Terms of Service

Effective Date: July 2025

Welcome to ProTaxAdvisors. These Terms of Service (“Terms”) govern your access to and use of our website, platform, services, applications, and other offerings (collectively, the “Services”) operated by ProTaxAdvisors LLC (“we,” “us,” or “our”).

By accessing or using our Services, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you must not use our Services.

1. Eligibility

You must be at least 18 years old and capable of forming a binding contract to use our Services. By using the platform, you represent and warrant that you meet these eligibility requirements.

2. Account Registration

To access certain features, you must create an account and provide accurate and complete information. You are responsible for safeguarding your login credentials and for all activities under your account.

3. Use of Services

You agree to use our Services only for lawful purposes and in compliance with all applicable laws. You may not use the platform to:

• Engage in fraud, misrepresentation, or unlawful behavior
• Infringe on intellectual property rights
• Transmit malicious code or disrupt system operations

We reserve the right to suspend or terminate accounts that violate these rules.

4. Fees and Payments

Some Services may require payment. By subscribing or using paid services, you agree to pay the applicable fees as described at the time of transaction. Fees may include consultation charges, subscription plans, or service add-ons.

5. Data and Privacy

Our use of your data is governed by our Privacy Policy. By using the platform, you consent to the collection and use of information as described therein.

6. Third-Party Services

We may integrate with third-party services such as Plaid, Supabase, Vercel, and OpenAI. We are not responsible for the practices or performance of these third-party services. Use of those services may be subject to their own terms.

7. Intellectual Property

All content, branding, software, and design elements of the platform are the exclusive property of ProTaxAdvisors LLC. You may not copy, reproduce, or redistribute platform materials without our express written permission.

8. Disclaimer of Warranties

Our Services are provided “as is” without warranties of any kind. We do not guarantee the accuracy, completeness, or reliability of our content or Services. Use the platform at your own risk.

9. Limitation of Liability

To the maximum extent permitted by law, ProTaxAdvisors LLC shall not be liable for any indirect, incidental, special, or consequential damages arising out of or related to your use of the Services.

10. Termination

We may suspend or terminate your account or access to the Services at our sole discretion, with or without notice, if we believe you’ve violated these Terms or applicable law.

11. Changes to Terms

We reserve the right to update these Terms at any time. We will notify users by email or platform alert when significant changes are made. Continued use of the Services after changes constitutes acceptance.

12. Contact

If you have questions about these Terms, please contact us: