Terms of Service
Effective April 1, 2026
Acceptance of Terms
By accessing or using the Pineda Advisory website, you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use our services.
Description of Services
Pineda Advisory provides professional tax services including:
- •IRS Notice Response: Analysis and response to IRS notices, correspondence examinations, and penalty abatement requests
Professional Services Disclaimer
Content available through the Pineda Advisory website is for informational purposes. It does not constitute tax advice, legal advice, or a professional opinion. A formal engagement agreement is required before Pineda Advisory provides professional tax services. No practitioner-client relationship is established by use of this website alone. There is no charge for the initial consultation. A signed engagement agreement and payment of quoted fees are required before professional services beyond the consultation are provided.
Website Disclaimer
This website and all information provided through it is offered on an “as is” and “as available” basis. Pineda Advisory, LLC makes no express or implied representations or warranties regarding this website, including but not limited to warranties of merchantability, fitness for a particular purpose, accuracy, completeness, or non-infringement.
This website contains general information about IRS notices and our services. It does not constitute tax advice, legal advice, or a professional opinion. Before making any decision or taking any action that might affect your finances or tax obligations, you should consult with a qualified professional through a formal engagement.
We do not warrant that this website will be uninterrupted, error-free, secure, or free of viruses or other harmful components. Your use of this website is at your own risk.
Work Product and Intellectual Property
All content on this website, including written materials, analysis frameworks, and the Pineda Advisory brand, is the intellectual property of Pineda Advisory, LLC. You may not reproduce, distribute, or create derivative works without written permission.
You retain ownership of the documents and information you provide. Unless an engagement agreement states otherwise, our internal drafts, research notes, analyses, and internal memoranda remain our property. You will receive copies of final documents prepared for filing or submission on your behalf.
Scope Limitations and Additional Issues
Our consultation is based on the notice and information available at the time of the call. Additional liabilities, penalties, procedural issues, or filing issues may be identified after a fuller review of records, transcripts, returns, and IRS correspondence. Any work outside the initial scope may require a separate engagement and additional fees.
Pineda Advisory, LLC does not make any implied or explicit guarantees regarding the outcome of any case, proceeding, or filing. Results depend entirely on the specific facts and circumstances involved, including factors outside our control such as IRS processing times, examiner discretion, and the completeness and accuracy of information provided by the client.
Consultation Terms
Booking and attending a consultation does not establish a practitioner-client relationship. A practitioner-client relationship is formed only upon execution of a written engagement agreement.
The consultation is a 30-minute review of your IRS notice based on the information you provide. It is not a comprehensive tax review, financial audit, or tax analysis.
The initial 30-minute consultation is provided at no charge. After completing the intake form, you may book a time that works for you. You may cancel or reschedule using the link in your confirmation email. No-shows without prior communication may result in a delay before rebooking is available.
Consultation Cancellation Policy
The initial 30-minute consultation is provided at no charge. You may cancel or reschedule using the link in your confirmation email.
Cancellation or rescheduling: You may cancel or reschedule at any time using the link provided in your confirmation email. We appreciate at least 24 hours' notice when possible.
Technical difficulties: If the consultation cannot proceed due to technical issues (call drops, audio failures, connection problems), we will reschedule at a mutually convenient time.
No-show without prior communication: No-shows without prior communication may result in a delay before rebooking is available.
Engagement fee refunds, if applicable, are governed by the terms of your individual engagement agreement.
Limitation of Liability
To the fullest extent permitted by applicable law, the total aggregate liability of Pineda Advisory, LLC arising out of or related to any engagement shall not exceed the total fees actually paid by the client for the specific engagement giving rise to the claim.
In no event shall Pineda Advisory, LLC be liable for any indirect, incidental, consequential, special, or punitive damages, including but not limited to loss of profits, loss of revenue, loss of data, or loss of business opportunity, regardless of the theory of liability, even if advised of the possibility of such damages.
This limitation applies to all claims arising from or related to the engagement, whether based in contract, negligence, strict liability, or any other legal theory. Nothing in this section limits liability that cannot be excluded or limited under applicable law.
These limitations apply not only to Pineda Advisory, LLC but also to its members, employees, contractors, and agents.
Dispute Resolution
Any dispute arising out of or relating to these Terms of Service or any engagement with Pineda Advisory, LLC shall be resolved as follows:
Informal resolution. You agree to contact us in writing at contact@pinedaadvisory.com describing the nature of the dispute and your proposed resolution. We will attempt to resolve the dispute informally within thirty (30) days of receiving your written notice.
Mediation. If informal resolution is unsuccessful, the parties agree to submit the dispute to non-binding mediation administered by a mutually agreed-upon mediator in the Atlanta, Georgia metropolitan area before pursuing any other form of dispute resolution.
Governing law. These Terms of Service and any disputes arising hereunder shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of laws principles.
Jurisdiction. Any legal action not resolved through informal resolution or mediation shall be brought exclusively in the state or federal courts located in Fulton County, Georgia.
Individual capacity. Any dispute resolution proceedings shall be conducted solely on an individual basis and not as a class action, consolidated action, or representative action.
Third-Party Services
Our services utilize third-party platforms, including but not limited to TaxDome (client portal and document management), Calendly (appointment scheduling), and Stripe (payment processing). Your use of these platforms is subject to their respective terms of service and privacy policies.
We select third-party service providers that maintain reasonable security standards. However, Pineda Advisory, LLC is not responsible for the acts, omissions, security practices, or privacy policies of third-party platforms. We encourage you to review the terms and privacy policies of any third-party platform you interact with in connection with our services.
When we process your data through third-party platforms, we act as the data controller and the third-party platform acts as our data processor. We maintain data processing agreements with our service providers that require them to protect your information in accordance with applicable law.
The availability of any third-party service through our website or practice does not constitute an endorsement of that service. Pineda Advisory, LLC shall not be liable for any loss, damage, or disruption caused by the unavailability, malfunction, or changes to any third-party platform.
General Provisions
Engagement letter governs. To the extent you enter into a separate engagement agreement with Pineda Advisory, LLC for professional services, the terms of that engagement agreement shall govern the provision of those services. In the event of any conflict between these Terms of Service and a signed engagement agreement, the engagement agreement shall prevail.
Professional standards. All professional services provided by Pineda Advisory, LLC are subject to applicable professional standards, including but not limited to Treasury Department Circular 230 and the standards of the Internal Revenue Service. These professional obligations apply in addition to, and are not limited by, these Terms of Service.
Severability. If any provision of these Terms of Service is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such finding shall not affect the validity of the remaining provisions, which shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving its original intent.
Entire agreement. These Terms of Service, together with our Privacy Policy, any applicable engagement agreement, and any other documents expressly incorporated by reference, constitute the entire agreement between you and Pineda Advisory, LLC with respect to your use of this website.
Modifications. We reserve the right to modify these Terms of Service at any time. Material changes will be posted on this page with an updated effective date. Your continued use of this website after any modification constitutes your acceptance of the updated Terms of Service. We encourage you to review this page periodically.
Waiver. Our failure to enforce any provision of these Terms of Service shall not constitute a waiver of that provision or any other provision. Any waiver must be in writing and signed by an authorized representative of Pineda Advisory, LLC.
Assignment. You may not assign or transfer any rights or obligations under these Terms of Service without our prior written consent. We may assign our rights and obligations without restriction.
IRS Circular 230 Disclosure
To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained on this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This disclosure applies to all content on this website, including the Notice Guide and FAQ.
Contact
For questions about these Terms of Service, contact us at contact@pinedaadvisory.com.
Pineda Advisory, LLC · Atlanta, Georgia