The LTD Group is committed to transparency, compliance, and protecting the rights of our clients. Please review all applicable policies below.
The LTD Group Virtual Tax & Business Services LLC ("The LTD Group," "we," "us," or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
We may collect the following types of information:
As a tax preparation firm, The LTD Group adheres to IRS Publication 4557 — Safeguarding Taxpayer Data. We maintain a written data security plan, limit access to taxpayer information, use secure transmission methods, and train staff on data protection protocols.
We do not sell, trade, or rent your personal information. We may share information only in the following circumstances:
We retain your information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Tax-related records are retained in accordance with IRS and applicable state requirements.
You have the right to access, correct, or request deletion of your personal information. To exercise these rights, contact us at [email protected] or call 844-999-2496.
For privacy-related inquiries: [email protected] · 844-999-2496
By accessing our website or engaging our services, you agree to be bound by these Terms of Service. Please read them carefully before using our services.
The LTD Group provides virtual tax preparation, bookkeeping, business consulting, mentorship, and related educational services. All services are delivered virtually and are subject to the terms of any applicable engagement letter or service agreement.
The LTD Group relies on information provided by clients to deliver services. We are not responsible for errors resulting from inaccurate, incomplete, or untimely information provided by the client. Clients are responsible for the accuracy of all information submitted.
All content on this website including text, graphics, templates, courses, guides, and materials is the property of The LTD Group and is protected by applicable intellectual property laws. Unauthorized reproduction, distribution, or use is strictly prohibited.
The LTD Group's liability is limited to the fees paid for the specific service giving rise to the claim. We are not liable for indirect, incidental, consequential, or punitive damages. Tax advice is based on information provided and applicable law at the time of service.
Either party may terminate services with written notice. Upon termination, all outstanding fees become immediately due. We reserve the right to terminate services for non-payment, violation of these terms, or conduct that jeopardizes our ability to serve other clients.
These terms are governed by the laws of the State of North Carolina. Any disputes shall be resolved in the courts of North Carolina.
The LTD Group is committed to delivering high-quality services. Please review our refund policy carefully before purchasing any service or digital product.
Tax preparation fees are non-refundable once preparation has begun. If you have concerns about your return, please contact us immediately at [email protected] and we will work to resolve any issues.
Monthly bookkeeping services may be cancelled with 30 days written notice. Fees for work already completed are non-refundable. Prepaid services will be prorated based on work completed at the time of cancellation.
EFINity is a month-to-month subscription. You may cancel at any time before your next billing date to avoid future charges. No refunds are issued for the current billing period. Access continues through the end of the paid period.
Due to the digital nature of our products, all sales of digital downloads, templates, and guides are final and non-refundable once the product has been accessed or downloaded. If you experience a technical issue, contact us within 48 hours of purchase.
Consulting fees are non-refundable once a session has been completed. If you need to reschedule, please do so at least 24 hours in advance. No-shows forfeit the session fee.
Refund requests will be considered on a case-by-case basis in the event of duplicate charges, technical errors resulting in failed service delivery, or other extraordinary circumstances. Contact us at [email protected].
The information provided on this website is for general informational purposes only and does not constitute legal, financial, or tax advice. Engagement of our services does not create an attorney-client relationship.
The LTD Group does not guarantee specific tax outcomes, refund amounts, or business results. Tax situations vary and outcomes depend on individual circumstances, applicable law, and information provided by the client. We do not promise or guarantee specific refund amounts.
Content provided through our website, social media, courses, and mentorship programs is educational in nature. It should not be relied upon as professional tax advice for your specific situation without consulting directly with our team.
Our website may contain links to third-party websites. The LTD Group is not responsible for the content, privacy practices, or accuracy of any third-party sites. Links are provided for convenience only.
To comply with IRS Circular 230, any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
While we strive to keep information on our website current and accurate, tax laws change frequently. The LTD Group makes no warranties regarding the completeness, accuracy, or timeliness of website content. Always verify current tax law with a qualified professional.
This Cookie Policy explains how The LTD Group uses cookies and similar tracking technologies on our website.
Cookies are small text files stored on your device when you visit a website. They help websites function properly, remember your preferences, and provide analytical information about how visitors use the site.
You can control and manage cookies through your browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or alert you when new cookies are set. Note that disabling cookies may affect the functionality of our website.
We may use third-party services such as Google Analytics, payment processors, and scheduling tools that set their own cookies. These are governed by the respective third-party privacy policies.
We may update this Cookie Policy periodically. Continued use of our website after changes constitutes acceptance of the updated policy.
The LTD Group is committed to ensuring digital accessibility for people with disabilities. We continually work to improve the user experience for everyone and apply relevant accessibility standards.
We strive to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA. These guidelines explain how to make web content more accessible to people with disabilities including visual, auditory, physical, speech, cognitive, language, learning, and neurological disabilities.
While we strive for full accessibility, some third-party content or embedded tools may not fully meet our accessibility standards. We are actively working to address these limitations.
If you experience difficulty accessing any content on our website, please contact us and we will provide the information in an alternative format or assist you in another way.
We welcome feedback on the accessibility of our website. If you encounter any barriers or have suggestions for improvement, please contact us:
Email: [email protected]
Phone: 844-999-2496
Response Time: We aim to respond to accessibility feedback within 2 business days.
These policies were last updated on January 1, 2026. For questions about any of our policies, contact us at [email protected] or 844-999-2496.