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Ashley Evans

Accounting Specialist
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Terms of Service

Last Updated: January 25, 2026

These Terms of Service ("Terms") govern your use of the website and services provided by AE Accounting Services, operated by Ashley Evans ("we," "us," "our," or "Company"). By accessing our website at https://aeaccountingservices.com or engaging our services, you agree to be bound by these Terms. These Terms comply with applicable federal laws, Texas state laws, and Dallas County regulations.

1. Acceptance of Terms

By accessing or using our website and services, you acknowledge that you have read, understood, and agree to be bound by these Terms, as well as our Privacy Policy. If you do not agree to these Terms, you must not use our services.

2. Services Provided

AE Accounting Services provides professional accounting, bookkeeping, tax preparation, financial consulting, and related services ("Services") to individuals and businesses. Our Services include, but are not limited to:

  • Tax preparation and filing
  • Bookkeeping and financial record maintenance
  • Financial consulting and advisory services
  • Business setup and entity formation assistance
  • Audit support and preparation
  • QuickBooks and accounting software training
  • Payroll processing services
  • Financial statement preparation

3. Professional Standards and Licensing

3.1 Professional Competence

We maintain professional competence and adhere to applicable accounting standards, including Generally Accepted Accounting Principles (GAAP), IRS regulations, and Texas state tax laws.

3.2 Scope of Services

Our services are provided in accordance with professional accounting standards. We do not provide legal advice, and clients should consult with an attorney for legal matters. We do not provide investment advice or act as investment advisors.

3.3 Texas Regulations

Our services comply with Texas Occupations Code Title 6, which governs accounting professionals in Texas, and all applicable Dallas County business regulations.

4. Client Responsibilities

4.1 Information Accuracy

You agree to provide complete, accurate, and timely information necessary for us to perform our Services. You are responsible for:

  • Providing all relevant financial documents and records
  • Ensuring the accuracy of information provided
  • Maintaining organized financial records
  • Responding promptly to our requests for information
  • Informing us of any changes in your financial situation

4.2 Client Cooperation

You agree to cooperate fully with our requests and maintain regular communication throughout the engagement. Failure to provide necessary information may delay service delivery or result in additional fees.

4.3 Final Review

You are responsible for reviewing all work product, including tax returns and financial statements, before filing or finalization. By approving our work, you confirm its accuracy based on the information you provided.

5. Fees and Payment Terms

5.1 Service Fees

Fees for Services are based on the complexity of work, time required, and services requested. Fees may be:

  • Fixed fees for specific services (as quoted)
  • Hourly rates for consulting and advisory services
  • Monthly retainer fees for ongoing services

5.2 Payment Terms

Unless otherwise agreed in writing:

  • Payment is due upon receipt of invoice or completion of services
  • Payment methods include check, bank transfer, and credit card
  • A retainer or deposit may be required for certain services
  • Late payments may incur interest charges of 1.5% per month (18% annually) or the maximum rate permitted under Texas law, whichever is less

5.3 Additional Fees

Additional fees may apply for:

  • Rush or expedited services
  • Services outside the original scope of engagement
  • Amended tax returns or corrections due to client error
  • Representation before tax authorities
  • Document storage beyond standard retention periods

6. Engagement and Termination

6.1 Engagement Letters

For significant services, we will provide an engagement letter outlining the scope of services, fees, and terms. The engagement letter, together with these Terms, constitutes the complete agreement between parties.

6.2 Termination by Client

You may terminate our services at any time by providing written notice. You remain responsible for:

  • Payment for services rendered through the termination date
  • Any costs incurred on your behalf
  • Outstanding invoices

6.3 Termination by Company

We reserve the right to terminate our services if:

  • Payment is not received as agreed
  • You fail to provide necessary information or cooperation
  • A conflict of interest arises
  • We determine the engagement is not in compliance with professional standards
  • Any term of this agreement is violated

7. Confidentiality and Privacy

7.1 Confidential Information

We maintain strict confidentiality of all client information in accordance with professional accounting standards and applicable laws, including:

  • Texas accountant-client privilege (Texas Occupations Code ยง901.457)
  • IRS regulations regarding tax return information (IRC Section 7216)
  • Gramm-Leach-Bliley Act (GLBA) requirements

7.2 Exceptions to Confidentiality

We may disclose information when:

  • Required by law or court order
  • Authorized by you in writing
  • Necessary to comply with professional standards or peer review
  • Required to defend ourselves in legal proceedings
  • Necessary to collect unpaid fees

7.3 Data Security

We implement reasonable security measures to protect your information. See our Privacy Policy for detailed information about data protection practices.

8. Limitations of Liability

8.1 Professional Liability

Our liability for any claim arising from our services is limited to the greater of:

  • The fees paid for the specific service giving rise to the claim, or
  • $5,000

This limitation applies to the fullest extent permitted by Texas law.

