Terms and Conditions

These Terms and Conditions govern the use of the Smart Money Taxes website and related communications. By accessing this website, contacting the business through the website, or requesting services, users agree to the terms outlined below.

Users may access the website for lawful informational and service-request purposes only. The website content is intended to describe available services, communicate business information, and facilitate inquiry or scheduling. Users may not misuse the website, attempt unauthorized access, submit false information, or interfere with site functionality.

Using the website or contacting Smart Money Taxes does not create a guaranteed service outcome, filing result, refund amount, approval decision, or legal conclusion. Tax results vary by client circumstances, documentation, eligibility, and governing law. Notary service availability depends on lawful eligibility, signer identity verification, document completeness, and other applicable requirements.

Tax preparation services are based on the information and documentation provided by the client. Clients are responsible for providing complete, accurate, and timely information. Smart Money Taxes may rely on the materials submitted by the client unless otherwise required by law or professional standards. Smart Money Taxes reserves the right to decline or discontinue service where documentation is incomplete, information appears inaccurate, or the requested work falls outside the office’s service scope.

Notary services are limited to lawful notarial acts permitted under applicable law. Smart Money Taxes does not provide legal advice, draft legal documents solely by virtue of offering notary service, or advise clients on the legal sufficiency, legal effect, or legal consequences of documents. Clients are responsible for understanding the purpose and content of their documents and for presenting acceptable identification and signer presence as required.

Appointments may be scheduled through the website, by phone, or through other approved contact channels. Walk-ins may be accepted based on office availability, staffing, and service demand. Submission of an appointment request does not guarantee a confirmed appointment until the office responds.

The referral program offers a $50 incentive for a successful referral, subject to internal verification that the referred individual completed qualifying service. Smart Money Taxes reserves the right to define qualifying service, verify eligibility, prevent abuse, modify the referral program, or discontinue the program at any time.

To the fullest extent permitted by law, Smart Money Taxes is not liable for indirect, incidental, consequential, special, or punitive damages arising out of website use, communication delays, scheduling issues, document submission errors, third-party platform interruptions, or client-provided inaccuracies. Nothing in this provision is intended to limit obligations that cannot be lawfully disclaimed.

Website content, branding, layout text, logos, and other original materials appearing on the website are the property of Smart Money Taxes or are used with permission. Unauthorized copying, reproduction, or commercial use is prohibited.

Smart Money Taxes may update these Terms and Conditions from time to time. Updated terms become effective when posted to the website.

Providing tax preparation and notary services in Dallas, TX since 2013. We offer virtual, in-person, and walk-in service options.

Referral Program

Refer a friend, family member, or fellow business owner and earn $50 for every successful referral.