Effective Date: October 1, 2025
Welcome to North Crest Tax Consulting (“Company,” “we,” “our,” or “us”). By using our website, services, or related platforms, you agree to the following Terms of Use. Please read them carefully.
1. Acceptance of Terms
By accessing or using our services—including our website, secure upload portal, Calendly scheduling, or communications via phone, email, LinkedIn, or Google Meet—you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree, please do not use our services.
2. Services Provided
We provide professional tax consulting and preparation services, including:
- Individual and business tax strategy consultations.
- Tax return preparation through UltraTax by Thomson Reuters.
- Secure document submission via Thomson Reuters’ secure portal.
- Scheduling via Calendly and meetings via phone or Google Meet.
We do not guarantee outcomes such as tax refunds, reduced liabilities, or specific results. Tax outcomes depend on individual circumstances and compliance with applicable laws.
3. Client Responsibilities
You agree to:
- Provide complete and accurate information for tax preparation.
- Retain copies of all submitted documents and filed returns.
- Use the secure portal for sensitive document transfer.
- Respond promptly to requests for additional documentation.
Failure to provide timely or accurate information may affect the quality and timeliness of our services.
4. Use of Third-Party Services
We rely on several third-party providers:
- Thomson Reuters (UltraTax) for tax preparation and secure storage.
- GoDaddy and Webflow for website hosting.
- Figma for website design.
- Calendly for scheduling.
- Google Meet for video calls.
- Cellular carriers for phone consultations.
- LinkedIn for networking.
Your use of these platforms may be subject to their individual terms of service and privacy policies. We are not responsible for the content, security, or practices of third-party providers.
5. Intellectual Property
All content on our website, including logos, designs, and written materials, is the property of North Crest Tax Consulting and may not be copied, reproduced, or distributed without prior written consent.
6. Limitation of Liability
We will exercise reasonable care and professional standards in delivering our services. However, we are not liable for:
- Errors or omissions in information you provide.
- Changes in tax law or regulations beyond our control.
- Losses, penalties, or damages resulting from reliance on third-party platforms.
Our liability, if any, is limited to the fees paid for the services provided.
7. No Professional Advice Through Website
The information provided on our website, social media, or outreach (including LinkedIn) is for general informational purposes only. It does not constitute professional advice until a formal engagement is established with us.
8. Termination of Services
We reserve the right to refuse or terminate services at our discretion, including in cases of non-payment, abusive behavior, or suspected fraud.
9. Governing Law
These Terms are governed by the laws of the State of Utah, without regard to its conflict of laws principles.
10. Contact Us
For questions regarding these Terms of Use, please contact:
North Crest Tax Consulting
support@northcresttax.com
