Terms of Service

Talara Inc. ("Talara," "we," "us," or "our") is committed to simplifying your tax experience while maintaining the highest standards of confidentiality, accuracy, and professionalism. These Terms of Service outline the responsibilities of both parties under our engagement, along with our practices regarding data collection, use, disclosure, and security.

By using our services, you agree to the terms outlined in this policy and any signed engagement documentation.

1Scope of work

The services we provide are detailed in your signed order form. Any work outside this scope — including additional tax filings, reporting, or consulting — may incur separate fees and require updated agreements.

We depend on you to provide accurate and complete information so we can fulfill our obligations. Talara does not audit or verify the data you submit. Our role is to prepare and file your tax returns based on the data you provide, in accordance with IRC §6001 and applicable regulations. We will notify you of any material errors or irregularities we discover.

2Confidentiality, privacy, and security

We treat all information you share with Talara as confidential, consistent with our professional duties and obligations under IRS Circular 230 and state law. Your data is used solely to perform and improve our services.

We implement reasonable technical and organizational safeguards to protect your personal information. However, no method of transmission or storage is entirely secure. Communications such as email or mobile messages may not be fully encrypted. You authorize us to use standard communication methods unless directed otherwise in writing.

In rare cases, we may be legally required to disclose data under judicial or governmental authority. If this occurs, we will notify you where possible and explore protective measures.

You are responsible for maintaining control over who has access to your Talara account and data. If you suspect unauthorized access, you must notify us immediately and revoke access where appropriate.

3Information we collect

We collect the following types of data:

Personal data

• Name, contact details, and other identifiers;
• Payment and billing details;
• Any tax documentation you submit to us; and
• Any emails or messages you send to us, or anything you say to us on a recorded line.

Usage data

• IP address, browser and device type, page views, and related technical metrics; and
• Interaction logs from both desktop and mobile access.

Tracking technologies

We use cookies, beacons, and similar tools to monitor website performance and enhance user experience. You may adjust cookie preferences in your browser settings.

4Use of personal data

Your personal data is used to:

• Deliver tax preparation and advisory services;
• Manage your account and provide support;
• Fulfill legal and contractual obligations;
• Process payments and track invoicing; and
• Improve our website, communications, and offerings.

We may share data with service providers (such as hosting, analytics, and payment processors) and, where necessary, third-party consultants involved in your tax strategy. We limit disclosures to the minimum required. We may also share information with our affiliates (such as a parent organization, sister organization, joint venture, or other organization under common control). If another organization acquires, or plans to acquire, our company, operations, or assets, we will also share information with that organization, including at the negotiation stage.

5Payment terms

Fees are set based on the agreed scope of work and are due upon invoice. Tax returns will not be filed until full payment is received. Late payments are subject to a 10% monthly compounding fee.

All payments are processed through Stripe and governed by the Stripe Services Agreement. You agree to provide accurate billing information and authorize Talara to collect owed fees accordingly.

All purchases are final unless otherwise agreed in writing. Refunds and cancellations are at Talara's discretion, based on the percentage of work completed.

6ACH authorization

By using our services, you authorize Talara Inc. to debit your linked bank account or card for payments due under your engagement. ACH transactions are governed by NACHA rules. Revocation of debit authorization requires 30 days' written notice and does not cancel your financial obligations under our agreement.

7Recordkeeping

We return original client records upon completion of services. You should securely store these for future use (for example, in audits or financial events). Talara retains copies of workpapers for seven (7) years, or longer if necessary for compliance or your benefit.

8Unsigned engagements

A signed engagement letter is required before any filing. If you request that we file without a signed letter, that request will be deemed legally binding and enforceable as if the engagement were fully signed.

9Taxpayer responsibilities

You are solely responsible for:

• Timely payment of your full tax liabilities;
• Any penalties, fees, or audits resulting from delayed filings or incomplete information; and
• Annual state registration renewals and other compliance requirements.

You agree to indemnify Talara against all claims arising from your failure to meet these responsibilities.

10Audit representation

Talara does not provide audit or attestation services. If your return is selected for examination, we may represent you for an additional fee. If an error is due to our negligence, we will address it at no charge.

Our liability is limited to 50% of fees actually paid for the relevant service. We are not liable for consequential or third-party damages.

11Third-party engagements

Talara may consult domestic or international third-party tax professionals where appropriate. Only the minimum information necessary will be disclosed, and you will be informed prior to any such engagement.

12Children's privacy

We do not knowingly collect data from individuals under 13 years old. If we become aware of such collection, we will delete the data promptly.

13Links to third-party sites

Our website may contain links to external sites. We are not responsible for the privacy practices or content of those sites.

14Dispute resolution and arbitration

Any dispute under this policy or our engagement will be resolved through binding arbitration in Delaware under the rules of the American Arbitration Association. This clause survives termination of the engagement.

15Entire agreement & electronic signatures

This policy, combined with your signed order form and any appendices, constitutes the entire agreement between you and Talara. You consent to electronic signatures and agree that such signatures have full legal effect.

Contact us