Terms and Conditions

Last Updated: November 2025

Welcome to SheCounts Taxes and Wealth (“SheCounts,” “we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your access to our website, communications, and all professional services we provide.

By engaging our services or signing electronically, you acknowledge that you have read, understood, and agree to these Terms. If you do not agree, please discontinue use of our services.

1. Scope of Services

SheCounts Taxes and Wealth provides professional tax and financial services, including but not limited to:

Individual and business tax preparation
IRS and state filing support
Wealth-building and financial strategy sessions
Insurance and credit education

All deliverables are based solely on the information you provide. Our services are offered in good faith and in compliance with federal and state laws.

2. Client Responsibilities

You agree to:

Provide accurate and complete financial information
Review all documents prior to submission
Retain copies of your tax documents
Respond promptly to any requests
Comply with all IRS and state laws

You assume full responsibility for penalties arising from incomplete, inaccurate, or delayed information.

3. Fees and Payment

All fees are disclosed before service concludes.
Fees are non-refundable once work has begun.
Additional charges may apply for:
- Amended returns
- Expedited services
- Additional consultation
- Late documentation

4. Refunds and Cancellations

Refunds may be issued only if work has not started.
Once preparation or consultation begins, all fees are final.
SheCounts does not guarantee refund amounts or financial outcomes.

5. Accuracy and Limitation of Liability

Accuracy depends on the information you provide. SheCounts is not responsible for:

Penalties or delays due to incomplete or inaccurate information
Late document submissions
Failure to respond to IRS/state notices

Our liability is limited to the amount paid for the service.

6. Confidentiality and Data Security

We comply with:

IRS Publication 4557
Gramm-Leach-Bliley Act
State and federal privacy laws

Data is encrypted and never sold. Access is granted only to authorized personnel.

7. Electronic Communication & Signature Consent

By using our services, you consent to receive electronic communications. Your electronic signature is legally binding under UETA and the E-SIGN Act.

8. Intellectual Property

All SheCounts materials—including forms, guides, systems, templates, and content—are proprietary. You may not reproduce or distribute them without written consent.

9. Governing Law & Dispute Resolution

These Terms are governed by Texas law. Disputes must be resolved through good-faith negotiation, then binding arbitration in Dallas County, Texas.

10. Updates to These Terms

We may update these Terms at any time. Changes take effect immediately upon posting.

11. SMS Communication & Opt-In Consent

By providing your mobile phone number to SheCounts Taxes and Wealth through our website, forms, applications, booking pages, or communication channels, you expressly agree to receive SMS (text) messages from us for service-related and informational purposes.

11.1 Types of Messages You May Receive

Messages may include:

Service Alerts: Appointment confirmations, reminders, filing updates, and important tax deadlines
Educational Messages: Tax tips, financial insights, and insurance/wealth-building information
Promotional Messages: Offers, seasonal announcements, special programs, and event notifications
Conversational Messages: Client support, follow-up questions, ITA application updates, and on-boarding communication.

You will receive account alerts and promotional Offers Via SMS.

11.2 Message Frequency

you may receive SMS (text) messages from SheCounts Taxes and Wealth including Service Alerts, Educational Messages, Promotional Messages, and Conversational Messages. Message frequency: up to 4 messages per week, with additional messages possible during peak service periods. Message and data rates may apply.

11.3 Opt-Out Instructions

You may opt out of SMS communications at any time by replying “STOP.” Reply “HELP” for assistance. Opting out will not affect your access to email communication or service availability.

11.4 Data Protection & No Third-Party Sharing

We do not sell, transfer, or share consumer data—including phone numbers—with any external organizations or third parties under any circumstances. This includes situations even where user consent may be implied or assumed.

To protect your information, SheCounts uses:

Strict internal access controls to limit who can view your data
Regular internal audits to ensure compliance and prevent unauthorized activity
Employee and contractor training focused on privacy, SMS compliance, and data protection

Your phone number is used exclusively for SheCounts communications, alerts, and service delivery.