Terms of Service

San Diego Tax Associates provides individual and business tax return preparation, tax planning and advisory services, IRS and state tax authority representation, business entity consulting, and financial advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Fees are based on complexity and due upon completion unless otherwise specified. Late payments may be subject to a finance charge of 1.5% per month. We reserve the right to suspend services for accounts exceeding 60 days past due.

You agree to provide complete, accurate, and timely information; review all returns for accuracy before signing; retain copies of all documents; notify us of changes to your financial situation; respond to information requests promptly; and pay all fees as agreed. We maintain strict confidentiality under IRC Section 7216, the Gramm-Leach-Bliley Act, and IRS Circular 230. We will not disclose your information without written consent except as required by law.

Our aggregate liability shall not exceed fees paid in the twelve months preceding the claim. We are not liable for indirect, consequential, or punitive damages. Disputes shall be resolved first through informal resolution, then mediation in San Diego County, California. These Terms are governed by California law with exclusive venue in San Diego County courts. IRS Circular 230 Disclosure: Any tax advice herein is not intended to be used for avoiding penalties or promoting transactions. Contact: San Diego Tax Associates, 1902 Wright Place Suite 200, Carlsbad CA 92008. Phone: (760) 669-1040. Email: info@SDTaxAssociates.com.