Terms of Service

USA Tax Solutions User Agreement

Terms of Service

USA Tax Solutions User Agreement

Updated: August 26, 2024.

Welcome to USA Tax Solutions (“USA Tax Solutions”). This user agreement (the “Agreement”) is a contract between you and USA Tax Solutions and governs all transactions between you and the USA Tax Solutions platform, as well as your use of the https://www.usataxsolutions.com website and all USA Tax Solutions services (the “Services”). Before using the site, you must read and accept all of the terms and conditions in and linked to this Agreement, including the Privacy Policy.

About USA Tax Solutions

USA Tax Solutions is a full-service tax and accounting firm offering a wide range of services including tax preparation, bookkeeping, financial planning, and IRS representation. Our website serves as an educational platform where we provide resources related to tax matters, accounting best practices, and financial literacy.

Your Information

Privacy

For a complete description of how we use and protect your personal information, see our Privacy Policy. USA Tax Solutions is committed to complying with all applicable privacy laws and regulations, including those mandated by the IRS for the protection of taxpayer data.

No Legal or Tax Advice

While USA Tax Solutions provides general information related to tax and accounting matters, it does not constitute legal, tax, brokerage services, investment advice, or advice regarding the suitability, profitability, or appropriateness of any specific transaction. You should consult an attorney, accountant, or tax professional regarding your specific legal or tax situation. This information is not intended to create, and receipt of it does not constitute, a client relationship.

Compliance with IRS Regulations

USA Tax Solutions complies with IRS Circular 230, which governs tax professionals’ practice before the IRS. Our firm adheres to strict standards for the confidentiality and accuracy of your tax-related information.

Nondisclosure of Confidential Information

In connection with the Services we provide, USA Tax Solutions may come into possession of confidential, material, non-public information. We are prohibited from improperly disclosing or using this information for our own benefit or for the benefit of any other person. We maintain policies and procedures designed to prohibit the communication of this information to persons who do not have a legitimate need to know the information and to remain in compliance with applicable law.

Electronic Signatures and Delivery of Documents

The use of an electronic version of the account documents fully satisfies any requirement that they be provided to you in writing. The electronic version of this Agreement is considered to be the true, complete, and enforceable record of our Agreement, admissible in judicial or administrative proceedings to the same extent as if the documents and records were originally generated and maintained in printed form. You are solely responsible for reviewing and understanding all of the terms and conditions of these documents, and you accept as reasonable and proper notice, for the purpose of any laws, rules, and regulations, notice by electronic means. You may access and retain a record of the documents you electronically sign through USATaxSolutions.com.

User Restrictions / Restricted Activities

In connection with your use of our website, your USA Tax Solutions account, or the Services, or in the course of your interactions with USA Tax Solutions, you agree that you will not:

Breach this Agreement or any other agreement that you have entered into with USA Tax Solutions (including any USA Tax Solutions policies).

Violate any law, statute, ordinance, or regulation.

Infringe USA Tax Solutions’ or any third party’s copyright, patent, trademark, trade secret, or other intellectual property rights, or rights of publicity or privacy.

Act in a manner that is defamatory, trade libelous, unlawfully threatening, or unlawfully harassing.

Post comments that are false, inaccurate, misleading, defamatory, or contain libelous content.

Post comments containing personal information, including, without limitation, telephone numbers, street addresses, and last names.

Provide false, inaccurate, or misleading information.

Pay for your transactions with fraudulent funds or with what we reasonably believe to be potentially fraudulent funds.

Refuse to cooperate in an investigation or provide confirmation of your identity or any information you provide to us.

Use an anonymizing proxy.

Use the Services in a manner that results in or may result in complaints, disputes, claims, fees, fines, penalties, and other liability to USA Tax Solutions or you.

Access and Interference

Much of the information on our website is updated on a real-time basis and is proprietary or is licensed to USA Tax Solutions by third parties. This website contains robot exclusion headers. You agree that you will not:

Use any robot, spider, scraper, or other automated means to access the website for any purpose without our express written permission.

Attempt to obtain unauthorized access to any features of this website, or to any other protected materials or information, through any means not intentionally made available to you by USA Tax Solutions.

