Terms and Conditions

Effective Date: August 2, 2026

These Terms and Conditions govern your access to and use of the DLouise Tax website, contact forms, text messaging services, educational materials, and other services made available through this website.

The website is owned and operated by DLOUISE TAX, LLC, located in Ohio. In these Terms, “DLouise Tax,” “we,” “us,” and “our” refer to the owner and operator of this website.

By accessing or using this website, submitting information through a website form, or using services offered through this website, you acknowledge that you have read and agree to these Terms. If you do not agree, you should not use this website.

1. Purpose of the Website

The DLouise Tax website provides information about tax preparation, tax planning, financial education, business services, and related professional services.

Information presented on the website is provided for general informational and educational purposes. Website content does not constitute individualized tax, legal, accounting, investment, or financial advice.

Your use of the website, submission of a contact form, scheduling of a consultation, or exchange of emails or text messages does not by itself create a tax professional-client relationship.

A professional-client relationship begins only after DLouise Tax has agreed to perform specific services and any required engagement letter, service agreement, authorization, and payment arrangements have been completed.

2. Eligibility

You must be at least 18 years old and have the legal authority to enter into a binding agreement to use our services.

By using this website or submitting information, you represent that the information you provide is accurate and that you are authorized to provide it.

3. Tax and Financial Information Disclaimer

Tax laws and administrative guidance may change, and their application depends on the specific facts and circumstances of each taxpayer.

Although DLouise Tax makes reasonable efforts to provide accurate and current information, we do not guarantee that all website content will always be complete, current, or applicable to your individual circumstances.

You should not act or refrain from acting solely on the basis of general website content. Individual advice requires a review of your relevant facts, documents, filing history, and circumstances.

Nothing on this website guarantees:

A particular tax refund;
A particular tax liability;
Acceptance of a tax return, amended return, election, credit, deduction, or filing position;
A particular result from the Internal Revenue Service, a state or local taxing authority, or another governmental agency;
The timing of a refund, notice resolution, audit, appeal, or agency response; or
Eligibility for any particular tax benefit.

Taxing authorities retain the right to review, adjust, audit, reject, or otherwise challenge returns and positions.

4. Accuracy of Client Information

Clients are responsible for providing complete, accurate, and timely information and documentation.

DLouise Tax may rely on information supplied by the client without independently auditing or verifying every item unless otherwise agreed in writing.

You are responsible for reviewing completed returns, reports, elections, forms, and other documents before signing or approving them. You must notify DLouise Tax promptly if you discover missing, incorrect, or incomplete information.

Additional charges may apply when work must be revised because information was provided late, inaccurately, or incompletely.

5. Filing Deadlines and Extensions

Submitting a contact form, sending documents, requesting an appointment, or communicating with DLouise Tax does not guarantee that a return, extension, election, response, or other filing will be completed by a particular deadline.

DLouise Tax must expressly accept the engagement and receive all requested information, signed authorizations, and required payments before responsibility for a filing deadline is assumed.

An extension of time to file generally does not extend the time to pay taxes owed. Clients remain responsible for taxes, interest, penalties, estimated payments, and other amounts owed to a taxing authority unless otherwise stated in a signed agreement.

6. Fees and Payment

Fees for professional services are determined based on the type, complexity, scope, timing, and circumstances of the work.

Any estimate provided before reviewing complete information is an estimate only and may change if the scope or complexity of the work changes.

Payment requirements, deposits, refund terms, and other engagement-specific conditions may be stated in a proposal, invoice, engagement letter, or separate service agreement. If a separate written agreement conflicts with these general Terms, the separate written agreement controls with respect to that engagement.

DLouise Tax may pause or decline work when requested information, authorization, or payment has not been received.

7. No Guaranteed Results or Refund Amounts

Any preliminary calculation, estimate, projection, or discussion is subject to change after complete documentation and information are reviewed.

DLouise Tax does not guarantee the amount of any refund, credit, deduction, tax savings, or other result. Refund amounts and processing times are controlled by the applicable governmental authority, not DLouise Tax.

Fees paid for professional services are for the time, expertise, analysis, preparation, and services performed. They are not contingent upon obtaining a particular result unless expressly agreed in writing.

8. Electronic Communications

By providing your email address or contacting DLouise Tax electronically, you consent to receiving communications related to your inquiry or services by email.

Electronic communication carries risks, including delay, interception, misdelivery, unauthorized access, malware, or transmission error. Although we take reasonable precautions, no electronic communication method can be guaranteed to be completely secure.

You should not submit highly sensitive documents, Social Security numbers, banking information, identity documents, or tax records through ordinary email, text message, or an unsecured contact form unless specifically instructed to do so. Secure document portals or other approved transmission methods should be used when available.

9. SMS and Text Messaging Terms

When you voluntarily select the SMS consent checkbox, provide verbal consent, initiate a text conversation, or otherwise expressly agree to receive text messages, you authorize DLouise Tax to send text messages to the mobile number you provided.

Messages may include:

Responses to inquiries;
Appointment confirmations and reminders;
Requests for documents or information;
Tax preparation or filing-status updates;
Deadline reminders;
Payment or account-related communications;
Customer-service communications; and
Other messages directly related to services you requested.

Message frequency will vary depending on your inquiry or services. Message and data rates may apply according to your wireless carrier and mobile plan.

Consent to receive text messages is not a condition of purchasing tax or other professional services.

