These Terms of Service (the “Terms”) are a binding agreement between you (“you” or “User”) and TaxApp LLC (“TaxApp,” the “Platform Provider”), the owner and operator of the TaxApp software platform, and, where you purchase Services, the authorized firm delivering those Services through the Platform, including Tax Network USA (“TNUSA,” an “Authorized Firm”) (TaxApp and the applicable Authorized Firm, each a “Company,” “we,” “us,” or “our” as context requires). These Terms govern your access to and use of our websites, mobile applications, portals, and other online services that link to these Terms, including the TaxApp (collectively, the “Platform”), and, where applicable, your purchase and receipt of tax advisory-related services and other services (“Services,” as further defined below).
Entity Roles. – TaxApp LLC provides, owns, and operates the Platform and Software, including the client portal, document tools, and IRS data monitoring functionality, and bills the monthly Platform subscription described in the Fees and Payment section. – Tax Network USA is an Authorized Firm using the Platform to deliver Services, is the contracting party under your Service Orders and engagement agreements, and bills the Discovery Fee and Service fees.
References to “Company” in these Terms mean TaxApp LLC with respect to the Platform and Software, and the applicable Authorized Firm with respect to Services.
BY CLICKING “I AGREE,” CREATING AN ACCOUNT, ACCESSING OR USING THE PLATFORM, OR PURCHASING SERVICES, YOU AGREE TO THESE TERMS.
If you do not agree, do not use the Platform or Services.
If you are using the Platform or Services on behalf of an entity, you represent that you have authority to bind that entity, and “you” includes the entity.
ARBITRATION NOTICE AND CLASS ACTION WAIVER (PLEASE READ CAREFULLY): these terms contain a binding individual arbitration agreement and class action waiver in Section 17. Except for certain limited exceptions described in Section 17, you and company agree that disputes will be resolved only by final and binding arbitration, not in court, and you waive any right to a judge or jury trial. You also waive the right to participate in any class, collective, representative, or private attorney general action or proceeding. Arbitration may limit discovery and appellate review. By accepting these terms, you acknowledge you have read and understand Section 17.
No Government Affiliation: We are not affiliated with the Internal Revenue Service (IRS), any state tax agency, or any government agency. We do not represent that we can obtain special treatment.
No Guarantee of Results: Tax outcomes depend on your circumstances and agency discretion. We do not guarantee any particular outcome (e.g., reduction of tax liability, acceptance of an offer in compromise, release of levy/garnishment, penalty abatement, timelines, or processing speed).
Not a Law Firm; No Legal Advice. Unless you have separately engaged an attorney through a separate written engagement agreement, we are not providing legal services or legal advice. We provide tax-related administrative and professional services (including services performed by CPAs and other tax professionals, as applicable).
Taxes, Penalties, and Interest Continue to Accrue. Tax authorities may continue to assess penalties and interest during the process. You remain responsible for your tax obligations.
These Terms govern your access to and use of the Company Platform (defined below) and, where applicable, your purchase and receipt of Services (defined below). Please read these Terms carefully.
Company And Its Offerings. Authorized Firms provide (i) tax-related settlement, resolution, and negotiation services, (ii) tax return preparation and filing services, and (iii) related professional and administrative support services, which may be delivered directly by the Authorized Firm and/or through credentialed tax professionals (such as certified public accountants (“CPAs”), enrolled agents, and other tax professionals) (collectively, the “Services”). The Services may be described in more detail on our Platform. TaxApp LLC provides the Software and Platform through which Services are accessed, facilitated, and supported.
TaxApp LLC also provides access to one or more software applications, websites, mobile applications, portals, dashboards, messaging features, and related tools used to access, facilitate, and support the Services, including document upload and management tools, intake workflows, status updates, communications, and other digital functionality (collectively, the “Software”).
The Services and the Software are provided through the integrated online and mobile offering, which together constitute the “Company Platform.”
These Terms apply to your use of the Company Platform, including:
If Company provides additional terms, disclosures, policies, or service-specific conditions (including a privacy notice, refund policy, fee schedule, service order, statement of work, or authorization requirements), such terms may be incorporated into these Terms by reference and form part of the agreement between you and Company.
These Terms form our Agreement. You understand and agree that these Terms form a binding contract between you and Company that is effective as of the earlier of: (a) the date you indicate acceptance through a clickwrap or similar mechanism; or (b) the date you first access, use, or purchase any part of the Company Platform (the “Effective Date”). If you access or use the Company Platform on behalf of a business, organization, or other entity, you represent and warrant that you have authority to bind that entity to these Terms. In that case, “you” and “User” include that entity.
Incorporated Documents; Additional Terms. The Company Platform may be subject to additional terms and disclosures that are presented to you in connection with your use of the Software or purchase/receipt of Services, including without limitation: (a) one or more Service Orders; (b) disclosures and authorizations required by Tax Authorities; and (c) the Privacy Notice and any other policy referenced by the Company Platform. All such documents and policies are incorporated by reference into these Terms to the extent they are presented or made available to you and apply to your use of the Company Platform.
Order of Precedence. If there is a conflict among the documents comprising the agreement between you and Company, the following order of precedence will apply (unless explicitly stated otherwise in a Service Order): (a) a Service Order, but only with respect to the specific Services described in that Service Order; (b) these Terms, with respect to the Company Platform generally; and (c) documentation and other policies, including the Privacy Notice, acceptable use policies, and FAQs, solely to the extent they do not conflict with the Terms or a Service Order. For clarity, the Privacy Notice governs privacy and data processing disclosures, but it does not modify fee obligations, limitation of liability, dispute resolution, or other contractual terms unless explicitly stated.
This Section defines certain capitalized terms used throughout these Terms and clarifies the relationship among these Terms, service-specific documents, and other policies incorporated by reference.
Definitions. For purposes of these Terms, the following definitions apply:
“Account” means the user account you create on or through the Company Platform (if applicable), including login credentials and associated profile and settings.
“Authorized Firm” means a tax resolution, preparation, or advisory firm authorized by TaxApp LLC to deliver Services through the Platform, including Tax Network USA. Your Service Order identifies the Authorized Firm responsible for your Services.
“Authorized User” means (i) you, and (ii) if you are using the Company Platform on behalf of an entity, any individual you authorize to access and use the Company Platform under your Account, subject to these Terms.
“Company Platform” has the meaning set forth above and includes the Services and the Software, together with any related websites, mobile applications, portals, dashboards, messaging or communication features, support tools, and other online or mobile functionality that link to or reference these Terms.
“Content” means all text, data, information, software, code, user interfaces, designs, graphics, images, videos, audio, and other materials made available through the Company Platform, including Company Content and User Content.
“Credentials” means Account usernames, passwords, multi-factor authentication methods, access tokens, or other authentication credentials associated with your Account or use of the Company Platform.
“Deliverables” means any work product that Company agrees to provide to you as part of the Services, as described in a Service Order or otherwise made available through the Company Platform, including (as applicable) completed forms, prepared tax returns, supporting documentation packages, correspondence drafts, submission packets, and status reports.
“Documentation” means any user guides, FAQs, instructions, onboarding materials, notices, disclosures, and related documentation provided by Company describing the use of the Software or Services.
“Fees” means all fees, charges, taxes (as applicable), costs, and other amounts you owe in connection with the Company Platform, including subscription charges, service fees, add-on fees, and any third-party charges that are your responsibility under these Terms.
“Governmental Authority” means any federal, state, local, or foreign governmental or regulatory authority, including any taxing authority.
“Intellectual Property Rights” means all intellectual property and proprietary rights, including rights in and to patents, copyrights, trademarks, service marks, trade names, trade secrets, moral rights, and related rights of any kind under applicable law.
“Platform Provider” means TaxApp LLC.
“Privacy Notice” means the privacy notice or privacy policy that describes how Company collects, uses, discloses, and safeguards Personal Information and other data in connection with the Company Platform, as such notice may be updated from time to time and is incorporated into these Terms by reference.
“Professional(s)” means any credentialed professional (including CPAs, enrolled agents, and other tax professionals) performing services as part of or in connection with the Services.
“Service Order” means an order, statement of work, enrollment form, checkout flow, intake package, engagement selection, or other document or digital confirmation (including within the Software) that identifies: (i) the specific Services you are purchasing or receiving; (ii) applicable Fees and payment terms; and (iii) service-specific terms, disclosures, and requirements (including any refund policy, timeline estimate, limitations, and required Authorizations).
