Terms of Service

1. Acceptance of Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Client," "you," or "your") and DTG Accounting and Tax Services ("DTG Accounting," "we," "us," or "our"), located at 1952 Socorro Way, Oxnard, CA 93030-5425, United States.

By accessing our website at www.dtgaccounting.lat, engaging our services, or entering into an engagement letter with us, you acknowledge that you have read, understood, and agree to be bound by these Terms, along with our Privacy Policy.

If you do not agree to these Terms, you must not use our website or services. We reserve the right to modify these Terms at any time, and your continued use of our services constitutes acceptance of any modifications.

2. Our Services

DTG Accounting provides professional accounting, tax preparation, bookkeeping, payroll, business consulting, and computer integrated systems design services to individuals and businesses.

2.1 Service Offerings

Our services include, but are not limited to:

• Tax preparation and planning for individuals and businesses
• Accounting and bookkeeping services
• Payroll processing and administration
• Business consulting and advisory services
• Computer integrated systems design and implementation
• Financial analysis and reporting
• IRS audit representation and support
• Business formation and structuring

2.2 Service Scope

The specific services to be provided will be outlined in a separate engagement letter or service agreement. Each engagement is unique and tailored to the client's specific needs and circumstances.

2.3 Professional Judgment

Our services are based on professional judgment, industry standards, and applicable laws and regulations. We do not guarantee specific outcomes or results, as these depend on various factors beyond our control.

2.4 No Legal Advice

Unless specifically stated otherwise, our services do not constitute legal advice. For legal matters, we recommend consulting with a qualified attorney.

3. Engagement Terms

3.1 Engagement Letters

Before commencing work, we will provide you with an engagement letter that outlines:

• Scope of services to be provided
• Fees and payment terms
• Timeline and deliverables
• Responsibilities of both parties
• Limitations and exclusions
• Termination provisions

3.2 Acceptance of Engagement

An engagement is accepted when you sign and return the engagement letter or make a payment for our services. Your acceptance constitutes agreement to these Terms and the specific terms outlined in the engagement letter.

3.3 Scope Changes

Any changes to the scope of services must be agreed upon in writing and may result in additional fees. We will notify you of any scope changes and obtain your approval before proceeding.

3.4 Multiple Engagements

Each engagement is separate and distinct. Services provided under one engagement do not automatically extend to other matters unless specifically agreed upon.

4. Client Responsibilities

4.1 Information Provision

You agree to provide us with:

• Complete, accurate, and timely information necessary for our services
• All relevant financial records, documents, and data
• Access to personnel, systems, and facilities as needed
• Prompt responses to our inquiries and requests
• Notification of any changes in circumstances that may affect our services

4.2 Accuracy of Information

You represent and warrant that all information provided to us is true, accurate, and complete to the best of your knowledge. You are responsible for the accuracy of your records and the completeness of information provided.

4.3 Timely Cooperation

You agree to cooperate with us in a timely manner and understand that delays in providing information may affect our ability to meet deadlines and may result in additional fees.

4.4 Document Retention

You are responsible for maintaining your original financial records and documents. We recommend retaining tax records for at least seven years as required by IRS regulations.

4.5 Review and Approval

You agree to review all work products, reports, and tax returns before filing or submission. You are ultimately responsible for the accuracy of information reported to tax authorities and other third parties.

5. Fees and Payment

5.1 Fee Structure

Our fees are based on various factors, including:

• Complexity and scope of services
• Time and resources required
• Expertise and experience needed
• Urgency and deadlines
• Industry-specific requirements

5.2 Fee Arrangements

We offer various fee arrangements, including:

• Hourly Rates: Billing based on time spent on your engagement
• Fixed Fees: Predetermined fee for specific services
• Monthly Retainers: Ongoing services for a fixed monthly fee
• Project-Based: Fee based on the scope of a specific project

5.3 Payment Terms

• Invoices are due upon receipt unless otherwise specified
• Payment is due within 30 days of invoice date
• We accept payment by check, credit card, ACH transfer, or wire transfer
• A retainer or advance payment may be required for certain services

5.4 Late Payment

Late payments may be subject to:

• Interest charges of 1.5% per month (18% annually) or the maximum rate permitted by law
• Suspension of services until payment is received
• Collection costs and attorney fees
• Termination of the engagement

5.5 Expenses

You agree to reimburse us for reasonable out-of-pocket expenses incurred in connection with our services, including:

• Travel and accommodation
• Courier and delivery services
• Printing and copying
• Third-party fees (filing fees, software licenses, etc.)
• Research and database access

5.6 Fee Disputes

If you dispute any fees, you must notify us in writing within 15 days of receiving the invoice. We will work with you to resolve any billing disputes promptly and fairly.

6. Confidentiality

6.1 Our Commitment

We are committed to maintaining the confidentiality of your information in accordance with professional standards, ethical obligations, and applicable laws. All information you provide will be treated as confidential and will not be disclosed to third parties except as permitted or required by law.

6.2 Permitted Disclosures

We may disclose your information in the following circumstances:

• With your express written consent
• To government agencies as required by law (IRS, state tax authorities, etc.)
• In response to legal process (subpoenas, court orders)
• To our professional advisors (attorneys, insurance providers)
• To service providers under confidentiality agreements
• For quality control and peer review purposes
• To protect our legal rights or defend against claims

6.3 Data Security

We implement appropriate technical, administrative, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. Please refer to our Privacy Policy for detailed information about our data security practices.

6.4 Client Confidentiality Obligations

You agree to keep confidential any proprietary information, methodologies, or work products we provide to you that are not publicly available.

