Effective Date: 15 Feb, 2026

Terms of Use

Acceptance of Terms

These Terms of Service (“Terms”) govern the professional services provided by AutoPilot Services LLC (“Company,” “we,” “our,” or “us”).

By engaging Company for bookkeeping, payroll, tax preparation, financial consulting, or CPA advisory services, you (“Client,” “you,” or “your”) agree to these Terms.

Services Provided

Company provides professional services including but not limited to:
  • Bookkeeping
  • Payroll processing
  • Tax preparation and filing
  • Financial consulting
  • CPA advisory services

The specific scope of services will be defined in a written proposal, quote, engagement letter, invoice, or service agreement provided to the Client. Scope of work is limited to what is expressly agreed upon in writing.

Fees and Payment

All fees are determined based on a custom quote specific to each Client and project.

Unless otherwise agreed in writing:
  • Payment is due upon invoice.
  • Company reserves the right to require advance payment or retainer.
  • Company may suspend services for nonpayment.
Failure to pay invoices may result in:
  • Suspension of services
  • Delayed filings
  • Termination of engagement

Client remains responsible for any penalties, interest, or consequences resulting from nonpayment or service suspension.

Client Responsibilities

The Client agrees to:
  • Provide complete, accurate, and timely information
  • Disclose all relevant financial and tax information
  • Review all prepared tax returns and filings before submission
  • Respond promptly to requests for information

Company is entitled to rely on information provided by the Client without independent verification.

Company is not responsible for errors, penalties, or liabilities resulting from:
  • Inaccurate or incomplete information supplied by the Client
  • Failure to provide documents on time
  • Withheld or undisclosed financial information

No Ongoing Monitoring Obligation

Company’s engagement does not include ongoing monitoring of changes in tax laws, filing deadlines, regulatory requirements, or financial circumstances unless expressly agreed to in writing. Client is responsible for notifying Company of any changes that may affect tax filings, payroll obligations, or financial reporting.

No Guarantee of Outcomes

Company does not guarantee:
  • Specific tax results
  • Reduction of tax liabilities
  • Refund amounts
  • Audit outcomes
  • Financial performance improvements

Tax laws and regulatory interpretations are subject to change, and outcomes depend on individual circumstances.

Limitation of Liability

To the fullest extent permitted by law:

Company’s total liability for any claim arising out of or relating to services provided shall not exceed the total fees paid by the Client for the specific service giving rise to the claim.

Company shall not be liable for:
  • Indirect damages
  • Consequential damages
  • Lost profits
  • Business interruption
  • IRS or state penalties caused by inaccurate or incomplete client information
  • Third-party errors (including payroll processors or financial institutions)

Any claim, action, or proceeding arising out of or relating to services provided by Company must be commenced within one (1) year after the cause of action accrues. Any claim not brought within this period shall be permanently barred.

Indemnification

The Client agrees to indemnify and hold harmless Company from any claims, penalties, damages, or liabilities arising from:
  • Inaccurate or incomplete information provided by Client
  • Client’s failure to meet filing deadlines
  • Client’s misuse of financial reports or advice

Record Retention

Company retains records in accordance with its Privacy Policy. Clients are responsible for maintaining their own copies of all filed returns and financial documents.

Confidentiality

Company will maintain the confidentiality of Client information consistent with professional standards and applicable laws.

Confidential information may be disclosed only as required by law or necessary to provide services.

Termination

Either party may terminate services in writing.

Company may terminate services if:
  • Client fails to provide necessary information
  • Client fails to pay fees
  • Continued engagement would violate professional standards or law
Upon termination:
  • All unpaid fees become immediately due
  • Company may retain documents as permitted by law until payment is received
  • Client remains responsible for outstanding obligations

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Missouri, without regard to conflict of law principles.

Dispute Resolution

Any dispute arising out of or relating to these Terms shall first be attempted to be resolved through informal negotiation.

If unresolved, shall be resolved through binding arbitration conducted in the State of Missouri.

All claims must be brought on an individual basis. Class actions, collective actions, and representative proceedings are not permitted.

Each party shall bear its own legal fees unless otherwise required by law.

Force Majeure

Company shall not be liable for delays or failures in performance resulting from events beyond reasonable control, including natural disasters, government actions, system failures, or third-party service interruptions.

Modifications

Company reserves the right to update these Terms at any time. Continued use of services constitutes acceptance of any revised Terms.

Entire Agreement

These Terms, together with any written proposal or invoice, constitute the entire agreement between the parties.