Take any action that may impose (in our sole judgment) an unreasonable or disproportionately large load on our infrastructure.

Copy, reproduce, modify, create derivative works from, distribute, or publicly display any content from the website without the prior expressed written permission of USA Tax Solutions and the appropriate third party, as applicable.

Interfere or attempt to interfere with the proper working of the website or any activities conducted on the website.

Facilitate any viruses, Trojan horses, worms, or other computer programming routines that may damage, detrimentally interfere with, or surreptitiously intercept or expropriate any system, data, or information.

Use any device, software, or routine to bypass our robot exclusion headers or other measures we may use to prevent or restrict access to the website.

Take any action that may cause us to lose any of the services from our internet service providers, payment processors, or other suppliers.

Your Liability and Actions We May Take

You are responsible for all claims, fees, fines, penalties, and other liability incurred by USA Tax Solutions or any third party caused by or arising out of your breach of this Agreement or your use of the Services. You agree to reimburse USA Tax Solutions or any third party for any and all such liabilities.

Actions We May Take

If you engage in any restricted activities, we may take various actions to protect USA Tax Solutions from claims, fees, fines, penalties, and any other liability. The actions we may take include but are not limited to the following:

We may update the inaccurate information you provided us.

We may remove user comments that do not comply with Sections.

We may refuse to provide the Services to you in the future.

We may take legal action against you.

Whether we decide to take any of the above steps, remove content, or refuse to provide Services, we do not monitor, and you agree we will not be subject to liability for monitoring the website.

Contact Information

If you have any questions or comments about this agreement, your USA Tax Solutions account, or USA Tax Solutions’s practices, you may contact Customer Service, email us at [email protected], or send us mail at: 110 E Houston St, 3rd Floor, Suite 720, San Antonio, TX 78205.

Disputes with USA Tax Solutions

Arbitration Agreement

This Agreement contains a pre-dispute arbitration agreement. By entering into the arbitration agreement, the parties agree as follows:

All parties to this Agreement are giving up the right to sue each other in court, including the right to a trial by jury, except as provided by the rules of the arbitration forum in which a claim is filed.

Arbitration awards are generally final and binding; a party’s ability to have a court reverse or modify an arbitration award is very limited.

The ability of the parties to obtain documents, witness statements, and other discovery is generally more limited in arbitration than in court proceedings.

The arbitrators do not have to explain the reasons for their award.

The panel of arbitrators will typically include a minority of arbitrators who were or are affiliated with the tax or accounting industry.

The rules of some arbitration forums may impose time limits for bringing a claim in arbitration. In some cases, a claim that is ineligible for arbitration may be brought in court.

The rules of the arbitration forum in which the claim is filed, as amended from time to time, are hereby incorporated by reference into this Agreement.

Arbitration Hearings

Any arbitration hearing will be held in San Antonio, Texas, unless otherwise agreed between you and USA Tax Solutions. All arbitrations will be held in the English language unless otherwise agreed to by the parties.

Limitations of Liability

In no event shall USA Tax Solutions or our agents, employees, affiliates, or suppliers be liable for lost profits or any special, incidental, or consequential damages arising out of or in connection with our website, the Services, or this Agreement (however arising, including negligence). In states that do not allow the exclusion or limitation of incidental or consequential damages, the above limitation or exclusion may not apply to you. Our liability, and the liability of our agents, employees, affiliates, and suppliers, to you or any third parties in any circumstance, is limited to the actual amount of direct damages.

No Warranty / General

USA Tax Solutions and our agents, employees, affiliates, and suppliers provide the Services “as is” and without any warranty or condition, express, implied, or statutory. USA Tax Solutions and our agents, employees, affiliates, and suppliers specifically disclaim any implied warranties of title, merchantability, fitness for a particular purpose, and non-infringement. USA Tax Solutions does not guarantee continuous, uninterrupted, or secure access to our Services, and operation of our website may be interfered with by numerous factors outside of our control. In states that do not allow the disclaimer of implied warranties, the disclaimers provided in this Section may not apply to you. This Section gives you specific legal rights, and you may also have other legal rights that vary from state to state.

