Welcome to Gemini Financial Services. By accessing our website and using our virtual financial services, you agree to be bound by the following terms and conditions. Please read them carefully.
1. Scope of Services
Gemini Financial Services provides virtual tax preparation (business and individual), bookkeeping, tax resolution, and financial planning services across all 50 states. All services are delivered remotely using secure digital communication and document transfer tools.
2. Client Responsibilities
To provide you with “personalized and innovative solutions,” we rely on the accuracy of the information you provide. You agree to:
- Provide complete, accurate, and timely financial records and documentation.
- Review all tax returns and financial reports for accuracy before signing or filing.
- Maintain security for any client portals or login credentials provided to you.
3. Virtual Service & Communication
As a virtual firm, our primary method of communication is electronic (email, phone, and secure portals). You acknowledge that while we use industry-standard encryption, no digital transmission is 100% secure. By using our services, you consent to electronic communication for sensitive financial data.
4. Tax Resolution & Filing
- E-Filing: We will e-file your returns only after receiving your express written or electronic authorization.
- Tax Resolution: While we provide expert guidance to resolve tax debt and IRS issues, we do not guarantee a specific outcome, as final decisions rest with the taxing authorities.
- Deadlines: We are not responsible for penalties or interest resulting from late documentation provided by the client.
5. Payment and Fees
Fees for services are disclosed prior to the start of an engagement.
- Bookkeeping: Typically billed on a recurring monthly basis.
- Tax Prep: Fees are due upon completion of the return but prior to filing.
- Refunds: Due to the personalized nature of our professional services, fees are generally non-refundable once work has commenced.
6. Limitation of Liability
Gemini Financial Services provides guidance with “excellence and integrity.” However, we are not liable for financial losses resulting from inaccurate information provided by the client or changes in tax laws after a filing has occurred. Our liability is limited to the amount paid for the specific service in question.
7. Governing Law
These terms are governed by the laws of the State of Texas, where our primary office is located, regardless of your physical location in any of the 50 states.
8. Contact Information
For questions regarding these terms, please contact us at:
- Phone: (972) 763-6425
- Email: geminifinancialtax@gmail.com