Terms and Conditions

Effective Date: December, 2024

1. Acceptance of Terms

By accessing the website of Timeless Financial Solutions ("Company," "we," "us," or "our") or by engaging our tax, personal finance, or budgeting services, you agree to be bound by these Terms and Conditions and our Privacy Policy. If you do not agree, please do not use our services.

2. Scope of Services

Timeless Financial Solutions provides professional services including, but not limited to:

  • Tax preparation and filing.

  • Personal financial consulting.

  • Budgeting and cash flow analysis.

No Guarantee of Results: While we provide professional advice based on the information you provide, we do not guarantee specific financial outcomes or specific tax savings. All financial decisions are ultimately the responsibility of the client.

3. Professional-Client Relationship

No Fiduciary Relationship via Website: Accessing our website or downloading materials does not create a professional-client relationship. Such a relationship is only established once a formal engagement letter or service agreement has been signed by both parties.

4. Client Responsibilities

To provide accurate advice and filings, you agree to:

  • Provide complete, accurate, and timely information and documentation.

  • Review all tax returns and financial reports for accuracy before submission.

  • Notify us immediately of any changes to your financial or personal status. Timeless Financial Solutions is not responsible for penalties or interest resulting from inaccurate or incomplete information provided by the client.

5. Fees and Payment

  • Pricing: Fees for services are outlined in your specific engagement letter or service agreement.

  • Payment Terms: Payments are due upon receipt of invoice unless otherwise specified. We reserve the right to pause or terminate services if accounts are past due.

  • Refunds: Due to the nature of professional consulting and tax services, fees are generally non-refundable once work has commenced.

6. Intellectual Property

All content on our website, including text, graphics, logos, and budgeting templates is the property of Timeless Financial Solutions and is protected by copyright laws. You may use these materials for personal, non-commercial use only.

7. Limitation of Liability

To the maximum extent permitted by law, Timeless Financial Solutions and its affiliates shall not be liable for any indirect, incidental, or consequential damages arising out of your use of our services or website. Our total liability for any claim arising out of our services shall not exceed the total fees paid by you for the specific service in question.

8. Third-Party Links and Tools

Our website may contain links to third-party tools (e.g., tax calculators, investment portals). We do not control and are not responsible for the accuracy or security of these third-party resources.

9. Termination

We reserve the right to terminate our professional relationship or restrict your access to our website at our sole discretion, with or without notice, for conduct that we believe violates these Terms or is harmful to our business interests.

10. Changes to Terms

We may update these Terms and Conditions from time to time. The "Effective Date" at the top of this page will reflect the most recent update. Continued use of our services after changes are posted constitutes acceptance of the new terms.

11. Contact Information

If you have any questions regarding these Terms, please contact us at:

Timeless Financial Solutions Email: [email protected]