Terms & Conditions – Tailored Tax and Wealth

Effective Date: 4/25/2025
Last Updated: 4/25/2025

1. Introduction

These Terms & Conditions govern the use of the website and services provided by Tailored Tax and Wealth. By accessing this website, you agree to comply with these terms.

2. Services Provided

Tailored Tax and Wealth offers accounting, tax consulting, and financial advisory services for businesses and individuals in Colorado.

3. Client Responsibilities

Clients must provide accurate financial information for service execution. Tailored Tax and Wealth is not responsible for errors arising from incorrect client-provided data.

4. Payment & Fees

• Fees for services are provided in custom quotes based on client needs.

• Payments must be made within the agreed timeline. Late payments may incur additional fees.

5. Limitation of Liability

Tailored Tax and Wealth is not liable for any financial losses resulting from decisions made based on our services. Clients are responsible for ensuring compliance with federal and state tax laws.

6. Governing Law

These terms are governed by United States law. Disputes shall be resolved under the jurisdiction of courts in Colorado.

📌 Contact Us:
📧 Email: Terry.Lambert@TailoredTaxandWealth.com
📞 Phone: 720-767-2141