7. Professional Standards and Ethics

7.1 Professional Conduct

We adhere to the highest standards of professional conduct and ethics, including:

• American Institute of CPAs (AICPA) Code of Professional Conduct
• IRS Circular 230 regulations
• State board of accountancy regulations
• Generally Accepted Accounting Principles (GAAP)
• Professional standards for tax services

7.2 Independence and Objectivity

We maintain independence and objectivity in providing our services. We will notify you of any conflicts of interest that may arise during our engagement.

7.3 Continuing Education

Our professionals maintain their expertise through continuing professional education and staying current with changes in tax laws, accounting standards, and industry best practices.

7.4 Quality Control

We maintain comprehensive quality control procedures to ensure the accuracy and reliability of our services.

8. Limitations of Liability

8.1 Scope of Liability

To the maximum extent permitted by law, our liability to you for any claims arising from our services is limited to the fees paid by you for the specific service giving rise to the claim.

8.2 Exclusion of Damages

We shall not be liable for:

• Indirect, incidental, consequential, or punitive damages
• Lost profits, revenue, or business opportunities
• Loss of data or information
• Business interruption
• Damages arising from third-party claims

8.3 Reliance by Third Parties

Our services are provided solely for your benefit and internal use. Third parties may not rely on our work products without our express written consent. We assume no liability to third parties who obtain access to our work.

8.4 Statute of Limitations

Any claim arising from our services must be brought within one year from the date you knew or should have known of the facts giving rise to the claim, or within two years from the date of completion of services, whichever is earlier.

8.5 Force Majeure

We are not liable for any failure or delay in performance due to circumstances beyond our reasonable control, including natural disasters, acts of government, labor disputes, or technological failures.

8.6 Tax Authority Actions

We are not responsible for penalties, interest, or additional taxes assessed by tax authorities due to:

• Inaccurate or incomplete information provided by you
• Changes in tax laws or interpretations
• Differences in opinion between tax authorities and our professional judgment
• Your failure to follow our recommendations

9. Intellectual Property

9.1 Ownership of Work Product

Upon full payment of fees, you own the final work products specifically created for you (tax returns, financial statements, reports). However, we retain ownership of:

• Working papers and internal documentation
• Proprietary methodologies and processes
• Templates and tools
• General knowledge and expertise

9.2 Website Content

All content on our website, including text, graphics, logos, images, and software, is our property or that of our licensors and is protected by copyright, trademark, and other intellectual property laws.

9.3 Use Restrictions

You may not:

• Reproduce, modify, or distribute our proprietary materials without permission
• Use our work products for purposes other than those intended
• Reverse engineer our methodologies or processes
• Remove copyright or proprietary notices from our materials

9.4 Trademarks

"DTG Accounting" and related marks are our trademarks. You may not use our trademarks without our prior written consent.

10. Termination

10.1 Termination by Client

You may terminate our services at any time by providing written notice. You remain responsible for:

• Payment of all fees for services rendered through the termination date
• Reimbursement of expenses incurred
• Any early termination fees specified in the engagement letter

10.2 Termination by DTG Accounting

We may terminate our services with written notice if:

• You fail to pay fees when due
• You fail to provide necessary information or cooperation
• A conflict of interest arises
• We are unable to verify information you provide
• You engage in illegal or unethical conduct
• Continuing the engagement would violate professional standards

10.3 Effects of Termination

Upon termination:

• We will provide you with copies of your records in our possession
• You must pay all outstanding fees and expenses
• We may retain working papers and internal documentation
• Confidentiality obligations continue indefinitely
• We are released from further obligations under the engagement

10.4 Return of Documents

Upon request and payment of all fees, we will return your original documents. We may retain copies for our records as required by professional standards and regulations.

11. Dispute Resolution

11.1 Informal Resolution

In the event of any dispute, we encourage you to contact us first to attempt an informal resolution. Most disputes can be resolved through open communication.

11.2 Mediation

If informal resolution is unsuccessful, both parties agree to participate in mediation before pursuing litigation. Mediation costs will be shared equally unless otherwise agreed.

11.3 Arbitration

If mediation fails, disputes may be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration will be conducted in Ventura County, California.

11.4 Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict of law principles. Any legal action must be brought in the state or federal courts located in Ventura County, California.

11.5 Attorney Fees

The prevailing party in any dispute is entitled to recover reasonable attorney fees and costs.

12. General Provisions

12.1 Entire Agreement

These Terms, together with any engagement letter and our Privacy Policy, constitute the entire agreement between you and DTG Accounting regarding our services and supersede all prior agreements and understandings.

12.2 Amendments

We may modify these Terms at any time by posting updated Terms on our website. Material changes will be communicated to active clients. Your continued use of our services constitutes acceptance of the modified Terms.

12.3 Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect.

12.4 Waiver

Our failure to enforce any provision of these Terms does not constitute a waiver of that provision or our right to enforce it in the future.

12.5 Assignment

You may not assign or transfer your rights or obligations under these Terms without our written consent. We may assign our rights and obligations to a successor entity in the event of a merger, acquisition, or sale of assets.

12.6 Notices

All notices must be in writing and sent to:

• Email: contact@dtgaccounting.lat
• Mail: 1952 Socorro Way, Oxnard, CA 93030-5425, United States

12.7 Survival

Provisions regarding confidentiality, limitations of liability, intellectual property, payment obligations, and dispute resolution survive termination of our engagement.

12.8 No Partnership

Nothing in these Terms creates a partnership, joint venture, or employment relationship between you and DTG Accounting.

12.9 Third-Party Beneficiaries

These Terms are for the benefit of you and DTG Accounting only. No third party has any rights under these Terms.

12.10 Electronic Communications

You consent to receive communications from us electronically, including via email. Electronic communications satisfy any legal requirement that communications be in writing.

13. Contact Information

If you have any questions about these Terms of Service, please contact us: