Terms of Service
These Terms of Service (“Terms”) govern your engagement with Crestline Techle (“we,” “us,” or “our”) for accounting, bookkeeping, and tax advisory services. By using our services, you agree to be bound by these Terms.
1. Services Provided
We offer professional financial services including but not limited to:
- Bookkeeping and financial record maintenance
- Federal and state tax return preparation
- Tax planning and deduction optimization
- Financial statement preparation
- IRS and state audit representation
2. Client Responsibilities
You agree to:
- Provide accurate, complete, and timely financial documentation
- Disclose all relevant tax and business information
- Respond promptly to requests for clarification
- Use our deliverables only for lawful purposes
3. Fees & Payment
Full payment is required before service commencement unless a written agreement states otherwise. Late payments may result in suspension of services. All fees are non-refundable once work begins (see Refund Policy).
4. Accuracy & Liability
While we strive for 100% accuracy, tax outcomes depend on IRS/state interpretation. We are not liable for penalties resulting from client-provided inaccuracies. Our total liability is limited to the amount paid for the service.
5. Confidentiality
All client data is treated as strictly confidential and stored securely in compliance with industry standards. We do not share your information with third parties except as required by law.
6. Termination
We reserve the right to terminate services if you provide false information, fail to cooperate, or violate these Terms. In such cases, no refund will be issued for work completed.
7. Governing Law
These Terms are governed by the laws of the State of Missouri, USA. Any disputes will be resolved in the courts of St. Louis County, Missouri.
8. Contact Us
If you have questions about these Terms, please reach out: