Last Updated: August 9, 2026
Welcome to Jean R Mervilus Tax . These Terms & Conditions (“Terms”) govern your access to and use of the website located at jeanmervilus.com, our client portals, membership programs, digital platforms, and the professional services we provide.
Our services may include, without limitation:
Tax Preparation;
Tax Resolution;
Tax Planning and Tax Strategy;
Personal and Business Tax Filing;
Payroll and Payroll Tax Services;
Business Entity Formation and Related Business Services;
Bookkeeping and Accounting Support;
Tax Compliance Services;
Advisory and Consultation Services;
Audit Support or Audit Protection Services, where applicable;
Educational Programs and Digital Resources; and
Other related professional services offered by the Company.
By accessing or using our Website, registering for an account, purchasing a membership, submitting information, communicating with us, or engaging our Services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our Website or Services.
You must be at least eighteen (18) years of age and legally capable of entering into a binding agreement to use the Website or engage our Services.
By using our Website or Services, you represent and warrant that:
The information you provide is accurate, complete, and current;
You have the legal authority to provide any information or documents submitted to us;
You will comply with all applicable laws and regulations; and
You will not use our Website or Services for fraudulent, unlawful, or unauthorized purposes.
The specific services provided to each client may vary depending on the client’s circumstances, eligibility, requested services, documentation, and applicable law.
The exact scope of work, responsibilities, fees, deliverables, and service limitations may be set forth in a separate engagement letter, membership agreement, service agreement, proposal, invoice, or other written agreement.
Nothing on the Website guarantees that a particular service will be available to every visitor or client. We reserve the right to accept, decline, suspend, or discontinue a requested service when reasonably necessary or appropriate.
Our tax preparation services may include the preparation of federal, state, or other applicable tax returns based on information and documents provided by you.
You are responsible for providing complete, accurate, truthful, and timely information. We may rely on information and documentation you provide unless we have reason to believe that such information is inaccurate, incomplete, or unreliable.
You remain ultimately responsible for:
Reviewing your tax return before signing or authorizing its submission;
Confirming the accuracy of income, deductions, credits, dependents, and other information;
Maintaining required records and supporting documentation; and
Paying any taxes, interest, penalties, or other amounts lawfully due.
We do not guarantee that a tax return will be accepted without examination or that a taxing authority will not conduct an audit or make adjustments.
Tax planning and advisory services are based on the facts, circumstances, assumptions, and applicable laws known at the time the advice or strategy is provided.
Tax laws, regulations, interpretations, administrative guidance, and individual circumstances may change. Accordingly, we do not guarantee any specific tax savings, refund, reduction in tax liability, or other financial result.
Any projections, illustrations, examples, estimated savings, or potential strategies are provided for informational and planning purposes only and are not guarantees of future results.
Clients are responsible for consulting with appropriate legal, financial, investment, or other professionals when matters fall outside the scope of our engagement.
Tax resolution services may involve assistance with certain tax-related matters, including communications, filings, requests, negotiations, payment arrangements, penalty-related matters, or other available resolution options.
We do not guarantee:
Acceptance of an offer, application, or request;
Approval of a payment plan or settlement;
Reduction or elimination of tax liabilities, penalties, or interest;
A particular outcome in an audit, examination, or tax controversy; or
Any specific resolution by the Internal Revenue Service (“IRS”), state tax authority, or other governmental agency.
Government authorities retain sole discretion over their decisions, subject to applicable law.
If we provide payroll or payroll tax services, you remain responsible for providing accurate and timely information regarding employees, wages, compensation, classifications, hours, benefits, tax withholding, and other relevant payroll information.
You are also responsible for reviewing payroll records and reports and notifying us promptly of any errors or changes.
Unless expressly stated in a separate written agreement, our Services do not transfer your legal responsibilities as an employer to us.
Delays, errors, penalties, interest, or other consequences resulting from inaccurate, incomplete, late, or misleading information supplied by you may remain your responsibility.
We may assist clients with forming or registering certain business entities or preparing related administrative filings.
Unless expressly agreed otherwise in writing, our business entity services do not constitute legal advice or create an attorney-client relationship.
