Terms and Conditions | Bossup Taxes

These Terms of Service and Terms and Conditions (“Terms”) are a legally binding agreement

between you and Boss Up Taxes LLC (“Boss Up Taxes,” “we,” “us,” or “our”) governing your

access to and use of our website https://www.bossuptaxes.com/ and any other online services

we control that link to these Terms (collectively, the “Services”).

By accessing or using the Services, you agree to these Terms and our Privacy Policy. If you do

not agree, do not use the Services.

1) Who We Are / Scope of Services

Boss Up Taxes provides tax-related services, including but not limited to tax preparation, tax

education content, appointment booking, and related customer support. Some features of the

Services may include a refund estimate tool, chat functionality, contact/lead capture forms,

referrals, and links to booking portals for our locations.

Important: We do not accept payments through the website. Payments (if applicable) are

handled in-office or through our bank/payment methods provided directly to clients.

2) Eligibility

You must be at least 18 years old (or the age of majority in your jurisdiction) to use the Services.

By using the Services, you represent that you meet this requirement.

3) No Tax Advice via Website; Informational Purposes

Information on the Services (including articles, FAQs, videos, chat responses, and estimates) is

provided for general informational purposes only and is not legal, tax, or financial advice.

 Using the Services does not create a client relationship by itself.

 A client relationship may be established only after we confirm engagement through our

normal intake process and/or a signed agreement (if applicable).

 Tax outcomes vary based on your unique situation and documentation.

If you need personalized advice, please book an appointment or contact us directly.

4) Accuracy of Information You Provide

You agree to provide true, accurate, current, and complete information when submitting

forms, booking appointments, requesting estimates, or communicating with us.

We are not responsible for issues caused by inaccurate or incomplete information you provide

(including delays, incorrect estimates, or missed communications).

5) Appointments, Estimates, and Refund Estimator

Appointments: Appointment availability is not guaranteed and may change. We may reschedule

or cancel appointments when necessary.

Refund estimates: Any refund estimate (whether provided by a tool, form, or staff) is only an

estimate, not a guarantee. Actual refunds depend on IRS/state processing, eligibility,

documentation, and other factors.

6) Communications, Calls, and Text Messages (SMS)

By providing your phone number and/or email address, you agree that we may contact you for

customer service, appointment-related communications, and other service messages.

SMS Consent: Where required by law and carrier requirements, we will request your consent

via optional checkboxes on our forms. If you opt in:

 Message frequency may vary

 Message & data rates may apply

 Reply STOP to opt out, HELP for help

You understand that opting in is not a condition of purchase.

7) Referrals and Promotions

If the Services include referral programs, credits, bonuses, or promotional offers (including

referral incentives or education-related incentives), those programs may be subject to additional

terms communicated on the relevant page or materials.

We reserve the right to modify, suspend, or discontinue referral and promotional programs at any

time, to the extent permitted by law.

8) Acceptable Use

You agree not to:

 use the Services for unlawful, harmful, fraudulent, or abusive purposes

 attempt to gain unauthorized access to the Services, servers, or systems

 interfere with site functionality (e.g., hacking, scraping, malware, spam)

 submit false information or impersonate another person

 use the Services to harass, threaten, or violate anyone’s rights

We may suspend or terminate access to the Services for any violation of these Terms.

9) Intellectual Property

All content on the Services (text, graphics, logos, images, videos, designs, and the overall “look

and feel”) is owned by or licensed to Boss Up Taxes and is protected by intellectual property

laws.

You may use the Services for personal, non-commercial purposes only. You may not copy,

reproduce, distribute, or create derivative works from our content without our written

permission.

10) User Submissions (Forms, Messages, Reviews)

If you submit content through the Services (such as messages, reviews, feedback, or form

submissions), you grant Boss Up Taxes a non-exclusive, worldwide, royalty-free license to use

that content for operating and improving the Services (for example, responding to you,

improving support, or addressing issues). We will handle personal information consistent with

our Privacy Policy.

You agree not to submit content that is illegal, harmful, defamatory, or infringes another person’s

rights.

11) Third-Party Links and Services

The Services may include links to third-party websites or tools (including booking portals and

embedded social media). We do not control and are not responsible for third-party services,

content, or privacy practices. Your use of third-party sites is at your own risk.

12) Disclaimer of Warranties

To the fullest extent permitted by law, the Services are provided on an “AS IS” and “AS

AVAILABLE” basis.

We do not guarantee that the Services will be uninterrupted, error-free, secure, or free of viruses

or harmful components, or that any content or estimates are accurate or complete.

13) Limitation of Liability

To the fullest extent permitted by law, Boss Up Taxes and its owners, employees, contractors,

and agents will not be liable for any indirect, incidental, special, consequential, or punitive

damages arising out of or related to your use of (or inability to use) the Services.

If we are found liable for any claim, our total liability will be limited to the amount (if any) you

paid to us for services giving rise to the claim during the three (3) months before the event, or

$100, whichever is greater, unless a different limit is required by law.

14) Indemnification

You agree to indemnify and hold harmless Boss Up Taxes and its owners, employees,

contractors, and agents from any claims, damages, liabilities, and expenses (including reasonable

attorneys’ fees) arising from your misuse of the Services, your violation of these Terms, or your

violation of any law or third-party rights.

15) Governing Law and Venue

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law

principles.

If Section 16 (Arbitration) does not apply, any legal action must be brought in state or federal

courts located in Harris County, Texas, and you consent to personal jurisdiction and venue

there.

16) Dispute Resolution and Arbitration (Optional)

Please read carefully. This section affects your rights.

To the fullest extent permitted by law, any dispute, claim, or controversy arising out of or relating

to the Services or these Terms will be resolved by binding individual arbitration, and not in

court, except that either party may bring an individual claim in small claims court if it qualifies.

No class actions: You and Boss Up Taxes agree that disputes will be brought only on an

individual basis, not as a class, collective, or representative action.

Informal resolution first: Before arbitration, you agree to contact us and attempt to resolve the

dispute informally by emailing info@bossuptaxes.com with a description of the issue and your

contact information. We will try to resolve the dispute within 30 days.

Arbitration rules: Arbitration will be conducted by a recognized arbitration provider (such as

the American Arbitration Association (AAA)) under its consumer rules, unless the parties

agree otherwise.

If this arbitration section is found unenforceable, disputes will be resolved in the courts specified

in Section 15.

17) Changes to These Terms

We may update these Terms from time to time. The “Effective Date” above will reflect the most

recent version. Your continued use of the Services after changes are posted means you accept the

updated Terms.

18) Contact Us

Boss Up Taxes LLC

9407 Richmond Ave STE A, Houston, Texas 77063

Email: info@bossuptaxes.com

Phone: 832-713-0392

Effective Date: January 13, 2026