“Services” has the meaning set forth above and includes any tax-related settlement, resolution, negotiation, filing, advisory, and related services that an Authorized Firm makes available through the Company Platform, as further described in a Service Order and/or Documentation.
“Software” has the meaning set forth above and includes TaxApp LLC’s websites, mobile applications, portals, dashboards, tools, and other software-enabled functionality provided as part of the Company Platform.
“Tax Authorities” means the Internal Revenue Service and any state, local, or other governmental authority responsible for tax administration or tax collection.
“Third-Party Services” means any products, services, content, applications, or integrations provided by third parties that may be made available, referenced, or accessible through the Company Platform (including payment processors, identity verification providers, e-signature services, cloud hosting providers, communications tools, analytics services, and other service providers).
“User Content” means any information, data, documents, files, materials, submissions, messages, content, or other materials that you (or anyone acting on your behalf) upload, transmit, submit, disclose, or otherwise provide through or in connection with the Company Platform, including tax records, financial information, identity information, supporting documentation, and communications.
“You” and “your” mean the individual user who accepts these Terms or, where applicable, the entity on whose behalf the Company Platform is accessed or used.
In these Terms: (a) “including” means “including without limitation”; (b) headings are for convenience only and do not affect interpretation; (c) words in the singular include the plural and vice versa; and (d) references to a “Section” refer to sections of these Terms.
Eligibility. You may access and use the Company Platform only if you are legally eligible to form a binding contract with Company. Without limiting the foregoing, you represent and warrant that: (a) you are at least eighteen (18) years old (or the age of majority in your jurisdiction, if higher); (b) you have not been suspended or removed from the Company Platform; (c) you are not based in Cuba, Iran, North Korea, Syria, or any other territory that is subject to a government embargo or comprehensive sanctions; (d) you are not otherwise prohibited from using the Platform under the laws and regulations of the United States, or any other applicable jurisdiction; and (e) your access to and use of the Company Platform will comply with these Terms and all applicable laws, rules, and regulations. Company may require additional eligibility criteria for certain Services (including identification requirements, authorization requirements, or suitability requirements imposed by Tax Authorities).
Account Registration. To access certain features of the Software or to purchase, receive, or manage Services, you may be required to create an Account. When registering for an Account, you agree to: (a) provide accurate, current, and complete information; (b) promptly update such information as needed to keep it accurate, current, and complete; and (c) maintain a valid email address and phone number for account communications and security purposes. Company may refuse registration, suspend an Account, or limit access to the Company Platform in its discretion, including to protect against fraud, comply with legal requirements, or enforce these Terms.
Account Ownership; Authorized Users. Unless otherwise permitted by Company in writing, your Account is personal to you and may not be shared. If you are using the Company Platform on behalf of an entity, you are responsible for: (a) ensuring that each Authorized User uses the Company Platform only as permitted by these Terms; (b) controlling and managing access privileges; and (c) all actions taken through your Account by you and your Authorized Users. You are responsible for ensuring that Authorized Users understand and comply with these Terms, and you will remain liable for any breach by an Authorized User.
Credential Security; Unauthorized Access. You are responsible for safeguarding your Account credentials and for all activity conducted through your Account, whether or not authorized by you. You agree to use reasonable security measures to protect your credentials, including using a strong password and enabling multi-factor authentication where available, and you agree not to disclose your credentials to any third party. You must notify Company immediately if you suspect or become aware of any unauthorized access to or use of your Account, credentials, or the Company Platform. Company is not liable for any loss or damage resulting from unauthorized use of your Account unless such loss or damage is caused by Company’s failure to maintain reasonable security measures as required by applicable law.
Identity Verification and Fraud Prevention. You acknowledge that Company may implement controls designed to verify identity, prevent fraud, protect sensitive tax and financial information, and maintain the security and integrity of the Company Platform. Company may require you to provide additional information or documentation to verify your identity, confirm your authority to act, validate information you submit, or satisfy legal, regulatory, or Tax Authority requirements. Company may suspend or restrict your access to the Company Platform or Services if identity verification cannot be completed, if information cannot be validated, or if Company reasonably suspects fraud, unauthorized activity, or misuse.
Company Platform Availability. Company provides access to the Company Platform through the Software, including web-based and mobile-based interfaces, and may add, modify, update, suspend, or discontinue features or functionality from time to time. You acknowledge that the Company Platform may be subject to interruptions, outages, maintenance, security updates, or other events that may impact availability or performance. While Company will use commercially reasonable efforts to maintain the availability and security of the Company Platform consistent with applicable law and the nature of the Services, Company does not guarantee uninterrupted or error-free operation. You are responsible for obtaining and maintaining the devices, equipment, software, and network connectivity necessary to access and use the Company Platform. Company does not guarantee that the Company Platform will be compatible with all devices, operating systems, browsers, or mobile carriers, and performance may vary based on your device, operating system configuration, and internet or mobile connectivity.
Account Suspension and Termination (Platform Access). Company may suspend or terminate your Account or access to the Company Platform, with or without notice, if you violate these Terms, fail to pay amounts due, present an actual or suspected fraud or security risk, or if Company is required to do so by law or a Governmental Authority. Company may also suspend or terminate access if Company determines that continued access creates risk to the Company Platform, other users, or Company. Any suspension or termination under this Section does not eliminate your obligation to pay Fees owed, does not relieve you of any other obligations under these Terms, and does not limit any remedies available to Company.
Acceptable Use. You may access and use the Company Platform only for lawful purposes and only in accordance with these Terms. You agree to use the Company Platform in a manner that is consistent with its intended purpose, including to obtain information about the Services, to create and manage an Account, to submit and manage documents and information related to the Services, to communicate with Company regarding your engagement, and to purchase, receive, or administer the Services. You must comply with all applicable laws, rules, and regulations in connection with your access to and use of the Company Platform, including laws relating to privacy, identity verification, fraud prevention, and tax administration. You acknowledge that the Company Platform may include features intended to protect the integrity and security of the Platform and the confidentiality of sensitive tax and financial information, and you agree not to attempt to circumvent those features or interfere with Company’s provision of the Company Platform.
Prohibited Conduct. You agree that you will not, and will not attempt to, directly or indirectly, do any of the following in connection with the Company Platform, the Services, or any Content:
Company may investigate suspected violations of this Section, may cooperate with law enforcement or Governmental Authorities as required or permitted by law, and may suspend or terminate your access to the Company Platform if Company reasonably determines that you have violated these Terms or pose a security, fraud, or compliance risk.
Consequences of Violations. If you violate this Section, Company may take any action it deems appropriate, including issuing warnings, restricting access to certain features, removing or disabling access to User Content, suspending or terminating your Account, canceling Service Orders, and/or pursuing legal remedies. Company’s exercise of any right or remedy does not limit its ability to exercise other rights or remedies available under these Terms or applicable law.
Reporting Misuse; Security Issues. If you become aware of any misuse of the Company Platform, unauthorized access, or suspected security incident affecting your Account or the Company Platform, you agree to notify Company promptly using the contact information provided in these Terms or through the Company Platform.
Ownership. TaxApp LLC and its licensors own and retain all right, title, and interest in and to the Company Platform, the Software, the Content (excluding User Content), the Documentation, and all related Intellectual Property Rights. No rights are granted to you except as expressly set forth in these Terms.
License to Use the Software. Subject to your ongoing compliance with these Terms, TaxApp LLC grants you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and use the Software solely for your personal, non-commercial use (or, if you are using the Company Platform on behalf of an entity, solely for that entity’s internal business purposes) and only as necessary to access and use the Company Platform and the Services. Except for the rights expressly granted in these Terms, no other rights or licenses are granted to you, whether by implication, estoppel, or otherwise.
Updates; Changes; Feature Availability. Company may, from time to time, develop and introduce patches, bug fixes, updates, upgrades, enhancements, and new versions of the Software, and Company may add, modify, suspend, or discontinue features or functionality of the Company Platform at any time. You acknowledge that Company has no obligation to maintain any particular feature, functionality, or interface, and Company may change the Company Platform to improve performance, address security concerns, comply with legal requirements, or respond to operational needs. You agree to install updates and upgrades when prompted or required to continue using the Software.
Availability; Maintenance; Service Interruptions. The Company Platform may be unavailable from time to time due to planned maintenance, unplanned outages, security events, network failures, third-party disruptions, or other causes beyond Company’s reasonable control. Company may restrict access to some or all of the Company Platform in order to maintain or improve the Company Platform, address security concerns, or comply with law. Company does not guarantee that the Company Platform will be available at all times, will operate without interruption, or will be error-free, but Company will use commercially reasonable efforts to maintain the Company Platform in a manner consistent with the nature of the Services and the sensitivity of the information processed.