Third Party Data

To the fullest extent permitted under applicable law, USA Tax Solutions makes no representation or warranty, express or implied, with respect to any third party data provided to USA Tax Solutions or its transmission, timeliness, accuracy, or completeness, including but not limited to implied warranties or warranties of merchantability or fitness for a particular purpose. USA Tax Solutions will not be liable for any interruption, inaccuracy, error, or omission, regardless of cause, in the third-party data or for any resulting damages.

Indemnification

You agree to indemnify, defend, and hold harmless USA Tax Solutions, its affiliates, officers, directors, employees, agents, and third parties from and against any claims, losses, liabilities, damages, and costs, including reasonable attorneys’ fees, arising out of or related to your use of the Services, your violation of this Agreement, or your infringement, or infringement by any other user of your account, of any intellectual property or other rights of any person or entity.

completeness, including but not limited to implied warranties or warranties of merchantability or fitness for a particular purpose. USA Tax Solutions will not be liable for any interruption, inaccuracy, error, or omission, regardless of cause, in the third-party data or for any resulting damages.

Indemnification

You agree to indemnify, defend, and hold harmless USA Tax Solutions, its affiliates, officers, directors, employees, agents, and third parties from and against any claims, losses, liabilities, damages, and costs, including reasonable attorneys’ fees, arising out of or related to your use of the Services, your violation of this Agreement, or your infringement, or infringement by any other user of your account, of any intellectual property or other rights of any person or entity.

Termination

USA Tax Solutions reserves the right, in its sole discretion, to terminate this Agreement and your access to the Services at any time and for any reason, including but not limited to breach of this Agreement or any other agreement you have entered into with USA Tax Solutions. In the event of termination, your right to use the Services will immediately cease, and USA Tax Solutions may delete any of your data or content stored in its system.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of laws principles. You agree that any legal action or proceeding between you and USA Tax Solutions for any purpose concerning this Agreement or the parties’ obligations hereunder shall be brought exclusively in a court of competent jurisdiction sitting in San Antonio, Texas.

Entire Agreement

This Agreement, together with the Privacy Policy and any other legal notices or agreements published by USA Tax Solutions on the website, shall constitute the entire agreement between you and USA Tax Solutions concerning the Services. If any provision of this Agreement is deemed invalid by a court of competent jurisdiction, the invalidity of such provision shall not affect the validity of the remaining provisions of this Agreement, which shall remain in full force and effect.

Changes to the Agreement

USA Tax Solutions reserves the right to modify this Agreement at any time, effective upon posting of an updated version of this Agreement on the website. You are responsible for regularly reviewing this Agreement. Continued use of the Services after any such changes shall constitute your consent to such changes.

By using our Services, you acknowledge that you have read and agree to the terms of this Agreement.

USA Tax Solutions reserves the right, in its sole discretion, to terminate this Agreement and your access to the Services at any time and for any reason, including but not limited to breach of this Agreement or any other agreement you have entered into with USA Tax Solutions. In the event of termination, your right to use the Services will immediately cease, and USA Tax Solutions may delete any of your data or content stored in its system.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of laws principles. You agree that any legal action or proceeding between you and USA Tax Solutions for any purpose concerning this Agreement or the parties’ obligations hereunder shall be brought exclusively in a court of competent jurisdiction sitting in San Antonio, Texas.

Entire Agreement

This Agreement, together with the Privacy Policy and any other legal notices or agreements published by USA Tax Solutions on the website, shall constitute the entire agreement between you and USA Tax Solutions concerning the Services. If any provision of this Agreement is deemed invalid by a court of competent jurisdiction, the invalidity of such provision shall not affect the validity of the remaining provisions of this Agreement, which shall remain in full force and effect.

Changes to the Agreement

USA Tax Solutions reserves the right to modify this Agreement at any time, effective upon posting of an updated version of this Agreement on the website. You are responsible for regularly reviewing this Agreement. Continued use of the Services after any such changes shall constitute your consent to such changes.

By using our Services, you acknowledge that you have read and agree to the terms of this Agreement.

This Agreement, together with the Privacy Policy, sets forth the entire understanding and agreement between us with respect to the subject matters hereof.