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Effective date: OCTOBER 4, 2026

These Terms and Conditions (“Terms”) govern your use of the Tax Boss website at taxboss.us, our client portal, and our email and text message communications (together, the “Services”). The Services are provided by Tax Boss Advisors LLC (“Tax Boss,” “we,” “us”), a tax preparation firm and Authorized IRS e-file Provider. By using the Services, you agree to these Terms. If you do not agree, please do not use the Services.

Our client agreement

Tax preparation and related services are provided under a separate client agreement that you sign before we begin work. That agreement describes the scope of our work, our fees, and both parties’ responsibilities. If these Terms and your client agreement conflict, your client agreement controls. Using our website or creating a portal account does not by itself make you a client.

Website information is not tax advice

Articles, tips and other content on our website are general information, not tax, legal or financial advice for your situation. Tax law changes often, and content may not reflect the latest rules. Rely only on advice we give you as part of a signed engagement.

Eligibility

You must be at least 18 years old to create an account or engage us. You agree to provide accurate, current information and to keep it up to date.

Your account and security

  • Keep your password and verification methods private, and do not let anyone else use your account.
  • Each person needs their own account. On a joint return, each spouse signs in and signs documents using their own account.
  • Tell us right away at privacy@taxboss.us or 862-829-2677 if you suspect someone has accessed your account without permission.
  • We may require multi-factor authentication and fresh verification before sensitive actions, such as signing or sharing documents.

Your responsibilities

  • You are responsible for giving us complete and accurate information and documents. Our work relies on what you provide.
  • You must review your return before you sign it. When you sign an IRS e-file authorization, you declare under penalty of perjury that your return is true, correct and complete to the best of your knowledge.
  • Upload only information you have the right to share, such as your own documents, your dependents’ documents, or your spouse’s documents with their permission.

Fees

Our fees are shown on our pricing page and confirmed in your client agreement. We do not guarantee any particular refund amount or tax outcome, and our fees do not depend on the size of your refund.

Electronic communications and signatures

By using the Services, you agree that we may provide notices, documents and disclosures to you electronically, by email or through the client portal, and that your electronic signature has the same effect as a handwritten one. To use these features, you need a device with internet access, a current web browser, and an email address. You may request a paper copy of any document, or withdraw your consent to electronic delivery, by contacting us. Withdrawing consent may mean we need to complete some steps, such as signing your IRS e-file authorization, on paper.

Text messaging terms

These terms apply to Tax Boss text messages, including service messages and, for those who opt in, marketing messages.

  • Who sends the messages: Tax Boss Advisors LLC.
  • What we send: sign-in verification codes, security alerts, appointment reminders, document and information requests, return status updates, and requests to review and sign documents, including requests to a co-signer who has agreed to receive texts. If you separately opt in, we may also send marketing messages such as tax tips, deadline reminders and service offers.
  • How you join: by entering your mobile number and checking the text message consent box on our website or in our client portal. Marketing messages have their own, separate consent box. Neither consent is a condition of using our services.
  • Frequency: message frequency varies.
  • Cost: message and data rates may apply.
  • Opting out: reply STOP to any message to stop receiving all texts. You will receive one confirmation message and no further texts. To stop only marketing texts, email privacy@taxboss.us or call us. Reply START to resubscribe.
  • Help: reply HELP, email privacy@taxboss.us, or call 862-829-2677.
  • Carriers: wireless carriers are not liable for delayed or undelivered messages.
  • Privacy: your mobile information is handled as described in our Privacy Policy and is never shared with third parties or affiliates for marketing or promotional purposes.

Acceptable use

You agree not to:

  • access or attempt to access accounts or information that are not yours;
  • interfere with, test the vulnerability of, or disrupt the Services without our written permission;
  • upload malware or files designed to cause harm;
  • use automated tools to scrape or copy content from the Services; or
  • use the Services for any unlawful or fraudulent purpose, including filing a return for someone without their authorization.

Your documents and our content

You keep ownership of the documents and information you upload. You permit us to use them to provide the Services, as described in our Privacy Policy and as federal law allows. The Tax Boss name, logo, website design and content belong to Tax Boss and may not be copied or reused without our permission.

Our affiliate, Financial Boss

Tax Boss is affiliated with Financial Boss, a registered investment advisory firm. Nothing on the Tax Boss website is an offer of investment advisory services. Financial Boss services are provided only under a separate agreement with Financial Boss.

Third-party services and links

The Services rely on trusted providers, such as electronic signature, payment and messaging services, and may link to other websites, such as IRS.gov. We are not responsible for the content or practices of websites we do not control.

Disclaimers

We work to keep the Services available and secure, but the website and portal are provided “as is” and “as available,” without warranties of any kind, to the fullest extent the law allows. We do not guarantee that the Services will be uninterrupted or error-free. This section does not limit the professional obligations we owe you under your client agreement or applicable law.

Limitation of liability

To the fullest extent the law allows, Tax Boss is not liable for indirect, incidental, special or consequential damages arising from your use of the website or portal. Liability for our tax preparation services is governed by your client agreement. Nothing in these Terms limits liability that cannot be limited by law.

Indemnification

You agree to be responsible for, and to reimburse Tax Boss for, claims and losses that result from your misuse of the Services, your violation of these Terms, or information you provide that is false or that you had no right to share.

Suspension and termination

We may suspend or close an account that violates these Terms or puts the security of the Services or other clients at risk. You may close your account at any time by contacting us. We will keep records we are required to keep by law, as described in our Privacy Policy.

Governing law

These Terms are governed by the laws of the State of [GOVERNING STATE], without regard to its conflict-of-law rules. Any dispute about these Terms will be brought in the state or federal courts located in [COUNTY AND STATE], unless your client agreement provides otherwise.

Changes to these Terms

We may update these Terms from time to time. When we do, we will post the new version here and update the effective date. Continuing to use the Services after an update means you accept the revised Terms.

Contact us

Tax Boss Advisors LLC
100 Terminal Drive, Plainview, NY 11803
Email: privacy@taxboss.us
Phone: 862-829-2677 (862-TAX-BOSS)