Terms of Service

Scope of services

financials.tax provides online tools, intake workflows, and access to professional services. Some features may use AI to provide summaries, drafts, and guidance.

Eligibility and accounts

You must be at least 18 years old and able to form a binding contract. You are responsible for account credentials and activity under your account.

AI feature limitations

AI-generated output may be incomplete or incorrect and is provided for informational purposes. You are responsible for reviewing and verifying outputs before relying on them.

CPA engagement boundaries

Using the website or AI features does not, by itself, create a CPA-client relationship. A professional engagement starts only after written acceptance of the engagement terms.

Payments, subscriptions, and cancellation

Pricing is shown before purchase. If you enroll in recurring billing, you authorize charges on the payment method provided until cancellation. You may cancel through account settings or by contacting us.

Acceptable use

• Do not misuse the site or attempt unauthorized access.
• Do not upload unlawful, harmful, or infringing content.
• Do not interfere with service availability or security.

Tax information confidentiality

If you submit tax return information, we handle it subject to applicable confidentiality and disclosure rules and use it only as permitted by law or consent.

Disclaimers

The website and services are provided “as is.” We do not guarantee uninterrupted or error-free operation. Tax outcomes depend on your facts and applicable law.

Limitation of liability

To the extent permitted by law, financials.tax will not be liable for indirect, incidental, special, or consequential damages arising from your use of the services.

Governing law and state availability

These Terms are governed by Illinois law, without regard to conflict-of-law rules. Services may be limited or unavailable where professional or legal requirements restrict delivery.

Changes to these terms

We may update these Terms from time to time. Material changes will be posted on this page with an updated effective date.

Contact

Questions about these Terms can be submitted via the contact form or email dev@financials.tax. We currently operate as an online-first service and do not publish a public mailing address on this site.