- I confirmed that all information I entered here is accurate and true.
- I allow Prime Tax USA to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
- I have read the terms and conditions and privacy policy of Prime Tax USA.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
TAX SERVICES POLICY, PROCEDURES & LEGAL PROTECTION AGREEMENT
(Virtual & Brick & Mortar Tax Preparation Services)
This Agreement is entered into between PRIME TAX USA, an TEXAS-based virtual tax services company (“Company,” “We,” “Us”), and the undersigned client (“Client”).
By engaging our services, Client acknowledges and agrees to all terms herein.
1. SCOPE OF SERVICES
The Company provides virtual tax preparation and related advisory services based solely on information provided by the Client. Services do not include legal representation before the IRS unless separately agreed in writing.
2. CLIENT RESPONSIBILITIES
Client agrees to:
Provide complete, accurate, and truthful information
Review all filings before submission
Respond timely to document requests
Maintain copies of tax records
The Company is not responsible for errors resulting from inaccurate, incomplete, or late information provided by Client.
3. NO GUARANTEE OF RESULTS
Client understands that:
Tax refunds, balances due, or IRS decisions cannot be guaranteed
Government agencies have sole authority over tax outcomes
Prior-year results do not guarantee future outcomes
4. CONFIDENTIALITY & NON-DISCLOSURE AGREEMENT (NDA)
Client acknowledges access to proprietary and confidential information including but not limited to:
Business processes
Pricing structures
Internal systems
Workflows, templates, and strategies
Client agrees not to disclose, reproduce, distribute, or misuse any confidential information during or after the business relationship.
This obligation survives termination indefinitely.
5. NON-DISPARAGEMENT & SOCIAL MEDIA RETALIATION CLAUSE
Client agrees not to publish or communicate false, misleading, defamatory, or malicious statements about the Company, its owners, employees, or services on any platform, including but not limited to:
Social media
Review sites
Forums
Blogs
Group chats or private communities
This clause does not restrict truthful statements; however, statements made with reckless disregard for truth or intent to harm constitute a material breach of this Agreement.
6. LIMITATION OF LIABILITY (TEXAS LAW)
To the maximum extent permitted under TEXAS law, the Company shall not be liable for:
IRS audits, penalties, interest, or assessments
Delays caused by third parties or government agencies
Client’s failure to follow advice or meet deadlines
Total liability, if any, shall not exceed the fees paid for the specific service rendered.
7. WAIVER OF CLAIMS & RELEASE OF LIABILITY
Client hereby waives and releases the Company from any and all claims arising from services rendered, including dissatisfaction, expected outcomes, or third-party actions, except for gross negligence or willful misconduct, as defined under TEXAS law.
8. INDEMNIFICATION
Client agrees to indemnify and hold harmless the Company from any claims, damages, penalties, legal fees, or losses arising from:
False or misleading information provided by Client
Client’s failure to comply with tax laws
Third-party claims related to Client’s filings
9. NO RIGHT TO SUE / MANDATORY ARBITRATION
Any dispute arising under this Agreement shall be resolved by binding arbitration, not litigation.
Arbitration shall occur in EL PASO County, TEXAS
Each party waives the right to a jury trial
Class actions are prohibited
10. STATUTE OF LIMITATIONS REDUCTION
To the extent permitted by TEXAS law, any claim must be brought within one (1) year of the date services were completed, or the claim is permanently barred.
11. PAYMENT, REFUNDS & CHARGEBACKS
All fees are due before services begin unless otherwise agreed
Fees are non-refundable once work has commenced
Client agrees not to initiate chargebacks for services rendered
12. RIGHT TO REFUSE OR TERMINATE SERVICES
The Company reserves the right to refuse or terminate services for:
Non-payment
Abusive behavior
Fraud or suspected illegal activity
Failure to cooperate
13. FORCE MAJEURE
The Company shall not be liable for delays or failures caused by events beyond its control, including but not limited to:
IRS system outages
Natural disasters
Internet or platform failures
Government shutdowns
14. GOVERNING LAW & VENUE
This Agreement shall be governed by the laws of the State of TEXAS, without regard to conflict-of-law principles.
15. SEVERABILITY
If any provision is found unenforceable, the remaining provisions shall remain in full force and effect.
16. ENTIRE AGREEMENT
This document constitutes the entire agreement between the parties and supersedes all prior communications.
CLIENT ACKNOWLEDGMENT
By signing or electronically accepting this Agreement, Client confirms they have read, understood, and agreed to all terms.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.