Terms of Service

Effective: May 8, 2026

Agreement

By using TaxosAgent.com Inc. services, you agree to these terms. We deliver AI-assisted tax preparation, bookkeeping, entity formation, and financial planning with licensed-professional review.

The Four-Way Win

Every transaction must benefit you (the client), our licensed professionals, the platform, and the system. We do not optimize for one party at the expense of others.

Scope of Services

Genie surfaces tax strategies based on your data. Licensed CTEC, EA, and CPA professionals review and sign all final work product. Genie analysis without professional review is informational; signed deliverables are binding work product.

Pricing

Free (W-2 only): $0. File: $29. Business: $199. Empire: $499. Enterprise: $200/month. Genie Strategy (annual): $20/month. White-label partnerships available — contact partnerships@taxosagent.com.

Professional Standards

Our licensed professionals operate under their applicable bar/board ethics rules. We follow IRC, IRS Pub 5293, AICPA standards, and state CTEC requirements.

Limitation of Liability

We are liable for our work product to the extent permitted by professional standards. We provide audit defense within professional liability scope. Client must provide accurate data; outcomes depend on data quality.

Audit Rights and Transparency

You have the right to audit our work on your account. We maintain immutable audit logs. We follow the law and hold accountable any party — including auditing institutions — that fails to do the same.

Termination

You may terminate at any time. Data retention applies per Privacy Policy. We may terminate for non-payment or violation of these terms.

Governing Law

Delaware law. Disputes via binding arbitration unless prohibited by your jurisdiction.

Contact

legal@taxosagent.com — TaxosAgent.com Inc., Delaware