1. Who We Serve

TaxNova Advisors specializes in outsourcing services for:

• Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Tax firms and accounting firms based primarily in the United States
• International businesses seeking accounting back-office solutions

2. Service Offerings

Our services include:

• U.S. Tax Preparation and Review (Individual, Corporate, Partnership)
• Bookkeeping and Monthly Accounting
• Payroll Processing and Reconciliation
• Accounts Payable and Receivable Support
• Virtual Staffing for Tax Season or Year-Round
• Administrative and Executive Assistance

Detailed scope, turnaround times and deliverables are documented in each client’s engagement letter or work order.

3. Client Responsibilities

To ensure timely and accurate service delivery, clients are expected to:

• Share all relevant documentation, files and instructions in a timely manner
• Provide valid, authorized access to necessary software or portals
• Maintain confidentiality of any access credentials shared with us
• Review completed work and raise issues within five (5) working days of delivery

TaxNova Advisors is not responsible for delays or errors resulting from incomplete or inaccurate data from the client.

4. Confidentiality & Data Protection

• All client data is treated with strict confidentiality.
• Internal teams operate under signed NDAs and follow secure file transfer protocols.
• No data is shared with third parties unless required by law or with client authorization.
• While we adopt reasonable technical safeguards, clients are responsible for initiating secure channels for document exchange (e.g., password-protected zip files, cloud links with access restrictions).

5. Fees and Payment Terms

• Invoices are typically raised monthly or per project, based on the agreed scope.
• Payments are due within 7 calendar days of invoice issuance.
• Delayed payments beyond 10 calendar days may attract a late fee based on agreement/contact and/or lead to service suspension.
• Recurring service arrangements may involve upfront retainers or milestone payments.

6. Refunds and Cancellations

Clients are encouraged to read our Refund Policy in full. Highlights:

• No refunds once work has been delivered
• Refunds for advance or duplicate payments processed within 5–7 working days
• Midway cancellations may be eligible for partial refunds after deducting applicable charges

7. Service Availability and Delivery

• Normal service hours: 3:00 PM to 12:00 AM IST (Mon–Fri)
• Turnaround time varies depending on task complexity and volume
• Urgent or weekend work may be offered at an additional charge or upon special request

8. Intellectual Property Rights

• All templates, tools, formats or internal workflows developed by TaxNova Advisors remain the intellectual property of the firm.
• Final deliverables prepared exclusively for the client (e.g., tax returns, reconciliations) will be the property of the client upon full payment.

9. Limitation of Liability

• TaxNova Advisors shall not be liable for indirect, incidental or consequential losses, including but not limited to lost profits, data or business interruption.
• In any case, our maximum liability shall be limited to the amount paid by the client for the disputed service in the preceding 30-day period.
• We are not liable for damages arising from delays due to force majeure, internet outages, natural disasters or third-party software failures.

10. Termination of Engagement

Either party may terminate a service engagement by providing 7 days written notice. Immediate termination may occur if:

• The client breaches these Terms
• There is a violation of applicable laws or ethical norms
• Non-payment continues beyond the grace period

All dues must be cleared before final service handover or data release.

11. Governing Law & Jurisdiction

These Terms are governed by the laws of the Republic of India. Any disputes shall be subject to the exclusive jurisdiction of the courts in Gujarat.

12. Modifications to Terms

TaxNova Advisors reserves the right to update these Terms periodically. Clients will be notified of material changes via email or website updates. Continued use of services after changes implies acceptance.

13. Contact Information

For Questions & Support:
📧 operations@taxnovaadvisors.com
📞 +91-93272 65890
🌐 www.taxnovaadvisors.com