No Support Obligation; Support Channels. Company may provide customer support through the Company Platform, email, phone, chat, or other channels, and may change its support channels, hours, and processes at any time. Company has no obligation to provide support except as expressly stated in a Service Order or required by applicable law. Any support provided is offered at Company’s discretion and may be subject to verification of your identity and Account ownership.
Beta Features and Trial Functionality. From time to time, Company may make certain features, tools, or functionality available on a preview, beta, trial, or evaluation basis. Beta features are provided “as is” and may be modified, suspended, or discontinued at any time. Company makes no representations that beta features will be available on a continuous basis or that they will be included in any future release. Use of beta features is at your own risk.
User Content Generally. The Company Platform enables you to submit, upload, transmit, and store information and documents, including tax records, financial information, identity information, notices from Tax Authorities, supporting documentation, messages, and other materials. You retain any ownership rights you may have in your User Content. However, you acknowledge that Company cannot provide the Services without receiving and processing certain User Content and that the Company Platform is designed to facilitate the secure collection, organization, and transmission of such information.
Permission to Use and Process User Content. By submitting User Content through or in connection with the Company Platform, you grant Company and its service providers a worldwide, non-exclusive, royalty-free license to host, store, cache, reproduce, process, transmit, translate (as necessary for formatting and submission), display, and otherwise use your User Content solely to operate, maintain, secure, and improve the Company Platform, to provide and administer the Services you request, to communicate with you, to comply with legal and regulatory obligations, to protect against fraud and security threats, and to enforce these Terms. You also authorize Company to share User Content with Professionals and Third-Party Services used to support the Services (such as e-signature providers, cloud storage providers, identity verification providers, and payment processors) to the extent necessary to perform and administer the Services.
Your Representations About User Content. You represent and warrant that your User Content is accurate, complete, and not misleading to the best of your knowledge, and that you have all rights, permissions, and authority necessary to provide the User Content to Company for the purposes contemplated by these Terms. You agree not to upload or submit User Content that is unlawful, fraudulent, forged, falsified, or otherwise deceptive, and you acknowledge that Company may decline to use, process, or submit User Content if Company reasonably believes it may be inaccurate, incomplete, misleading, or unlawful.
Content Involving Other Individuals. If you provide User Content that includes personal information about another individual (such as a spouse, dependent, business partner, or employee), you represent that you have a lawful basis and appropriate authority to provide such information for the purposes of obtaining Services and that you have provided any notices or obtained any consents required by applicable law. Company may request additional verification of your authority to provide such information.
Document Handling; Retention; Copies. You acknowledge that Company may retain copies of User Content and related records for business, legal, compliance, audit, and professional purposes, including to maintain engagement records, substantiate work performed, comply with requests or requirements from Tax Authorities or Governmental Authorities, prevent fraud, and defend against claims. Company’s retention and deletion practices are described in the Privacy Notice and, where applicable, in Service Orders or Documentation. You are responsible for maintaining your own copies of all tax returns, supporting documentation, and other records.
Electronic Records; E-Signatures; Notices. You consent to the use of electronic records and electronic signatures in connection with your use of the Company Platform and the Services. This includes your consent to receive, execute, and store electronically, where permitted by law and agency procedures, documents such as Service Orders, intake questionnaires, engagement disclosures, payment authorizations, tax return filings or approvals, and Tax Authority authorizations. You also consent to receive notices, disclosures, and communications electronically through the Company Platform, by email, by text message, or by other electronic means. You may withdraw consent to electronic communications only to the extent permitted by applicable law, and you acknowledge that withdrawal of such consent may limit or prevent Company from providing certain Platform features or Services.
Platform Messaging; Communications Through the Company Platform. The Company Platform may allow you to communicate with Company and, where applicable, Professionals through secure messaging, chat, document comments, or similar features. You agree that communications through the Company Platform may become part of your engagement record and may be retained consistent with Company’s recordkeeping practices. You acknowledge that the Company Platform is not intended for emergency communications and that time-sensitive matters (such as imminent levy actions, garnishment events, or deadlines stated in a Tax Authority notice) should be promptly escalated using the support channels identified in the Company Platform.
Monitoring and Content Controls. Company may implement automated or manual controls to protect the security and integrity of the Company Platform, to prevent fraud and abuse, to maintain compliance with applicable law, and to enforce these Terms. Company may remove, restrict access to, or decline to process User Content if Company reasonably determines that such content violates these Terms, creates a security risk, appears fraudulent or unlawful, or is otherwise inappropriate for the Company Platform. Company is not obligated to monitor all User Content and does not guarantee that it will detect all prohibited or unlawful content.
No Sensitive Communications Outside Approved Channels. To protect your information, Company may require that certain sensitive communications occur only through the Company Platform or other approved secure channels. You agree not to request or require Company to transmit highly sensitive personal information through insecure channels, and you acknowledge that Company may refuse to do so in its discretion.
Service Orders. The Services are offered through the Company Platform and are provided only when you select, enroll in, or purchase Services through a Service Order. Each Service Order will describe the Services you are requesting, the applicable Fees and payment terms, and any service-specific disclosures, prerequisites, and limitations. You acknowledge that Service Orders may be presented in digital form within the Company Platform, including during onboarding, checkout, intake, or within your Account dashboard, and that your acceptance of a Service Order forms part of the agreement between you and the Authorized Firm. Unless expressly stated otherwise in a Service Order, the Services are provided on a limited engagement basis for the specific tax matter(s), tax year(s), and scope described in that Service Order. Any changes to scope, including expansion to additional tax years, additional tax authorities, additional notices, or additional services, may require a new or updated Service Order and may result in additional Fees.
Scope Limitations; Out-of-Scope Matters. The Authorized Firm will provide only those Services expressly identified in the applicable Service Order. Services that are not expressly included are outside the scope of your engagement. Without limiting the foregoing, out-of-scope matters may include, depending on your Service Order, business tax matters, payroll tax matters, sales and use tax matters, trust fund recovery penalty matters, litigation support, bankruptcy advice, criminal tax matters, or any other matter requiring specialized legal representation. If you request services outside scope, the Authorized Firm may decline the request or may offer to provide additional services under a separate Service Order.
Professional Services; Role of Credentialed Professionals. Certain Services may be performed by, supervised by, or require the involvement of credentialed Professionals, including CPAs, enrolled agents, and other tax professionals. You acknowledge that credentialed Professionals may be subject to professional standards, ethical obligations, and practice requirements that may affect how services are performed, what information may be requested, and whether a Professional may decline or withdraw from a matter. The Authorized Firm may, in its discretion, assign, replace, or reassign Professionals supporting your engagement based on availability, workload, or professional requirements, provided that the Authorized Firm will not materially reduce the level of service described in your Service Order without notice or an opportunity to cancel in accordance with any applicable refund policy. Company may provide administrative support and software-enabled tools to facilitate Services performed by Professionals. Unless expressly stated otherwise, the Authorized Firm is your primary point of contact for Service administration through the Company Platform, and Professionals may interact with you through the Company Platform, email, phone, or other channels determined by the Authorized Firm.
Required Authorizations. Many Services require you to provide written authorization for the Authorized Firm and/or Professionals to communicate with Tax Authorities, obtain transcripts or records, and submit materials on your behalf. You agree to execute and provide required authorizations promptly, including IRS Forms and any state equivalents or other forms required by applicable Tax Authorities. If required authorizations are not executed, are revoked, or are not accepted by a Tax Authority, the Authorized Firm may be unable to perform some or all of the Services and your engagement may be delayed or terminated, without relieving you of obligations to pay Fees for work performed to date.
Necessary Approvals. The Authorized Firm and Professionals may prepare submissions, correspondence, forms, and documentation packages for your review and may recommend strategies based on the information you provide and applicable procedures. You are solely responsible for deciding whether to accept any proposed terms offered by a Tax Authority. Except where you expressly authorize otherwise in writing for administrative or routine actions, the Authorized Firm and Professionals do not have authority to bind you to a settlement, payment plan, offer, or other agreement with a Tax Authority without your approval.
No Guarantee of Outcomes. You understand and agree that Company cannot and does not guarantee any particular outcome. The acceptance of an offer in compromise, the approval of an installment agreement, the granting of penalty abatement, the release of wage garnishment or bank levies, or any other relief depends on eligibility criteria, the completeness and accuracy of information, and the discretion of Tax Authorities. Any references to potential savings, timeframes, likelihood of acceptance, or expected outcomes are general information or estimates only and are not a promise or guarantee. Tax Authorities may reject submissions, require additional documentation, request interviews, impose conditions, or deny requests for relief.