8.2 Consequential Damages

We shall not be liable for any indirect, incidental, consequential, special, or punitive damages, including but not limited to:

  • Lost profits or revenue
  • Loss of business opportunity
  • Loss of data
  • Cost of substitute services

8.3 Third-Party Claims

Our services are provided solely for your use and benefit. We assume no liability to third parties who may rely on our work product unless we have specifically agreed in writing to assume such liability.

8.4 Statute of Limitations

Any claim arising from our services must be brought within two (2) years from the date services were performed or when the claim should have been discovered, whichever is earlier, in accordance with Texas law.

9. Intellectual Property

9.1 Our Property

All materials, templates, methodologies, and work product created by us remain our intellectual property. You receive a non-exclusive license to use deliverables for your business purposes.

9.2 Client Information

You retain ownership of all information and documents provided to us. We retain the right to maintain copies for our records as required by professional standards and law.

10. Tax-Specific Terms

10.1 Tax Preparation Services

For tax preparation services:

  • We prepare returns based on information you provide
  • You are responsible for the accuracy of information provided
  • We are not responsible for taxes, penalties, or interest resulting from inaccurate information
  • You must review and approve returns before filing
  • Electronic signature authorization is required for e-filing

10.2 IRS Representation

Basic tax preparation does not include representation before the IRS or state tax authorities. Audit support or representation services are available for additional fees and require a separate engagement letter.

10.3 Tax Advice

Tax advice provided is based on current tax laws and regulations. Tax laws are subject to change, and past advice may not apply to future situations.

11. Disclaimers and Warranties

11.1 Website Use

Our website is provided "as is" without warranties of any kind. We do not warrant that:

  • The website will be uninterrupted or error-free
  • Defects will be corrected
  • The website is free from viruses or harmful components

11.2 Professional Services

We warrant that services will be performed with professional competence and in accordance with applicable standards. However, we do not guarantee specific outcomes or results.

11.3 No Audit Guarantee

Our services do not include audit procedures designed to detect fraud, errors, or illegal acts. We are not responsible for detecting such matters unless specifically engaged to do so.

12. Indemnification

You agree to indemnify and hold harmless AE Accounting Services and Ashley Evans from any claims, damages, losses, or expenses (including attorney fees) arising from:

  • Your breach of these Terms
  • Your provision of inaccurate or incomplete information
  • Your violation of any law or regulation
  • Third-party claims based on your use of our services

13. Record Retention

We will retain your records in accordance with:

  • IRS requirements (generally 3-7 years)
  • Texas state requirements
  • Professional accounting standards

After the retention period, we will securely destroy records unless you request their return. You are responsible for maintaining your own copies of all documents.

14. Dispute Resolution

14.1 Governing Law

These Terms are governed by the laws of the State of Texas and the United States of America, without regard to conflict of law principles.

14.2 Jurisdiction and Venue

Any legal action or proceeding arising from these Terms shall be brought exclusively in the state or federal courts located in Dallas County, Texas. You consent to the personal jurisdiction of such courts.

14.3 Mediation

Before initiating any legal action, both parties agree to attempt resolution through mediation. The prevailing party in any dispute shall be entitled to recover reasonable attorney fees and costs.

15. Force Majeure

We shall not be liable for any delay or failure to perform services due to circumstances beyond our reasonable control, including but not limited to:

  • Natural disasters
  • Pandemics or health emergencies
  • Government actions or regulations
  • Internet or technology failures
  • Acts of terrorism or war

16. Electronic Communications

By using our services, you consent to receive electronic communications from us. Electronic communications may include:

  • Email correspondence
  • Electronic document delivery
  • Electronic signatures
  • Portal-based document sharing

You acknowledge that electronic communications satisfy any legal requirement for written communications. You are responsible for maintaining a valid email address and secure access to communications.

17. Entire Agreement

These Terms, together with any engagement letter and our Privacy Policy, constitute the entire agreement between you and AE Accounting Services regarding the use of our services and supersede all prior agreements and understandings.

18. Severability

If any provision of these Terms is found to be invalid or unenforceable under Texas law or federal law, the remaining provisions shall continue in full force and effect.

19. Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. Any waiver must be in writing and signed by us.

20. Assignment

You may not assign or transfer these Terms or any rights hereunder without our prior written consent. We may assign our rights and obligations under these Terms without restriction.

21. Amendments

We reserve the right to modify these Terms at any time. Changes will be posted on our website with a new "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the revised Terms.

22. Contact Information

For questions about these Terms of Service, please contact us:

AE Accounting Services
Ashley Evans, Accounting Specialist
Virtual Office - Dallas, Texas
Phone: (810) 407-2569
Email: a.e@aeaccountingservices.com
Website: https://aeaccountingservices.com


Acknowledgment: By using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.

These Terms of Service comply with applicable federal laws, Texas state laws including the Texas Business and Commerce Code, Texas Occupations Code, and Dallas County regulations. This document is designed to protect both the service provider and clients while establishing clear expectations for professional accounting services.

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