Your Finances, Simplified.

Terms & Conditions

Last updated: 1 October 2025

1. Services

Phoenix Tax & Accounting ("Company") provides accounting, taxation, registration, and advisory services as described on this website. Engagement of services is subject to mutual agreement and execution of a service-specific engagement letter.

2. Client Obligations

• Provide accurate and complete documents and information in a timely manner.
• Respond to queries within the communicated timelines to avoid filing delays.
• Ensure all information shared is lawful and does not misrepresent facts.

3. Fees & Payment

Fees are as quoted in the engagement letter or proposal. All fees are exclusive of applicable GST (18%) unless stated otherwise. Payment is due upon receipt of invoice. Late payments beyond 15 days attract an interest of 1.5% per month.

4. Confidentiality

We maintain strict confidentiality of all client information and documents. Information is shared only with authorised team members directly involved in servicing your account, or when required by law.

5. Limitation of Liability

Our liability is limited to the fees paid for the specific service in question. We shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services. We are not responsible for penalties or interest arising from incorrect or delayed information provided by the client.

6. Intellectual Property

All reports, templates, and proprietary tools used in delivering our services remain the intellectual property of Phoenix Tax & Accounting.

7. Termination

Either party may terminate the engagement with 30 days' written notice. Outstanding fees for work completed up to the termination date remain payable.

8. Governing Law

These terms shall be governed by and construed in accordance with the laws of India. Any disputes shall be subject to the exclusive jurisdiction of courts in Bengaluru, Karnataka.

Privacy Policy

Last updated: 1 October 2025

1. Information We Collect

• Personal Information: Name, email, phone number, PAN, Aadhaar (as required for filings), address, and financial documents.
• Usage Data: Browser type, IP address, pages visited, and time spent on our website.

2. How We Use Your Information

• To provide accounting, tax filing, and registration services.
• To communicate regarding your service requests and deadlines.
• To comply with legal and regulatory obligations.
• To improve our website and services.

3. Data Storage & Security

All data is stored on encrypted servers within India. We employ 256-bit SSL encryption, firewalls, and role-based access controls. Documents are retained for 8 years as required under Indian tax laws, after which they are securely destroyed.

4. Data Sharing

We do not sell or rent your data. Information may be shared with: government authorities for filing purposes (with your consent), our authorised team members, and cloud infrastructure providers bound by strict data processing agreements.

5. Your Rights

• Access your personal data held by us.
• Request correction of inaccurate data.
• Request deletion of data (subject to legal retention requirements).
• Withdraw consent for non-essential communications.

6. Cookies

Our website uses essential cookies for functionality and analytics cookies (Google Analytics) to understand user behaviour. You may disable cookies through your browser settings.

7. Contact

For privacy-related queries, contact our Data Protection Officer at privacy@phoenixtax.in.

Refund Policy

Last updated: 1 October 2025

1. Before Work Begins

Full refund if cancellation is requested before any work has commenced on your engagement.

2. Work In Progress

If work has partially commenced, a pro-rata refund will be issued after deducting charges for work already completed.

3. Government Fees

Government fees, stamp duty, and statutory charges paid on your behalf are non-refundable as these are paid directly to government authorities.

4. Completed Services

Once a filing, registration, or return has been submitted to the relevant authority, no refund will be issued.

5. Processing Time

Approved refunds are processed within 7–10 business days to the original payment method.

Disclaimer

Last updated: 1 October 2025

1. Professional Advice

The information provided on this website is for general informational purposes only and does not constitute professional accounting, tax, or legal advice. For specific advice tailored to your situation, please schedule a consultation.

2. Accuracy

While we strive to keep information current and accurate, tax laws and regulations change frequently. We make no warranties about the completeness, reliability, or accuracy of the information on this website.

3. External Links

Our website may contain links to third-party sites. We have no control over the content and practices of these sites and accept no responsibility for them.

4. Results

Tax savings and outcomes mentioned on this website are illustrative and based on past client experiences. Actual results vary based on individual circumstances, applicable laws, and the accuracy of information provided.