Terms & Conditions
Terms & Conditions
Last Updated: April 2026
Welcome to Dan Alvarez Tax & VDA Specialist. By accessing this website or engaging in our consultancy services, you agree to comply with the following terms.
1. Nature of Services
Dan Alvarez provides tax consultancy and research focused on Multi-State Sales Tax and Voluntary Disclosure Agreements (VDA).
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No Legal/CPA Opinion: Information provided is for research purposes. It does not constitute formal legal or certified tax advice. Clients should have final filings reviewed by their own licensed CPA or Tax Attorney.
2. Professional Fees
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Service begins once a scope of work is agreed upon.
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All fees are payable in USD.
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Due to the nature of tax research, payments are non-refundable once work has commenced.
3. Client Responsibilities
Clients must provide accurate data. Dan Alvarez is not liable for penalties or denied VDAs resulting from inaccurate or delayed information provided by the client.
4. Confidentiality
We treat all financial data as strictly confidential. Information is used only for the engagement and is not shared with third parties without consent, except as required by law.
5. Limitation of Liability
Dan Alvarez shall not be held liable for any indirect or consequential damages arising from the use of our services.
6. Governing Law
These terms are governed by the laws of the State of California. Any disputes shall be subject to the exclusive jurisdiction of the courts in Orange County, California.
7. Contact Information
For questions regarding these terms, please contact: danalvarezbookkeeping@gmail.com