Effective Date: October 14, 2026

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Welcome to the website of Occenat Tax Services, LLC (“Occenat Tax Services,” “we,” “our,” or “us”). These Terms & Conditions govern your access to and use of our website, online forms, client portals, scheduling tools, and other website-based services.

 

By accessing or using this website, you agree to these Terms & Conditions. If you do not agree with these terms, please discontinue use of the website.

 

Website Purpose

 

This website is provided to offer general information about Occenat Tax Services, LLC and the tax, tax resolution, bookkeeping, payroll, and business-related services we provide.

The website may also allow users to:

• Request tax preparation services

• Begin a tax return intake process

• Request tax resolution assistance

• Schedule consultations

• Submit basic contact information

• Access secure client portals

• Receive information regarding available services

• Contact Occenat Tax Services

• Receive automated confirmations and service updates

 

Use of the website does not automatically establish a professional or client relationship with Occenat Tax Services.

 

Beginning a Tax Return

 

Clients may begin the tax preparation process by completing an initial form through this website.

 

Website intake forms are intended to collect basic information such as your name, contact information, requested service, and tax year.

 

After completing an initial form, you may be directed to a secure third-party system such as TaxSlayer or TaxesToGo to provide tax

 

information, documents, Social Security numbers, identification, financial information, and other sensitive information required to prepare your return.

 

Submitting the initial website form does not mean that your tax return has been completed, reviewed, filed, or accepted.

 

Tax Resolution Services

 

Clients requesting assistance with IRS or tax-related issues may complete an initial Tax Resolution request through this website.

 

After submitting basic information, you may be directed to IRS Solutions or another secure platform to complete additional intake

requirements.

 

Submitting a Tax Resolution request does not guarantee that Occenat Tax Services will be able to obtain a particular settlement, payment plan, penalty reduction, abatement, refund, or other result.

 

Tax resolution outcomes depend on the facts of each matter and decisions made by applicable taxing authorities.

 

Client Responsibility for Information

 

You are responsible for providing complete, accurate, and truthful information.

 

Clients are responsible for reviewing information provided to Occenat Tax Services and informing us of any errors, omissions, changes, or additional information that may affect their tax return or requested service.

 

Occenat Tax Services may rely on information and documentation supplied by the client when providing services.

 

Failure to provide accurate or complete information may delay services or affect the accuracy or outcome of a tax matter.

 

Sensitive Information

 

Do not submit highly sensitive information through general website forms unless specifically instructed to do so through a secure system.

 

This includes:

• Social Security numbers

• Employer Identification Numbers

• Bank account information

• Taxpayer identification numbers

• Copies of W-2s or 1099s

• Tax returns

• Government-issued identification

• Financial statements

• Other sensitive tax documents

 

When sensitive information is required, clients should use the secure portal or tax-processing platform provided by Occenat Tax Services.

 

Third-Party Platforms

 

Occenat Tax Services may use or link to third-party services including:

• TaxSlayer

• TaxesToGo

• IRS Solutions

• Wix

• Payment processors

• Scheduling systems

• Email and communication providers

• Other business or tax technology platforms

 

When you access a third-party platform, your use of that platform may also be governed by its own terms, privacy policies, and security practices.

 

Occenat Tax Services does not control third-party websites or platforms and is not responsible for interruptions, errors, security incidents, availability, or other issues caused by third-party providers.

 

Client Portal

 

Authorized clients may be provided access to a secure client portal.

 

You are responsible for maintaining the confidentiality of your login credentials and for activity conducted through your account.

 

You should notify Occenat Tax Services promptly if you believe your account or portal credentials have been compromised.

 

Do not share your client portal credentials with unauthorized individuals.

 

Tax Return Status Information

 

The website may provide tools or communications that allow clients to receive updates regarding the status of a tax return or other service.

 

Status information is provided for convenience and may reflect the most recently available information entered into the system.

 

A status update should not be interpreted as confirmation that a return has been filed, accepted, processed, or approved by the IRS or another taxing authority unless specifically stated.

 

Tax Deadlines

 

Clients remain responsible for being aware of applicable filing and payment deadlines.

 

Submitting a website form, scheduling an appointment, uploading a document, or beginning an intake process does not automatically guarantee that a tax return, extension, response, or other filing will be completed by a particular deadline.

 

Clients should provide requested information and documentation promptly to avoid unnecessary delays.

