Terms & Conditions
Last Updated: 12/16/25
These Terms and Conditions (“Terms”) govern your access to and use of the website operated by CA Levy Services (“Company,” “we,” “us,” or “our”), including any content, functionality, and services offered through calevyservices.com (the “Website”).
By accessing or using this Website or engaging our services, you agree to be legally bound by these Terms. If you do not agree, you must not use the Website or our services.
Services Provided
We provide professional tax preparation, tax filing assistance, and related administrative services based solely on the information supplied by the client. Services are limited to those expressly agreed upon and do not include legal representation, audit defense, or financial planning unless stated in writing.
Client Responsibilities
You agree to:
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Provide accurate, complete, and truthful information
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Submit all required tax documents in a timely manner
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Review all prepared tax documents before filing
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Notify us immediately of any errors or omissions
You acknowledge that you are ultimately responsible for the accuracy of your tax return, even if prepared by us.
No Guarantee of Outcome
Tax laws and regulations are subject to change. We do not guarantee:
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Any refund amount
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Acceptance of returns by the IRS or state agencies
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A specific tax outcome
Results depend entirely on the accuracy of the information provided and applicable tax law at the time of filing.
Fees and Payment
All fees are disclosed prior to service. Payment is required as agreed and must be completed before filing or delivery of finalized documents unless otherwise stated.
Failure to submit payment may result in suspension or termination of services.
Refund Policy
Fees paid for tax preparation services are generally non-refundable once work has begun. Refunds, if any, are issued solely at our discretion and only if explicitly stated in writing.
Limitation of Liability
To the fullest extent permitted by law, CA Levy Services shall not be liable for any indirect, incidental, special, or consequential damages, including penalties or interest assessed by tax authorities due to incomplete or inaccurate information provided by the client.
Our total liability for any claim shall not exceed the amount paid for the specific service giving rise to the claim.
No Legal or Investment Advice
Our services do not constitute legal advice, financial planning, or investment advice. You are encouraged to consult qualified professionals for matters outside the scope of tax preparation.
Confidentiality & Data Security
We take reasonable administrative and technical steps to safeguard your personal and financial information. However, no online transmission or storage system is completely secure, and you acknowledge and accept this risk.
Intellectual Property
All Website content, including text, graphics, logos, and design elements, is the property of CA Levy Services and may not be copied, reproduced, or distributed without written permission.
Termination of Use
We reserve the right to refuse service, suspend access, or terminate engagement at our discretion, including for non-payment, misuse of the Website, or violation of these Terms.
Governing Law
​These Terms shall be governed and interpreted according to the laws of the State of [Your State], without regard to conflict-of-law principles.
Changes to These Terms
We reserve the right to update, modify, or revise these Terms and Conditions at any time to reflect changes in our services, legal requirements, business practices, or applicable laws and regulations. Any changes will become effective immediately upon being posted on this website, unless otherwise stated.
It is the responsibility of the user to review these Terms and Conditions periodically. Continued use of our website or services after any modifications have been posted constitutes acceptance of the updated Terms and Conditions.
If any material changes are made that significantly affect your rights or obligations, we will make reasonable efforts to provide notice through the website or other appropriate communication methods.