You may opt out at any time by replying STOP to a text message. After opting out, you may receive one final confirmation message. You may reply HELP for assistance or contact us using the information provided below.

Carriers are not liable for delayed or undelivered messages. Delivery is subject to effective transmission by your mobile carrier and is outside the control of DLouise Tax.

You represent that you are the subscriber or customary user of the telephone number provided and that you are authorized to consent to receive messages at that number. You agree to notify DLouise Tax if the number is reassigned, disconnected, or no longer belongs to you.

DLouise Tax does not sell or share SMS consent information with third parties or affiliates for their own marketing or promotional purposes. Information may be disclosed to service providers that help operate our communications systems, but only as necessary to provide those services and subject to applicable privacy and confidentiality obligations.

10. Appointments and Cancellations

Appointments may be subject to scheduling, cancellation, rescheduling, late-arrival, deposit, or no-show policies communicated at the time of booking.

DLouise Tax may reschedule, cancel, or decline an appointment when reasonably necessary, including when required information has not been provided or the requested matter is outside our scope, capacity, or professional standards.

11. Right to Decline or Discontinue Services

DLouise Tax reserves the right to decline or discontinue services to the extent permitted by law.

Reasons may include, but are not limited to:

Failure to provide requested information;
Failure to pay agreed fees;
Requests to take a position that lacks adequate support;
Suspected fraud, misrepresentation, or unlawful activity;
Abusive, threatening, discriminatory, or inappropriate behavior;
A conflict of interest;
Matters outside our expertise or capacity; or
A breakdown in the professional relationship.

Any withdrawal from an active engagement will be handled in accordance with the applicable engagement agreement and professional obligations.

12. Third-Party Websites and Services

This website may contain links to government websites, tax authorities, payment processors, scheduling platforms, social-media sites, document portals, or other third-party services.

DLouise Tax does not control and is not responsible for the content, security, availability, accuracy, or privacy practices of third-party services. A link does not constitute an endorsement or guarantee.

Your use of a third-party website or service is governed by that third party’s terms and policies.

13. Intellectual Property

Unless otherwise stated, the website and its original content, branding, business name, logo, graphics, educational materials, downloads, videos, text, and other materials are owned by or licensed to DLouise Tax and are protected by applicable intellectual-property laws.

You may view and use website content for your own personal, noncommercial purposes.

You may not reproduce, distribute, republish, sell, modify, scrape, commercially exploit, or create derivative works from our content without prior written permission, except as permitted by law.

You may share publicly available DLouise Tax social-media posts using the sharing functions provided by the applicable platform, provided that the content remains unaltered and properly attributed.

14. Prohibited Uses

You may not use the website:

For an unlawful, fraudulent, or deceptive purpose;
To transmit malware or harmful code;
To interfere with the operation or security of the website;
To attempt unauthorized access to accounts, systems, or information;
To impersonate another person;
To submit information you are not authorized to provide;
To harass or threaten DLouise Tax, its representatives, or other users; or
To copy or commercially exploit website content without authorization.

15. Website Availability and Changes

We may update, modify, suspend, restrict, or discontinue any part of the website or its content at any time.

We do not guarantee that the website will always be uninterrupted, secure, free from errors, or available at a particular time.

16. Disclaimer of Warranties

To the fullest extent permitted by law, the website and its general informational content are provided on an “as is” and “as available” basis.

DLouise Tax disclaims warranties regarding the website’s availability, accuracy, completeness, security, suitability, or fitness for a particular purpose.

Nothing in this section limits obligations expressly accepted under a separate signed engagement agreement or any rights that cannot legally be waived.

17. Limitation of Liability

To the fullest extent permitted by applicable law, DLouise Tax and its owner, representatives, contractors, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from use of, or inability to use, the website or its general informational content.

DLouise Tax is not responsible for losses resulting from reliance on general website information, third-party websites, service interruptions, transmission errors, unauthorized third-party activity, or inaccurate or incomplete information supplied by a user or client.

This limitation does not exclude liability that cannot legally be excluded and does not replace any liability provisions contained in a separate signed engagement agreement.

18. Indemnification

To the extent permitted by law, you agree to indemnify and hold harmless DLouise Tax and its owner, representatives, contractors, and service providers from claims, losses, liabilities, damages, and reasonable expenses arising from your unlawful use of the website, violation of these Terms, infringement of another person’s rights, or submission of information you were not authorized to provide.

19. Privacy

Your use of the website is also subject to our Privacy Policy, which explains how we collect, use, maintain, disclose, and protect personal information.

The Privacy Policy is incorporated into these Terms by reference.

20. Governing Law

These Terms are governed by the laws of the State of Ohio, without regard to conflict-of-law principles.

Any dispute arising from these Terms or use of the website shall be brought in a court of competent jurisdiction located in Licking County, Ohio, unless applicable law requires otherwise or the parties agree to another method of dispute resolution in writing.

21. Severability

If any provision of these Terms is found to be invalid, unlawful, or unenforceable, the remaining provisions will continue in effect.

22. No Waiver

Failure by DLouise Tax to enforce any provision of these Terms does not waive the right to enforce that provision later.

23. Changes to These Terms

We may revise these Terms periodically to reflect changes in our website, services, business practices, technology, or legal requirements.

The updated Terms will be posted on this page with a revised effective date. Your continued use of the website after updated Terms are posted constitutes acceptance of the revised Terms.