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Terms & Conditions

Terms & Conditions

We thank you for showing interest in using our Services. Before proceeding further, we request you to kindly take a note of the following Terms and Conditions which are important in the course of professional relationship between UNO Financial Services LLC (Service Provider) and you (as Client). Based on said terms and conditions, our services are engaged.

These terms are in relation to all our services including the U.S. Individual and Corporate Income Tax Return Preparation, Planning and Filing Services offered by UNO Financial Services,which shall prepare and File Federal/State/Local Tax Returns as required and requested by you. Please review these Terms of Usage carefully. By using the services of UNO Financial Services LLC, you agree to these Terms of Usage.

It is your responsibility to review these Terms of Usage periodically, and if at any time, you find these Terms of Usage unacceptable or if you do not agree to these terms of usage, please do not proceed with using our services and write to us at contact@unofinancials.com with your concerns. UNO Financial Services LLC reserves the right to revise terms of usage at any time without any prior notice to you.

UNO Financial Services LLC shall collect necessary information required for preparation of Tax Returns, Auditing, Accounting, Payroll Processing, Financial Planning, etc. from you through email or phone or by online forms.

UNO Financial Services LLC shall prepare the Tax Returns based on the information provided by you and does not hold any responsibility towards verification and accuracyof such information.Apart from the information provided by you, UNO Financial Services LLC may use certain additional information in preparation of your Tax Returns as part of planning scope by interpreting certain Tax Laws provided by the Federal and the State Revenue Departments from time to time.

After the Tax Return is prepared, UNO Financial Services LLC shall provide you with the status on yourTax Liability (whether Refund or Due). If incase any planning scope is applied on your Tax Return,UNO Financial Services LLC shall provide the Tax Liability position before and after planning based onwhich you shall have an option to choose while making the payment. Kindly note that the usage ofplanning scope is optional and you may ask UNO Financial Services LLC to exclude the same from your TaxReturns any time before making the payment.

UNO Financial Services LLC shall charge reasonable amounts of fees towards services rendered that include Planning, Preparation and Filing of your Tax Returns. (For Fee details, please refer'Pricing Menu' link). Kindly note that there is a separate fee applicable for 'Tax Returns without planning benefit' and 'Tax Returns with planning benefit'. Hence, it is very important to choose the correct option before making the payment. After the payment is made, it is upon the sole discretion of UNO Financial Services LLC to charge additional fee or refund excess fee, as the case maybe.

Refund Policy

If for any reason, you wish to discontinue proceeding with our services, after making the payment, we will refund you the total fees paid by you provided, if the tax return is notreleased for your review. But if you wish not to proceed with our services after the tax document is released for your review, we shall hold the minimum of the Preparation Fees or $80, whichever is higher, and refund the rest of the amount.

In cases of Negligent Preparation, UNO Financial Services LLC may take responsibility of such negligent preparation, if proved and assures to pay the penalty amount if any levied by the Tax authorities resulting out of such negligence. (Negligence here means any mistake clearly seen on the face of it or an error which can be identified by a rational person with naked eye). In all cases includingnegligence, the amount payable by UNO Financial Services LLC or its representatives will be limited to the amount of fee paid by you towards utilization of our service or the penalty amount, whichever isless.

Collection & Use of PII

In process of offering our services such as Taxation Services, UNO Financial Services LLC shall collectseveral types of information including Sensitive information like Date of Birth, Social Security Number, Spouse information and or dependent children information, Bank account information, Income and expense details, etc. Apart from this, we may also gatherinformation like User IP address, browser type, etc. for security and such other reasons.

By registering and/or submitting personal information on our web sites, you are also agreeing to the use of thisinformation in accordance with this Privacy Statement. Your personal information is not used for otherpurposes like selling information to 3rd party companies, etc. unless we obtain your permission, or unless otherwise required or permitted by law or professional standards.

We may use your email id and phone number to send emails or make call to explain our offers or information regarding any other services offered by UNO Financial Services LLC or its child or subsidiary companies.

