Terms of Service
Last updated: March 24, 2026
⚠️ Important Disclaimer
Accessible Tax Professionals provides informational tax assessments and educational resources only. Our Platform does not constitute tax, legal, or financial advice and does not create a professional-client relationship of any kind. We are not a licensed CPA firm, tax preparation service, or registered financial advisory. Always consult a qualified, licensed tax professional before making any decisions based on your assessment results.
1. Acceptance of Terms
By accessing or using the Accessible Tax Professionals website and services (the "Platform"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Platform. Completing a purchase constitutes your explicit agreement to the service definitions and limitations set out in Section 3.
2. Description of Service
The Platform provides an online tax assessment tool that analyzes information you provide to generate a personalized Tax Strategy Report. This report identifies potential tax optimization categories, estimated savings ranges, and educational implementation resources.
The assessment, report, and all related content are informational and educational resources only. They are not tax advice, legal advice, accounting services, tax preparation, or tax filing services. Savings estimates are projections based on formulas and publicly available tax code data — they are not guarantees of any specific tax outcome.
The Platform does not prepare, review, or file tax returns. Implementation of any strategy identified in your report requires engagement with a qualified, licensed tax professional.
3. Service Plans & Deliverables
By purchasing the Tax Strategy Report, you agree that the following definitions constitute the complete scope of services included.
Tax Strategy Report — $199
- - Personalized AI-written Tax Strategy Report report covering every qualifying optimization strategy
- - Estimated savings ranges computed from 2026 IRC tax math
- - Priority action list ranked by impact and deadline
- - CPA Briefing Page your accountant can read in two minutes
- - Pre-filled IRS form downloads for applicable strategies
- - CPA conversation scripts personalized to your assessment data
- - Documentation checklists per strategy
- - Ability to regenerate the report as your situation changes
4. Email Support — Scope & Limitations
Email support is included with all plans as described in Section 3. Support is provided by email only and covers questions directly related to your Tax Strategy Report, including: clarification of strategies identified in your report, guidance on using your pre-filled IRS forms, and assistance with your CPA conversation scripts.
Support does not include: preparation or review of tax returns, tax filing services, legal advice, unlimited revisions to your report, questions unrelated to your assessment results, or advice on tax situations not covered by your original assessment.
Response time: We aim to respond to support emails within 2–3 business days. Response times are not guaranteed and may vary during peak periods (January–April).
Support: Email support is available for questions about your Tax Strategy Report and the strategies it covers. Contact us at support@accessible-tax-professionals.com.
5. User Accounts & Assessment Accuracy
To access your Tax Strategy Report, you must create an account using your email address. You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. One assessment per email address — returning users must log in to access their existing results.
Your report is generated from the information you provide. You agree to provide accurate, complete, and truthful information. Inaccurate or incomplete information will produce unreliable results. Accessible Tax Professionals bears no responsibility for assessment outcomes, deliverable quality, or savings estimates that are affected by inaccurate information you provided.
6. Pricing & Payments
All prices are in USD and are displayed before purchase. Payments are processed securely through Stripe. By making a purchase, you agree to Stripe's terms of service in addition to these Terms.
Prices may be updated at any time. The price displayed at the time of your purchase is the price you will be charged.
7. Refund Policy
Our Guarantee
Save at least 2× what you paid — or get a full refund. No time limit.
We stand behind the quality of our service. We offer two refund paths:
Option 1 — 7-Day No-Questions Refund
For customers who have not yet accessed their documents
You may request a full refund within 7 days of purchase, provided you have not downloaded any deliverable (including pre-filled IRS forms or the Tax Strategy Report PDF). Once any deliverable has been accessed or downloaded, Option 1 is no longer available — but Option 2 below still applies.
Option 2 — Filing Guarantee (no expiration)
If you implement strategies from your plan, file your taxes, and your documented savings are less than twice what you paid, we will issue a full refund. This guarantee applies to all packages, has no expiration date, and survives any document downloads. Full eligibility details and documentation requirements are on our Refund Policy page.
Refund requests must be submitted to support@accessible-tax-professionals.com.
8. Intellectual Property
All content on the Platform — including assessment logic, tax strategy frameworks, templates, branding, and software — is the property of Accessible Tax Professionals and is protected by applicable intellectual property laws.
Your Tax Strategy Report is licensed to you for personal, non-commercial use only. You may share it with your own tax professional for the purpose of implementing strategies identified therein. You may not redistribute, resell, publish, or reproduce your report or any portion of it for commercial purposes without prior written consent.
9. Disclaimers & Limitation of Liability
THE PLATFORM AND ALL CONTENT ARE PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED OR ERROR-FREE.
Tax laws are complex and change frequently. Savings estimates are projections based on formulas applied to the information you provide — they are not guarantees of any specific tax outcome. Whether any particular strategy applies to your situation must be confirmed by a licensed tax professional.
Accessible Tax Professionals does not prepare or file tax returns, does not provide legal advice, and does not represent you before any tax authority. Nothing in your report or in any email support communication constitutes tax advice or creates a professional-client relationship.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ACCESSIBLE TAX PROFESSIONALS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF THE PLATFORM, INCLUDING BUT NOT LIMITED TO RELIANCE ON ASSESSMENT RESULTS, TAX POSITIONS TAKEN BASED ON THIS PLATFORM, OR ANY OUTCOME OF AN ENGAGEMENT WITH A REFERRED CPA OR FIRM. OUR TOTAL LIABILITY TO YOU FOR ANY CLAIM SHALL NOT EXCEED THE AMOUNT YOU PAID FOR YOUR PLAN.
10. Privacy
Your use of the Platform is also governed by our Privacy Policy, which describes how we collect, use, and protect your personal and financial information.
11. Changes to Terms
We may update these Terms at any time. If we make material changes, we will update the "Last updated" date at the top of this page. Continued use of the Platform after changes are posted constitutes acceptance of the updated Terms. Changes do not apply retroactively to purchases made before the change date.
12. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the United States. Any disputes arising from these Terms or your use of the Platform shall be resolved in the applicable courts. You agree that any claim must be brought within one (1) year of the event giving rise to the claim.
13. Contact
Questions about these Terms? Contact us at support@accessible-tax-professionals.com.
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