, photographs, and graphics on the Site (collectively, the “Content”) and the trademarks, service marks, and logos contained therein (the “Marks”) are owned or controlled by us or licensed to us, and are protected by copyright and trademark laws and various other intellectual property rights and unfair competition laws of the United States, foreign jurisdictions, and international conventions.

6.1 USER REPRESENTATIONS By using the Site, you represent and warrant that: (1) All registration information you submit will be true, accurate, current, and complete. (2) You have the legal capacity and you agree to comply with these Terms and Conditions. (3) You are not a minor in the jurisdiction in which you reside. (4) You will not access the Site through automated or non-human means, whether through a bot, script, or otherwise. (5) You will not use the Site for any illegal or unauthorized purpose.

7. THIRD-PARTY RELIANCE LIMITATION

Any documents, tax returns, or financial reports prepared by LMN Tax Inc. are intended solely for the use of the Client named on the engagement. These documents are not intended to be relied upon by third parties, including but not limited to banks, mortgage lenders, or investors, for the purpose of extending credit or making investment decisions. If you provide our work product to a third party, you do so at your own risk, and you agree to indemnify and hold LMN Tax Inc. harmless from any claims arising from such third-party reliance.

8. PROHIBITED ACTIVITIES

You may not access or use the Site for any purpose other than that for which we make the Site available. As a user of the Site, you agree not to:

  • Systematically retrieve data or other content from the Site to create or compile, directly or indirectly, a collection, compilation, database, or directory without written permission from us.
  • Use the Site to advertise or offer to sell goods and
  • Engage in unauthorized framing of or linking to the Site.
  • Upload or transmit (or attempt to upload or to transmit) viruses, Trojan horses, or other material that interferes with any party’s uninterrupted use and enjoyment of the Site.

9. LIMITATION OF LIABILITY

IN NO EVENT WILL WE OR OUR DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, EXEMPLARY, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFIT, LOST REVENUE, LOSS OF DATA, OR OTHER DAMAGES ARISING FROM YOUR USE OF THE SITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

10. INDEMNIFICATION

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective officers, agents, partners, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys’ fees and expenses, made by any third party due to or arising out of: (1) use of the Site; (2) breach of these Terms and Conditions; or (3) your violation of the rights of a third party, including but not limited to intellectual property rights.

11. NO TRANSFER OF NATIVE DATA FILES

As a matter of professional policy and to ensure the integrity of our work, LMN Tax Inc. does not provide copies of our internal software files (including but not limited to Drake Tax files, QuickBooks Company files, or Pensoft Payroll databases). Our service is for the production of final reports and tax filings only. Clients are provided with PDF copies of all completed returns and financial reports. LMN Tax Inc. maintains no obligation to export, convert, or transfer data to other software platforms or to successor service providers.

12. UNLICENSED STATUS DISCLOSURE

LMN Tax Inc. is a tax preparation and business services firm. We are not a licensed CPA firm in the Commonwealth of Virginia. We do not provide “attest” services, audits, or formal “reviews” of financial statements. Any financial reports provided are “compiled” based on information provided by the client and are intended for internal management use only.

13. GOVERNING LAW AND VENUE

These Terms and your use of the Site are governed by and construed in accordance with the laws of the Commonwealth of Virginia applicable to agreements made and to be entirely performed within the Commonwealth of Virginia, without regard to its conflict of law principles. Any legal action of whatever nature brought by either you or us (collectively, the “Parties”) shall be commenced or prosecuted in the state and federal courts located in Prince William County, Virginia, and the Parties hereby consent to, and waive all defenses of lack of personal jurisdiction and forum non conveniens with respect to venue and jurisdiction in such state and federal courts.

14. DISPUTE RESOLUTION Binding Arbitration.

If the Parties are unable to resolve a Dispute through informal negotiations, the Dispute (except those expressly excluded below) will be finally and exclusively resolved by binding arbitration. YOU UNDERSTAND THAT WITHOUT THIS PROVISION, YOU WOULD HAVE THE RIGHT TO SUE IN COURT AND HAVE A JURY TRIAL. The arbitration shall be commenced and conducted under the Commercial Arbitration Rules of the American Arbitration Association (“AAA”). The arbitration may be conducted in person, through the submission of documents, by phone, or online. The arbitrator will make a decision in writing, but need not provide a statement of reasons unless requested by either Party. The arbitrator must follow applicable law, and any award may be challenged if the arbitrator fails to do so.

15. ELECTRONIC COMMUNICATION & ASSUMPTION OF RISK

Client Assumption of Risk: By using our services, you acknowledge that sending sensitive information (including SSNs, bank info, and tax data) via standard email or messaging apps is not secure. You voluntarily assume all risks associated with the interception or unauthorized access of your data during transmission.

  1. Encrypted Attachments: We strongly recommend that any sensitive documents sent to us be password-protected or encrypted by the Client.
  2. No Liability for Interception: LMN Tax Inc. is not liable for data breaches, identity theft, or damages resulting from the use of unencrypted electronic communications provided by the Client

16. DIGITAL-FIRST SERVICE MODEL & ADDRESS POLICY

LMN Tax is a professional digital services firm.

  1. No Physical Mail Intake: We do not maintain a permanent physical mail presence or mailbox at 10432 Balls Ford Rd. Any mail, documents, or checks sent to this address will be rejected by the building management. Meeting Space Only: The Manassas address is utilized solely as a professional meeting space on an hourly, as-needed basis. There are no permanent staff or records kept at this location.
  2. No In-Person Document Drop-off: Clients are prohibited from “dropping off” physical tax documents at the We are not responsible for the loss or theft of any documents left at this location.
  3. Electronic Communication: By using our services, you consent to receive all legal disclosures, tax returns, and invoices electronically.

17. CONTACT US:

LMN Tax Inc. Manassas, VA 20109 (Digital-First Office) Phone: 571-326-7900 Email: lmntax@gmail.com Note: In-person meetings at our Manassas suite are by appointment only. We do not accept physical mail or document drop-offs at any location.

18. Secure Client Portal

18.1 Electronic Consent. By registering for the portal, you formally consent to receive all tax returns and disclosures electronically, in accordance with IRS Rev. Proc. 97-22.

18.2 Account Security. You are responsible for maintaining the confidentiality of your portal login credentials. We offer optional Two-Factor Authentication (2FA) and strongly recommend that you enable it. You are responsible for all activity under your account.

18.3 File Responsibility. The portal is a secure file transfer and storage tool. It is your responsibility to download copies of all documents, including completed tax returns, for your own permanent records. LMN Tax Inc. does not guarantee indefinite file retention in the portal.

18.4 Manual Verification. All portal accounts are subject to manual verification and approval by LMN Tax Inc. staff before access is granted, to prevent unauthorized access to sensitive financial data.

18.5 Third-Party Tracking. This site uses Google Analytics 4 (GA4) to track and report website traffic. By using this site, you acknowledge Google’s data collection practices as described in Google’s Privacy Policy