Terms of Use
Use of this website
This website provides general information about BASI Financial's services. Using it does not create a client relationship; a tax-preparation engagement begins only when you complete our secure intake and we confirm your engagement and fee.
Information, not advice
Content on this site — including articles, checklists, and FAQs — is general educational information. It is not tax, legal, or financial advice for your specific situation, and it should not be relied on as such. Advice specific to you is provided only within an engagement.
No guarantees
Refund amounts, refund timing, tax outcomes, processing times, and eligibility for any fee arrangement depend on your individual facts and on government agencies, and are never guaranteed.
Sensitive information
Do not submit Social Security numbers, tax documents, financial-account details, government identification, or passwords through this website or by email. We are not responsible for sensitive information sent through channels we have told you not to use.
Third-party platforms
Secure intake, document exchange, e-signature, and payment processing take place on third-party platforms with their own terms and privacy practices, which you will see when you use them.
Intellectual property
The BASI Financial name, logo, and site content are owned by BASI Financial and may not be reproduced without permission.
Changes
We may update these terms from time to time; the effective date above will change when we do.