Jared A. Perez Tax & Financial Services

Jared A. Perez, E.A.
Tax & financial Services

Text or Call (949) 860-1388 to discuss how we can assist with income tax advice, tax planning for sole proprietorship firm, business advisory services, or individual tax services.

General Terms of Engagement tax and accounting services

General Terms of Engagement for Jared A. Perez Tax & Financial Services - Tax Year 2023

Effective Date: January 8th, 2024

Effective for Services Rendered in 2024

Scope of Services: [Your Company Name] will provide tax preparation and accounting services as requested and agreed upon. This may include, but is not limited to, preparation of federal and state tax returns, tax planning advice, and accounting support.
Client Responsibilities: Clients are responsible for providing all necessary and accurate information required for the completion of tax and accounting services. This includes, but is not limited to, income statements, receipts, relevant financial records, and any other pertinent documentation. Clients should retain all documents, receipts, and other data that form the basis of income and deductions.
Confidentiality: All client information will be held in strict confidence and will not be disclosed to third parties unless specifically authorized by the client or as required by law.
Fees and Payment: Fees for our services will be communicated to the client in advance and are due upon receipt of the invoice. Late payments may incur additional charges. Any additional services requested outside of the initial engagement may result in additional fees.
Electronic Communication: Jared A. Perez Tax & Financial Services may use electronic means to communicate and exchange information, including email and secure client portals. Clients consent to the use of electronic communication with understanding of the risks associated.
Accuracy and Review: While we strive for accuracy, clients should review all documents thoroughly before signing. Clients are ultimately responsible for the accuracy of their tax returns and financial statements.
Deadlines: Clients are responsible for adhering to tax filing deadlines. Jared A. Perez Tax & Financial Services will work diligently to meet these deadlines; however, timely submission of all required documents by the client is essential.
Dispute Resolution: Any disputes arising from services provided shall first be addressed through direct communication and, if necessary, through mediation or arbitration.
Termination of Services: Either party may terminate the engagement with written notice. Upon termination, all fees for services rendered up to that point are due.
Changes to Terms: These terms are subject to change. Any changes will be communicated to clients in writing. Continued use of our services after changes signifies acceptance of the new terms.

By engaging Jared A. Perez Tax & Financial Services for tax and accounting services for the tax year 2023, you acknowledge and agree to these terms.

Jared A. Perez Tax & Financial Services Privacy Policy

Effective Date: January 8th, 2024

At Jared A. Perez Financial Services, we are committed to maintaining the trust and confidence of our clients. In the spirit of transparency, this Privacy Policy provides information on how we collect, use, communicate, disclose, and safeguard your personal and financial information.

We collect information that you provide directly to us, including but not limited to:

Personal Identification Details (Name, Address, Social Security Number)
Contact Information (Email, Phone Number)
Financial Information (Tax Returns, Earnings, Investments)

The information we collect is used to:

Provide you with personalized tax preparation and advisory services.
Maintain your account and process transactions.
Communicate with you about our services and updates.
Improve our offerings and customer service.

We take the confidentiality of your information seriously and implement various security measures to protect it, including:

Secure servers and data encryption.
Restricted access to personal information.
Regularly reviewing and updating our security practices.

We do not sell, trade, or rent your personal information to others. We may share information with trusted third-party service providers who assist us in operating our business and servicing clients. Any such sharing is done under strict confidentiality agreements.

You have the right to:

Access and obtain a copy of your personal information.
Request corrections or deletion of your personal information.
Withdraw consent or opt-out of certain data uses.

We may update this policy periodically. We will notify you of any significant changes by posting the new policy on our website.

SMS Privacy Policy

"No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."

For any questions or concerns regarding this policy or your data, please contact us at:

Tax@jaredAperez.com

By using our services, you acknowledge and agree to the terms of this Privacy Policy.

Jared A. Perez Tax & Financial Services