Terms and Conditions 

Last updated: January 31, 2026

IMPORTANT NOTICE 
These Terms and Conditions constitute a legally binding agreement between you and Wallace & Company Financial Group. By accessing or using our services, website, forms, or communications, you agree to be bound by these Terms. 
 

SCOPE OF SERVICES 
Wallace & Company Financial Group provides tax preparation, tax compliance, financial consulting, and related professional services. Services are provided based solely on information supplied by the client. 
 

CLIENT RESPONSIBILITIES 
You agree to provide accurate, complete, and timely information. You acknowledge that Wallace & Company Financial Group is not responsible for errors resulting from inaccurate or incomplete information provided by you. 
 

NO GUARANTEE OF RESULTS 
We do not guarantee refunds, outcomes, tax savings, or IRS acceptance. Tax results depend on individual circumstances and governing law. 
 

FEES, PAYMENTS, AND NO REFUNDS 
All fees are disclosed prior to service. All payments are non-refundable once services have commenced, including consultations, preparation, reviews, and filings. 

SMS Terms of Use

By providing your mobile number and opting in, you agree to receive transactional and informational text messages from Wallace & Company Financial Group related to appointments, document requests, compliance notifications, and services.

Message frequency varies.

Message and data rates may apply.

You may opt out at any time by replying STOP.

For assistance, reply HELP or contact us directly.

Consent to receive SMS messages is not required as a condition of purchasing services.

Age Restriction

You must be at least 18 years old to use our services or provide consent to receive SMS communications.

Carrier Liability Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

No Refund Policy

All fees paid for services are non-refundable once services have commenced, including but not limited to tax preparation, document review, compliance services, and consultations.

LIMITATION OF LIABILITY 
To the fullest extent permitted by law, Wallace & Company Financial Group’s liability is limited to the amount of fees paid for the applicable service. We are not liable for indirect, incidental, or consequential damages. 
 

DISCLAIMERS 
Services are provided 'AS IS' and 'AS AVAILABLE.' We make no warranties regarding accuracy, completeness, or suitability for any particular purpose. 
 

THIRD-PARTY SERVICES 
We may use third-party software, processors, or platforms. We are not responsible for third-party service failures, delays, or errors. 
 

TERMINATION 
We reserve the right to terminate services for non-payment, non-compliance, or misuse of services. 
 

GOVERNING LAW 
These Terms are governed by the laws of the State of Georgia. 

Privacy Policy

Your use of our services is also governed by our Privacy Policy, which is available at:

https://www.wallaceandcompanyfg.com/privacy-policy
 

CONTACT INFORMATION 
Wallace & Company Financial Group 
McDonough, GA 
Email: [email protected] 
Phone: 404.806.8307