Terms of Service

Prestige Tax Group, Inc. provides tax preparation, bookkeeping support, payroll coordination, and administrative services for individuals and businesses. By accessing this website or using our services, you agree to the following terms.

No Professional Relationship Without Engagement
Use of this website, submission of information, or communication with our firm does not establish a client relationship. A formal engagement begins only after you have received written confirmation and an engagement agreement from Prestige Tax Group, Inc.

Fees, Onboarding/Technology, Deposits, and Work Commencement

Certain services require a non-refundable Onboarding/Technology fee and, where applicable, a preparation deposit, both of which must be paid in advance.

The Onboarding/Technology fee is non-refundable and fully earned upon payment as it covers client setup, administrative processing, secure workflow activation, and initial review.

Work does not begin until all required fees are received and a written engagement confirmation has been issued.

If a client discontinues, pauses, or abandons the process after onboarding or work has begun, additional discontinuation or abandonment fees may apply based on time spent and work performed.

Accuracy of Information

You agree to provide complete and accurate information for all services. We are not responsible for errors, penalties, interest, or additional taxes resulting from incomplete, incorrect, or late information provided by you.

Timely Submission of Documents
All required documents must be submitted by the deadlines communicated to you. Failure to provide requested information in a timely manner may delay services or require an extension to be filed.

Third-Party Services
We may rely on third-party software and service providers, including secure file transfer platforms, tax processing systems, and banking partners for refund transfer products. We are not responsible for the performance, policies, or availability of these third-party providers.

Refund Transfer & Bank Products
If you elect to use a refund transfer or other bank product, you are entering into an agreement directly with the sponsoring bank. Prestige Tax Group, Inc. does not control bank approval decisions, funding times, or associated fees.

Limitation of Liability
To the fullest extent permitted by law, Prestige Tax Group, Inc. shall not be liable for any indirect, incidental, special, or consequential damages resulting from the use of our website or services.

Security & Electronic Communication
By using our secure upload tools, email, or SMS communication, you acknowledge that electronic communication carries inherent risks and consent to conduct business electronically.

Intellectual Property
All website content, text, graphics, and branding are the property of Prestige Tax Group, Inc. and may not be copied, reproduced, or distributed without written permission.

Changes to These Terms
We reserve the right to update these Terms of Service at any time.

Text Messaging (SMS) Communications

By providing your mobile number and opting in, you consent to receive conversational text messages from Prestige Tax Group, Inc. and Legacy Wise Advisors, Inc. related to your inquiry, services, or account.

These messages may include:
• Appointment or consultation updates
• Requests for information or documents
• Responses to your questions
• Service notifications

Message frequency varies.

Message and data rates may apply.

You can opt out at any time by replying STOP.

For assistance, reply HELP or contact us directly.

SMS consent is not shared with third parties or affiliates for marketing purposes.

Updates will be posted on this page with the revised effective date.

Governing Law
These terms are governed by the laws of the State of New York.

Contact Information
Prestige Tax Group, Inc.
E mail: michael@prestigetaxny.com
Ph: (929)693-6932