Terms and Conditions

1. Company Information

2. Acceptance of Terms

By using our website or engaging our services, you confirm that you:

• Are at least 18 years old or have the consent of a parent/guardian;
• Have read, understood, and accepted these Terms; and
• Will comply with all applicable laws and regulations.

We may update or modify these Terms at any time. Any changes will take effect immediately upon posting on this page. Your continued use of our Services signifies acceptance of the updated Terms.

3. Scope of Services

Tax Genius LLC provides tax preparation, advisory, and related accounting services for individuals and businesses in the United States and Canada.

Our Services include:

• Federal and state/provincial tax return preparation and e-filing
• Tax planning and consultation
• Payroll and business filing assistance
• Client portal access and document sharing
• Online payment and scheduling tools

We do not provide legal advice or investment advisory services. Our advice and documents are intended for tax preparation and compliance purposes only.

4. User Accounts & Access

Some areas of our website and client portal may require you to create an account. You agree to:

• Provide accurate and complete information;
• Keep your login credentials secure; and
• Notify us immediately if you suspect unauthorized access.

We reserve the right to suspend or terminate accounts that violate these Terms or contain false information.

5. Payments & Refund Policy

Payments for our services may be processed through Stripe or Razorpay using secure encryption.

All fees are displayed in U.S. dollars unless otherwise stated.

6. Client Responsibilities

You are responsible for:

• Providing accurate, complete, and truthful financial information and documentation;
• Responding promptly to our information or verification requests;
• Reviewing returns or filings before submission; and
• Retaining copies of tax filings and records.

We are not liable for delays, penalties, or inaccuracies resulting from incorrect or incomplete information you provide.

7. Limitation of Liability

To the maximum extent permitted by law, Tax Genius LLC, its employees, and affiliates are not responsible for:

• Errors or omissions in client-supplied data;
• Indirect, incidental, or consequential damages;
• Losses due to third-party system issues, payment gateways, or CRA/IRS delays; or
• Any damages exceeding the total amount paid for the relevant service.

Our liability is limited to re-performance of the service or refund of fees paid, at our discretion.

8. Data Collection & Privacy

We collect and store personal and financial information you voluntarily submit through our website, contact forms, or client portal.

This may include your name, address, tax identification numbers, income details, and supporting documents.

We use this information solely for:

• Providing tax and accounting services;
• Client communication and document exchange;
• Secure payment processing; and
• Legal compliance with U.S. and Canadian regulations.

All data is protected using encryption and secure storage protocols.

We never sell or rent your information to third parties.

By using our site, you consent to this data collection and handling as described in this document.

9. Intellectual Property

All content on this website — including text, graphics, logos, icons, software, and trademarks — is the exclusive property of Tax Genius LLC.

You may not reproduce, distribute, modify, or use any materials from this site for commercial purposes without prior written consent.

Any unauthorized use may violate copyright, trademark, and other applicable laws.

10. Communications

By using our website or subscribing to our newsletter, you agree to receive occasional emails or messages related to your account, services, or promotional content.

You may unsubscribe at any time by following the instructions in our emails or contacting us directly.

11. Contact Forms & Submissions

You may contact us through forms on our website.

All submissions must be truthful, relevant, and respectful.

We do not allow user comments or public postings on the website.

12. Disclaimer

While we strive for accuracy and compliance, our website content is for informational purposes only and should not be considered professional or legal advice.

You should not make financial or legal decisions based solely on website information — please consult a licensed professional if needed.

13. Governing Law

These Terms shall be governed by and interpreted under the laws of the United States Federal Law.

Any disputes arising from these Terms shall be handled in a competent U.S. federal court.

14. Termination of Use

We reserve the right to suspend or terminate your access to our website or services at any time for violations of these Terms or suspected misuse.

15. Contact Information

If you have any questions regarding these Terms or our services, please contact us: