Terms and Conditions

Last Updated: January 12, 2026

Acceptance of Terms

By using our website or services, you agree to these Terms and our Privacy Policy. We may modify these Terms at any time; continued use constitutes acceptance.

No Accountant-Client Relationship

Website use does not create an accountant-client relationship. Relationships are established only through signed engagement letters.

Information on this website is general and not personalized advice. Consult a professional before making specific tax or financial decisions.

Services Provided

We provide individual and business tax return preparation, accounting and bookkeeping services, and payroll services (managed through Gusto) virtually throughout Minnesota.

Specific services are outlined in written engagement letters detailing scope, fees, and responsibilities.

Client Responsibilities

Provide complete, accurate, timely information

Maintain original documents and records

Respond promptly to information requests

Review all work product before filing

Pay fees as outlined in engagement letter

Our Responsibilities

Perform services per professional standards

Exercise due professional care

Apply professional judgment to tax law interpretation

Limitations:

Cannot guarantee specific results

Not responsible for errors from client's incomplete information

Cannot guarantee returns won't be audited

Only responsible for services in engagement letter

Fees and Payment

Fees are based on complexity and outlined in engagement letters. Payment is due upon completion or per payment schedule. Late payments may incur interest charges.

Additional services outside original scope may incur additional fees. Fees for completed work are non-refundable.

Confidentiality

We maintain strict confidentiality per professional standards and GLBA. See Privacy Policy for details.

Confidentiality has limits: we may disclose information when legally required or when professional standards mandate reporting.

Electronic Communications

We use email and secure portal for communications and document delivery. You consent to electronic communications by engaging our services.

While we use secure systems, no electronic transmission is completely secure. You accept these risks.

Use our secure portal for sensitive documents, not unencrypted email.

Limitation of Liability

To the fullest extent permitted by law, we are not liable for indirect, incidental, special, consequential, or punitive damages.

Total liability for any claim shall not exceed fees paid for services giving rise to the claim.

This does not limit liability for fraud, gross negligence, or willful misconduct.

Termination

Either party may terminate with written notice. Upon termination:

Client pays for services performed to termination date

We provide copies of documents and work product upon request

We cooperate with new professionals for transition

Dispute Resolution

Governing Law: Minnesota law governs these Terms.

Jurisdiction: Disputes brought in Minnesota state or federal courts.

Mediation: Parties agree to attempt mediation before litigation.

IRS Circular 230 Disclosure

Any U.S. federal tax advice in communications is not intended or written to be used, and cannot be used, for:

Avoiding penalties under the Internal Revenue Code

Promoting, marketing, or recommending any transaction

Contact

Questions about Terms and Conditions?

Geri's Accounting LLC
Phone: (218) 821-9839
Email: [email protected]
Mailing Address: 27670 Beaver Dam Drive, Pequot Lakes, MN 56472

9. Accessibility Statement

Last Updated: January 12, 2026

Our Commitment

Geri's Accounting LLC ensures our website and services are accessible to all individuals, including those with disabilities.

Standards

We work to conform to Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards.

Features

Clear, consistent navigation

Descriptive headings and labels

Text alternatives for images

Sufficient color contrast

Keyboard navigation support

Resizable text

Clear, simple language

Virtual Services Accessibility

Virtual services offer accessibility benefits:

No travel required

Flexible scheduling

Multiple communication options

Electronic document access

Video consultations with captioning available

Feedback

We welcome accessibility feedback. Contact us if you encounter barriers or have suggestions:

Geri's Accounting LLC
Phone: (218) 821-9839
Email: [email protected]
Mailing Address: 27670 Beaver Dam Drive, Pequot Lakes, MN 56472

We're happy to provide alternative formats or assistance as needed.