Last Updated: January 1, 2026
1. Acceptance of Terms
By accessing this website or engaging World Class Consultants (hereinafter, "the Firm") to provide individual/corporate taxation, bookkeeping, financial planning, or IRS audit representation services, you agree to be bound by these Terms & Conditions, all applicable federal tax codes, and regulations. If you do not accept these terms, you must cease using our web portals and engagement portals immediately.
2. Scope of Advisory Services
The Firm provides specialized financial advisory, tax preparation, bookkeeping, and audit representation. The specific parameters of each engagement will be detailed in a separate signed Engagement Letter. The Firm prepares tax returns based solely on information provided by the Client. The Firm does not audit, verify, or perform attest procedures on client bookkeeping records unless explicitly agreed in writing.
3. Client Responsibilities & Disclosures
The Client is legally responsible for the truthfulness, accuracy, and completeness of all documents, ledger logs, bank statements, W-2s, and 1099s submitted to the Firm. The Client agrees to disclose all sources of income, foreign accounts (FBAR), digital asset transactions, and deductions. The Firm is not liable for interest, penalties, or additional assessments levied by the IRS or state authorities due to inaccurate, incomplete, or late information provided by the Client.
4. Fees, Billing, & Payment Terms
Services are billed on a flat-fee basis for standard filings or hourly rates for representation and complex corporate accounting, as outlined in your Engagement Letter. Retainers must be paid in full prior to the start of preparation or IRS audit defense. Payments are due immediately upon receipt of invoice. The Firm reserves the right to suspend all services, including electronic filing of completed tax forms, if account balances remain outstanding.
5. Confidentiality & Security
The Firm maintains strict confidentiality regarding all personal and business financial data. We implement physical, electronic, and procedural safeguards in accordance with IRS Section 7216. Documents are transmitted through encrypted file portals. The Client agrees not to share firm-prepared templates, advisory reports, or calculators with third parties without our written consent.
6. Limitation of Liability
To the maximum extent permitted by law, the cumulative liability of the Firm, its partners, and employees for any error, omission, or breach of contract arising from services rendered is strictly limited to the total fees paid by the Client to the Firm for the specific tax year's return or engagement in question. The Firm is not liable for lost profits, loss of data, or consequential damages.
7. Termination of Services
Either party may terminate an engagement at any time upon written notice. Upon termination, the Client is responsible for paying all fees incurred up to the date of termination. The Firm will return all original client-provided documents upon full payment of outstanding balances.
8. Governing Law & Dispute Resolution
These Terms & Conditions are governed by and construed in accordance with the laws of the State of Florida, USA, without regard to conflicts of law principles. Any dispute, claim, or controversy arising out of these terms or services rendered shall be resolved through binding arbitration in Florida in accordance with the rules of the American Arbitration Association.