Terms of Service

1800 Tax Pros LLC is a tax preparation and bookkeeping firm. Our tax professionals are registered with the IRS and maintain active Preparer Tax Identification Numbers (PTINs).

Our tax professionals are not Certified Public Accountants (CPAs), and 1800 Tax Pros LLC is not a licensed CPA firm regulated by the Texas State Board of Public Accountancy. We do not provide attest services, audits, reviews, or compilations of financial statements, and no report, dashboard, or deliverable we provide should be relied upon as an audited, reviewed, or compiled financial statement or as an opinion on financial statements.

The Services include informational content, a client portal, appointment booking, and a financial dashboard that displays transaction data from financial accounts you choose to connect. Use of the website or dashboard alone does not create a tax preparation, accounting, or advisory engagement. Formal professional engagements are established only through a signed engagement letter or written service agreement, which governs in the event of any conflict with these Terms.

Content on the website and outputs of the dashboard are provided for general informational and internal management purposes only and do not constitute tax, legal, investment, or financial advice for your specific situation.

All bookkeeping and financial reports prepared or generated through the Services are compiled from bank, credit card, and payment transaction data provided by you or accessed through connections you authorize (including through Plaid), together with information and representations you furnish to us.

By connecting a financial account or engaging our bookkeeping services, you represent and warrant that: the accounts you connect, and the transactions designated as business transactions, are for bona fide business purposes; you have the legal right and authority to connect each account and to authorize access to its data; and the information you provide to us is accurate and complete to the best of your knowledge.

We do not audit, verify, or independently confirm the accuracy, completeness, or business purpose of any transaction. Automated transaction categorizations are estimates until reviewed and confirmed. You remain solely responsible for (a) reviewing all transaction categorizations and reports, (b) identifying personal, non-business, or non-deductible items, and (c) maintaining documentation substantiating the business purpose of expenses as required by the IRS and applicable law.

Financial account connections are established through Plaid Inc. Connections are read-only and cannot move funds. We never receive or store your banking credentials. You may disconnect an account at any time. Your use of Plaid is subject to Plaid’s End User Privacy Policy. We are not responsible for interruptions, inaccuracies, or delays in data provided by Plaid or your financial institution.

You are responsible for maintaining the confidentiality of your portal login credentials and for all activity under your account. Notify us immediately of any unauthorized use. We may suspend access to protect you, other clients, or the Services.

Paid subscription features are governed by our Subscription & Billing Terms, which are incorporated into these Terms by reference. By starting a trial or subscription you authorize the recurring charges described at signup.

You agree not to: use the Services for any unlawful purpose; connect accounts you are not authorized to connect; misrepresent the nature or purpose of transactions or accounts; attempt to access other clients’ data; interfere with or disrupt the Services; or reverse engineer, scrape, or copy the Services.

The Services, including all software, content, branding, and design, are owned by 1800 Tax Pros LLC or its licensors. You receive a limited, non-exclusive, non-transferable license to use the Services for your internal business purposes during your engagement or subscription.

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT DASHBOARD DATA, CATEGORIZATIONS, OR REPORTS WILL BE ACCURATE OR COMPLETE. DASHBOARD OUTPUTS DO NOT GUARANTEE ANY TAX OUTCOME, DEDUCTION, REFUND, OR FINANCIAL RESULT.

TO THE FULLEST EXTENT PERMITTED BY LAW, 1800 TAX PROS LLC AND ITS MEMBERS, MANAGERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST DATA, OR BUSINESS INTERRUPTION, ARISING FROM OR RELATED TO THE SERVICES. OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICES WILL NOT EXCEED THE AMOUNTS YOU PAID TO US FOR THE SERVICES IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. THESE LIMITATIONS APPLY REGARDLESS OF THE THEORY OF LIABILITY AND EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Nothing in these Terms limits liability that cannot be limited under applicable law.

You agree to indemnify and hold harmless 1800 Tax Pros LLC and its members, managers, employees, and agents from and against any claims, damages, losses, and expenses (including reasonable attorneys’ fees) arising from: (a) your breach of these Terms; (b) inaccurate or incomplete information or representations you provide, including regarding the business purpose of accounts or transactions; (c) your violation of law or the rights of a third party; or (d) unauthorized connection of accounts.

You may stop using the Services at any time. We may suspend or terminate access for violation of these Terms or where required to protect the Services or comply with law. Sections that by their nature should survive (including Sections 3, 9, 10, 11, and 13) survive termination.

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules. Any dispute arising out of or relating to these Terms or the Services shall be resolved exclusively in the state or federal courts located in Liberty County, Texas or the federal district encompassing it, and you consent to personal jurisdiction and venue there. To the extent permitted by law, each party waives the right to a jury trial and agrees that claims may be brought only in an individual capacity, and not as a plaintiff or class member in any class or representative proceeding.

We may update these Terms from time to time. Continued use of the Services after changes take effect constitutes acceptance of the updated Terms. Material changes will be communicated through the portal, email, or our website.