Terms & Conditions

Agreement to Terms

By accessing and using the services of K2 Financial Group Inc ("Company," "we," "us," "our"), you agree to be bound by these Terms and Conditions. If you do not agree to abide by the above, please do not use this service.

Service Description

K2 Tax Solutions provides professional tax preparation, accounting, bookkeeping, and consulting services for individuals and businesses. Our services include:

• Individual and business tax return preparation
• Tax planning and strategic consultation
• Bookkeeping and financial organization
• Audit support and representation
• Payroll processing services
• Business formation and setup guidance
• Notary services

Appointment Booking

Scheduling: Appointments must be scheduled through our online booking system or by contacting our office directly.

Cancellation Policy: Cancellations must be made at least 24 hours in advance. Cancellations made less than 24 hours before the appointment may be subject to a cancellation fee.

No-Show Policy: A no-show fee of $50 will be charged if you miss an appointment without prior notice.

Fees and Payment

Service Fees: Fees are based on the complexity and scope of services requested. A fee estimate will be provided before services commence.

Payment Terms: Payment is due upon completion of services unless other arrangements have been made. We accept major credit cards, checks, and electronic transfers.

Late Payment: Invoices unpaid after 30 days will incur a 1.5% monthly interest charge.

Refund Policy: Refunds will be issued only if services are found to be incomplete or unsatisfactory. Refund requests must be made within 30 days of service completion.

Professional Standards

K2 Financial Group Inc agrees to perform services in a professional and competent manner consistent with industry standards. We will:

• Maintain current knowledge of tax laws and regulations
• Maintain confidentiality of all client information
• Comply with all IRS regulations and ethical standards
• Provide accurate and timely services
• Keep proper records of all transactions

Limitations of Liability

While we strive to provide accurate services, K2 Financial Group Inc shall not be liable for:

• Errors or omissions in tax law interpretation
• Changes in tax law after service delivery
• Penalties or interest assessed by the IRS due to client-provided information
• Client's failure to provide necessary documentation
• Damages from third-party use of our services

Our liability is limited to the amount of fees paid for the specific service in question.

Client Responsibilities

As our client, you agree to:

• Provide accurate and complete financial information
• Disclose all relevant transactions and income sources
• Pay fees as agreed
• Maintain confidentiality of sensitive information shared with us
• Notify us immediately of any changes to your information
• Review all documents prepared on your behalf

Confidentiality

All information provided to K2 Tax Solutions is confidential and protected by attorney-client privilege and professional standards. We will not disclose your information to third parties without your written consent, except as required by law.

Disclaimer of Warranties

Our services are provided on an "as is" basis. We make no warranties, express or implied, regarding the results of our services. We do not guarantee that your tax return will be accepted by the IRS without question or that you will receive a specific tax outcome.

Dispute Resolution

Mediation: Any disputes arising from these terms shall first be subject to mediation before legal action.

Governing Law: These terms are governed by and construed in accordance with the laws of the State of Illinois.

Venue: Any legal action or proceeding shall be brought in the courts located in Cook County, Illinois.

Indemnification

You agree to indemnify and hold harmless K2 Financial Group Inc and its officers, employees, and agents from any claims, damages, or costs arising from your use of our services or violation of these terms.

Termination

K2 Financial Group Inc reserves the right to terminate service engagement if:

• Client fails to pay fees as agreed
• Client provides false or misleading information
• Client requests services that violate tax law or ethics
• Professional relationship becomes untenable