Sharing and Transfer of PII

We do not share personal information with unaffiliated third parties, except as necessary for our legitimate professional and business needs, to carry out your requests, and/or as required or permitted by law or professional standards. In some instances, UNO Financial Services LLC may also share PII about you with various outside companies or service providers or vendors working on our behalf to help fulfillyour requests. In this regard, kindly note that UNO Financial Services LLC have Knowledge centers outside of United States of America and there is possibility that the information provided by you may be used bythe Employees/Affiliates/Partners working from such offshore offices in the process of preparing your Tax Returns. UNO Financial Services LLC takes all necessary precautions to maintain Security Standards not only in United States of America but also in such other countries. UNO Financial Services LLC may also store PII in a jurisdiction other than where you are based. By providing PII on UNO Financial Services LLC web site or through any other modes, users are consenting to this transfer and/or storage of their data across borders.

Children

UNO Financial Services LLC understands the importance of protecting children's information, especially in an online environment. This privacy statement is not intended for use by children and we do not knowingly collect or maintain information about children, except as part of an engagement to provide professional services.

Date Security & Integrity

UNO Financial Services LLC has reasonable technical and organizational Security measures in place to protect personal information against unauthorized disclosure or access and against any other unlawful forms of processing. However, these measures are not absolute. In addition, the transmission of data over the Internet by its nature entails the use of systems under the control of third parties, and as a result UNO Financial Services LLC cannot ensure the security of such systems.

Indemnification

It is your (Client) responsibility and obligation to provide accurate information to the representatives of UNO Financial Services LLC in the course of preparation of your Tax Returns and incase of any violation,it is you who are solely responsible for all claims, damages, losses or expenses arising out of and in any way connected to provision of such wrong information and you shall indemnify or defend UNO Financial Services LLC from such claims, damages, losses or any related expenses. You shall also indemnify UNO Financial Services LLC from all losses, claims, damages, costs, actions or other consequences of any sort arising out of use or misuse, whether intentional or unintentional, of any material or advice provided to you by UNO Financial Services LLC. In this regard, it is your responsibility to also refer to 'Disclaimer' clause as given in other section of this website.

Referral Program

UNO Financial Services LLC takes all the necessary measures to conduct the Referral program fair and transparent but in case of any dispute, the decision of UNO Financial Services LLC shall be final and cannot be challenged.

CONSENT FORM DISCLOSURE

Dear Client –

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return and, in certain limited circumstances, for purposes involving tax return preparation. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from for further use or distribution.

This consent to disclose may result in your tax return information being disclosed to a tax return preparer located outside the United States, including your personally identifiable information such as your Social Security Number (“SSN”). Both the tax return preparer in the United States that will disclose your SSN and the tax return preparer located outside the United States which will receive your SSN maintain an adequate data protection safeguard (as required by the regulations under 26 U.S.C. Section 7216) to protect privacy and prevent unauthorized access of tax return information. If you consent to the disclosure of your tax return information, Federal agencies may not be able to enforce U.S. laws that protect the privacy of your tax return information against a tax return preparer located outside of the U.S. to which the information is disclosed.

I hereby authorize UNO Financial Services LLC to disclose all information including source documents that may or may not contain identifiable Social Security or ITIN number(s) to its authorized personnel, associates or affiliates for the purpose of preparation of my/our Individual/Business Income Tax Return for the relevant tax year.

Force Majeure -

UNO Financial Services LLC is not responsible for any delay or failure in performance of the website in whole or in part for any reason including, without limitation: fires, floods, storms, earthquakes, civildisturbances, disruption of telecommunications, hacker attack, governmental action, computer viruses,data corruption, incompatible or defective equipment, software or services or otherwise.

BY USING THE SERVICES OF UNO FINANCIALS SERVICES LLC OR ACCESSING THE WWW.UNOFINANCIALS.COM WEBSITE, YOU ACKNOWLEDGE THAT YOU HAVE READ THE ABOVE-MENTIONED TERMS AND AGREE TO ABIDE BY THEM.