You are responsible for:
Selecting the appropriate legal structure for your business;
Reviewing and approving formation documents before filing;
Providing accurate ownership and business information;
Maintaining required corporate, state, federal, or other records; and
Complying with all applicable ongoing reporting, licensing, tax, and legal requirements.
Approval, registration, or acceptance of an entity is determined by the appropriate governmental authority, and we do not guarantee approval.
Bookkeeping, compliance, accounting support, and related services are performed based on information and records supplied by the client.
You are responsible for maintaining original source documents and promptly providing accurate records.
Our Services do not guarantee that your business will be free from audits, penalties, compliance issues, or financial errors. You are responsible for reviewing financial reports and notifying us of suspected inaccuracies.
The Company may offer membership programs or service packages with different levels of benefits, services, pricing, and eligibility requirements.
Membership benefits may vary by plan and may include access to certain consultations, tax services, bookkeeping support, tax planning, compliance assistance, educational resources, or other services.
Unless otherwise stated in a separate written agreement:
Membership fees are due according to the applicable billing terms;
Certain services may be subject to additional requirements, limitations, or fees;
Membership does not guarantee a specific tax, financial, or business result;
Membership benefits may be modified when reasonably necessary; and
We may suspend or terminate membership for nonpayment, fraud, misuse, or violation of these Terms.
Fees for our Services may be stated on the Website, in an engagement letter, proposal, membership agreement, invoice, or other written communication.
By purchasing a Service, you agree to pay all applicable fees, taxes, and authorized charges.
We may suspend work or access to certain Services when payments are overdue.
Refunds, cancellations, and service credits, if any, will be governed by the applicable service agreement, engagement terms, invoice terms, or applicable law.
Services that have already been substantially performed may not be refundable, except where required by law or expressly agreed by us in writing.
To enable us to provide Services effectively, you agree to:
Provide complete, accurate, and truthful information;
Submit requested documents on time;
Respond promptly to reasonable requests for information;
Review documents, returns, reports, and filings before approval or submission;
Notify us of material changes in your personal, tax, or business circumstances; and
Cooperate with reasonable verification, compliance, and identity-confirmation procedures.
We are not responsible for delays, errors, penalties, missed deadlines, or other consequences caused by information or documentation that is inaccurate, incomplete, misleading, fraudulent, or submitted late.
Although we strive to provide professional and high-quality services, we do not guarantee any specific outcome, including:
A particular tax refund;
A particular amount of tax savings;
A reduction or elimination of tax liability;
Approval of a tax resolution request;
Avoidance of penalties or interest;
Avoidance of an audit or examination;
Acceptance of any filing by a government authority; or
Any particular financial, investment, or business result.
Past results, examples, testimonials, or case experiences do not guarantee similar future results.
Certain Services may require access to a client portal or online account.
You are responsible for maintaining the confidentiality of your login credentials, username, password, and account information.
You agree to notify us promptly if you believe your account has been accessed without authorization.
You should log out of your account after using a shared or public device.
We may suspend access to an account when we reasonably believe that unauthorized activity, fraud, or a security risk exists.
By providing your email address, telephone number, or other electronic contact information, you agree that we may contact you regarding appointments, services, account information, billing, reminders, updates, and other communications, subject to applicable law and your consent preferences.
Where you expressly consent to receive SMS or text messages, message frequency may vary, and message and data rates may apply.
You may opt out of marketing text messages by following the opt-out instructions provided in the message, including replying STOP where applicable.
Reply HELP for assistance where that option is provided.
Consent to receive marketing communications is not a condition of purchasing Services unless otherwise permitted by applicable law.
We may collect personal, financial, tax, business, and other information necessary to operate the Website and provide our Services.
Your information will be handled in accordance with our applicable Privacy Policy and relevant law.
We may disclose information when reasonably necessary to:
Comply with applicable laws, regulations, subpoenas, court orders, or lawful governmental requests;
Provide or administer requested Services;
Protect the rights, property, security, or safety of the Company, our clients, or others;
Detect, prevent, investigate, or address fraud, security incidents, or unlawful activity; or
Enforce these Terms or other applicable agreements.
