Terms of Service – The Wozny Tax Company

Last Updated: March 2026

1. Acceptance of Terms By accessing or using the website, client portals, services, and communications (including SMS/text messaging) provided by The Wozny Tax Company ("we", "our", or "us"), you agree to be bound by these comprehensive Terms of Service. If you do not agree to all terms and conditions, you are expressly prohibited from using our services and must discontinue use immediately.

2. Scope of Tax & Accounting Services The Wozny Tax Company provides tax preparation, accounting, bookkeeping, and consulting services.

  • The information provided on our website or in general communications is for informational purposes only and does not constitute official legal, financial, or tax advice until a formal client agreement is signed.

  • While we strive to maximize your financial success and provide accurate services, the ultimate responsibility for the accuracy of tax returns rests with the client. We do not guarantee specific tax outcomes, refund amounts, or audit immunity.

3. Client Responsibilities To perform our services effectively, you agree to:

  • Provide truthful, accurate, complete, and timely information, documents, and records required for tax preparation or accounting.

  • Retain original copies of all documents provided to us, as you are responsible for maintaining your records for IRS or state tax authority review.

  • Promptly review all tax returns and financial documents prepared by us before signing and filing.

4. Payment and Billing Fees for our services are based on our standard billing rates or specific quotes provided to you prior to service commencement. Payment is due upon receipt of the invoice unless otherwise agreed upon in writing. We reserve the right to withhold the filing of tax returns or delivery of financial reports until payment is made in full.

5. SMS/Mobile Communication Consent (CARRIER COMPLIANCE) By providing your mobile phone number to The Wozny Tax Company through our website chat widget, contact forms, client portal, or in-person interactions, you expressly consent to receive informational, appointment, and customer care text messages from us.

  • Opt-In: Consent to receive SMS messages is not a condition of purchasing any goods or services.

  • Opt-Out: You may opt-out of receiving SMS messages at any time by replying "STOP" to any of our text messages. After texting "STOP", you will receive one final confirmation message, and no further messages will be sent to that number.

  • Help: For assistance, reply "HELP" to any of our messages or contact us directly.

  • Rates & Frequency: Standard message and data rates may apply depending on your mobile carrier plan. Message frequency varies based on your account activity and inquiries.

6. Mobile Data Privacy & Sharing Policy (CARRIER COMPLIANCE) The Wozny Tax Company strictly respects your privacy. No mobile information or text messaging opt-in data will be shared with third parties, affiliates, or partners for marketing or promotional purposes. Any mobile data collected is used solely for direct communication between our team and you regarding your specific tax inquiries, appointments, or account notifications. For more details, please review our complete Privacy Policy.

7. Intellectual Property Rights Unless otherwise indicated, the website and its entire contents, features, and functionality (including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof) are owned by The Wozny Tax Company and are protected by United States and international copyright, trademark, and other intellectual property laws.

8. Prohibited Conduct You agree not to use the website or our services to:

  • Violate any applicable federal, state, local, or international law or regulation.

  • Transmit any malicious software, viruses, or harmful code.

  • Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of our website, servers, or client portals.

  • Submit false, misleading, or fraudulent financial information.

9. Limitation of Liability To the maximum extent permitted by law, The Wozny Tax Company, its partners, employees, or agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our services. This includes, but is not limited to, penalties, interest, or fines assessed by the IRS or state tax authorities due to inaccurate, incomplete, or late information provided by the client.

10. Indemnification You agree to defend, indemnify, and hold harmless The Wozny Tax Company from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms of Service or your provision of false, inaccurate, or misleading financial data.

11. Dispute Resolution & Governing Law These Terms of Service and any dispute or claim arising out of or related to them shall be governed by and construed in accordance with the internal laws of the State of Illinois without giving effect to any choice or conflict of law provision. Any legal suit, action, or proceeding shall be instituted exclusively in the federal or state courts located in or near Mokena, Illinois.

12. Changes to Terms of Service We reserve the right to modify or replace these Terms of Service at our sole discretion at any time. All changes are effective immediately when we post them on the website. Your continued use of the website and our services following the posting of revised Terms of Service means that you accept and agree to the changes.

13. Contact Information If you have any questions regarding these Terms of Service, please contact us at:

  • The Wozny Tax Company

  • Address: 19020 Darwen Dr, Suite 7, Mokena, IL 60448

  • Phone: 708-478-1700

  • Email: Admin@woznytax.com