 

No Guarantee of Refund or Outcome

 

Occenat Tax Services does not guarantee:

• A specific tax refund amount

• Approval of a refund

• A particular tax liability

• Acceptance of a tax return

• A specific IRS resolution

• Approval of a payment plan

• Penalty abatement

• Audit results

• Resolution of a tax debt

• Processing times by the IRS or another government agency

 

Tax outcomes depend on individual circumstances and applicable tax laws, regulations, documentation, and decisions by taxing authorities.

 

Professional Services

 

Information available on this website is intended for general informational purposes and should not be relied upon as individualized tax, legal, accounting, or financial advice.

 

Professional recommendations depend on the facts and circumstances of each client's situation.

 

Tax preparation, tax resolution, bookkeeping, payroll, or other professional services may also be subject to separate engagement terms, service agreements, authorizations, disclosures, fees, and policies.

 

If separate written service terms conflict with these general website Terms & Conditions, the applicable service agreement will control for that specific engagement.

 

Appointments and Consultations

 

Scheduling an appointment or consultation does not guarantee acceptance as a client.

 

Occenat Tax Services may request additional information before determining whether services can be provided.

 

Clients should provide accurate contact information when scheduling so that appointment confirmations, reminders, or changes can be communicated.

 

Fees and Payments

 

Fees for services may vary depending on the type and complexity of the work requested.

 

Any fees communicated for professional services may be subject to separate invoices, agreements, or payment terms.

 

Clients are responsible for reviewing pricing and payment requirements before authorizing services.

 

Government fees, software fees, filing fees, penalties, interest, or other third-party charges are separate unless specifically stated otherwise.

 

Electronic Communications

 

By providing an email address or telephone number, you acknowledge that Occenat Tax Services may contact you regarding:

• Your inquiry

• Appointments

• Tax return status

• Documents or information needed

• Client portal access

• Tax resolution matters

• Payment information

• Service updates

• Next steps

• Other communications related to your requested services

 

Where permitted, you may also receive marketing communications. You may unsubscribe from marketing emails using the unsubscribe option provided in applicable messages.

 

Website Availability

 

We make reasonable efforts to keep the website available and functioning properly.

 

However, we do not guarantee uninterrupted access.

 

The website or certain features may occasionally be unavailable due to maintenance, technical issues, third-party service interruptions, security updates, or circumstances beyond our control.

 

Intellectual Property

 

Unless otherwise stated, website content including text, graphics, branding, logos, page designs, images, and other materials is owned by or licensed to Occenat Tax Services, LLC.

 

Content may not be copied, reproduced, distributed, modified, republished, or commercially exploited without permission, except as permitted by applicable law.

 

Prohibited Use

 

You agree not to use the website to:

• Submit false or fraudulent information

• Attempt unauthorized access to another client's information

• Interfere with website functionality

• Introduce malicious software or harmful code

• Attempt to compromise website or portal security

• Impersonate another individual

• Violate applicable laws

• Use website content for unauthorized commercial purposes

 

We reserve the right to restrict access when misuse, fraud, security concerns, or prohibited conduct is suspected.

 

External Links

 

This website may contain links to third-party websites and resources.

 

External links are provided for convenience and do not necessarily constitute endorsement.

 

Occenat Tax Services is not responsible for third-party content, availability, policies, security, products, or services.

 

Limitation of Liability

 

To the extent permitted by applicable law, Occenat Tax Services, LLC will not be responsible for indirect, incidental, consequential, or special damages resulting from use of or inability to use this website.

 

We are also not responsible for delays, interruptions, errors, data loss, or other issues caused by third-party platforms, Internet providers, government systems, or circumstances outside our reasonable control.

 

Nothing in these Terms & Conditions is intended to limit rights or remedies that cannot legally be excluded.

 

Privacy

 

Use of this website is also subject to our Privacy Policy, which explains how information collected through the website may be handled.

 

Users are encouraged to review the Privacy Policy before submitting information.

 

Changes to These Terms

 

Occenat Tax Services may update these Terms & Conditions periodically to reflect changes in our website, services, technology, or business practices.

 

Updated terms will be posted on this page with a revised effective date.

 

Continued use of the website after changes are posted constitutes acceptance of the revised Terms & Conditions.

 

Contact Information

Questions regarding these Terms & Conditions may be directed to:

Occenat Tax Services, LLC
Phone: (321) 821-8591
Website: www.occenattaxservices.com