Definitions

Vista CPAs is a professional services firm that offers tax, accounting, and advisory solutions (“Vista CPAs,” “we” or “us”). A detailed description of our services is available on our services page (https://www.vistacpas.com/services).

The following terminology applies to these Terms and Conditions, Privacy Statement and Disclaimer Notice and all Agreements: “Client”, “You” and “Your” refers to you, the person on this website and compliant to the Company’s terms and conditions, either therein or in a separate written contract. “The Company”, “Ourselves”, “We”, “Our” and “Us”, refers to our Company. “Party”, “Parties”, or “Us”, refers to both the Client and ourselves. All terms refer to the offer, acceptance and consideration of payment necessary to undertake the process of our assistance to the Client in the most appropriate manner for the express purpose of meeting the Client’s needs in respect of provision of the Company’s stated services, in accordance with and subject to, prevailing laws of the State of Virginia. Any use of the above terminology or other words in the singular, plural, capitalization and/or he/she or they, are taken as interchangeable and therefore as referring to the same.

Fulfillment Policy

These policies define how Vista CPAs fulfills orders and payments made by credit card via our payment processor Stripe®. At Vista CPAs, customer satisfaction is our utmost priority as we take all complaints about the services we render very seriously. This Fulfillment Policy (the “Policy”) informs you about our delivery policy and the rules and guidelines relating to the refunds for services purchased from our Company. Please read this Policy carefully to understand your rights and understand the requirements for the refund. Our services are billed in U.S. Dollars.

Delivery Policy

We deliver our services to clients via electronic and physical means pursuant to our client’s requests.

Refund Policy

We may offer returns in the event our services have not been performed at all during the term of our engagement. All refunds are subject to a 10% administrative fee.

Return Policy

No returns can be made but, in some circumstances, we offer refunds. Our refund policy has been explained above.

Cancellation Policy

Either party may terminate our relationship at any time for any reason.

Vista CPAs may temporarily suspend or revoke our services at any time, if we in good faith believe that you violated a law, or that a conflict of interest exists that prevents us from providing our services in accordance with applicable ethical rules. Vista CPAs may temporarily suspend or revoke our services at any time, if you fail to make payment in accordance with any agreement.

Any terms that by their nature must survive termination of this Agreement to enable a party to assert its rights and receive the protections of this Agreement, will survive (including without limitation, the confidentiality terms).

Services Abandonment

If after repeated attempts by Vista CPAs to begin service, continue service, or finalize the delivery of the Services, Client fails to participate, or becomes otherwise unresponsive to Vista CPAs requests and such continues for a period of thirty (30) days, our services will, at the option of Vista CPAs, be abandoned, whereupon Vista CPAs may reduce any refund for the Services to the Client to zero, and Client hereby provides its agreement to such forfeiture of any amounts of the Fees that have been paid by the Client for the Services as purchased or as described in the original statement of work, agreement, and/or engagement letter, wherever applicable.

Complaints

If you are dissatisfied with the service provided to you and you are eligible for a refund under this Policy, you must send an email to hello@vistacpas.com stating your complaints and we will immediately verify. Refunds are issued at our discretion as they may be accepted or rejected.

Contact Us

For inquiries or comments regarding this Policy, customers may (1) visit https://www.vistacpas.com, (2) email hello@vistacpas.com, (3) call +1 301-654-6200, or (4) mail us at 10415 Armory Avenue, Kensington, MD 20895.

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VISTA CPAs: STANDARD TERMS AND CONDITIONS (v1.0)

These Standard Terms and Conditions are incorporated by reference into every Vista CPAs engagement letter that cites them. They contain the client responsibilities, firm responsibilities, and legal terms that apply to all Vista CPAs engagements.

Applicability rule. Some provisions are labeled for a specific service type, tax preparation, tax planning, advisory/recurring services, or for specific situations (joint returns, multiple entities). Each such provision applies to your engagement only to the extent your engagement letter includes that service or situation. Everything else applies to every engagement. “Section 2,” “Section 4,” and “Section 5” refer to those sections of your engagement letter.

Part 1: Client Responsibilities

An engagement like this only works as a partnership. The quality, accuracy, and timeliness of our work depend directly on what you give us and when. By signing this letter you agree to the following responsibilities. Please read them, they are not boilerplate; nearly every problem we see in an engagement traces back to one of these items.

Part 2: Firm Responsibilities

Information and documents - Provide information that is complete, accurate, and truthful. We rely on what you give us without independent verification, and our work product is only as good as that information. - Provide all requested documents and answers by the deadlines we communicate (including organizer due dates and document request lists in the portal). Delays on your side extend our delivery dates and, close to a filing deadline, may require an extension or carry a rush surcharge. - Respond to requests for additional information promptly, within five (5) business days unless we agree otherwise. - Retain the original records you provide to us; supply copies or portal uploads. We are not the custodian of your books and records. - Maintain supporting documentation for all income, deductions, credits, and tax positions (receipts, mileage logs, basis records, acknowledgment letters for charitable gifts, etc.). You bear the burden of substantiation if a taxing authority asks; “my CPA has it” is not substantiation. - Tell us promptly about changes that could affect our work: marriage, divorce, death, dependents, residency or domicile changes, new or closed businesses or entities, ownership changes, new states of operation, large transactions, foreign accounts or activities, digital asset transactions, or IRS/state correspondence. - Forward any notice from the IRS or a state or local taxing authority to us immediately upon receipt, unopened response windows are short, and late forwarding can convert a routine notice into a penalty problem. Tax services, applies when your letter includes tax preparation or planning

