Flow Tax Solutions – Terms & Conditions

Effective Date: 08/01/2025
Last Updated: 09/24/2025

Welcome to Flow Tax Solutions (“Company,” “we,” “our,” or “us”). By accessing our website, booking a consultation, or using our services, you agree to the following Terms & Conditions. Please read them carefully.

1. Services Provided

Flow Tax Solutions provides tax strategy, tax preparation, filing, consulting, and related financial services. Our advice is based on the information you provide. You are responsible for the accuracy and completeness of all documents and disclosures submitted.

2. Client Responsibilities

You agree to:

• Provide accurate, timely, and complete information necessary for us to perform services.

• Review all prepared documents and filings before submission to tax authorities.

• Retain copies of your own tax returns, financial records, and correspondence.

• Notify us promptly of any changes to your financial situation, contact information, or filing requirements.

3. Communication Consent

By booking with us, you consent to receive emails, phone calls, and text messages related to appointments, reminders, and services. Standard message and data rates may apply. You may opt out at any time.

4. Fees & Payment

• Fees are disclosed prior to the start of services.

• Payments are due as agreed upon in your engagement letter or invoice.

• Late payments may be subject to interest, penalties, or suspension of services.

• All fees are non-refundable once services have been rendered.

5. Confidentiality & Privacy

We maintain strict confidentiality of all client information in accordance with IRS regulations, Colorado and Minnesota state laws, and our Privacy Policy. We do not sell or share your personal data.

6. Limitation of Liability

• Flow Tax Solutions is not responsible for penalties, interest, or losses arising from incomplete, false, or untimely information you provide.

• We are not liable for changes in tax law or government policy after services are completed.

• Maximum liability is limited to the amount you paid us for the specific services in question.

7. No Guarantee of Outcome

While we strive to maximize benefits and minimize liabilities, we cannot guarantee specific tax refunds, credits, or results. Outcomes depend on individual circumstances and applicable laws.

8. Governing Law

These Terms & Conditions are governed by the laws of the State of Colorado and the State of Minnesota. Any disputes shall be resolved through binding arbitration or mediation in the county where services originated, unless otherwise required by law.

9. Updates to Terms

We may update these Terms from time to time. The most recent version will always be available on our website. Continued use of our services constitutes acceptance of any updated Terms.

10. Contact Us

If you have questions about these Terms & Conditions, please contact:

Flow Tax Solutions
Email: info@flowtaxsolutions.com
Phone: 719-229-6742

Would you like me to also make a shorter “checkbox version” of these T&Cs (like one line for the booking form: “I agree to the Terms & Conditions” with a hyperlink)? That way clients can’t book without agreeing.