TERMS OF SERVICE

1. Acceptance of Terms

By accessing or using this website and/or services provided by NextEra Tax Group LLC (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree, you must discontinue use immediately.

2. No Professional Advice Without Engagement

Information on this website is provided for general informational purposes only and does not constitute tax, legal, or accounting advice. No professional relationship is created by use of this website alone.

Professional services are only provided after:

• Execution of a written engagement letter, and

• Receipt of required documentation and payment (if applicable).

3. Scope of Services

Services offered may include, but are not limited to:

• Individual and business tax preparation

• Tax planning and consulting

• IRS correspondence assistance (when agreed in writing)

We do not provide advice, investment advice, or financial planning services unless explicitly stated in a written engagement.

4. Client Responsibilities

Clients agree to:

• Provide complete, accurate, and truthful information

• Timely submit all requested documents

• Review completed returns before filing

• Retain copies of filed tax returns and supporting documents

We are not responsible for penalties, interest, or damages resulting from incomplete, inaccurate, or untimely information provided by the client.

5. Electronic Communications & Portals

By using our services, you consent to electronic communications, including email and secure portals (e.g., TaxDome & Tax Software).

Clients are responsible for:

• Maintaining secure access credentials

• Not sharing login information

• Promptly notifying us of suspected unauthorized access

6. Payment Terms

Our fees are at a standard rate and are disclosed prior to service and may vary based on complexity. Payment terms are also outlined in the engagement letter.

NextEra Tax Group LLC makes no guarantees regarding the amount, timing or approval of any tax refund. Refund tax outcomes are determined solely by taxing authorities and, where applicable, third-party financial institutions.

7. Limitation of Liability

To the fullest extent permitted by law, NextEra Tax Group LLC shall not be liable for any indirect, incidental, consequential, or special damages arising from the use of this website or services. Our total liability, if any, shall not exceed the amount of fees paid for the specific service giving rise to the claim.

8. Third-Party Links & Tools

This website may contain links to third-party websites or tools and ensure the highest level of security for your data, We are not responsible for the content, accuracy, or security practices of third parties.

9. Privacy & Data Security

Your use of this website is also governed by our Privacy Policy, which describes how we collect, use, and protect personal information in compliance with IRS and FTC safeguards.

10. Intellectual Property

All content on this website, including text, logos, and materials, is the property of Next Era Tax Group LLC and may not be copied, reproduced, or distributed without written permission. This excludes any IRS or government public information.

11. Termination of Use

We reserve the right to restrict or terminate access to this website or services at any time, without notice, for violation of these Terms or applicable laws.

12. Governing Law & Jurisdiction

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles. Any disputes shall be resolved exclusively in Florida courts.

13. Changes to Terms

We reserve the right to update or modify these Terms at any time. Continued use of the website constitutes acceptance of the revised Terms.

14. Contact Information:

NextEra Tax Group LLC

📧 info@nexterataxgroup.com

🌐 www.nexterataxgroup.com