Terms of service

Updated Terms & Conditions (with Required SMS Disclosures)

Effective Date: December 8, 2025

SG Tax Service / Rodriguez Financial LLC

These Terms & Conditions (“Terms”) govern your use of the services provided by SG Tax Service / Rodriguez Financial LLC (“Company,” “we,” “our,” or “us”). By engaging our services, visiting our website, or communicating with us—including via SMS—you agree to these Terms.

1. Services Provided

We offer federal and state tax preparation, bookkeeping, payroll processing, business consulting, and related services. Service availability may vary based on season, demand, or legal requirements.

2. Client Responsibilities

You agree to:

Provide complete and accurate information.

Respond promptly to document requests.

Review all completed tax returns before signing.

Maintain your records after filing.

We are not responsible for penalties or notices resulting from inaccurate, incomplete, or withheld information.

3. SMS/Text Messaging Terms

By providing your mobile number, you consent to receive SMS/text messages from us for service updates, appointment reminders, document requests, and—if opted in—occasional marketing announcements.

Required Disclosures:

Messaging frequency may vary.

Message and data rates may apply.

To opt out at any time, text STOP.

For assistance, text HELP or visit our website at https://sg-tax.com

.

SMS consent is not shared with third parties.

You understand that SMS delivery may be affected by your carrier, device, or network and that we are not responsible for delays or delivery failures.

For full privacy details, visit:

➡️ https://sg-tax.com/privacy-policy

For full Terms of Service, visit:

➡️ [Insert Terms URL] (I can format this once you choose the final page URL.)

4. Fees & Payment

Fees for tax preparation, payroll, bookkeeping, and other services are due upon completion unless otherwise stated. Additional services—including amendments, audit support, or late document submissions—may incur separate fees.

5. Refund Policy

Because tax and financial services involve professional time and expertise, all services are non-refundable once delivered.

6. Limitation of Liability

We are not liable for:

Delays caused by tax agencies

Penalties resulting from inaccurate or missing client information

System outages outside our control

Our maximum liability shall not exceed the amount paid for the specific service provided.

7. Privacy & Data Security

We protect your information in accordance with our Privacy Policy. Your SMS consent and mobile number are never shared with third parties.

Full privacy policy: https://sg-tax.com/privacy-policy

8. Changes to Terms

We may update these Terms from time to time. Continued use of our services constitutes acceptance of updated Terms.

9. Contact Us

SG Tax Service / Rodriguez Financial LLC

3974 W 4100 S, Suite C

West Valley City, UT 84120

Email: service@sg-tax.com

Phone: (801) 966-2274