Terms and Conditions
Effective Date: December 26, 2025
Welcome to Prosperity Wealth Partners ("Company," "we," "us," or "our"). These Terms and Conditions ("Terms") govern your access to and use of our website, communications, and tax preparation, tax advisory, and related financial services (collectively, the "Services"). By accessing or using our Services, you agree to be bound by these Terms. If you do not agree, please discontinue use of our Services.
1. Scope of Services
Prosperity Wealth Partners provides professional tax-related services, which may include:
Tax preparation and filing assistance
Tax advisory and consulting services
IRS or state tax correspondence support (when agreed upon)
Related financial and administrative services
Services are provided based on information supplied by the client and applicable tax laws at the time services are rendered.
2. Client Responsibilities
You agree to:
Provide accurate, complete, and timely information required to perform Services
Review all tax returns, filings, and documents for accuracy before submission
Retain copies of your tax records and supporting documentation
Notify us promptly of any changes or errors discovered
You acknowledge that inaccurate or incomplete information may affect outcomes, compliance, or filing accuracy.
3. No Legal or Investment Advice
Our Services are limited to tax-related services. We do not provide legal, investment, or financial planning advice unless expressly stated in writing. Any guidance provided is general in nature and should not be relied upon as a substitute for advice from licensed professionals.
4. Fees and Payments
Fees for Services will be disclosed before work begins.
Payment is due as agreed upon in your service agreement or invoice.
Services may be suspended or withheld until payment is received in full.
All fees are non-refundable once Services have been performed, unless otherwise stated in writing.
5. Client Authorization
By engaging our Services, you authorize Prosperity Wealth Partners to:
Prepare and submit tax returns or related documents on your behalf
Communicate with taxing authorities as necessary (with proper authorization)
Use third-party software or service providers to complete Services securely
6. Confidentiality
We maintain strict confidentiality of client information in accordance with applicable laws and professional standards. Client information will not be disclosed to third parties except:
As required to provide Services
As required by law or regulatory authorities
With your written consent
7. Limitation of Liability
To the fullest extent permitted by law:
Prosperity Wealth Partners shall not be liable for penalties, interest, or damages resulting from inaccurate or incomplete information provided by the client.
Our total liability for any claim arising from the Services shall not exceed the fees paid by you for the specific Services giving rise to the claim.
8. No Guarantee of Outcomes
Tax laws and interpretations are subject to change. We do not guarantee refunds, tax savings, audit outcomes, or acceptance of filings by any taxing authority.
9. Use of Website and Content
All website content, materials, branding, and communications are the intellectual property of Prosperity Wealth Partners and may not be copied, distributed, or used for commercial purposes without prior written consent.
10. Third-Party Services
We may use third-party platforms or software to deliver Services. We are not responsible for interruptions, errors, or issues caused by third-party systems beyond our control.
11. Termination of Services
We reserve the right to terminate Services at any time if:
Required information is not provided
Fees are not paid as agreed
The client engages in unlawful, unethical, or abusive conduct
Termination does not relieve the client of payment obligations for Services already performed.
12. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to conflict of law principles. If applicable, state-specific laws may apply based on the client’s location.
13. Changes to These Terms
We may update these Terms at any time. Updates will be posted with a revised effective date. Continued use of our Services constitutes acceptance of the updated Terms.
14. Contact Information
If you have questions regarding these Terms and Conditions, please contact us at:
Disclaimer: This document is provided for general informational purposes and does not constitute legal advice. You should consult a qualified attorney or compliance professional to ensure these Terms meet all applicable legal and regulatory requirements.
Welcome to Prosperity Wealth Partners, By accessing and using our website ( https://site.prosperitywealthpartnerstaxco.com/home ), services, or making any transactions, you agree to comply with and be bound by the following terms and conditions. Please review them carefully. If you do not agree with any part of these terms, you may not use our website or services.
1. General Terms
By using our website and services, you confirm that you are at least 18 years old or have the consent of a legal guardian. All information provided on this website, including pricing, is subject to change without notice. The content of this website is for your general information and use only. It is subject to change without notice.
2. Services
Prosperity Wealth Partners offers home remodeling and renovation services. The details of these services, including project scope, timelines, and costs, will be outlined in a separate written agreement between us and the client. All projects are subject to availability and acceptance by Prosperity Wealth Partners.
3. Payment Terms
Payment terms will be outlined in the individual agreement or contract for your project. We reserve the right to refuse service or terminate contracts if payment terms are not met. In the case of any additional work outside the agreed scope, additional charges may apply, which will be communicated and agreed upon in advance.
4. Intellectual Property
All content on this website, including text, graphics, logos, and images, is the property of Prosperity Wealth Partners and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or exploit any content from this site without express written consent from Prosperity Wealth Partners.
5. Liability
Prosperity Wealth Partners will not be held liable for any indirect, incidental, or consequential damages resulting from the use or inability to use our website or services. We will make every effort to ensure that our website is free from errors or omissions, but we do not warrant the accuracy or completeness of the content provided.
6. Cancellation and Refund Policy
If you wish to cancel your project, please refer to the terms of the specific contract for your project, which will outline cancellation and refund policies. Cancellations must be made in writing. Any applicable refunds will be subject to the terms of the contract.
7. Governing Law
These terms and conditions are governed by and construed in accordance with the laws of New Jersey, and any disputes will be subject to the exclusive jurisdiction of the courts in that region.
8. Changes to Terms
We may update these terms and conditions from time to time. Any changes will be posted on this page, and it is your responsibility to review them periodically.
9. Contact Information
For any questions regarding these Terms and Conditions, please contact us at: [email protected]