Extraneous Factors and Delays. Tax Authorities control review and processing times, communications, deadlines, acceptance of submissions, and final determinations. Company is not responsible for delays, backlogs, processing errors, mail handling issues, system outages, staffing constraints, or other operational limitations of Tax Authorities or Third-Party Services. Company is also not responsible for adverse outcomes caused by factors outside Company’s control, including your failure to timely provide information, your failure to remain compliant with filing or payment obligations, or changes in applicable law, Tax Authority guidance, or administrative procedures.
Service Suspension. Company may suspend performance of Services, limit communications, or place an engagement on hold if Company reasonably determines that continuing performance would create a legal, regulatory, ethical, fraud, or security risk, including if Company suspects that information provided is false or incomplete, if identity verification cannot be completed, or if Company is required to do so by a Governmental Authority. Company will use commercially reasonable efforts to notify you of material holds or suspensions through the Company Platform, unless prohibited by law or necessary to protect security.
Fees. Fees for Services and any paid features of the Software are disclosed through the Company Platform, including within the applicable Service Order, checkout flow, or your Account. You agree to pay all Fees associated with the Services you select and any paid features you use. You acknowledge that Fees may vary based on the scope of the Services, the tax years and Tax Authorities involved, the complexity of your matter, and the timeliness and completeness of information you provide. Unless otherwise expressly stated, Fees are charged for professional time, expertise, and work performed, not for achieving a particular result. The Discovery Fee and Service fees are billed by the Authorized Firm identified in your Service Order. The monthly Platform subscription is billed by TaxApp LLC.
Payment Methods. When you provide a payment method through the Company Platform, you authorize Company (and its payment processor) to charge that payment method for Fees, taxes (if applicable), and any other amounts you authorize. You agree to maintain a valid payment method and sufficient available funds. If your payment method fails, Company may reattempt charges, suspend access to paid features, place your engagement on hold, or terminate Services as permitted under these Terms.
Automatic Renewals & Subscriptions. If you enroll in a subscription, recurring service plan, or other arrangement that renews automatically (each, a “Subscription”), your Subscription will continue and renew automatically for successive renewal periods of one month (each, a “Renewal Term”) unless and until you cancel as permitted below. You authorize Company (and its payment processor) to charge the payment method on file (i) at the then-current rate for your Subscription (plus applicable taxes) and (ii) for any other amounts you authorize in accordance with this Agreement. Company may change Subscription pricing or terms only as permitted by this Agreement and applicable law and will provide any legally required advance notice. You may cancel a Subscription at any time in your TaxApp portal settings. Cancellation takes effect at the end of your current monthly billing period, and you will not be charged for any billing period beginning after your cancellation. Portal access continues through the end of the billing period already paid. Cancellation of the Platform subscription does not terminate any active Service Order, which is governed by its own terms. Except where prohibited by law or expressly stated in a Service Order, fees already paid are non-refundable and Company does not provide prorated refunds for partial periods. Where required by applicable law, Company will send renewal reminder notices (including for annual or longer-term Subscriptions and/or free trials that convert to paid Subscriptions) within the time windows and with the content mandated by law, and will provide any legally required notice of material changes to Subscription terms, pricing, or cancellation methods.
TaxApp Account Access & IRS Monitoring Subscription. If you purchase Discovery Services, your purchase includes enrollment in a recurring Subscription billed by TaxApp LLC of $19.99 per month for TaxApp portal access and periodic IRS account data refreshes. The first monthly charge occurs 30 days from the date of your first payment and recurs monthly to the payment method on file until you cancel. You may cancel at any time in your TaxApp portal settings. Cancellation takes effect at the end of your current monthly billing period; charges already processed are non-refundable, and portal access continues through the end of the period already paid. Your card statement will show TAXNETWORKUSA or TAXAPP.
Additional Fees; Third-Party Costs. Your Service Order may cover only the Services and scope expressly described. Additional work outside the original scope (e.g., adding additional tax years, responding to additional Tax Authority notices, extending representation to additional Tax Authorities, preparing additional filings, revising submissions due to new facts, or addressing emergent collection activity) may require a new or updated Service Order and additional Fees. You may also be responsible for third-party costs or pass-through charges disclosed in your Service Order, such as expedited shipping, mailing, transcript fees charged by a third party, notary services, or other out-of-pocket expenses. Company will not incur material third-party costs on your behalf without disclosure through the Company Platform or your prior approval, except where necessary to protect your interests in time-sensitive circumstances and permitted by law.
Taxes. You are responsible for applicable sales, use, value-added, or similar taxes or duties imposed on the Services or paid Software features, excluding taxes based on Company’s net income. Where required, Company may collect taxes and include them in the charges presented to you.
Cancellations and Refunds. Any refund policy, if offered, will be disclosed in your Service Order, at checkout, or in a refund policy incorporated by reference. Unless otherwise stated in your Service Order or required by law, you acknowledge and agree that Fees are generally earned as work is performed and may be non-refundable once earned. If you terminate Services or stop using the Company Platform, you remain responsible for Fees for Services performed and costs incurred through the effective termination date. Refunds, if any, do not apply to dissatisfaction with Tax Authority decisions, denial of relief requests, delays, backlogs, or other factors outside Company’s control. If your Service Order includes a subscription component, cancellation terms (including whether cancellation is effective immediately or at the end of a billing period) will be disclosed at checkout and/or in your Account.
Chargebacks; Payment Disputes; Collection Activity. If you initiate a chargeback, payment reversal, or payment dispute for charges that you authorized or for Services performed, Company may suspend your Account, suspend Services, place your engagement on hold, and/or require alternative payment methods as a condition to continuing. Company may provide documentation to the payment processor reflecting your acceptance of these Terms and the applicable Service Order and evidence of Services performed. To the extent permitted by law, you agree to reimburse Company for amounts owed, including reasonable costs incurred in responding to chargebacks or reversals. If Fees remain unpaid, Company may pursue lawful collection activity, including using third-party collection services, and you agree to pay reasonable costs of collection to the extent permitted by applicable law. Company may also report unpaid amounts to credit bureaus where permitted by law and after providing any required notices.
Billing Communications. You consent to Company contacting you regarding billing, payments, and account status using the contact information you provide, including by email, phone, and text message. Billing communications may include reminders of upcoming payments, receipts, failed payment notices, and account updates.
Accurate, Complete, and Timely Information. The quality and effectiveness of the Services depend on the accuracy, completeness, and timeliness of the information you provide. You agree to provide truthful, accurate, complete, and current information and documentation requested by Company or any Professional supporting your engagement, including tax notices, transcripts, prior filings, income information, expense documentation, asset information, bank statements, wage and employment information, business records (if applicable), and any other information reasonably necessary to evaluate eligibility for relief programs, prepare filings, or submit requests to Tax Authorities. You acknowledge that incomplete, inaccurate, or delayed information may materially impair outcomes, delay the Services, increase Fees, or prevent Company from completing the Services.
Cooperation and Communications from Tax Authorities. You agree to cooperate promptly and in good faith with requests for information, signatures, authorizations, and confirmations. You agree to promptly upload or otherwise provide copies of any notices, letters, or communications you receive from any Tax Authority or Governmental Authority relating to the matters within the scope of the Services. You acknowledge that deadlines stated in Tax Authority notices are often strict and may require immediate action, and you agree to notify Company without delay of any imminent deadline, levy, garnishment, bank restraint, lien filing, seizure notice, audit notice, or other time-sensitive event.
Ongoing Tax Compliance. Many relief programs and collection alternatives require you to be current with filing obligations and, in some cases, current with estimated tax payments or withholding. You agree to remain compliant with ongoing filing and payment requirements during the engagement to the extent required for the relief being pursued. If you are not compliant, you agree to take corrective steps as recommended, including filing required returns and making necessary payments or arrangements. You acknowledge that failure to remain compliant can result in denial of relief requests, default of agreements with Tax Authorities, reinstatement of collection activity, or termination of eligibility for certain programs.
Your Decisions and Approvals. You are solely responsible for deciding whether to pursue particular strategies, whether to submit particular requests, and whether to accept any settlement, payment plan, or other resolution proposed by a Tax Authority. Company may provide information, recommendations, and preparation assistance, but you control the decisions. You agree to provide timely approvals when requested, including approval to file tax returns or submit packets to Tax Authorities. If you do not provide required approvals within a reasonable time, Company may place the engagement on hold, and deadlines may be missed.
