Effective Date: February 2026
These Terms of Service ("Terms") govern your use of the Silicon Valley Tax website at siliconvalleytax.co and any professional services provided by Silicon Valley Tax ("we," "us," or "our"). By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our website or services.
Acceptance of Terms
By accessing or using our website, submitting a contact or consultation form, or entering into a professional engagement with Silicon Valley Tax, you acknowledge that you have read, understood, and agree to be bound by these Terms. We reserve the right to update or modify these Terms at any time. Continued use of our website or services after any changes constitutes your acceptance of the revised Terms.
Services Description
Silicon Valley Tax provides professional tax preparation, accounting, bookkeeping, payroll, tax planning, and advisory services for individuals and businesses. Our services include, but are not limited to:
- Individual and entity tax return preparation and filing
- Tax planning and strategy consulting
- Equity compensation tax planning (RSUs, ISOs, ESPPs, NSOs)
- International tax compliance and reporting (FBAR, FATCA)
- Bookkeeping and payroll services
- Business entity formation and advisory
- IRS and state tax authority representation
Important: Our services constitute professional tax and accounting advice only. We do not provide legal advice, investment advice, or financial planning services. For legal matters, we recommend consulting a qualified attorney. For investment decisions, please consult a licensed financial advisor.
Client Responsibilities
When engaging our services, you agree to:
- Provide accurate information: You are responsible for providing complete, accurate, and truthful information necessary for us to perform our services. This includes all income sources, deductions, credits, financial accounts, and any other relevant financial data.
- Submit documents in a timely manner: To meet filing deadlines and ensure quality work, you agree to provide requested documents and information within the timeframes we communicate to you.
- Review and approve: You are responsible for reviewing all returns and documents we prepare before filing and for approving their submission. You remain ultimately responsible for the accuracy and completeness of the information reported on your tax returns.
- Communicate changes: You agree to promptly inform us of any material changes to your financial situation, including changes in income, marital status, dependents, business activity, or foreign financial accounts that may affect our work.
- Maintain your own records: You are responsible for maintaining your own copies of all tax returns, supporting documents, and financial records.
Engagement and Fees
Professional service engagements are established through a separate engagement letter or agreement that outlines the specific scope of services, fees, and terms applicable to your situation. Key points regarding fees include:
- Fees are based on the complexity of your tax situation and the scope of services provided
- We will provide a fee estimate or quote before beginning work whenever possible
- Payment terms and methods are specified in your engagement letter
- Additional fees may apply if the scope of work changes materially due to new information or additional services requested
- We reserve the right to suspend services for accounts with outstanding balances
The initial consultation is provided at no charge and does not obligate you to engage our services.
Disclaimer of Warranties
While we strive to provide the highest quality professional services, please understand the following:
- We do not guarantee any specific tax outcome, refund amount, or tax liability reduction. Tax results depend on the accuracy of information provided, applicable tax laws, and the discretion of tax authorities.
- Tax laws and regulations are subject to change and interpretation. Our advice is based on current law at the time it is provided and may be affected by subsequent legislative, regulatory, or judicial developments.
- Our website content is provided for general informational purposes only and does not constitute professional advice. Information on our website may not reflect the most current legal or regulatory developments.
- We make no warranties, express or implied, regarding the accuracy, completeness, or reliability of information on our website.
Limitation of Liability
To the maximum extent permitted by applicable law:
- Silicon Valley Tax, its principals, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from or related to your use of our website or services.
- Our total liability for any claim arising from our professional services shall not exceed the total fees paid by you for the specific engagement giving rise to the claim.
- We shall not be liable for any damages or penalties resulting from your failure to provide accurate, complete, or timely information.
- We shall not be liable for delays or failures in performance resulting from circumstances beyond our reasonable control, including changes in tax law, government actions, or technology failures.
Confidentiality
We are committed to maintaining the confidentiality of your personal and financial information. Our obligations include:
- All client information is treated as confidential and is used solely for the purpose of providing our professional services
- We will not disclose your information to third parties without your consent, except as required by law, regulation, or professional standards
- Our staff are bound by confidentiality obligations as a condition of employment
- We maintain appropriate physical, technical, and administrative safeguards to protect your information
For more details about how we handle your data, please see our Privacy Policy.
Intellectual Property
All content on our website, including text, graphics, logos, icons, and design elements, is the property of Silicon Valley Tax and is protected by applicable copyright and trademark laws. You may not reproduce, distribute, or create derivative works from our website content without our prior written consent.
Website Use
When using our website, you agree not to:
- Use the website for any unlawful purpose or in violation of any applicable laws
- Attempt to interfere with the proper functioning of the website
- Submit false or misleading information through any form on the website
- Use automated systems (bots, scrapers, etc.) to access the website without our permission
Governing Law
These Terms are governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising from these Terms or your use of our website or services shall be resolved in the state or federal courts located in Santa Clara County, California. You consent to the personal jurisdiction of these courts.
Severability
If any provision of these Terms is found to be unenforceable or invalid by a court of competent jurisdiction, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.
Contact Information
If you have questions about these Terms of Service or need to reach us for any reason, please contact us:
Updates to These Terms
We may revise these Terms of Service from time to time. When we make changes, we will update the "Effective Date" at the top of this page. Your continued use of our website or services after any modifications indicates your acceptance of the updated Terms. We encourage you to review these Terms periodically.