Our Website may use cookies, analytics tools, pixels, log files, and similar technologies to operate and improve the Website, understand general usage, support security, and improve communications and marketing where permitted by law.
Most web browsers allow you to control or disable cookies through browser settings. However, disabling cookies may affect the functionality of certain parts of the Website.
For more information, please review our Privacy Policy.
We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, misuse, loss, alteration, or disclosure.
However, no website, electronic transmission, data storage system, or Internet-based communication can be guaranteed to be completely secure.
Accordingly, we cannot guarantee absolute security of information transmitted to or from our Website or systems.
Our Website may contain links to or integrate with third-party websites, software, payment processors, client portals, government websites, analytics providers, or other services.
We do not control third-party services and are not responsible for their availability, content, security, policies, practices, or actions.
Your use of third-party websites or services is governed by their own terms and privacy policies.
Unless otherwise stated, all content on the Website—including text, graphics, logos, branding, designs, videos, documents, software, and other materials—is owned by or licensed to the Company and is protected by applicable intellectual property laws.
You may not copy, reproduce, distribute, modify, publish, sell, license, or commercially exploit Website content without our prior written permission, except as permitted by applicable law.
You agree not to use the Website, client portal, or Services to:
Violate any applicable law or regulation;
Submit false, misleading, fraudulent, or unauthorized information;
Impersonate another person;
Attempt unauthorized access to our systems or accounts;
Interfere with Website security or functionality;
Upload viruses, malware, or harmful code;
Use our Services to commit tax fraud or other unlawful activity; or
Infringe upon the rights of another person or entity.
We reserve the right to take appropriate action in response to prohibited conduct.
We may suspend or terminate access to the Website, client portal, membership, or Services if we reasonably believe that:
You have violated these Terms or another applicable agreement;
You have failed to make required payments;
You provided materially false or misleading information;
Continuing the relationship may violate applicable law or professional obligations;
Fraud, unauthorized activity, or a security concern is suspected; or
Continuing to provide Services is otherwise inappropriate or impracticable.
Termination does not eliminate obligations that arose before termination.
To the maximum extent permitted by applicable law, the Company and its owners, employees, contractors, agents, and service providers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to the Website or Services.
We are not responsible for losses resulting from:
Inaccurate, incomplete, or late information provided by you;
Your failure to review documents or filings;
Actions or decisions made by governmental authorities;
Changes in tax laws or regulations;
Third-party websites or services; or
Circumstances outside our reasonable control.
Nothing in these Terms excludes or limits liability that cannot legally be excluded or limited.
To the extent permitted by applicable law, you agree to indemnify and hold harmless the Company and its owners, employees, contractors, agents, and service providers from claims, liabilities, damages, losses, costs, and expenses arising from:
Your violation of these Terms;
Your misuse of the Website or Services;
False, fraudulent, inaccurate, or misleading information supplied by you;
Your violation of applicable law; or
Your infringement of another person’s rights.
These Terms will be governed by the laws applicable to the Company and the Services, except where another law is required to apply.
Any dispute relating to our Services may also be subject to the terms of a separate engagement letter or written service agreement.
Where permitted by law, you agree to attempt to resolve disputes with us in good faith before commencing formal legal proceedings.
We may update or modify these Terms from time to time.
Any updated version will be posted on the Website with a revised “Last Updated” date.
Unless otherwise required by applicable law, changes become effective when posted.
Your continued use of the Website or Services after the updated Terms become effective constitutes your acceptance of the revised Terms.
If any provision of these Terms is found to be invalid, unlawful, or unenforceable, that provision will be enforced to the maximum extent permitted by law, and the remaining provisions will remain in full force and effect.
These Terms, together with any applicable Privacy Policy, engagement letter, membership agreement, service agreement, proposal, invoice, or other written agreement between you and the Company, form the applicable agreement governing your use of the Website and Services.
If a separate written engagement agreement conflicts with these Terms, the separate agreement will control to the extent of the conflict.
If you have questions about these Terms & Conditions or our Services, please contact us through the contact information available on:
Jean R Mervilus Tax
Website: jeanmervilus.com
By accessing or using jeanmervilus.com, registering for a client portal, purchasing a membership, or engaging our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms & Conditions.