Review and Approval of Tax Returns. If tax return preparation and filing services are included, you agree to review each return before it is filed. You are responsible for confirming that the return is accurate and complete and reflects your facts and circumstances. You acknowledge that you, not Company, are the taxpayer responsible to Tax Authorities for the content of the return. Company will not file a return without your approval unless you provide express written authorization to file on your behalf through the Company Platform or other approved method. You acknowledge that e-filing may be rejected for reasons outside Company’s control, including identity verification issues, prior filings, Tax Authority system limitations, or missing information, and that additional steps may be required to complete filing.
Recordkeeping and Retention. You are responsible for maintaining your own copies of all tax returns, supporting documents, and other records, including records needed to substantiate positions on returns and submissions to Tax Authorities. Company may retain records as described in these Terms and the Privacy Notice, but Company is not your records custodian and does not guarantee indefinite access to documents through the Company Platform.
Consequences of Non-Cooperation or Inaccurate Information. If you fail to provide requested information, fail to respond in a timely manner, provide inaccurate or misleading information, or otherwise fail to cooperate, Company may be unable to perform some or all of the Services. In such cases, Company may suspend the Services, place the engagement on hold, revise the scope of Services, require additional Fees for additional work, or terminate the engagement. You remain responsible for Fees for work performed and costs incurred up to the date of suspension or termination, and you acknowledge that Tax Authorities may proceed with collection or enforcement actions regardless of Company’s efforts.
No Instructions to Engage in Unlawful Conduct. You agree not to request, direct, or encourage Company or any Professional to engage in unlawful conduct, including making false statements, submitting false documents, concealing assets or income, or otherwise attempting to mislead a Tax Authority. Company may refuse to follow instructions that Company believes are unlawful, unethical, or inconsistent with professional standards, and may terminate your access to the Company Platform or Services if Company reasonably believes you have engaged in such conduct.
Authorizations Are Required to Perform Many Services. You acknowledge that many Services cannot be provided unless you grant the Authorized Firm and/or the Professionals supporting your engagement authority to obtain your tax information and communicate with Tax Authorities on your behalf. Depending on the Services and the Tax Authority involved, you may be required to execute one or more authorizations, powers of attorney, consents, or similar documents (collectively, “Authorizations”). You agree to execute required Authorizations promptly when requested through the Company Platform or other approved process.
Scope and Limits of Authority. Your Authorizations will govern the scope of the Authorized Firm’s and the Professionals’ authority to act. You acknowledge that Authorizations may specify tax years, tax forms, Tax Authorities, and permitted acts, and the Authorized Firm will act only within the scope you authorize and consistent with your Service Order. Unless you expressly authorize otherwise in writing, the Authorized Firm and Professionals do not have authority to agree to a settlement, installment agreement, offer, or other binding resolution with a Tax Authority without your prior approval, except for routine administrative actions that are reasonably necessary to perform Services you have requested, such as requesting transcripts, confirming account status, scheduling calls, requesting routine extensions where permitted, requesting holds consistent with the selected strategy, and submitting informational documents.
Consent to Use of Tax Information. By executing Authorizations, you authorize the Authorized Firm and/or Professionals to request, receive, review, and use records related to your tax matters, including account transcripts, wage and income transcripts, return transcripts, notices, and related records, as necessary to provide the Services. You acknowledge that tax records and transcripts may contain sensitive personal information and that Company will process such information in accordance with the Privacy Notice and applicable law.
Electronic Execution; Identity Verification; Platform Signatures. You agree that Company may present Authorizations for signature electronically through the Company Platform or through a third-party e-signature provider. You consent to electronic signatures and electronic recordkeeping to the extent permitted by law and Tax Authority procedures. You understand that Tax Authorities may require additional identity verification steps (including knowledge-based authentication, PINs, wet signatures, or other verification), and you agree to complete such steps promptly. If a Tax Authority rejects an Authorization due to formatting, identity verification, or procedural requirements, you agree to cooperate to re-execute or correct the Authorization as needed.
Communications With Tax Authorities. You authorize the Authorized Firm and Professionals, within the scope of your Authorizations and Service Order, to communicate with Tax Authorities regarding your matter, including to submit requests, respond to inquiries, provide supporting documentation, and receive communications from Tax Authorities. You acknowledge that the Authorized Firm and Professionals will rely on the information you provide and may transmit such information to Tax Authorities in the course of providing Services. You agree that you will not instruct the Authorized Firm or any Professional to submit false, misleading, incomplete, or deceptive information and that the Authorized Firm may refuse to submit information if it reasonably believes it is inaccurate, incomplete, misleading, or unlawful.
Your Direct Communications With Tax Authorities. You may communicate directly with Tax Authorities at any time. However, you acknowledge that uncoordinated communications can affect strategy, create inconsistent statements, or trigger adverse action. You agree to promptly inform Company of any direct communications you have with Tax Authorities that relate to the matters within scope, including any phone calls, letters, online portal messages, or in-person interactions. You agree to promptly upload or provide copies of all notices and correspondence you receive from Tax Authorities.
Revocation or Withdrawal of Authorizations. You may revoke an Authorization as permitted by the applicable Tax Authority’s procedures. You acknowledge that revoking an Authorization may materially impair the Authorized Firm’s ability to provide Services and may require Company to suspend or terminate Services. If you revoke an Authorization, you agree to notify Company promptly through the Company Platform and to confirm whether you intend to continue Services through alternative mechanisms. Fees for work performed prior to revocation remain due, and Company is not responsible for adverse outcomes arising from revocation, including inability to obtain transcripts, respond to Tax Authority inquiries, or pursue relief programs.
Authority to Receive Communications & Notices. Where permitted by Tax Authorities and consistent with your Authorizations, the Authorized Firm and/or Professionals may receive copies of notices or communications. However, Tax Authorities may continue to send notices directly to you and may not provide copies to the Authorized Firm. You acknowledge that you are responsible for monitoring your mail, email, and online accounts with Tax Authorities and for promptly providing any notices to Company. Company is not responsible for missed deadlines or adverse actions resulting from your failure to receive, review, or forward notices in a timely manner.
Representation Eligibility; Changes to Assigned Professionals. Certain forms of representation can be provided only by eligible representatives, and eligibility may depend on credentials, good standing, and other requirements. You acknowledge that the Authorized Firm may assign or replace Professionals to ensure representation eligibility and compliance with professional rules, and you agree to cooperate with reasonable transitions or re-signing of forms required due to reassignment or Tax Authority requirements.
Authority for Administrative Actions in Time-Sensitive Matters. In time-sensitive situations (including imminent levy, garnishment, bank restraint, or deadline stated in a Tax Authority notice), you authorize the Authorized Firm and Professionals, within the scope of your Authorizations and Service Order, to take reasonable administrative actions intended to protect your interests, such as requesting a temporary hold, requesting a callback, confirming account status, requesting routine extensions where available, and submitting preliminary documentation. You acknowledge that such actions do not guarantee relief and that you remain responsible for decisions regarding any binding resolution.
Consent to Receive Communications. You consent to Company contacting you, and you consent to receive communications from Company, Professionals supporting your engagement, and Company’s service providers acting on Company’s behalf, using the contact information you provide through the Company Platform. Communications may be provided by email, telephone calls, text messages (SMS), push notifications, in-app messages, postal mail, or other reasonable means. Communications may include operational messages about your Account, identity verification, document requests, engagement status, deadlines, scheduling, authorizations, billing, receipts, payment issues, and other matters relating to the Company Platform or Services. You agree that you are responsible for maintaining current contact information in your Account and that notices and communications sent to the contact information on file will be deemed delivered as described in the Notices section.
Marketing Communications; Opt-Out. Where permitted by law, Company may send marketing or promotional communications about Company products or services. You may opt out of marketing emails by using the unsubscribe link or other mechanism provided in the message. You may opt out of marketing text messages by replying “STOP” (or as otherwise instructed in the message). Opting out of marketing communications will not prevent Company from sending you non-marketing, operational communications that are necessary to provide the Company Platform or Services, including security alerts, transactional messages, and legally required notices.
