Terms of Service

Last updated: March 25, 2026

Welcome to TaxClaim. These Terms of Service ("Terms") govern your use of our website and professional services. By accessing our website or engaging our services, you agree to be bound by these Terms.

1. Services Provided

TaxClaim provides professional tax preparation, business formation, bookkeeping, tax advisory, and related financial services. Our services are provided by licensed professionals in accordance with applicable laws and professional standards.

Specific services and pricing are outlined in individual engagement letters. These Terms supplement, but do not replace, the terms of any engagement letter you sign with us.

2. Professional Relationship

Engagement

Our professional relationship begins when you sign an engagement letter. The engagement letter will specify the scope of services, fees, responsibilities, and other important terms. You acknowledge that browsing our website or requesting a consultation does not create a professional or client relationship.

Professional Standards

We adhere to the professional standards and ethical guidelines established by the American Institute of Certified Public Accountants (AICPA), state boards of accountancy, and applicable regulatory bodies.

3. Client Responsibilities

As a client, you agree to:

  • Provide accurate, complete, and timely information and documentation
  • Respond promptly to our requests for information
  • Review all documents and returns before filing
  • Pay fees according to the agreed-upon schedule
  • Maintain records as required by law
  • Notify us immediately of any changes that may affect your tax situation
  • Comply with all applicable laws and regulations

4. Fees and Payment

Pricing

Fees for services are outlined on our website and in engagement letters. "Starting from" prices represent minimum costs for straightforward cases. Final pricing depends on complexity and time required.

Payment Terms

Payment is due upon completion of services and before filing, unless otherwise agreed in writing. For ongoing services (e.g., bookkeeping), payment terms will be specified in your engagement letter. Late payments may incur interest charges.

Additional Services

Services beyond the scope of your engagement letter may incur additional fees. We will notify you before performing work that would result in additional charges.

5. Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and applicable laws. Information will only be disclosed with your consent or as required by law. For more details, see our Privacy Policy.

6. Limitations of Liability

Professional Judgment

Our services involve professional judgment based on information you provide and applicable laws. Tax laws are complex and subject to interpretation. We strive for accuracy but cannot guarantee specific outcomes.

Limitation of Damages

To the maximum extent permitted by law and professional standards, our total liability for any claims arising from our services shall not exceed the fees paid for the specific service giving rise to the claim.

Third-Party Information

We are not responsible for the accuracy of information provided by third parties or for changes in tax laws that occur after the completion of services.

7. Intellectual Property

All content on this website, including text, graphics, logos, and software, is the property of TaxClaim or its licensors and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

8. Website Use

Permitted Use

You may use our website for lawful purposes to learn about our services and contact us for professional assistance.

Prohibited Activities

You may not:

  • Use our website for any illegal or unauthorized purpose
  • Attempt to gain unauthorized access to our systems
  • Transmit viruses, malware, or other harmful code
  • Harvest or collect information about other users
  • Interfere with the proper functioning of the website
  • Impersonate any person or entity

9. Disclaimer of Warranties

Our website and general information are provided "as is" without warranties of any kind. While we strive to provide accurate information, we make no representations about the accuracy, reliability, or completeness of information on our website. Website information does not constitute professional advice. For advice specific to your situation, you must engage our professional services.

10. Termination

Either party may terminate an engagement according to the terms specified in the engagement letter. Upon termination, you remain responsible for fees for services rendered. We will return your records upon request and payment of all outstanding fees.

11. Dispute Resolution

Governing Law

These Terms shall be governed by the laws of the State of Washington, without regard to conflict of law principles.

Arbitration

Any disputes arising from these Terms or our professional relationship shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, unless otherwise specified in your engagement letter.

12. Indemnification

You agree to indemnify and hold TaxClaim, its professionals, and affiliates harmless from any claims, damages, or expenses arising from your breach of these Terms, violation of any law, or provision of inaccurate information.

13. Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to our website. Your continued use of our website or services after changes constitutes acceptance of the modified Terms.

14. Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

15. Entire Agreement

These Terms, together with any engagement letter and our Privacy Policy, constitute the entire agreement between you and TaxClaim regarding the use of our website and services.

Contact Us

If you have questions about these Terms of Service, please contact us:

TaxClaim

Email: [email protected]

Phone: +1 (415) 304-7262

Location: 3401 Iron Point Drive, San Jose, CA 95134

Important Notice:

By using our website or services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree to these Terms, please do not use our website or services.