Terms & Conditions

Agreement to Terms

By accessing this website or engaging Evergreen Bookkeeping & Tax Services ("we", "us", or "our") for bookkeeping, tax preparation, or consulting services, you agree to these Terms & Conditions. If you do not agree, please do not use this site or submit a request for services.

Services We Provide

We provide bookkeeping, individual tax preparation, business tax preparation, and general tax consulting for small businesses and individuals. All engagements are governed by a signed engagement letter or written agreement that specifies the scope, timeline, and fees for the work.

Client Responsibilities

• Provide accurate, complete, and timely records and information.
• Respond promptly to document requests and questions.
• Review deliverables and notify us of any errors or concerns.
• Make timely payments in accordance with the agreed fee schedule.

Fees & Payment

Fees are quoted in advance based on the services requested and the complexity of the work. Payment terms are stated in the engagement letter. Work may be paused or suspended if payment is not received when due.

Confidentiality

We treat client information as confidential and use it only to provide the services you have requested. We do not share your information with third parties for marketing purposes. See our Privacy Policy for more details on how we handle and protect your information.

Limitations & Disclaimers

• We are not a law firm and do not provide legal advice. We may refer you to an attorney for legal or entity-formation matters.
• Tax outcomes depend on the accuracy and completeness of the information you provide. We are not responsible for errors or penalties caused by incomplete or inaccurate information.
• Our advice is based on tax laws and regulations in effect at the time of the engagement and is tailored to the facts you share with us.

Communication & SMS

By providing your mobile phone number and opting in, you consent to receive SMS/text messages from us related to your engagement. Message and data rates may apply. You may opt out at any time by replying STOP. See our Privacy Policy for full SMS terms.

Intellectual Property

All content on this website, including text, graphics, and the Evergreen Bookkeeping & Tax Services LLC logo, is our property or licensed to us and is protected by copyright and trademark laws. You may not copy, reproduce, or distribute our content without permission.

Governing Law

These Terms are governed by the laws of the State of New York, without regard to conflict of law principles. Any disputes arising from these Terms or our services will be resolved in the courts located in New York.

Changes to These Terms

We may update these Terms from time to time. The "Last updated" date at the top reflects the most recent revision. Continued use of the website or our services after changes means you accept the updated Terms.

Contact

Evergreen Bookkeeping & Tax Services
Mailing address: PO Box 198, Round Lake, NY 12151
Email: srp@evergreenaccountingsolutionsllc.com
Phone: 518-915-3953