Beyond Tax Solutions
980 Dannon View Dr
Atlanta, GA 30349
Phone: 404-806-9209
Email: info@beyondtaxsolutions.com

Last updated: 01/05/26

By accessing or using this website, client portal, forms, or services provided by Beyond Tax Solutions (“Company,” “we,” “us,” or “our”), you agree to the following Terms and Conditions. If you do not agree, please do not use our services.

Beyond Tax Solutions provides tax preparation, tax advisory, and related financial services. Services may require completion of intake forms, document uploads, and client verification.

You agree to:

• Provide accurate, complete, and truthful information
   
• Submit required documentation in a timely manner
   
• Review all prepared tax documents before approval and filing
   

Beyond Tax Solutions is not responsible for errors resulting from incomplete, inaccurate, or late information provided by the client.

By submitting your information through our website, forms, or client portal, you consent to be contacted by Beyond Tax Solutions via phone, email, and text message regarding your account, services, reminders, and updates. Message and data rates may apply.

You may opt out of non-essential communications at any time by following the instructions provided in the message or by contacting us directly.

Use of our client portal includes electronic delivery of documents, notifications, and communications. You are responsible for maintaining the confidentiality of your login credentials.

Tax outcomes, refunds, processing times, and IRS decisions are not guaranteed. Beyond Tax Solutions does not guarantee specific financial results.

To the maximum extent permitted by law, Beyond Tax Solutions shall not be liable for indirect, incidental, or consequential damages arising from the use of our services or website.

We reserve the right to update these Terms at any time. Continued use of our services constitutes acceptance of the updated Terms.

For questions regarding these Terms, contact:
info@beyondtaxsolutions.com | 404-806-9209

Beyond Tax Solutions
980 Dannon View Dr
Atlanta, GA 30349
Phone: 404-806-9209
Email: info@beyondtaxsolutions.com

Last updated: 01/05/26

Beyond Tax Solutions is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information.

We may collect:

• Personal information (name, address, phone number, email)
   
• Tax and financial information provided through forms or portal
   
• Business information (if applicable)
   
• Communications and correspondence
   
• Website usage data (basic analytics)
   

Your information is used to:

• Provide tax preparation and related services
   
• Communicate about your account and services
   
• Request documents and provide updates
   
• Maintain records and comply with legal obligations
   
• Improve our services and client experience
   

We do not sell or rent your personal information. Information may be shared only:

• With service providers assisting in operations (secure platforms)
   
• When required by law or regulatory authorities
   
• With your consent
   

You may receive service-related communications via phone, email, or text message. You may opt out of certain communications by contacting us or following provided instructions.

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no system can be guaranteed 100% secure.

You may request access, correction, or deletion of your personal information by contacting us directly, subject to legal and record-keeping requirements.

Our website may contain links to third-party sites. We are not responsible for their privacy practices.

This Privacy Policy may be updated periodically. Continued use of our services indicates acceptance of the revised policy.

If you have questions about this Privacy Policy, contact:
info@beyondtaxsolutions.com | 404-806-9209