Terms of Service

1. Introduction

These Terms of Service (“Terms”) govern your access to and use of the Agentax platform, including our website, applications, and all related services (collectively, the “Service”). By creating an account or using the Service, you agree to be bound by these Terms.

If you engage Agentax for a specific service, you may receive a separate engagement letter. In the event of any conflict between these Terms and an engagement letter, the engagement letter shall take precedence with respect to that particular engagement.

2. Scope of Services

Agentax provides the following services to US expatriates:

• Tax filing preparation — assistance with preparing and filing US federal tax returns, including forms specific to US expats (e.g., Form 2555, Form 1116).
• Advisory memos — written tax advisory memoranda on specific topics relevant to your tax situation.

All deliverables produced through the Service are reviewed by a licensed tax professional before being made available to you.

Agentax is not a law firm. Nothing in the Service constitutes legal advice. If you require legal advice, you should consult a qualified attorney.

3. Account Registration

To use the Service, you must create an account by providing accurate, current, and complete information. You agree to:

• Maintain only one account per person.
• Keep your login credentials confidential and not share them with any third party.
• Notify us immediately of any unauthorized use of your account.
• Accept responsibility for all activity that occurs under your account.

4. Fees & Payment

All payments are processed securely through Stripe. Current service fees are:

• Tax filing preparation: $200 per return
• Advisory memo: $500 per memo

Prices are subject to change. Any price changes will be communicated to you before you initiate a new engagement and will not affect engagements already in progress.

Refund policy: Once work has begun on your engagement (i.e., your information has been submitted for processing), no refunds will be issued. If you have questions about an engagement before paying, please contact us at support@agentax.com.

5. Your Responsibilities

You agree to:

• Provide accurate, complete, and timely information as requested by the Service.
• Bear sole responsibility for the accuracy and completeness of all data you submit, including income figures, personal identification details, and residency information.
• Retain copies of all tax records, supporting documentation, and any deliverables provided to you through the Service.
• Review all deliverables carefully before relying on them or submitting them to any tax authority.

6. Intellectual Property

Agentax retains all intellectual property rights in its templates, methodologies, software, systems, and processes. You are granted a non-exclusive, non-transferable license to use any deliverables produced for you solely for your personal tax compliance purposes.

You may not reproduce, distribute, or create derivative works from any Agentax materials, templates, or proprietary content without our prior written consent.

7. Confidentiality & Data Protection

We take the security of your personal and financial information seriously:

• Sensitive data (including Social Security numbers, ITINs, and financial account numbers) is encrypted at rest using AES-256 encryption.
• We do not sell, rent, or share your personal information with third parties for marketing purposes.
• We comply with applicable US data protection laws and regulations.
• Access to your data within our organization is restricted to authorized personnel who require it to provide the Service.

For more detail on how we collect, use, and protect your data, please refer to our privacy practices.

8. Limitation of Liability

To the maximum extent permitted by applicable law:

• Agentax’s total liability arising out of or related to any engagement shall not exceed the fees actually paid by you for that specific engagement.
• Agentax shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or business opportunity.
• Agentax is not liable for errors, omissions, or inaccuracies in deliverables that result from incorrect, incomplete, or misleading information provided by you.
• Agentax is not liable for any actions, penalties, interest, or assessments imposed by the IRS or any other tax authority.

9. No Third-Party Reliance

All work product and deliverables are prepared solely for your personal use. They may not be shared with, disclosed to, or relied upon by any third party without our prior written consent. Agentax accepts no responsibility or liability to any third party who may receive or access your deliverables.

10. Electronic Communications

By using the Service, you consent to receive communications from Agentax electronically, including via email and notifications within the platform. These electronic communications satisfy any legal requirement that communications be in writing.

You are responsible for keeping the email address associated with your account current. Agentax is not responsible for communications that fail to reach you due to an outdated or incorrect email address.

11. Termination

Either party may terminate the relationship at any time. Upon termination:

• Any unpaid fees for services already rendered remain due and payable.
• Your right to access the Service and any deliverables through the platform will cease, though you should retain copies of any deliverables previously provided.

Agentax reserves the right to suspend or terminate your account at any time if we reasonably believe you have violated these Terms, provided false information, or used the Service for any unlawful purpose.

12. Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.

Any dispute, claim, or controversy arising out of or relating to these Terms or the Service shall be resolved through binding arbitration administered in accordance with the rules of the American Arbitration Association. The arbitration shall take place in the State of Delaware, and the arbitrator’s decision shall be final and binding.

13. Changes to Terms

Agentax may update these Terms from time to time. When we make material changes, we will notify you by email or through the platform. Your continued use of the Service after such changes constitutes your acceptance of the revised Terms.

14. Contact

If you have any questions about these Terms or the Service, please contact us at:

support@agentax.com