Port your existing terms
You already have terms published, linked from the contact form consent checkbox. Port that wording into this layout rather than replacing it, and have an attorney confirm it still reflects how you work.
What this page should cover
- Scope of the engagement and what is not included
- Your responsibility for the accuracy of information supplied
- Fees, payment timing, and what happens if scope changes
- Limitation of liability and professional standards
- Record retention and how long we keep your documents
- Cancellation and refund terms, including any guarantee you offer
- Governing law and dispute resolution
One to reconcile
Your IRS audit page advertises a 30-day guarantee. Whatever it promises needs to appear here in writing, or the claim should come off that page.