Text Messaging (SMS) and Mobile Messaging Terms. If you provide a mobile phone number, you consent to receive text messages related to the Company Platform and Services, including account and security messages, document requests, appointment reminders, engagement updates, billing reminders, and other operational communications. Message frequency may vary. Standard message and data rates may apply and are billed by your mobile carrier. You acknowledge that text messages may be sent using automated technology where permitted by law. You understand that you can opt out of text messages by replying “STOP,” but opting out may limit Company’s ability to provide certain features or timely updates. If you change or deactivate your phone number, you agree to promptly update your Account information to prevent messages from being sent to the wrong person. You acknowledge that delivery of text messages is subject to your carrier’s availability and is not guaranteed.
Telephone Calls; Voicemail; Artificial or Prerecorded Voice. If you provide a phone number, you consent to receive calls related to the Company Platform and Services, including calls for scheduling, identity verification, intake, status updates, billing matters, and customer support. Where permitted by law, Company may use automated dialing technology or prerecorded/artificial voice for certain communications. If additional consent is required for certain types of calls or texts, Company will obtain it through the Company Platform or other compliant method. You acknowledge that you may be able to limit or revoke certain consents by contacting Company or using opt-out mechanisms, but doing so may limit Company’s ability to provide Services.
Call Recording and Monitoring. To the extent permitted by applicable law, Company and its service providers may record and monitor telephone calls and other communications for quality assurance, training, compliance, fraud prevention, and dispute resolution. Where required by law, Company will obtain your consent to recording at the beginning of a call, through the Company Platform, or through other compliant means. If you do not consent to recording where consent is required, you should not continue the call and you may use alternative communication methods offered by Company. You acknowledge that recorded communications may be retained as part of Company’s business and engagement records, consistent with Company’s retention practices and the Privacy Notice.
Electronic Notices and Disclosures. You consent to receive legal notices, disclosures, and other communications electronically, including through the Company Platform, by email, or by other electronic means. This includes disclosures relating to Services, fees, payment authorizations, privacy practices, and changes to these Terms. You acknowledge that electronic communications may be required to access or use certain portions of the Company Platform and that withdrawal of consent to electronic notices may limit or prevent Company from providing certain features or Services.
Push Notifications and In-App Messages. If you enable push notifications or in-app messaging, you consent to receive messages through those channels. You can disable push notifications through your device settings, but doing so may reduce your ability to receive time-sensitive updates.
Do Not Rely on the Platform for Emergency or Time-Critical Legal Deadlines. The Company Platform is not an emergency notification system. You acknowledge that delivery of communications may be delayed due to technical issues, carrier delays, email filtering, or other factors. You are responsible for monitoring your Tax Authority notices and deadlines and for promptly contacting Company through available support channels if you have an urgent levy, garnishment, deadline, or enforcement issue.
Privacy Notice Incorporated. Your use of the Company Platform is subject to the Privacy Notice, which is incorporated into these Terms by reference. The Privacy Notice describes how Company collects, uses, discloses, and protects information in connection with the Company Platform, including information you provide, information generated through your use of the Software, and information processed in connection with the Services. You acknowledge that you have reviewed the Privacy Notice or have had the opportunity to review it before using the Company Platform. If you do not agree with the Privacy Notice, you must not use the Company Platform.
Financial Privacy and GLBA Status. Company provides tax preparation and tax-related services and, depending on applicable law and Company’s activities, may be considered a “financial institution” subject to financial privacy and safeguarding requirements, including the Gramm-Leach-Bliley Act (“GLBA”) and implementing regulations. Regardless of whether a particular dataset is legally classified as GLBA-protected information, Company treats tax return information, taxpayer identity information, and related financial information as sensitive and applies safeguards appropriate to the nature of the information processed.
Information Security. Company maintains an information security program designed to protect the security, confidentiality, and integrity of information processed through the Company Platform. This program includes administrative, technical, and physical safeguards that Company believes are appropriate to the Company’s size and complexity, the nature and scope of the Company Platform, and the sensitivity of the information at issue. However, you acknowledge that no system can be guaranteed to be 100% secure and that you are responsible for maintaining the security of your Account and devices as described in these Terms.
Permitted Uses of Information. Without limitation to any other uses as described in the Privacy Notice, Company may use information processed through the Company Platform for purposes that include providing and administering the Company Platform and Services; identity verification and fraud prevention; communicating with you and (where authorized) Tax Authorities; processing payments; customer support; quality assurance; compliance, audit, and legal obligations; maintaining business records; and enforcing these Terms. Company may also use aggregated or de-identified information for analytics, service improvement, and operational planning to the extent permitted by applicable law.
Service Providers and Third-Party Services. Company may use Third-Party Services and service providers to support the Company Platform and Services, such as cloud hosting, document management, identity verification, e-signature, communications tools, analytics, customer support tools, and payment processors. Company may share information with such providers to the extent necessary to provide the Company Platform and Services, operate and secure the Company Platform, and comply with law. Company requires its service providers to protect information in a manner consistent with applicable law and Company’s contractual requirements and may limit access to information based on role and necessity. Third-Party Services that you choose to use or that are provided by third parties under their own terms may be governed by those third parties’ terms and privacy practices, and Company is not responsible for third-party practices outside Company’s control. Company may disable or replace Third-Party Services in its discretion to protect security, comply with law, or maintain operations.
Sharing With Professionals; Engagement Support. Company may share your information and User Content with Professionals supporting your engagement to the extent necessary to perform Services you request, comply with professional standards, and administer the engagement. Professionals may be subject to independent professional duties and recordkeeping obligations. You acknowledge that certain Services may require communications between you and Professionals and that such communications may occur through the Company Platform or other approved channels.
Data Retention. Company retains information for as long as reasonably necessary to provide the Company Platform and Services, maintain engagement records, comply with legal, regulatory, tax, professional, and audit requirements, resolve disputes, prevent fraud, and enforce these Terms. Retention periods may vary depending on the nature of the information, the Services provided, and applicable requirements. Company’s retention and deletion practices are further described in the Privacy Notice and may be supplemented in a Service Order. You acknowledge that deletion requests may be limited or denied where retention is required or permitted by law, including to comply with tax, financial, professional, or litigation hold obligations. If you close your Account or terminate Services, Company may continue to retain certain information as described above, and you remain responsible for maintaining your own copies of tax returns and supporting documents.
Platform Disclaimers. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE COMPANY PLATFORM (INCLUDING THE SOFTWARE, CONTENT, AND ANY FEATURES OR FUNCTIONALITY) IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. COMPANY DOES NOT WARRANT THAT THE COMPANY PLATFORM WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE COMPANY PLATFORM OR ANY SERVERS OR SYSTEMS USED TO PROVIDE IT ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. COMPANY MAY SUSPEND, MODIFY, DISCONTINUE, OR RESTRICT ACCESS TO THE COMPANY PLATFORM OR ANY PORTION OF IT AT ANY TIME AS DESCRIBED IN THESE TERMS.
Disclaimer of Warranties. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, COMPANY DISCLAIMS ALL WARRANTIES AND CONDITIONS, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME EXCLUSIONS MAY NOT APPLY TO YOU; IN SUCH JURISDICTIONS, COMPANY’S WARRANTIES ARE LIMITED TO THE MINIMUM REQUIRED BY LAW.
No Guarantee of Results; Estimates Are Not Promises. You acknowledge and agree that Company cannot and does not guarantee any particular outcome from the Services. All decisions by Tax Authorities are discretionary and depend on eligibility criteria, your factual circumstances, and the completeness and accuracy of information provided. Any references to potential tax savings, acceptance likelihood, timeframes, or expected outcomes, whether on the Company Platform, in communications, in marketing materials, or in reports, are informational only, may be based on general experience, and do not constitute a promise, guarantee, or binding commitment. You remain responsible for your tax obligations and for deciding whether to pursue or accept any resolution.
No Legal Advice; Not a Law Firm. Company is not a law firm and does not provide legal advice, legal opinions, or legal representation unless you separately enter into a written engagement agreement with an attorney. Any information provided through the Company Platform, including FAQs, educational content, calculators, checklists, or general guidance, is for informational purposes only and is not legal advice. You should consult an attorney for legal advice regarding your specific situation, including issues involving litigation, criminal exposure, bankruptcy, or other legal proceedings.
Professional Services Disclaimer. Where Services are provided by credentialed Professionals, those services may include tax preparation, tax advisory, and representation support within the scope of the applicable Service Order and Authorizations. However, tax matters may involve complex legal issues and factual determinations, so Company and Professionals may limit advice to the scope of the Services purchased and may recommend that you obtain separate legal counsel or other specialized advice. Company and Professionals may decline to provide Services if doing so would violate professional standards or applicable law.
