NORTH CREST TAX CONSULTINGNORTH CREST TAX CONSULTINGThese terms govern your use of northcresttax.com and the scheduling and intake tools we provide. By using the site or booking a consult, you agree to them. They are provided for general information and are not a substitute for a signed engagement letter.
A booked consult is a complimentary conversation to understand your situation and see whether we're a fit. It does not, by itself, create a client relationship or an obligation to provide services. A formal engagement begins only when both parties sign an engagement letter.
Information on this site and shared during a consult is general in nature and should not be relied on as tax, legal, or accounting advice for your specific situation until we are formally engaged.
You agree that the information you provide is accurate to the best of your knowledge. You are responsible for the security of the account and devices you use to submit it. Our handling of your information is described in our Privacy Policy, including the automatic 30-day deletion of documents uploaded by prospective clients.
Any pricing shown is an estimate and may vary with the complexity of your return and services requested. Final fees are set out in your engagement letter before work begins.
By providing your phone number, you consent to receive appointment-related texts and emails (such as confirmations, reminders, and secure document links). Message and data rates may apply. You can opt out of texts at any time by replying STOP.
We may update these terms from time to time; the current version will always be posted here.
North Crest Tax Consulting, LLC · American Fork, Utah · lori@northcresttax.com