• Review each completed return carefully before signing the electronic filing authorization. You, not we, are legally responsible for the contents of your return.
• Verify all names, addresses, Social Security numbers, EINs, dates of birth, and especially bank routing and account numbers for direct deposit/withdrawal. We are not responsible for refunds misdirected because of account information you approved.
• Sign and return electronic filing authorizations (Form 8879 and state equivalents) promptly. A return is not filed until we receive your signed authorization, no matter how close the deadline is.
• Make all required estimated tax payments and withholding deposits on time. Unless tax projections are expressly included in Section 2, calculating and remitting estimates is your responsibility.
• Disclose all worldwide income and all foreign financial accounts and assets. Foreign reporting penalties (FBAR, Forms 8938, 5471, 3520, etc.) are severe and often assessed per account, per year.
• Answer the digital asset question truthfully and provide complete records of any digital asset transactions.
• If you have household employees, payroll obligations, 1099 filing obligations, or sales/use tax obligations, these remain your responsibility unless expressly listed in Section 2. Advisory services, applies when your letter includes accounting or advisory services
• Maintain our access to your accounting system, bank feeds, payroll platform, and any read only bank/credit card portal access we request. Interrupted access stops the monthly close.
• Answer open item and uncategorized transaction queries by the deadline in each request; unanswered items will be coded to a suspense/ask my accountant account and your financial statements will be correspondingly less useful.
• You remain responsible for management decisions and functions. We advise; you decide. You will designate a person with suitable skill, knowledge, and experience to oversee our services, evaluate the adequacy and results of the services, and accept responsibility for them. This is a professional standards requirement (it is what keeps us independent enough to serve you), not a formality.
• Establish and maintain internal controls, including approving transactions, safeguarding assets, and reviewing the financial reports we deliver. We do not authorize transactions, sign checks, or control your funds.
• Provide timely notice of major transactions (acquisitions, financing, real estate, ownership changes, new lines of business) before they close, so advice can be given while it can still matter.
• Attend scheduled advisory meetings prepared, and complete agreed action items between meetings. Advisory value compounds only when implementation happens. Tax planning, applies when your letter includes tax planning
• Cooperate actively during planning: provide projections, pay stubs, brokerage data, entity financials, and other requested inputs while there is still time to act. Planning delivered in December for a strategy that needed action in June is not a service failure; it is a data failure.
• Understand that planning recommendations are based on the information you provide, on facts as they exist at the time, and on current law. If the facts change and you do not tell us, the plan may stop working, silently.
• Make your own business and financial decisions after receiving our advice. We provide analysis and recommendations; the decision, and its business risk, remain yours.
• Implement recommendations you accept (or engage us to implement where offered). A tax plan that is not implemented saves no tax, and we do not guarantee results from unimplemented or partially implemented plans. Portal, security, and payment
• Maintain access to the TaxDome client portal, keep your login credentials confidential, and enable two factor authentication. The portal is our system of record for documents, signatures, invoices, and messages.
• Use the secure portal, not email, to send us tax documents, financial data, or anything containing Social Security numbers, account numbers, or other sensitive information, whenever we request it. If you email sensitive data unencrypted despite this, you accept the transmission risk.
• Keep a valid payment method (ACH or card) on file for recurring charges, and update it before it expires. For recurring services, monthly fees are drafted automatically via {{PaymentMethod}}; keeping that method valid is a condition of continued service.
• Pay invoices according to the terms in Section 5. Work may be paused on past due accounts (Section 8).
• Notify us promptly if you suspect any unauthorized access to your portal account or your email. Incomplete, inaccurate, or late information may affect the quality, accuracy, and timeliness of our services, and additional work caused by it is billable under the Scope Changes and Change Orders provision in Section 8. We will always tell you before incurring material additional fees.

We may offer returns in the event our services have not been performed at all during the term of our engagement. All refunds are subject to a 10% administrative fee.

Return Policy

No returns can be made but, in some circumstances, we offer refunds. Our refund policy has been explained above.

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Cancellation Policy

For inquiries or comments regarding this Policy, customers may (1) visit https://www.vistacpas.com, (2) email hello@vistacpas.com, (3) call +1 301-654-6200, or (4) mail us at 10415 Armory Avenue, Kensington, MD 20895.

Either party may terminate our relationship at any time for any reason.

Contact Us

Vista CPAs may temporarily suspend or revoke our services at any time, if we in good faith believe that you violated a law, or that a conflict of interest exists that prevents us from providing our services in accordance with applicable ethical rules. Vista CPAs may temporarily suspend or revoke our services at any time, if you fail to make payment in accordance with any agreement.

If you are dissatisfied with the service provided to you and you are eligible for a refund under this Policy, you must send an email to hello@vistacpas.com stating your complaints and we will immediately verify. Refunds are issued at our discretion as they may be accepted or rejected.

Any terms that by their nature must survive termination of this Agreement to enable a party to assert its rights and receive the protections of this Agreement, will survive (including without limitation, the confidentiality terms).

Complaints

Services Abandonment

If after repeated attempts by Vista CPAs to begin service, continue service, or finalize the delivery of the Services, Client fails to participate, or becomes otherwise unresponsive to Vista CPAs requests and such continues for a period of thirty (30) days, our services will, at the option of Vista CPAs, be abandoned, whereupon Vista CPAs may reduce any refund for the Services to the Client to zero, and Client hereby provides its agreement to such forfeiture of any amounts of the Fees that have been paid by the Client for the Services as purchased or as described in the original statement of work, agreement, and/or engagement letter, wherever applicable.