TERMS & CONDITIONS
Effective Date: APRIL 10, 2026
Company: TaxAbility Corporation
By accessing or using this website, you agree to be bound by these Terms and Conditions. If you do not agree, please do not use this website.
1. Use of Website
This website is provided for general informational purposes only. You agree to use this website only for lawful purposes and in a way that does not infringe upon the rights of others or restrict their use of the website.
2. No Professional or Client Relationship
Use of this website, including submitting contact forms or inquiries, does not establish a client, fiduciary, or advisory relationship with TaxAbility Corporation. A formal engagement agreement must be executed before any professional services are provided.
3. No Guarantee of Results
TaxAbility Corporation does not guarantee specific financial, tax, or legal outcomes. Results may vary depending on individual circumstances, regulatory changes, and market conditions.
4. Financial, Tax & Legal Disclaimer
All content on this website is for informational purposes only and should not be considered tax, legal, insurance, or financial advice. You should consult with a qualified professional before making any decisions based on the information provided.
5. Services & Engagement
All services—including but not limited to tax preparation, bookkeeping, payroll, entity formation, financial planning, asset protection, and family office services—are subject to separate written agreements outlining scope, fees, and responsibilities.
6. User Submissions
By submitting information through this website, you represent that the information is accurate and agree not to transmit any confidential or sensitive information unless and until a formal client relationship has been established.
7. Intellectual Property
All website content (text, graphics, logos, branding, layout) is the exclusive property of TaxAbility Corporation and is protected by intellectual property laws. Unauthorized use, reproduction, or distribution is strictly prohibited.
8. Limitation of Liability
To the fullest extent permitted by law, TaxAbility Corporation shall not be liable for any direct, indirect, incidental, or consequential damages arising from:
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Use or inability to use the website
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Reliance on any information provided
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Unauthorized access to or alteration of your data
9. Third-Party Links
This website may contain links to third-party websites. TaxAbility Corporation is not responsible for their content, policies, or practices.
10. Indemnification
You agree to indemnify and hold harmless TaxAbility Corporation from any claims, damages, or expenses arising from your misuse of the website or violation of these Terms.
11. Governing Law
These Terms are governed by the laws of the State of California, without regard to conflict of law principles.
12. Changes to Terms
We reserve the right to update these Terms at any time. Continued use of the website constitutes acceptance of any modifications.
WEBSITE DISCLAIMER
Effective Date: APRIL 10, 2026
The information provided on this website by TaxAbility Corporation (“Company,” “we,” “our,” or “us”) is for general informational and educational purposes only.
1. No Professional Advice
Nothing on this website constitutes tax, legal, financial, accounting, insurance, or investment advice. Information provided is not a substitute for consulting directly with qualified professionals.
Users should not act or refrain from acting based solely on website information without seeking professional consultation.
2. No Client Relationship
Viewing this website, submitting forms, emailing us, or scheduling consultations does not establish a client relationship with TaxAbility Corporation.
A client relationship is only formed after:
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Signed engagement agreement
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Required onboarding completion
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Fee arrangements confirmed
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3. Accuracy of Information
While we strive to keep website content current and accurate, tax laws, regulations, and financial rules frequently change. We make no warranties regarding completeness, reliability, or accuracy.
4. External Links Disclaimer
Third-party links are provided for convenience only. TaxAbility Corporation does not endorse or guarantee third-party services or content.
5. Limitation of Reliance
Any reliance you place on website information is strictly at your own risk.
SMS / TEXT MESSAGE CONSENT POLICY
Effective Date: APRIL 10,2026
By providing your mobile number, you consent to receive text messages from TaxAbility Corporation.
Types of Messages
You may receive:
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Appointment reminders
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Service updates
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Document requests
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Tax deadline notifications
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Marketing/promotional messages (if opted in
Message Frequency
Message frequency varies depending on service activity.
Fees
Standard carrier message and data rates may apply.
Opt-Out
Reply:
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STOP to unsubscribe
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HELP for assistance
Opting out of marketing messages will not prevent service-related communications where legally permitted.
Consent Not Required
Consent to receive SMS messages is not required as a condition of purchasing services.
Data Usage
Phone numbers collected for SMS purposes will not be sold or shared for third-party marketing.
Contact: taxabilitycorporation@gmail.com
ELECTRONIC SIGNATURE CONSENT AGREEMENT
(E-SIGN)
Effective Date: APRIL 10, 2026
By electronically signing any document through TaxAbility Corporation, you agree to transact electronically.
1. Consent to Electronic Records
You consent to receive agreements, disclosures, notices, invoices, and related documents electronically.
2. Electronic Signature Validity
Electronic signatures carry the same legal force as handwritten signatures under:
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U.S. Electronic Signatures in Global and National Commerce Act (E-SIGN Act)
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Uniform Electronic Transactions Act (UETA)
3. Hardware & Software Requirements
To access electronic records, you must have:
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Internet access
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PDF reader
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Email account
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Compatible browser/device
4. Withdrawal of Consent
You may withdraw consent by contacting us in writing. Withdrawal may delay or prevent service processing.
5. Record Retention
You are responsible for saving copies of electronically signed documents.
FINANCIAL RISK DISCLOSURE
Effective Date: APRIL 10, 2026
TaxAbility Corporation may provide financial planning, tax strategy, and business advisory services.
1. No Guaranteed Outcomes
Financial projections, tax savings strategies, and planning recommendations do not guarantee future results.
Economic conditions, law changes, audits, and market fluctuations may affect outcomes.
2. Tax Law Changes
Tax laws change frequently at federal, state, and local levels. Recommendations are based on information available at time of consultation.
3. Investment Disclaimer
Unless specifically licensed, TaxAbility Corporation does not provide securities or investment advisory services.
Clients should consult licensed investment professionals before making investment decisions.
4. Business Risk
Entity formation, tax structuring, and asset protection strategies may carry legal or financial consequences depending on implementation.
Clients are responsible for final decision-making.
ANTI-MONEY LAUNDERING (AML) POLICY
Effective Date: APRIL 10, 2026
TaxAbility Corporation is committed to compliance with applicable anti-money laundering laws and regulations.
1. Customer Verification
We may request:
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Government-issued identification
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Business formation documents
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Ownership verification
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Source of funds documentation
2. Monitoring
Transactions or engagements may be reviewed for suspicious or unusual activity.
3. Reporting
We reserve the right to refuse service, terminate engagement, or report suspicious conduct where legally required.
4. Recordkeeping
Client records may be retained as required by law.
