Terms of Service

Effective Date: September 29, 2026 Last Updated: September 29, 2026

These Terms of Service ("Terms") govern your access to and use of the website, services, and communications provided by True North Tax Company ("Company," "we," "us," or "our"), including truenorthtaxco.com (the "Site") and any tax preparation, accounting, or related services we provide (the "Services").

By accessing our Site, engaging our Services, or providing your contact information to us, you agree to be bound by these Terms. If you do not agree, please do not use our Site or Services.

1. Description of Services

True North Tax Company provides tax preparation, filing, and related advisory services to individual and business clients. Specific engagement terms, fees, and deliverables for any particular service will be outlined separately in an engagement letter, service agreement, or invoice provided to you.

Nothing on this Site constitutes tax, legal, or financial advice. Use of the Site does not create a client relationship; a client relationship is established only through a separate engagement with our firm.

2. Client Responsibilities

When engaging our Services, you agree to:

  • Provide accurate, complete, and timely information necessary to prepare and file your returns or complete requested services

  • Review all documents we prepare on your behalf before signing or authorizing filing

  • Retain copies of your records as required by applicable tax authorities

  • Notify us promptly of any changes to your contact information, including phone number and email address

You are responsible for the accuracy of information you provide. We are not liable for errors, penalties, or interest resulting from incomplete or inaccurate information supplied by you.

3. Fees and Payment

Fees for services are disclosed to clients prior to engagement, either verbally, in writing, or through a signed engagement letter. Payment terms, due dates, and accepted payment methods will be communicated at the time of engagement. Late or non-payment may result in delayed filing, suspension of services, or referral to collections, as applicable.

4. Communications, Including SMS/Text Messaging

4.1 General Communications

By providing your phone number or email address, you consent to receive communications from us related to your account, appointments, and the services you've engaged us for.

4.2 SMS Program

If you opt in to receive text messages from us, the following applies:

  • Messages are informational only (e.g., appointment reminders, document requests, filing status updates) — we do not send marketing or promotional texts under this program

  • Consent to receive texts is not a condition of any purchase or engagement

  • Message frequency varies based on your account activity

  • Message and data rates may apply, depending on your carrier and plan

  • Reply STOP at any time to opt out, or HELP for assistance

  • Text messaging originator opt-in data and consent will not be shared with third parties or affiliates for marketing purposes

Full details are available in our Privacy Policy.

5. Intellectual Property

All content on the Site — including text, graphics, logos, and design — is the property of True North Tax Company or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from Site content without our prior written consent.

6. Third-Party Links

Our Site may contain links to third-party websites or services not owned or controlled by us. We are not responsible for the content, privacy practices, or terms of any third-party sites. Use of third-party sites is at your own risk and subject to their respective terms.

7. Disclaimer of Warranties

The Site and its content are provided "as is" and "as available" without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or secure.

8. Limitation of Liability

To the fullest extent permitted by law, True North Tax Company shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Site or Services, including but not limited to lost profits, lost data, or penalties assessed by a taxing authority, except where such liability arises from our gross negligence or willful misconduct in the performance of engaged services.

Our total liability for any claim arising from our Services shall not exceed the fees paid by you for the specific service giving rise to the claim.

9. Indemnification

You agree to indemnify and hold harmless True North Tax Company, its owners, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your breach of these Terms, misuse of the Site, or provision of inaccurate or incomplete information to us.

10. Termination

We reserve the right to suspend or terminate your access to the Site or our Services at our discretion, including for violation of these Terms, non-payment, or conduct that is harmful to our business or other clients.

11. Governing Law

These Terms are governed by the laws of the State of Illinois, without regard to its conflict of law principles, except where services are rendered in Indiana, in which case applicable Indiana law may also govern that engagement.

12. Changes to These Terms

We may revise these Terms from time to time. The "Last Updated" date at the top of this page reflects the most recent revision. Continued use of the Site or Services after changes take effect constitutes your acceptance of the revised Terms.

13. Contact Us

If you have questions about these Terms, contact us at:

True North Tax Company

910 Richard Road, Suite A Dyer, IN 46311

301 N. White Street, Suite CC Frankfort, IL 60423

info@truenorthtaxco.com 815-806-9100 truenorthtaxco.com

These Terms of Service are a general template and do not constitute legal advice. We recommend having them reviewed by a qualified attorney to ensure they meet all applicable federal, state, and professional licensing requirements for tax preparation businesses in your jurisdiction(s).