These Terms and Conditions (“Agreement”) govern your use of services provided by Jennings Investment Group (“Company”). By engaging in the services of Jennings Investment Group, you (“Client”) agree to be bound by the following terms and conditions. Jennings Investment Group specializes in tax preparation, tax planning, and bookkeeping services for both individuals and businesses.
1. Services Provided
Jennings Investment Group offers the following services:
- Tax Preparation: Preparation and filing of federal and state tax returns for individuals and businesses.
- Tax Planning: Strategic tax planning aimed at minimizing tax liabilities and optimizing financial outcomes.
- Bookkeeping: Record-keeping and financial transaction management for individuals and businesses.
2. Engagement
- By engaging Jennings Investment Group, the Client agrees to provide all necessary information, documents, and records in a timely manner to enable the Company to perform its services accurately and effectively.
- The Company will only begin work once the Client has agreed to the scope of services and payment terms as outlined in this Agreement or in a separate engagement letter.
3. Confidentiality
Jennings Investment Group values the confidentiality of Client information. Any financial, tax, or personal information provided by the Client will be handled with strict confidentiality and used solely for the purposes of providing the agreed-upon services. Jennings Investment Group will not disclose Client information to any third parties without express written consent, except as required by law.
4. Fees and Payment
- All fees for services will be outlined in a separate engagement letter or fee schedule provided to the Client.
- Payments are due upon receipt of the invoice unless otherwise agreed in writing.
- Jennings Investment Group reserves the right to suspend or terminate services if payments are not made in accordance with the agreed-upon terms.
- Any additional services requested by the Client beyond the scope of the original agreement will be billed separately at the Company’s prevailing rates.
5. No Refunds
As detailed in our Refund Policy, Jennings Investment Group does not offer refunds for services rendered. All sales are final, and the Client is responsible for payment for all services provided once work has commenced.
6. Accuracy of Information
- The Client is responsible for providing accurate and complete information necessary for Jennings Investment Group to perform its services. The Company is not responsible for any errors or omissions in the tax returns, financial records, or advice provided if such errors are based on inaccurate or incomplete information from the Client.
- The Client agrees to review all prepared documents and returns carefully before filing.
7. Liability Limitation
Jennings Investment Group will provide services to the best of its abilities but does not guarantee any specific financial, legal, or tax outcome. The Client acknowledges that tax laws and regulations are subject to change, and Jennings Investment Group is not liable for any changes that may affect the outcome of the services provided.
- The Company’s liability for any claims arising from the services provided shall be limited to the amount of fees paid by the Client for those services.
8. Termination of Services
- Either party may terminate this Agreement at any time by providing written notice.
- Upon termination, the Client is responsible for any unpaid fees for services already rendered.
9. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of the state in which Jennings Investment Group operates. Any disputes arising under this Agreement shall be resolved in the courts of that jurisdiction.
10. Amendments
Jennings Investment Group reserves the right to update or amend these Terms and Conditions at any time. Clients will be notified of any changes, and continued use of the services following such notification will constitute acceptance of the revised terms.
11. Communication
The Company will communicate with the Client primarily through electronic means (email, secure portals). It is the Client’s responsibility to maintain an active email address and respond to all requests for information in a timely manner.
12. Compliance
Jennings Investment Group will comply with all applicable tax laws and professional regulations. However, it is the Client’s responsibility to follow applicable tax filing deadlines and legal requirements. Failure to comply with such regulations on the Client’s part does not absolve them from their obligations under this Agreement.
13. Entire Agreement
This Agreement constitutes the entire understanding between Jennings Investment Group and the Client with respect to the services provided. Any modifications to this Agreement must be made in writing and signed by both parties.
By engaging Jennings Investment Group, the Client acknowledges that they have read, understood, and agreed to these Terms and Conditions.
Jennings Investment Group
info@jenningsinvestmentgrp.com
Effective Date: October 2024