Terms & Conditions

1. Business Overview

Stratus Tax provides professional tax preparation and consulting services designed for clients aged 55–70 with $1 million or more in investable assets. We focus on proactive, strategic, and long-term tax reduction strategies to help clients preserve and grow their wealth.

2. Acceptance of Terms

By using our website or engaging our services, you agree to these Terms. If you do not agree, do not use our site or services.

3. Professional Scope

• Our services are limited to tax preparation, consulting, and related financial strategies.
• We do not provide legal, investment, or insurance advice unless expressly stated in a separate engagement agreement.
• All advice is general and based on information you provide; you remain responsible for your financial and tax decisions.

4. Client Responsibilities

• Provide accurate, complete financial and tax information in a timely manner.
• Review all prepared returns and documents before submission.
• Retain copies of documents and filings for your records.

5. Fees & Payment

All fees will be disclosed before engagement and are due as agreed in writing or upon invoice. Because tax and consulting services involve professional time and expertise, fees are generally non-refundable once work begins.

6. Confidentiality & Data Protection

We maintain strict confidentiality over all client data in compliance with IRS and federal privacy standards. Your personal and tax information will never be shared without consent unless required by law. See our Privacy Policy for details.

7. Limitation of Liability

While we exercise reasonable care, we do not guarantee specific tax outcomes or refunds. Stratus Tax and its associates are not liable for indirect, incidental, or consequential damages arising from your use of our services or website.

8. Intellectual Property

All website content, including text, graphics, and materials, are owned by Stratus Tax. Unauthorized reproduction or distribution is prohibited.

9. Changes to Terms

We may modify these Terms at any time. Updates will be reflected on this page with a revised “Last Updated” date. Continued use of our site or services signifies acceptance of updated terms.

10. Contact Information

Stratus Tax
1502 W Broadway Suite 301
Madison, WI 53713
https://stratustax.com
(608) 850-3400
[email protected]