Effective Date: 1/1/2025
Last Updated: 4/17/2025
Welcome to clevertax.us (the “Website”), operated by CleverTax (“we,” “us,” or “our”). By accessing or using this Website and our services, you agree to be bound by the following Terms & Conditions. If you do not agree with any part of these terms, please do not use our Website or services.
Services Offered
CleverTax provides tax preparation, tax planning, business formation consulting, and related advisory services for individuals and small business owners. All services are subject to availability and client eligibility.
We reserve the right to decline services to any individual or business at our discretion.
Disclaimer
The information provided on this website is intended for general informational and educational purposes only and is not a substitute for professional tax, legal, or financial advice.
While we strive to keep all content accurate and up to date, CleverTax makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of any information on this site.
Any reliance you place on such information is strictly at your own risk. You are strongly encouraged to consult with a qualified Enrolled Agent, CPA, attorney, or other licensed professional before making decisions based on the content provided.
By using this website, you agree that CleverTax is not liable for any loss or damage resulting from the use of or reliance on information provided here.
No Legal or Investment Advice
Information on this Website and during consultations is for educational and informational purposes only. While we are federally authorized tax professionals (Enrolled Agents), we do not provide legal, financial planning, or investment advisory services.
You are encouraged to consult with an attorney or licensed financial advisor for legal or investment matters.
Client Responsibilities
Clients are responsible for providing accurate, timely, and complete information required for services. We are not liable for outcomes based on inaccurate, incomplete, or delayed information provided by the client.
Clients must review all deliverables (such as tax returns) before submission to tax authorities. We are not responsible for errors or omissions once a document has been approved and filed.
Payment Terms
Service fees must be paid according to the terms agreed upon before the start of work. Certain services may require upfront payment or a signed engagement agreement.
Failure to pay on time may result in delays, withheld filings, or termination of services.
Cancellations & Refunds
We do not offer refunds for completed services. Refunds for unused services may be granted on a case-by-case basis, provided work has not yet commenced.
Discovery calls and consultations may be rescheduled or canceled up to 24 hours in advance.
Intellectual Property
All content on this Website — including text, branding, logos, graphics, and digital downloads — is the property of CleverTax and may not be reused or reproduced without written permission.
Limitation of Liability
CleverTax will not be liable for any indirect, incidental, or consequential damages resulting from the use or inability to use our services or Website. Our total liability for any claim will not exceed the fees paid for the relevant services.
Disclaimer of Legal and HR Advice
CleverTax provides tax preparation, tax planning, and business formation services for informational and compliance purposes only. We assist with entity selection from a tax perspective and help prepare and submit formation documents, but we do not provide legal advice or legal representation. We do not provide legal, financial investment, or human resources (HR) advice. Any guidance related to employee classification, hiring practices, or labor law compliance should be discussed with a qualified attorney or HR professional.
Disclaimer
All content provided on this website is for informational purposes only. While we strive to ensure accuracy, CleverTax makes no representations as to the completeness, accuracy, or suitability of any information and is not liable for any errors or omissions. This site does not provide legal, tax, or accounting advice. Always consult a qualified professional for guidance tailored to your situation.
Third-Party Links
Our Website may contain links to third-party tools or websites (e.g., scheduling platforms, payment processors). We are not responsible for the privacy practices or content of these external sites.
Privacy & Data Protection
We are committed to protecting your privacy. Please refer to our Privacy Policy for details on how we collect, use, and safeguard your personal information.
Changes to These Terms
We reserve the right to update or change these Terms & Conditions at any time. Any changes will be effective upon posting on this page.
Contact Information
If you have any questions about these Terms & Conditions, please contact us:
[email protected]
(331) 244 5547
Based in Illinois – Serving All 50 States