SUBSCRIPTION TERMS & CONDITIONS
Let's talk legal.
Welcome to Tax Guru's Monthly Bookkeeping Program. By registering for our services, you agree to comply with the following terms and conditions of use ("Terms"). Please review these Terms carefully.
1. Acceptance of Terms
By using our services, you agree to these Terms, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you will not be able to use our monthly services.
2. Compliance and Records
It is your responsibility to comply with all applicable tax laws, reporting deadlines, and regulations. Tax Guru will assist based on the information you provide but is not liable for compliance issues caused by omissions or delays on your part.
You are responsible for maintaining copies of your financial records, receipts, and documents for any periods required by applicable laws and regulations.
3. Account Security
You are responsible for maintaining the confidentiality of your account credentials, including usernames and passwords. You agree to notify us immediately of any unauthorized access to your account or any other breach of security. Tax Guru is not liable for any loss or damage resulting from your failure to comply with these security obligations.
4. Client Conduct
You agree to use our services responsibly. Prohibited use-cases include but are not limited to:
- Attempting to gain unauthorized access to our systems or data
- Interfering with the functionality or performance of our services
- Uploading or transmitting any harmful or malicious code
5. Privacy
Our Privacy Policy outlines how we collect, use, and protect your personal and financial information. By using our services, you consent to the collection and use of your information as described in the Privacy Policy. You can review our Privacy Policy here: taxguru.co/privacy
6. Intellectual Property
All content provided by Tax Guru, including text, logos, and financial templates are owned by or licensed to Tax Guru and is protected by applicable copyright, trademark, and intellectual property laws. You may not reproduce or re-sell any branded content without permission.
7. Third-Party Tools and Services
Our services integrate with or link to third-party platforms and tools including Tax Dome, Wave, Plaid, Stripe, and Intuit to name a few. While we carefully select third-party providers, we are not responsible for their content, privacy practices, or performance. You use these third-party services at your own risk.
9. Limitation of Liability
To the fullest extent allowed by law, Tax Guru is not liable for any indirect, incidental, special, consequential, or punitive damages. This includes, but is not limited to, loss of profits, revenue, data, or goodwill, resulting from:
- Using (or difficulty using) our services
- Issues caused by third-party integrations
- Errors or inaccuracies in financial data provided via third parties
- Unauthorized access to your financial data (we carry a cyber-security policy)
9. Modifications to Services, Pricing, and Terms
Tax Guru reserves the right to modify or discontinue any aspect of our bookkeeping services at any time. Additionally, we may update these Terms periodically. The latest version will always be available on this page. Continued use of our services after changes to the Terms constitutes your acceptance of the revised Terms.
10. Payment Terms and Cancellation Policy
Monthly fees for our bookkeeping services are billed one-month retroactively (i.e. January Payment covers December bookkeeping). Cancellations after the 1st of the month will be processed at the end of the month (see section "Refunds and Cancellations" in the pricing section below). Payment failure (via Stripe card-on-file) may result in suspension of services. Alternatively, historically missed payments may become immediately due when a card-on-file is changed or services resume.
11. Governing Law and Arbitration Agreement
These Terms are governed by and construed in accordance with the laws of Florida. Any disputes arising from or relating to these Terms or the services provided by Tax Guru shall be resolved through binding arbitration administered by American Arbitration Association (AAA) or Judicial Arbitration and Mediation Services (JAMS). The arbitration shall take place with Zoom Conferencing enabled in Central or South Florida, and the arbitrator’s decision will be final and binding on both parties.
By agreeing to these Terms, you waive your right to participate in class actions or other collective dispute proceedings against Tax Guru. Each party will bear its own costs and fees for arbitration. For prevailing cases, Tax Guru reserves the right to recover reasonable attorney’s fees and arbitration costs.
... and pricing.
Monthly base pricing:
$95 - Revenue / Spend below $60k / year
$125 - Revenue / Spend below $100k / year
$150 - Revenue / Spend below $200k / year
Structure upcharges:
$100 to $200 for S-Corps (above / below $150k / year)
$100 to $150 for MMLLCs (above / below $100k / year)
$200 to $350 for C-Corps (above / below $200k / year)
Add-ons:
$25 - Zapier Connectivity (email forwarding required [25 zaps per month])
$25 - Contract Labor Sheet (per 5 contractors)
$50 - CSV Files Required (per account)
$25 - Uncommon Bank Connectivity (Bank compatability issues)
$50 - Rental Property Tracking (per address)
$50 - Payroll Compliance Tracking (Gusto)
$50 - Data Visualization (Observable)
One-Time Charges:
$25 - Significant International Travel during Month
$50 - Account Disconnections on Wave for Multiple Months
$50 - Over 3 Months of Reviewable Items not Completed
White Glove Service (premium subscription):
Click "Request Quote" on taxguru.co
Tax Preparation Services Pricing:
Visit taxguru.ai/rates for info (not included with subscription)
High Value Bookkeeping (Revenues over $200k per year):
$250 base rate
$300 - $450 base rate - $300k to $500k
$500 base rate - $500k+
$750 base rate - $750k+
I. Incidentals:
Please note that email correspondence, text messages, and portal communication (when not related to billing inquiries) are not included with the monthly subscription. Live calls, communications, custom requests, etc will incur incidentals fees which are described via TaxDome (web portal) at account opening.
An initial hour of incidentals time is collected when monthly service begins. The hourly cost is $250 per hour ($350 per hour for S-Corps or those with Revenues over $200k / year). Incidentals time is tracked in 5-minute increments and billed in half-hour segments. Unused incidentals balances are not refundable, and are billed in half-hour increments.
II. Industry Upcharges
Our practice primarily services clients within the "Holistic" industry. Please note the minimum bookkeeping base rate for those outside this industry is $250 / month.
III. Bookkeeping Deliverables:
The product we offer is a non-traditional solution for bookkeeping. As such, we limit our deliverables to a standardized Profit & Loss document each month. Other financial documents are available for additional fees (based on our rate sheet or a custom quote). This may include balance sheets, audited financial records, financial projections, sales tax filings, local and city tax filings, and data visualization documents.
IV. Bookkeeping Delivery During Tax Season:
During Tax Season (January through March), bookkeeping is held until release in April. As such, many clients will see discounts on their monthly costs by up to 50% during February and March. Otherwise, books are delivered by the end of the following month.
V. Refunds & Cancellations:
Cancellation of services will be processed at the end of the month requested. This means a final payment may be due to close out services. This extra payment will cover off-boarding admin costs and finalizing your last month P&L based on your review sheet.
VI. Contact Information
If you have any questions about these Terms, please contact us at:
Tax Guru
Phone: (720)295-1427
Email: [email protected]