BURKS BOOKKEEPING
Terms and Conditions
Welcome to Burks Bookkeeping! By using our services and accessing our website at www.burksbookkeeping.com, you agree to be bound by the following terms and conditions. Please read them carefully. If you do not agree with any part of these terms, please do not use our services.
- Services Provided
Burks Bookkeeping offers a range of services, including tax preparation, bookkeeping, business coaching, and software solutions. These services are designed to assist individuals and businesses with accurate, efficient, and compliant financial management.
- Tax Preparation: We assist clients with tax filings to ensure they comply with IRS and state regulations.
- Bookkeeping: We offer full-service bookkeeping to manage your financial records.
- Coaching: We provide one-on-one coaching for business owners to help them improve financial management and operational efficiency.
- Software Solutions: We find and recommend business software solutions tailored to your needs.
- Client Responsibilities
You are responsible for providing complete, accurate, and timely information required for the preparation of your tax returns, bookkeeping services, and coaching sessions. Failure to provide necessary documents or information may result in delays, additional fees, or incomplete services. We are not responsible for any issues that arise from inaccurate or incomplete data provided by you.
- Fees and Payment
Tax Preparation Fees:
Our tax preparation services begin with a free initial consultation to assess your tax situation. After the consultation, we will provide you with a precise quote based on the complexity of your return.
Bookkeeping Fees:
Bookkeeping services are paid upfront following a brief review of your current books to assess their complexity. The quote for the fees will be provided based on the complexity of your bookkeeping needs and is subject to change.
Coaching Fees:
Coaching services are paid upfront, and the fee is agreed upon before sessions begin.
Software Solutions:
There is no additional fee for us to help find business software solutions that best suit your needs. Our goal is to recommend the right tools for your business at no extra charge.
- Privacy and Confidentiality
Burks Bookkeeping respects your privacy. Please refer to our Privacy Policy for details on how we collect, use, and protect your personal and financial information.
- Communication Consent
By engaging with Burks Bookkeeping, you agree to sign a communication consent form. This form authorizes Burks Bookkeeping to communicate with you regarding your services, including but not limited to reminders, updates, and notifications related to your account. You also acknowledge that you are providing your consent to receive messages as part of the services we provide.
- Messaging Terms & Conditions
By providing us with your contact information, you agree to receive informative messages related to your account, including appointment reminders, account notifications, and updates regarding the services we provide.
Message Frequency: Message frequency may vary depending on your specific needs and our interactions.
Message and Data Rates: Message and data rates may apply.
Opt-Out Instructions: You can opt out of receiving these messages at any time by replying, “STOP” to any message or by emailing us at cantrell@burksbookkeeping.com.
Help Instructions: For assistance, reply “INFO” to any message or email us at cantrell@burksbookkeeping.com.
- Dispute Resolution
In the event of a dispute, we encourage you to reach out directly to Burks Bookkeeping to resolve the issue. If a resolution cannot be reached, any legal action related to this agreement must be brought in the appropriate jurisdiction in the state of Texas, and all disputes will be governed by the laws of Texas.
- Limitation of Liability
Burks Bookkeeping shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our services. Our liability for any service-related issues is limited to the amount paid by you for the specific service in question.
- Regulatory Compliance
Burks Bookkeeping complies with all applicable laws and regulations related to tax preparation, bookkeeping, and business coaching services. We adhere to the standards set forth by the IRS, state tax authorities, and any other regulatory bodies relevant to our services.
- Changes to Terms and Conditions
Burks Bookkeeping reserves the right to update or modify these terms and conditions at any time. We will notify you of any significant changes by updating the effective date at the top of this page. By continuing to use our services after changes have been made, you agree to be bound by the updated terms.
- Contact Information
If you have any questions or concerns about these terms and conditions or our services, please contact us at:
Burks Bookkeeping
24301 Brazos Town Xing #500-119
Rosenberg, TX 77471
Email: cantrell@burksbookkeeping.com
Effective Date: March 15, 2025