Welcome to Brian Yarbrough Advisory & Tax Company (“we,” “us,” “our”). These Terms and Conditions (“Terms”) govern your access to and use of our website and the professional services we provide, including tax preparation, advisory services, and notary services.

By using our services or accessing our website, you agree to be bound by these Terms. If you do not agree, please do not use our services.

1. Services Offered

We provide the following professional services:

• Tax Preparation & Filing: Individual and business tax return preparation, IRS correspondence, and related services.
• Tax Advisory & Planning: Personalized consulting on tax strategies, compliance, and long-term financial planning.
• Notary Services: Traditional and remote notarization for legally permitted documents in accordance with Texas Notary Law.

All services are rendered in compliance with applicable local, state, and federal regulations.

2. Client Responsibilities

• Provide accurate, complete, and timely information.
• Review all prepared documents before submission.
• Present valid, government-issued ID for notary services.
• Do not request notarization of incomplete or suspicious documents.

3. Fees and Payment

• Service fees vary by complexity and service type.
• Notary fees may include per-signature and travel costs.
• Payment is due upon service delivery unless agreed otherwise.
• We reserve the right to withhold documents until payment is made.

4. Refund Policy

All services are final once rendered. Refunds are generally not issued unless required by law or if we cancel a scheduled service without reasonable notice.

5. Website Use

• This website is for informational and scheduling purposes only.
• Do not misuse the site or attempt unauthorized access.

6. Confidentiality & Privacy

Client data is treated with strict confidentiality under all applicable ethical and legal standards. Please review our Privacy Policy for more information.

7. Limitation of Liability

We are not liable for:

• Errors caused by inaccurate client information
• Delays from third parties (e.g., IRS, USPS, platforms)
• Losses from website use or service outcomes

8. Cancellation & Rescheduling

Please provide 24-hour notice for appointment cancellations or rescheduling. Late cancellations may incur a fee.

9. Changes to These Terms

We may update these Terms periodically. Continued use of our services confirms your acceptance of any revised Terms.

10. Governing Law

These Terms are governed by the laws of the State of Texas. Disputes may be resolved through arbitration or small claims court, where applicable.

11. Contact Information

Have questions? Visit our Contact Page to get in touch with us.