Effective Date: [Insert Date]

Welcome to WiseUp Tax!

These Terms and Conditions (“Terms”) govern your use of the services provided by WiseUp Tax (“Company,” “we,” “us,” or “our”). By accessing or using our website, services, or products, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our services.

1. Services Provided

WiseUp Tax offers various tax preparation and advisory services, including but not limited to:

Personal tax return preparation
Business tax return preparation
Tax planning and consultation
IRS representation
Bookkeeping services
Payroll services

2. Eligibility

You must be at least 18 years old to use our services. By using our services, you represent and warrant that you meet this requirement.

3. User Responsibilities

Accuracy of Information: You agree to provide accurate, complete, and current information when using our services. Failure to do so may result in errors in your tax filings, for which WiseUp Tax is not liable.
Compliance with Laws: You agree to comply with all applicable federal, state, and local laws and regulations in connection with your use of our services.
Confidentiality: You are responsible for maintaining the confidentiality of your account information and for all activities that occur under your account.

4. Fees and Payment

Service Fees: Fees for our services are detailed on our website and in service agreements. Fees are subject to change at our discretion, and you will be notified of any changes.
Payment Terms: Payment for services is due upon completion of the services unless otherwise agreed in writing. We accept various forms of payment as indicated on our website.
Late Payments: Late payments may incur additional charges. WiseUp Tax reserves the right to suspend or terminate services for unpaid accounts.

5. Refund Policy

Refunds for services rendered are provided at our discretion. If you are dissatisfied with our services, please contact us within 30 days of the service date to discuss potential resolutions.

6. Intellectual Property

Ownership: All content, materials, and intellectual property used in connection with our services are the property of WiseUp Tax or our licensors. You are granted a limited, non-exclusive, non-transferable license to use the content solely for personal or business purposes related to your tax preparation.
Restrictions: You may not copy, modify, distribute, sell, or lease any part of our content or services without our prior written consent.

7. Limitation of Liability

No Warranty: WiseUp Tax provides services on an “as-is” and “as-available” basis. We make no warranties, express or implied, regarding the accuracy, completeness, or reliability of our services.
Limitation of Damages: In no event shall WiseUp Tax be liable for any indirect, incidental, special, or consequential damages arising out of or in connection with the use of our services. Our total liability for any claim arising from your use of our services shall not exceed the amount paid by you for the services.

8. Indemnification

You agree to indemnify, defend, and hold harmless WiseUp Tax, its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys’ fees, arising out of or in any way connected with your use of our services or your violation of these Terms.

9. Termination

WiseUp Tax reserves the right to terminate or suspend your access to our services at any time, with or without cause or notice, including but not limited to if you breach these Terms.

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the state in which WiseUp Tax is headquartered, without regard to its conflict of law principles.

11. Dispute Resolution

Any disputes arising out of or relating to these Terms or the use of our services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall take place in the state in which WiseUp Tax is headquartered.

12. Changes to Terms

WiseUp Tax reserves the right to modify these Terms at any time. We will notify you of any changes by posting the new Terms on our website. Your continued use of our services after such changes constitutes your acceptance of the new Terms.