Effective Date: July 7, 2026

Welcome to Elevate Tax Solutions. These Terms of Service (“Terms”) govern your use of our website, client portal, digital products, training programs, consultations, and professional tax services. By accessing our website or using our services, you agree to be bound by these Terms.

1. Services

Elevate Tax Solutions provides professional services including, but not limited to:

Tax Services

• Individual Tax Preparation

• Business Tax Preparation

• Tax Planning

• Tax Resolution

• IRS Notice Assistance

• Amended Tax Returns

• Bookkeeping (if offered)

Professional Programs

• Tax Preparer Training

• Electronic Return Originator (ERO) Program

• Service Bureau Program

• Business Consulting

• Tax Business Coaching

• Mentorship Programs

• CRM Solutions (Leads2Elevate)

Digital Products

• E-books

• Online Courses

• Webinars

• Downloadable Resources

• Templates

• Educational Materials

2. Client Responsibilities

By using our services, you agree to:

• Provide complete, accurate, and truthful information.

• Submit all requested documentation in a timely manner.

• Review your completed tax return before filing.

• Notify us immediately of any errors or omissions.

• Maintain copies of your tax records and supporting documentation.

• Comply with all applicable federal and state tax laws.

You are solely responsible for the accuracy of the information you provide.

3. Fees & Payment

Service fees are based on the complexity of your tax return or the professional service requested.

Payment Options

Clients may choose one of the following payment methods, when available:

• Pay tax preparation fees upfront before services are completed; or

• Authorize tax preparation fees to be deducted from your federal or state tax refund through an authorized Refund Transfer program, subject to eligibility and approval by the participating financial institution.

Refund Transfer products are offered through third-party banking partners and are not guaranteed. Approval is determined solely by the participating bank.

If a Refund Transfer is denied, unavailable, or your refund is insufficient to cover the preparation fee, you agree to pay the remaining balance immediately.

Elevate Tax Solutions reserves the right to withhold filing, release, or delivery of completed work until payment arrangements have been satisfied, unless otherwise required by law.

Additional Fees

Additional fees may apply for services including:

• Prior-year tax returns

• Amended returns

• Business tax returns

• IRS or state notice assistance

• Audit support

• Tax planning

• Bookkeeping

• Tax resolution

• Expedited or rush services

Any additional fees will be discussed before work begins.

4. Refund Policy

Due to the nature of professional services:

• Tax preparation fees are generally non-refundable once work has begun.

• Consultation fees are non-refundable after the consultation has been completed.

• Digital products, e-books, webinars, templates, and online courses are non-refundable.

• Training, mentorship, ERO, and Service Bureau programs are subject to the refund policy outlined in the applicable enrollment agreement.

5. Appointments

Clients are expected to attend scheduled appointments on time.

Appointments may be rescheduled with reasonable notice.

Missed appointments or late cancellations may result in rescheduling or applicable cancellation fees.

6. Electronic Communications

By providing your email address and phone number, you consent to receive communications regarding:

• Appointment reminders

• Document requests

• Tax return updates

• Filing confirmations

• Customer service communications

• Educational resources

• Promotional offers (you may opt out of marketing communications at any time)

Standard message and data rates may apply.

7. Tax Preparation Disclaimer

Elevate Tax Solutions prepares tax returns based on the information and documentation provided by the client.

We do not guarantee:

• A specific refund amount

• Elimination of tax liability

• IRS acceptance without review

• Protection from audit or examination

The client is responsible for maintaining all records supporting items reported on their tax return.

8. Professional Training Disclaimer

Our Tax Preparer Training, ERO Program, Service Bureau Program, coaching, mentorship, and business consulting services are educational in nature.

We do not guarantee:

• Income

• Business success

• Client acquisition

• Tax season earnings

• Financial results

Success depends on each participant’s effort, experience, implementation, and market conditions.

9. Intellectual Property

All content provided by Elevate Tax Solutions, including but not limited to:

• Logos

• Branding

• Website content

• Training materials

• SOPs

• E-books

• Courses

• Videos

• Templates

• Presentations

• Graphics

is the exclusive property of Elevate Tax Solutions and may not be copied, reproduced, distributed, modified, sold, or shared without prior written permission.

10. Privacy & Confidentiality

We are committed to protecting your personal and financial information.

Information will only be disclosed:

• With your authorization

• As required by law

• To authorized service providers necessary to complete requested services

Please review our Privacy Policy for additional information regarding how we collect, use, and protect your information.

11. Limitation of Liability

To the fullest extent permitted by law, Elevate Tax Solutions shall not be liable for:

• Errors resulting from inaccurate or incomplete information provided by the client

• Government processing delays

• IRS or state agency determinations

• Changes in tax laws after services are completed

• Delays or interruptions caused by third-party providers

Our liability, if any, shall not exceed the amount paid for the specific service giving rise to the claim.

12. Website Use

Users agree not to:

• Use the website for unlawful purposes.

• Attempt unauthorized access to our systems.

• Upload malicious software or harmful code.

• Disrupt website functionality or security.

• Misrepresent their identity.

Violation of these Terms may result in suspension or termination of access.

13. Third-Party Services

Our website and services may utilize trusted third-party providers for:

• Payment processing

• Refund transfer services

• Appointment scheduling

• Secure document storage

• CRM services

• Email and SMS communications

• Tax preparation software

Elevate Tax Solutions is not responsible for the policies, actions, or performance of third-party providers.

14. Changes to These Terms

We reserve the right to modify these Terms of Service at any time. Updated versions will be posted on our website with a revised Effective Date.

15. Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of the State of Texas, without regard to its conflict of law principles.

16. Contact Information

Elevate Tax Solutions

Email: [email protected]

Phone: (817) 381-7220

Website: www.elevatetaxsolutions.co

By accessing this website or using any services provided by Elevate Tax Solutions, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.