Terms
Terms for record organization.
Plain-language terms for a narrow freelancer record-prep workflow.
Terms section 01
These terms describe a narrow record-organization service for U.S. freelancers. The service helps arrange client-provided files, exports, statements, notes, receipts, and summaries into a cleaner packet for separate professional review. It does not prepare, sign, amend, or file a tax return. It does not provide legal, tax, accounting, investment, or representation advice. The client remains responsible for choosing a qualified professional for any decision that requires judgment, filing authority, or regulated advice.
Terms section 02
A project begins when the requested scope is accepted in writing through the intake process. The accepted scope describes the tax year or years, the rough volume of records, the file types expected, and the deliverables to be produced. Typical deliverables include a folder map, income-source index, expense grouping notes, missing-item list, and handoff summary. The service may decline or narrow a request when records are incomplete, inaccessible, unsafe to open, outside the stated scope, or likely to require advice that cannot be provided here.
Terms section 03
Clients should provide copies rather than originals whenever possible. Uploaded or shared files should be relevant to the requested project. Sensitive information that is not needed for sorting should be removed or masked before delivery when practical. The service may organize what is provided, but it does not verify the truth, completeness, legality, or tax treatment of the underlying records. Statements made in summaries are based on the labels and materials supplied by the client.
Terms section 04
Fees are based on the selected package, record volume, and cleanup complexity. A simple package may cover one tax year and one primary income stream. A broader package may cover multiple payers, expense categories, mileage notes, and backlog folders. Extra work may require a revised quote before work continues. Payment terms, timing, and permitted revisions are stated with the accepted scope. Work may pause if required files are missing, unreadable, duplicated in confusing ways, or materially different from the intake description.
Terms section 05
Turnaround estimates are planning estimates, not guarantees. Timing depends on file access, record volume, revision requests, client response time, and whether the materials match the accepted scope. The service is not responsible for filing deadlines, extension deadlines, government processing times, preparer availability, or missed external appointments. Clients should leave enough time for a qualified tax professional to review the final packet before any deadline that matters to them.
Terms section 06
The service does not guarantee refund size, tax savings, deduction eligibility, audit outcome, agency response, or any other financial result. Organizing records can make review easier, but it cannot determine whether an item is deductible, taxable, reportable, reimbursable, or otherwise treated in a specific way. Any examples on the site are illustrative of organization workflows only. They are not advice and should not be relied on as instructions for a return or business decision.
Terms section 07
Clients are responsible for keeping their own backup copies of all records. The service may keep temporary working copies only as needed for the project, quality review, correction of deliverables, or basic business records. Files may be deleted after the active work period or retained in a limited form when needed for ordinary business administration. The client should not rely on the service as the only storage location for tax, bookkeeping, legal, or business records.
Terms section 08
The finished packet is provided for review and convenience. Clients should inspect folder names, summaries, and missing-item lists promptly. Reasonable corrections to organization errors can be requested within the revision window stated in the accepted scope. A revision window does not include a new tax year, a new business activity, a substantially larger file set, or a request to decide tax treatment. Those items may require a separate scope or a qualified professional outside this service.
Terms section 09
The service may refuse files that appear malicious, corrupted, unlawful, unrelated to the project, or unsafe to process. It may also refuse requests that appear to ask for fabricated records, altered summaries, hidden income, unsupported deductions, or misleading presentation of facts. The client agrees not to use the deliverables to mislead a preparer, agency, lender, court, partner, or other reviewer. Clear organization is the goal; concealment or fabrication is not part of the service.
Terms section 10
Nothing on the site creates a fiduciary relationship, attorney-client relationship, accountant-client attestation relationship, preparer-client filing relationship, or agency representation relationship. The service is administrative and organizational in nature. Any professional relationship with a tax preparer, attorney, accountant, enrolled agent, bookkeeper, or financial adviser must be established separately with that professional under their own engagement terms.
Terms section 11
Website content may describe common freelance record categories such as invoices, payment-app exports, mileage notes, receipts, subscriptions, home-office notes, and bank statements. Those categories are examples of records that may be organized. They do not mean every category applies to a client, and they do not establish tax treatment. A qualified reviewer should decide how any category is used.
Terms section 12
These terms are written for the current website workflow and ordinary remote record-organization services. If a written project scope conflicts with a general statement here, the more specific project scope controls for that project, except that the limits on tax advice, filing, representation, guarantees, and unlawful requests always remain in effect.