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Terms and Conditions

Effective Date: January 1,2026

Last Updated: December 31, 2025 

 

Agreement to Terms

By accessing our website and/or using the services of Yolanda Financial Services LLC (“Company,” “we,” “our,” or “us”), you agree to be bound by these Terms and Conditions.

If you do not agree, you should not use our services.

Disclaimer of Liability

Yolanda Financial Services is not a law firm or legal representative. Information provided through our services, courses, or content is for educational and informational purposes only and should not be considered legal or financial advice.

Clients are responsible for verifying all compliance and filing obligations with the IRS and state agencies.

Services Provided

We provide professional services including, but not limited to:

  • Tax preparation and filing
  • Tax planning and advisory
  • Bookkeeping services
  • Business formation and compliance
  • Nonprofit setup and consulting
  • Financial organization and corporate binder services

All services are based on information provided by the client.

 Client Responsibilities

You agree to:

  • Provide complete, accurate, and timely information
  • Submit all required documents before deadlines
  • Review all documents before signing
  • Maintain copies of your records

We are not responsible for errors resulting from incomplete or inaccurate information provided by the client.

Payment Terms

  • All fees must be paid in full prior to filing or delivery of services, unless otherwise agreed
  • Pricing may vary depending on complexity and additional forms
  • Additional services will incur additional fees 

 No Refund Policy

  • All payments are non-refundable once services have begun
  • Refunds will not be issued for completed work or submitted filings

Turnaround Time

  • Turnaround times depend on service type and client responsiveness
  • Delays in providing documents may delay completion
  • We do not guarantee same-day or expedited processing unless agreed in writing

Tax Services Disclaimer

  • We do not guarantee specific tax outcomes or refund amounts
  • Tax results depend on individual financial situations and IRS regulations
  • The client is ultimately responsible for the accuracy of their tax return

IRS & State Compliance

Yolanda Financial Services LLC complies with all IRS regulations, including due diligence requirements.

We reserve the right to:

  • Request additional documentation
  • Refuse to claim credits that cannot be verified
  • Decline services if compliance standards are not met 

Limitation of Liability

To the fullest extent permitted by law:

  • We are not liable for penalties, interest, or damages resulting from:
    • Client-provided errors or omissions
    • Late submissions
    • IRS or state processing delays

Our liability is limited to the amount paid for services.

Indemnification

You agree to indemnify and hold harmless Yolanda Financial Services LLC from any claims, damages, or liabilities arising from:

  • False or incomplete information provided
  • Misuse of services
  • Failure to comply with tax laws

Confidentiality

We maintain strict confidentiality of all client information and comply with federal privacy laws, including IRC §7216.

Electronic Communication & Consent

By using our services, you consent to:

  • Electronic communication (email, portals, text messages)
  • Electronic signatures and document delivery

Cancellation & Refusal of Service

We reserve the right to:

  • Refuse or terminate services at any time
  • Cancel services if policies are violated
  • Decline services involving suspected fraud or non-compliance

 Record Retention

  • Clients are responsible for maintaining copies of their records
  • We retain documents in accordance with IRS guidelines 

 Intellectual Property

All materials, templates, and content provided by Yolanda Financial Services LLC are:

  • Protected intellectual property
  • Not to be copied, distributed, or resold without permission 

Governing Law

These Terms shall be governed by the laws of the State of Pennsylvania and Delaware 

Updates to Terms

We reserve the right to update these Terms at any time. Changes will be posted on our website with the updated effective date.

Contact Information

Yolanda Financial Services LLC

Email: yolandafinancialservice@outlook.com
 Phone: 215-598-2106

 

Acknowledgment & Agreement

By booking services or submitting your information, you acknowledge that you have read, understood, and agree to these Terms and Conditions.