Terms of Service

Effective Date: September 17, 2026

1. Acceptance of Terms

By accessing this website, submitting information through our forms, or using services offered by CHECKS AND BALANCES INC ("Checks and Balances," "we," "us," or "our"), you agree to these Terms of Service.

2. Our Services

CHECKS AND BALANCES INC provides tax preparation services. Specific services, requirements, timelines, documentation, and fees may vary depending on the client's circumstances.

3. Client Responsibilities

You agree to provide accurate, current, and complete information when requesting or receiving services from Checks and Balances.

4. SMS Messaging Terms

Providing a telephone number does not automatically enroll you in text messaging. Where SMS consent options are presented, you may choose whether to receive text messages from Checks and Balances.

If you opt in to non-marketing text messages, messages may include appointment confirmations or reminders, document requests, service-related communications, and tax-preparation status updates.

If you separately opt in to marketing messages, you may receive seasonal tax-preparation reminders and information about available services.

Message frequency may vary. Message and data rates may apply. Consent to receive SMS messages is not a condition of purchasing services.

Reply STOP to unsubscribe at any time. Reply HELP for assistance. Mobile carriers are not responsible for delayed or undelivered messages.

5. Appointments and Communications

If you schedule an appointment or request services, we may communicate with you using the contact information you provide. If you have opted in to text messaging, permitted appointment, service, document, and status communications may also be sent by SMS.

6. Privacy

Your use of our website and services is also subject to our Privacy Policy.

7. Website Use

You agree not to misuse this website, interfere with its operation, attempt unauthorized access to systems or data, or use the website for unlawful or fraudulent purposes.

8. Third-Party Services

We may use third-party technology and service providers to support our website, communications, customer management, scheduling, and business operations.

9. Intellectual Property

Unless otherwise indicated, website content, branding, graphics, text, and other materials displayed on this website are owned by CHECKS AND BALANCES INC or used with appropriate permission.

10. Limitation of Liability

To the fullest extent permitted by applicable law, CHECKS AND BALANCES INC will not be liable for indirect, incidental, special, consequential, or punitive damages arising solely from use of this website or circumstances outside our reasonable control.

11. Changes to These Terms

We may update these Terms from time to time. Any revised version will be posted on this page with an updated effective date.

12. Governing Law

These Terms will be governed by applicable laws of the State of Illinois and applicable federal law, unless otherwise required by law.

13. Contact Us

CHECKS AND BALANCES INC
1275 North Clybourn Avenue, 100, Chicago, IL 60610-8752, United States
Email: [email protected]
Phone: +1 312-404-9244