Legal
Last updated: April 21, 2026
These Terms of Service (“Terms”) govern your use of the Agentax Advisory website (the “Site”) and the software, tax preparation, and advisory services provided by Agentax Advisory Ltd (“Agentax”, “we”, “us”). By creating an account or engaging us for professional services you agree to these Terms.
Agentax Advisory Ltd is a company registered in England and Wales (Companies House number 17126173). Registered office: Flat C, 17 Lucerne Road, London, N5 1TZ, United Kingdom. Contact: kyle@agentax.com.
Agentax provides AI-assisted software for US tax preparation and advisory memos. All final output — including tax returns, advisory memos, and written guidance — is reviewed, edited, and signed-off by a qualified international tax advisor before delivery.
Agentax is not a CPA firm, law firm, or enrolled agent firm in the United States and does not provide legal advice. Tax preparation services are provided by individually credentialed professionals engaged by Agentax.
The scope of any professional service is set out in a separate written engagement letter specific to the service purchased (tax filing, advisory memo, review, or other). These Terms govern account and Site use; the engagement letter governs the professional relationship.
Where these Terms and an engagement letter conflict, the engagement letter controls as to the scope, fees, and professional responsibilities of the engagement.
Fees for professional services are set out at the point of purchase and in the engagement letter. Payment is processed by Stripe, Inc. and is charged in advance unless otherwise agreed. Fees paid for completed work are non-refundable; where an engagement is terminated before completion, unused fees are refunded at our reasonable discretion.
You are responsible for any taxes applicable to the fees you pay.
You agree not to:
The Site, software, tax engine, advisory memo templates, and all related intellectual property are owned by Agentax or our licensors. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable licence to use the Site and services for your personal tax compliance. Your tax return, advisory memo, and supporting documents are yours; we retain a copy for our records for the retention periods set out in our Privacy Notice.
We aim to deliver professional services to a standard expected of a competent international tax practice. However, the accuracy of any tax return or advisory memo depends on the accuracy of the information you provide. We make no warranty that the Site will be uninterrupted or error-free, and no warranty as to the outcome of any filing with a tax authority.
Nothing in these Terms excludes or limits our liability for: (a) death or personal injury caused by our negligence; (b) fraud or fraudulent misrepresentation; or (c) any other liability that cannot be excluded or limited under English law.
Subject to the preceding paragraph, our total aggregate liability to you in connection with these Terms or the services is limited to the fees paid by you to us in the twelve (12) months preceding the event giving rise to the claim. We are not liable for indirect, special, incidental, or consequential losses, including lost profits or lost data.
Our processing of your personal data is described in our Privacy Notice, which forms part of these Terms.
You may close your account at any time by emailing kyle@agentax.com. We may suspend or terminate your account if you materially breach these Terms or if required by law. Sections 5, 7, 8, and 11 survive termination.
These Terms are governed by the laws of England and Wales. The courts of England and Wales have exclusive jurisdiction over any dispute arising out of or in connection with these Terms, except that we may bring proceedings in any jurisdiction where you are resident to enforce our rights. Nothing in these Terms affects your rights as a consumer under mandatory local law.
We may update these Terms from time to time. Material changes will be communicated by email to active clients at least 30 days in advance. Continued use of the Site or services after the effective date constitutes acceptance of the updated Terms.
Questions about these Terms: kyle@agentax.com.