No Advice or Assistance to Evade Taxes or Commit Fraud. You agree that you are not seeking, and Company will not provide, advice or assistance to evade taxes, conceal assets or income, submit false statements, or otherwise engage in unlawful conduct. Company may refuse to provide Services or may suspend or terminate your access to the Company Platform if Company reasonably believes you have engaged in fraud, misrepresentation, unlawful conduct, or have requested unlawful services. Any U.S. federal tax advice communicated by Company or Professionals is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or for promoting, marketing, or recommending to another person any transaction or matter addressed. You acknowledge that tax advice may be based on assumptions and information provided by you and may change if facts change or if Tax Authority guidance changes.
Third-Party Content and Services. The Company Platform may reference, link to, or integrate Third-Party Services or content. Company does not control third-party content and does not endorse it. Your use of Third-Party Services is at your own risk and may be subject to third-party terms and privacy practices.
Wherever this Section references “Company,” such references include both TaxApp LLC and each Authorized Firm (including Tax Network USA) and their respective officers, directors, employees, contractors, Professionals, agents, affiliates, licensors, and service providers.
No Indirect or Consequential Damages. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, COMPANY AND ITS OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, PROFESSIONALS, AGENTS, AFFILIATES, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE TO YOU FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF GOODWILL, LOSS OF DATA, BUSINESS INTERRUPTION, DIMINUTION IN VALUE, OR THE COST OF SUBSTITUTE SERVICES, ARISING OUT OF OR RELATING TO THESE TERMS, THE COMPANY PLATFORM, THE SOFTWARE, CONTENT, OR SERVICES, EVEN IF COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Liability Cap. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, COMPANY’S TOTAL AGGREGATE LIABILITY TO YOU ARISING OUT OF OR RELATING TO THESE TERMS, THE COMPANY PLATFORM, THE SOFTWARE, CONTENT, OR SERVICES WILL NOT EXCEED THE GREATER OF: (I) THE TOTAL FEES YOU PAID TO COMPANY FOR THE SPECIFIC SERVICES GIVING RISE TO THE CLAIM DURING THE SIX (6) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO LIABILITY; OR (II) ONE HUNDRED DOLLARS ($100), IF YOU HAVE NOT PAID ANY FEES TO COMPANY.
Tax Authority Actions; No Liability for Governmental Decisions. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, COMPANY IS NOT RESPONSIBLE FOR, AND WILL NOT BE LIABLE FOR, DECISIONS, ACTIONS, OR OMISSIONS OF TAX AUTHORITIES OR OTHER GOVERNMENTAL AUTHORITIES, INCLUDING THE DENIAL OF REQUESTS, REJECTION OF SUBMISSIONS, PROCESSING DELAYS, ASSESSMENTS, PENALTIES, INTEREST ACCRUAL, LIENS, LEVIES, GARNISHMENTS, SEIZURES, OR ENFORCEMENT ACTIONS, EXCEPT TO THE EXTENT DIRECTLY CAUSED BY COMPANY’S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT IN PERFORMING SERVICES WITHIN THE SCOPE OF AN APPLICABLE SERVICE ORDER.
No Liability for Inaccurate or Incomplete Inputs. Company provides Services based on the information and documentation you provide. To the maximum extent permitted by applicable law, Company will not be liable for any damages, penalties, interest, or adverse outcomes caused by inaccurate, incomplete, untimely, misleading, or falsified information provided by you or on your behalf, or by your failure to follow recommendations regarding ongoing compliance, deadlines, filings, or documentation.
Basis of the Bargain. You acknowledge that the limitations and exclusions of liability in these Terms are a fundamental part of the bargain between you and Company and that, without these limitations, Company would not offer the Company Platform or Services on the same terms or at the same prices.
Exceptions. Nothing in these Terms excludes or limits liability to the extent such liability cannot be excluded or limited under applicable law. Some jurisdictions do not allow the exclusion of certain damages or the limitation of liability in certain circumstances, so some of the above limitations may not apply to you. In such jurisdictions, Company’s liability will be limited to the fullest extent permitted by law.
Your Indemnity. You agree to indemnify, defend, and hold harmless TaxApp LLC and each Authorized Firm (including Tax Network USA) and their respective officers, directors, employees, contractors, Professionals, agents, affiliates, licensors, and service providers from and against any and all claims, demands, actions, proceedings, damages, losses, liabilities, penalties, fines, judgments, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) your breach of these Terms; (b) your misuse of the Company Platform; (c) your violation of applicable law; (d) your User Content, including any allegation that your User Content is inaccurate, misleading, unlawful, infringes a third party’s rights, or was provided without necessary authority; (e) your fraud, misrepresentation, or misconduct; or (f) your instructions to Company or any Professional to engage in unlawful or unethical conduct.
Indemnification Procedure. Company will provide you with prompt notice of any indemnified claim (provided that failure to provide prompt notice will not relieve you of your obligations except to the extent you are materially prejudiced), and Company may elect to control the defense and settlement of the claim. You agree to cooperate reasonably in the defense. You may not settle any claim that imposes any obligation or liability on Company or admits fault on behalf of Company without Company’s prior written consent.
Suspension or Termination by Company. Company may suspend or terminate your access to the Company Platform, your Account, and/or performance of Services, with or without notice, if Company reasonably determines that: (a) you have violated these Terms; (b) Fees are past due; (c) identity verification cannot be completed; (d) Company suspects fraud, unauthorized activity, or misuse; (e) you have provided false, misleading, or incomplete information; (f) you have requested unlawful conduct; (g) continued performance would violate professional standards or applicable law; or (h) Company is required to do so by a Governmental Authority. Company may also suspend or terminate access to protect the security or integrity of the Company Platform or to prevent harm to Company, other users, Professionals, or third parties.
Termination by You. You may terminate your Account or stop using the Company Platform at any time. If you have purchased Services, you may cancel or terminate Services as described in the applicable Service Order or through your Account, subject to any refund policy disclosed at purchase and your obligation to pay Fees for work performed and costs incurred through the effective termination date.
Effect of Termination. Upon termination, your right to access and use the Company Platform will cease. Company may disable your Account and may restrict access to documents or features, subject to legal requirements and Company’s record retention obligations. Termination does not relieve you of your obligation to pay Fees owed, and Company may pursue lawful collection of unpaid amounts. To the extent permitted by applicable law and subject to Company’s retention obligations, Company may make available to you, upon request through the Company Platform, copies of certain Deliverables or engagement materials that have been prepared prior to termination. Company is not obligated to continue providing Services after termination and is not responsible for deadlines, notices, or Tax Authority actions occurring after termination.
Survival. Sections that by their nature should survive termination will survive, including the provisions regarding fees owed, permitted use restrictions, confidentiality, privacy and security (to the extent applicable), disclaimers, limitation of liability, indemnification, dispute resolution, and any other provisions intended to survive.
PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO SUE IN COURT AND TO HAVE A JURY TRIAL.
Wherever this Section references “Company,” such references include both TaxApp LLC and each Authorized Firm (including Tax Network USA).
17.1 Informal Resolution First. Before initiating arbitration or a court proceeding, you and Company agree to first attempt to resolve any dispute informally. The party initiating a dispute must send written notice describing the dispute and the relief sought (“Notice of Dispute”) to: legal@tnusa.com or Tax Network USA, INC, Attn: Legal Department, 15760 Ventura Blvd. Suite 1560, Encino, CA 91436. The Notice of Dispute must include (a) your name, username (if any), and the email/phone number associated with your account; (b) a brief description of the dispute; (c) the specific relief requested; and (d) a personally signed statement. Company will respond within thirty (30) days after receiving a Notice of Dispute. You and Company agree to work in good faith to resolve the dispute during this 30-day period (which may be extended by mutual written agreement). Compliance with this Section 17.1 is a condition precedent to initiating arbitration, except for requests for emergency injunctive relief as permitted below.
17.2 Agreement to Arbitrate. Except as expressly stated in Section 17.3 (Exceptions), any dispute, claim, or controversy arising out of or relating to (a) these Terms or any Service Order; (b) the Platform or Services; (c) marketing, advertising, or communications between you and Company; (d) billing, payments, renewals, cancellations, or refunds; or (e) the relationship between you and Company (collectively, “Disputes”) will be resolved by final and binding individual arbitration administered by JAMS and conducted under the JAMS Consumer Arbitration Minimum Standards and the JAMS Streamlined Arbitration Rules & Procedures (or, if applicable, the JAMS Comprehensive Arbitration Rules & Procedures), as modified by this Section 17 (the “JAMS Rules”). The JAMS Rules are available at jamsadr.com. The Federal Arbitration Act (“FAA”) governs the interpretation and enforcement of this arbitration agreement to the maximum extent permitted by law.
