Clients love working with us because we take care of all your tax and accounting needs. We tell you where to sign and take care of the rest. Tax Planning is where you get the best bang for your buck while tax filing...psssshhhh that's the easy part. We also offer bookkeeping and payroll services as add ons to tax planning and filing.

Show up at our house, unannounced in the middle of the night. That generally does the trick.

Privacy Policy

Last Updated: February 28, 2025

1. Introduction

PNT Advisors is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information.

2. Information We Collect

• Personal Information: Name, address, email, phone number, Social Security number, and financial information necessary for tax preparation and financial services.
• Usage Data: Information on how you interact with our website, including IP address, browser type, and pages visited.

3. Use of Information

We use your information to:

• Provide and manage our services.
• Communicate with you regarding your account and our services.
• Ensure compliance with legal and regulatory requirements.

4. Information Sharing

We do not disclose your personal information to third parties without your consent, except as required by law or as necessary to provide our services (e.g., filing tax returns).

5. Data Security

We implement appropriate physical, electronic, and procedural safeguards to protect your personal information from unauthorized access or disclosure.

6. Retention of Information

We retain your personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law.

7. Your Rights

You have the right to:

• Access and review your personal information.
• Request corrections to any inaccurate or incomplete information.
• Withdraw consent to the use of your information, subject to legal or contractual restrictions.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with the updated effective date.

9. Contact Information

For questions or concerns about this Privacy Policy, please contact us at [email protected]

Terms of Services

Last Updated: February 28, 2025

1. Introduction

Welcome to PNT Advisors. By accessing or using our website and services, you agree to comply with and be bound by the following Terms of Service. Please read these terms carefully before engaging our services.

2. Services Provided

PNT Advisors offers a range of accounting, tax preparation, and financial consulting services. The specific services to be provided will be outlined in individual engagement letters or agreements.

3. Client Responsibilities

• Accurate Information: Clients are responsible for providing complete and accurate information necessary for the preparation of financial documents and tax returns.
• Deadlines: Clients must provide all required information and documentation in a timely manner to meet relevant filing deadlines.
• Record Retention: Clients should retain copies of all documents and information provided to PNT Advisors for their records.

4. Confidentiality

We are committed to maintaining the confidentiality of client information. Except as required by law, we will not disclose any client information to third parties without explicit consent.

5. Payment Terms

Fees for services will be outlined in the engagement letter or agreement. Payment is due upon receipt of the invoice unless otherwise specified.

6. Limitation of Liability

PNT Advisors will perform services with due professional care. However, we are not liable for any errors or omissions in information provided by the client or for any results arising from such errors or omissions.

7. Termination

Either party may terminate the engagement with written notice, subject to the terms outlined in the engagement letter or agreement.

8. Governing Law

These Terms of Service are governed by the laws of the jurisdiction in which PNT Advisors operates.

9. Changes to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be effective upon posting to our website.

10. Contact Information

For any questions regarding these Terms of Service, please contact us at [email protected]

Fulfillment Policy

1. Scope of Services

PNT Advisors LLC offers a range of services, including tax preparation, tax advisory, tax planning, and accounting services. The specific services provided to each client are detailed in individual engagement letters.

2. Service Delivery

• Initiation: Services commence upon the client's acceptance of the engagement letter and receipt of any required upfront fees.

• Timeline: Standard tax preparation services are typically completed within twenty business days (20) upon receiving all necessary documentation. During peak periods, this may extend to thirty days (30).

• Communication: We maintain regular communication through our secure client portal, TaxDome, and are available for consultations via phone or email during business hours.

3. Client Responsibilities

Clients are responsible for:

• Providing accurate and complete information relevant to the services, including bank statements, agreements, invoices, and other pertinent data.

• Ensuring timely submission of all required documents to facilitate prompt service delivery.

• Reviewing all financial documents provided by PNT Advisors LLC to confirm their accuracy and completeness.

4. Confidentiality and Working Papers

• Client Documents: All documents provided by the client are treated as confidential and remain the client's property. Upon request, original documents will be returned.

• Accountant's Records: PNT Advisors LLC retains copies of all financial documents, reports, notes, and working papers created during the engagement. These records remain the property of PNT Advisors LLC.

5. Professional Standards and Termination

PNT Advisors LLC adheres to the highest ethical standards, complying with all applicable laws, regulations, and professional guidelines. We reserve the right to terminate any engagement if asked to participate in practices deemed unethical, illegal, or in violation of professional standards.

6. Dispute Resolution

Any disputes arising from our services will be addressed as follows:

• Negotiation: Both parties will engage in good faith negotiations to resolve the issue.

• Mediation: If unresolved, disputes will proceed to mediation, with costs divided equally between the parties.

• Arbitration: Should mediation fail, disputes will be settled through arbitration in Des Moines, Polk County, Iowa, under Iowa law. Arbitration costs will be determined by the arbitrator.

7. Refund and Cancellation Policy

• Refunds: Due to the personalized nature of our services, fees are non-refundable once work has commenced.

• Cancellation: Clients may cancel services by providing written notice at least 30 days in advance.

8. Contact Information

For questions or concerns regarding this Fulfillment Policy, please contact us through the portal.