Terms and Conditions
Last Updated: May 10, 2026
Welcome to Serenity Tax Solutions LLC (“Serenity Tax,” “we,” “our,” or “us”).
These Terms and Conditions (“Terms”) govern your use of the website located at serenity.tax (“Website”) and any tax preparation, tax planning, bookkeeping, consulting, payroll, advisory, or related services provided by Serenity Tax Solutions LLC (“Services”).
By accessing or using this Website or our Services, you agree to be bound by these Terms and our Privacy Policy.
If you do not agree with these Terms, please do not use this Website or our Services.
SERVICES PROVIDED
Serenity Tax Solutions LLC provides professional tax preparation and related financial services, which may include:
Individual tax return preparation
Business tax return preparation
Tax planning and consulting
Bookkeeping support
Payroll-related services
IRS correspondence assistance
Electronic filing services
Secure document exchange and electronic signatures
Services may be delivered using third-party systems and software platforms, including the Drake suite of products such as Drake Tax, Drake Pay, Drake Portals, and Drake E-Sign.
NO PROFESSIONAL RELATIONSHIP WITHOUT ENGAGEMENT
Your use of this Website, submission of information, or communication with Serenity Tax does not establish a client relationship.
A professional relationship is established only after:
We agree to provide Services;
You receive an engagement agreement or authorization from us; and
Both parties agree to the scope of Services.
We reserve the right to decline service requests at our discretion.
CLIENT RESPONSIBILITIES
You agree to:
Provide complete, accurate, and timely information;
Review all tax returns and documents before submission;
Maintain copies of your records;
Notify us promptly of any errors or omissions;
Respond timely to requests for additional information;
Use secure methods designated by Serenity Tax for transmitting confidential information.
You acknowledge that you remain legally responsible for the accuracy and completeness of information submitted to taxing authorities.
ELECTRONIC COMMUNICATIONS
By using our Website or Services, you consent to receive electronic communications from us, including:
Email communications;
Electronic invoices;
Electronic signatures;
Secure portal communications;
Tax documents and filing confirmations.
While we use reasonable safeguards, electronic communications may not always be completely secure.
Clients may be required to use secure portals or encrypted systems designated by Serenity Tax Solutions LLC for transmission of sensitive taxpayer information.
FEES AND PAYMENT
Fees for Services are disclosed through estimates, invoices, engagement agreements, or other written communication.
Payment is due according to the terms stated on the applicable invoice or agreement.
You agree to provide accurate billing and payment information and authorize charges for agreed-upon Services.
Serenity Tax may suspend Services or decline to file returns until outstanding balances are paid.
Certain third-party processing fees, transmission fees, or bank fees may be non-refundable.
REFUND POLICY
Refunds for professional services are evaluated on a case-by-case basis.
Fees for completed work, filed returns, transmitted returns, government filings, software transmission fees, consultation time, and third-party processing fees are generally non-refundable.
WEBSITE INFORMATION DISCLAIMER
Information provided on this Website is for general informational and educational purposes only.
Nothing on this Website constitutes legal, financial, investment, or tax advice unless provided through a formal client engagement.
Tax laws frequently change, and information on this Website may not reflect the most current legal developments.
You should consult directly with a qualified tax professional regarding your specific circumstances.
NO GUARANTEE OF RESULTS
We do not guarantee:
Specific tax outcomes;
Refund amounts;
Audit outcomes;
IRS processing times;
Eligibility for credits or deductions;
Financial results of any kind.
Tax outcomes depend on many factors outside our control, including the accuracy of information provided by clients and actions taken by taxing authorities.
THIRD-PARTY SERVICES
We may use third-party providers to support our Services, including:
Tax preparation software;
Payment processors;
Cloud storage providers;
Electronic signature providers;
Secure document portals;
Scheduling and communication platforms.
Your use of third-party systems may also be subject to those providers’ own terms and privacy policies.
Serenity Tax Solutions LLC is not responsible for outages, delays, data breaches, or technical failures caused by third-party providers.
LIMITATION OF LIABILITY
To the fullest extent permitted by law, Serenity Tax Solutions LLC shall not be liable for any indirect, incidental, consequential, special, punitive, or exemplary damages arising from:
Use of this Website;
Use of our Services;
Delays in tax processing;
IRS or state taxing authority actions;
Errors caused by incomplete or inaccurate client information;
Technical failures or interruptions.
Our total liability for any claim relating to Services shall not exceed the amount paid by you for the specific Services giving rise to the claim.
INDEMNIFICATION
You agree to indemnify and hold harmless Serenity Tax Solutions LLC and its owners, employees, contractors, and affiliates from claims, liabilities, damages, costs, and expenses arising from:
Your violation of these Terms;
Inaccurate or incomplete information you provide;
Your misuse of the Website or Services;
Your violation of applicable laws or regulations.
INTELLECTUAL PROPERTY
All content on this Website, including text, graphics, logos, branding, downloads, and materials, is the property of Serenity Tax Solutions LLC unless otherwise stated.
You may not reproduce, distribute, modify, or commercially use Website content without prior written permission.
WEBSITE AVAILABILITY
We do not guarantee uninterrupted access to the Website or Services.
Access may occasionally be limited due to maintenance, updates, technical issues, or circumstances beyond our control.
PRIVACY
Your use of this Website and our Services is also governed by our Privacy Policy.
GOVERNING LAW
These Terms shall be governed by the laws of the State of Washington, United States of America, without regard to conflict of law principles.
DISPUTE RESOLUTION
Any dispute arising from these Terms or our Services shall first be attempted to be resolved through good-faith negotiation.
If a dispute cannot be resolved informally, the parties agree to submit disputes to binding arbitration in the State of Washington, except where prohibited by law.
Each party agrees to waive participation in any class action or class-wide proceeding.
SEVERABILITY
If any provision of these Terms is found unenforceable, the remaining provisions shall remain in full force and effect.
CHANGES TO THESE TERMS
We reserve the right to modify these Terms at any time.
Updated versions will be posted on this Website with a revised “Last Updated” date.
Continued use of the Website or Services after changes are posted constitutes acceptance of the updated Terms.
CONTACT INFORMATION
Serenity Tax Solutions LLC
Website: serenity.tax
Email: help@serenity.tax
Phone: (360) 241-0741