17.3 Exceptions (Claims Not Subject to Arbitration). The following are not required to be arbitrated: – Small Claims Court: Either party may bring an individual action in small claims court if it qualifies and remains in that court. – Injunctive/Equitable Relief for IP and Security: Either party may seek temporary, preliminary, or injunctive relief in a court of competent jurisdiction to protect its intellectual property rights, confidential information, or to address actual or threatened unauthorized access, misuse, or compromise of the Platform, accounts, or data without waiving the obligation to arbitrate all other Disputes. – Public Injunctive Relief Where Nonwaivable: To the extent applicable law prohibits waiver of a right to seek public injunctive relief in any forum, the parties agree that such claim will be severed and stayed while the remainder of the Dispute is arbitrated, and any court proceeding will be limited solely to that claim (and only to the extent required by law).
17.4 Class Action Waiver. All Disputes must be brought in the parties’ individual capacities only, and not as a plaintiff or class member in any purported class, collective, representative, private attorney general, or other proceeding. The arbitrator may not consolidate more than one person’s claims, may not preside over any form of representative or class proceeding, and may not award relief except on an individual basis. If a court determines that this Section 17.4 is unenforceable as to a particular claim or request for relief and that determination is not subject to appeal, then that claim or request for relief (and only that claim or request) will proceed in court, with all other claims remaining subject to arbitration.
17.5 Delegation; Arbitrability. Except as limited by the JAMS Rules, the arbitrator has the exclusive authority to resolve any dispute regarding the interpretation, applicability, enforceability, or formation of this arbitration agreement, including any claim that all or part of this Section 17 is void or voidable (“Arbitrability”), provided that a court (not the arbitrator) will decide the enforceability of the class action waiver in Section 17.4 and any claim that the delegation clause itself is unenforceable.
17.6 Arbitration Procedures; Location; Hearing Format. – Starting Arbitration: A party may initiate arbitration by filing a demand with JAMS and serving the other party in accordance with the JAMS Rules. – Location: Unless you and Company agree otherwise, arbitration will take place in Orange County, California, or if you are a consumer, you may elect to have the arbitration conducted in the county (or parish) of your residence in the United States. – Remote/Document-Only Proceedings: The arbitrator may conduct proceedings by telephone, videoconference, or based solely on written submissions, unless an in-person hearing is required by the JAMS Rules or the arbitrator determines an in-person hearing is necessary for fairness. – Representation: You may be represented by counsel at your own expense.
17.7 Fees and Costs. Payment of filing, administration, and arbitrator fees will be governed by the JAMS Rules and applicable law, including the JAMS Consumer Arbitration Minimum Standards. If the arbitration is deemed a consumer arbitration, Company will pay JAMS fees to the extent required by the JAMS Rules and applicable law. The arbitrator may award fees and costs only as authorized by applicable law or the JAMS Rules. Each party will bear its own attorneys’ fees unless a fee-shifting statute or applicable law permits an award.
17.8 Discovery and Evidence. The parties agree to cooperate in good faith to exchange non-privileged information relevant to the Dispute. The arbitrator will have authority to allow reasonable discovery consistent with the streamlined nature of arbitration, including exchange of documents and limited depositions, and to issue subpoenas consistent with applicable law. The arbitrator may issue protective orders to safeguard confidential or proprietary information.
17.9 Arbitrator’s Decision. The arbitrator will issue a written reasoned decision sufficient to explain the essential findings and conclusions on which the award is based. The arbitrator may award any relief that would be available in court to the extent permissible under applicable law and this Agreement, except that the arbitrator may not award relief on a class, collective, representative, or public-wide basis. Judgment on the award may be entered in any court of competent jurisdiction.
17.10 Confidentiality. Unless prohibited by law, the parties agree to keep confidential the existence of the arbitration, all filings, testimony, evidence, and awards, except as necessary to (a) prepare for or conduct the arbitration; (b) enforce or challenge the award; (c) comply with law, regulation, or lawful request by a governmental authority; or (d) make disclosures to professional advisors who are bound by confidentiality.
17.11 Time Limits. To the maximum extent permitted by law, any Dispute must be filed within one (1) year after the claim accrues otherwise it is permanently barred. If applicable law does not permit a one-year limitations period for a particular claim, that claim must be brought within the shortest permissible limitations period.
17.12 Governing Law; Venue for Court Proceedings. If a Dispute is properly brought in court (e.g., small claims, injunctive relief, or if arbitration is found unenforceable for a claim), then, to the extent permitted by law, the Dispute will be brought exclusively in the state or federal courts located in Orange County, California, and you and Company consent to personal jurisdiction and venue there. This Section 17 is governed by the FAA to the maximum extent permitted; otherwise, it is governed by the laws of the State of California, without regard to conflict-of-laws rules.
17.13 Severability; Survival. If any portion of this Section 17 is found unenforceable, that portion will be severed and the remainder will remain in full force and effect, except that if Section 17.4 (Class Action Waiver) is found unenforceable and that determination is not subject to appeal, then this entire Section 17 will be null and void solely as to the affected claim(s) to the minimum extent required by law. This Section 17 survives termination of these Terms and your relationship with Company.
17.14 Changes to This Arbitration Agreement. Company will not materially change this Section 17 without providing notice as required by applicable law. If Company makes a material change, you may reject the change by sending written notice to legal@tnusa.com within thirty (30) days of the notice, in which case the version of Section 17 in effect when you first accepted these Terms (or the most recent version you accepted) will apply to any Dispute between you and Company.
Notices to You. Company may provide notices to you electronically through the Company Platform, by email to the email address associated with your Account, by text message to the phone number on file (for limited notices), or by other reasonable means. Notices are deemed given when sent, except where applicable law requires a different standard.
Notices to Company. You may send notices to Company by email to legal@tnusa.com and by mail to:
Tax Network USA, INC Attn: Legal Department 15760 Ventura Blvd. Suite 1560 Encino, CA 91436
Company may update its notice contact information by posting updated information on the Company Platform.
Company Is Not A Fiduciary. Unless expressly stated herein, you agree that Company is not acting as your agent or fiduciary in connection with your use of any Services or the Company Platform.
Trademarks. Company’s trademarks, logos, service marks, and trade names may not be used without Company’s prior written permission, and nothing in these Terms grants you any license to use Company’s marks.
Feedback. If you submit feedback, suggestions, or ideas regarding the Company Platform or Services, you grant Company a worldwide, perpetual, irrevocable, transferable, sublicensable, royalty-free license to use and exploit such feedback for any purpose without compensation or obligation to you.
App Store Terms; Third-Party Platforms. If you download or access the Company Platform through a third-party store or platform, such as Apple’s App Store or Google Play, you acknowledge that your use of the Software may also be subject to the terms and policies of that third party. Company, and not the third-party store or platform, is responsible for the Company Platform and the Software as between you and Company, except as otherwise required by applicable law. To the extent a third-party store or platform requires it, you acknowledge that such third party is a third-party beneficiary of this Section and has the right to enforce this Section against you.
Governing Law; Venue. Except as preempted by federal law (including the Federal Arbitration Act), these Terms are governed by the laws of the State of California, without regard to its conflict-of-laws principles.
Assignment. You may not assign or transfer these Terms or any rights or obligations under these Terms without Company’s prior written consent. Company may assign these Terms, in whole or in part, without restriction, including in connection with a merger, acquisition, reorganization, or sale of all or substantially all of Company’s assets.
Severability. If any provision of these Terms is held invalid or unenforceable, the remaining provisions will remain in full force and effect, and the invalid or unenforceable provision will be enforced to the maximum extent permissible to reflect the parties’ intent.
No Waiver. No waiver of any provision of these Terms will be effective unless in writing and signed by the party against whom the waiver is asserted. Failure to enforce any right or provision will not constitute a waiver.
Entire Agreement. These Terms, together with any Service Orders and incorporated policies (including the Privacy Notice), constitute the entire agreement between you and Company regarding the Company Platform and supersede any prior or contemporaneous agreements, understandings, or communications.
Interpretation; Headings. Headings are for convenience only and do not affect interpretation. The word “including” means “including without limitation.”
Contact Information. If you have questions about these Terms, you may contact Company at support@tnusa.com or through the Company Platform.
Additional Disclosures. The address and telephone number of the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs is: 400 R Street, Suite 1080, Sacramento, CA 95814-6200, 800-952-5210.