Terms of Service

TaxClaim Pro provides a digital service offering subscriptions, tokens, and related digital deliverables (the “Service”). This Agreement is entered into by and between TaxClaim Pro's operating entity (“Provider”) and the individual or entity purchasing, accessing, or using the Service (“Client”).

• Subscriptions, tokens, and digital deliverables
• Access to the Service and its features
• Account configuration and platform features
• Related account access, training, support, and digital deliverables

Unless expressly stated in writing, purchases do not include unlimited revisions, custom development beyond the purchased scope, legal review, compliance review, tax advice, accounting advice, employment advice, or regulated professional services.

Client acknowledges that Provider does not provide legal, tax, accounting, financial, compliance, HR, employment, or other regulated professional advice under this Agreement unless separately and expressly stated in writing.

Any templates, examples, content, structure, prompts, or suggestions provided through the Service are for operational and informational purposes only.

• Provide accurate business, billing, and access information.
• Provide required content, approvals, credentials, and feedback in a timely manner.
• Review all deliverables before relying on them in operations, sales, hiring, service delivery, or compliance activity.
• Ensure that Client's use of any deliverable complies with Client's own obligations, licenses, contracts, policies, and applicable law.

Client is responsible for maintaining secure control of the accounts, workspaces, tools, and credentials used in connection with the Service.

Provider may rely on the credentials, invitations, workspace permissions, billing details, and account-linked identifiers supplied by Client to determine authorized access and Service delivery.

The Service may depend on third-party platforms, hosting providers, payment processors, communication tools, productivity systems, or related software selected by Client or Provider.

Provider is not responsible for outages, policy changes, pricing changes, API changes, account restrictions, lost access, feature removals, or technical limitations caused by third-party providers.

• Delivery of files, templates, links, system access, or configuration work,
• The Service becoming available to Client, or
• Client using, approving, publishing, or relying on any deliverable.

Client agrees to pay the fees presented at checkout, invoice, proposal, or service order for the purchased Service.

Unless otherwise stated in writing, fees are due in advance and are non-refundable except as described in the Refund Policy.

Provider may access and handle Client information only as reasonably necessary to deliver the Service, troubleshoot issues, verify work, provide support, maintain records, and protect Service integrity. Additional details are described in the Privacy Policy.

Provider retains all rights in Provider-owned templates, design systems, frameworks, code, workflows, branding, documentation, processes, and related proprietary materials except where a separate written transfer or license expressly says otherwise.

Client receives a limited, non-exclusive, non-transferable license to use purchased deliverables for Client's internal business use. Client may not resell, redistribute, sublicense, or falsely claim authorship of Provider-owned materials unless expressly authorized in writing.

Any changes, additions, integrations, or customizations to the Service outside the purchased scope are outside this Agreement unless separately approved in writing.

Provider may treat new requirements, delayed feedback, missing assets, changed direction, or expanded technical requests as a scope change requiring a new fee, timeline, or order.

Provider does not guarantee revenue, lead volume, conversion rate, client retention, hiring success, time savings, business outcomes, regulatory outcomes, or uninterrupted availability of any third-party platform.

To the maximum extent permitted by law, Provider will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including lost revenue, lost profits, lost data, business interruption, or reliance-based harm arising out of or related to this Agreement, the deliverables, or Client's use of any product or service.

Provider's total aggregate liability under this Agreement will not exceed the amount actually paid by Client for the specific product or service giving rise to the claim.

• Client's misuse of deliverables or systems,
• Client's breach of this Agreement,
• Client's violation of applicable law, or
• Client's violation of a third party's rights, terms, or content restrictions.

Provider may suspend or terminate access or project work if Client materially breaches this Agreement, fails to pay, engages in abusive conduct, misuses systems, creates security risk, or initiates fraudulent payment activity.

This Agreement is governed by the laws of the State of California, without regard to conflict-of-law principles.

Any dispute arising from this Agreement will be resolved in the state or federal courts located in San Diego County, California, unless the Parties agree in writing to another dispute process.

This Agreement, together with the Privacy Policy, Refund Policy, and any written invoice, proposal, order, or scope document expressly incorporated by reference, constitutes the entire agreement between the Parties regarding the subject matter described here.

TaxClaim Pro generates PREPARATION GUIDES for IRS Form 843. The generated document is NOT an official IRS form and cannot be filed with the IRS as-is. Client must transfer the prepared information to the official IRS Form 843 (available at irs.gov/pub/irs-pdf/f843.pdf) before mailing to the IRS.

Client must not submit end-taxpayer data to the platform without appropriate authorization or signed Form 2848 (Power of Attorney) where required.

Provider does not guarantee IRS acceptance of any Form 843 submission, refund amounts, specific claim outcomes, Kwong eligibility determinations, time savings, business outcomes, or uninterrupted availability of any third-party platform. The Kwong v. US ruling window closes July 10, 2026; Provider does not guarantee the continued relevance or availability of Kwong-specific features after that date.

Client agrees to indemnify and hold Provider harmless from any claim, loss, or expense arising from Client's violation of professional ethics rules or IRS regulations, or from Client's violation of end-taxpayer rights, including unauthorized submission of third-party data.