Legal Framework

Terms and Conditions

These professional terms govern all tax preparation, QuickBooks bookkeeping, and strategic consulting engagements with Jean Management & Consulting LLC, establishing clear guidelines for our virtual partnership.

Engagement Scope

Services and Responsibilities

We provide professional tax preparation and bookkeeping services based strictly on the information you provide. Our engagements are structured to ensure compliance and maintain clean QuickBooks ledgers throughout the fiscal year.

Clients must deliver accurate, complete financial records and QuickBooks access in a timely manner. We rely on your documentation to prepare filings, and we do not audit your primary receipts.

Professional Liability Limits

Our liability for any error, omission, or professional oversight is strictly limited to the fees paid for the specific service in question. We do not assume liability for systemic business losses.

Legal Limits

Liability and Disputes

Dispute Resolution

Any disagreements arising from our consulting, tax, or ledger services will be resolved through binding arbitration. This structured process ensures a swift, confidential, and professional resolution for both parties.

Consent

Acknowledgment of Terms

By retaining our tax preparation, bookkeeping, or consulting services, you formally accept these terms of engagement. We update these guidelines periodically to reflect changing regulatory requirements and operational standards.