Tax Connect Inc.

Terms and Conditions

Last updated: July 28, 2026

These Terms and Conditions govern your use of the Tax Connect Inc. website and your purchase or use of our tax preparation, consulting, software, training, cohort, and related services. By using this website, submitting a form, scheduling an appointment, or purchasing a service, you agree to these Terms.

1. Our Services

Tax Connect Inc. provides tax preparation and related business services. We may also offer tax software, training, coaching, educational resources, and cohort programs through Tax Connect Pro Software. Service descriptions, pricing, eligibility requirements, and deliverables may vary by offer and will be presented before purchase or enrollment.

2. Tax Preparation Terms

You are responsible for providing complete, accurate, and timely information and documents. We may rely on the information you provide without independently verifying every item. You remain responsible for reviewing your return and confirming its accuracy before signing or authorizing electronic filing.

Tax preparation does not guarantee a refund, refund amount, tax credit, loan, advance, or specific outcome. Any refund estimate is subject to IRS or state review, offsets, processing delays, and changes based on the information ultimately accepted by the taxing authority. A separate engagement letter, consent, bank-product agreement, or service agreement may apply. If those documents conflict with these website Terms, the service-specific document controls for that service.

3. Software, Training, and Cohort Programs

Software access, training materials, coaching, templates, community access, and cohort resources are provided only to the enrolled purchaser and may not be shared, copied, resold, or used to train others without written permission. Program participation does not guarantee income, clients, business growth, EFIN or PTIN approval, tax-season revenue, or any other result. Your results depend on your effort, experience, compliance, market, and other factors outside our control.

4. Accounts and Acceptable Use

You agree to provide accurate registration information, protect your login credentials, and promptly notify us of suspected unauthorized access. You may not misuse the website or services, interfere with their operation, upload malicious code, attempt unauthorized access, violate applicable laws, or use our systems to transmit unlawful, deceptive, or abusive content. We may suspend or terminate access for a material violation of these Terms or a service-specific agreement.

5. Fees, Payments, and Refunds

Prices and payment terms are shown at checkout, in an invoice, or in a written service agreement. You authorize us and our payment providers to charge the selected payment method for amounts due, including installments you approve. Except where a written refund policy, service agreement, or applicable law states otherwise, payments are nonrefundable once digital access has been delivered or work has begun. Unpaid balances may result in delayed, suspended, or terminated services.

6. Electronic Communications and SMS

By providing your contact information, you consent to receive service-related emails, calls, and text messages, including appointment, document, account, and transaction updates. If you separately opt in to marketing texts, message frequency may vary and message and data rates may apply. Consent to marketing is not a condition of purchase. Reply STOP to opt out of marketing texts or HELP for assistance. You may unsubscribe from marketing emails using the link in the message. Essential transactional communications may continue as permitted by law.

7. Intellectual Property

The website, branding, graphics, copy, course materials, training, templates, workflows, videos, downloads, and other original content are owned by or licensed to Tax Connect Inc. and are protected by applicable intellectual-property laws. We grant you a limited, revocable, nontransferable license to use purchased materials for their intended personal or internal business purpose only.

8. Third-Party Services and Links

Our services may connect with third-party tax software, payment processors, banks, appointment platforms, communication providers, or websites. Those third parties operate under their own terms and privacy policies. Tax Connect Inc. is not responsible for a third party's availability, decisions, processing time, content, or acts.

9. Disclaimers

Website content and educational materials are provided for general informational purposes and are not a substitute for individualized legal, accounting, investment, or financial advice. Except as expressly stated in a written agreement, the website and services are provided on an “as available” basis to the fullest extent permitted by law.

10. Limitation of Liability

To the fullest extent permitted by law, Tax Connect Inc. and its owners, employees, contractors, and affiliates will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost business, lost data, or losses caused by a third-party platform or taxing authority. Our total liability for a claim relating to a paid service will not exceed the amount you paid Tax Connect Inc. for the specific service giving rise to that claim. Nothing in these Terms excludes liability that cannot lawfully be excluded.

11. Privacy

Our collection and use of personal information are described in our Privacy Policy. Tax return information may also be subject to separate federal consent and confidentiality requirements.

12. Governing Law

These Terms are governed by the laws of the State of South Carolina, without regard to conflict-of-law principles. Any dispute will be brought in a court with proper jurisdiction in South Carolina, unless applicable law or a separate written agreement requires otherwise.

13. Changes to These Terms

We may update these Terms from time to time. The revised version will be posted on this page with a new “Last updated” date. Your continued use of the website or services after an update means you accept the revised Terms, to the extent permitted by law.

14. Contact Us

Questions about these Terms may be directed to:

Tax Connect Inc.
1405 N US Hwy 52
Moncks Corner, SC 29461
Phone: 1-843-277-0498
Email: [email protected]