Terms of Service

REFUNDY TAX

TERMS OF SERVICE

Tax Year 2026

Effective Date: December 28th, 2025
Last Updated: January 1, 2025

Refundy Tax
13101 Preston Road
Suite 110
Dallas, Texas 75240


1. INTRODUCTION AND ACCEPTANCE

Refundy Tax provides professional tax preparation and tax support services for individuals and businesses in Texas and throughout the United States.

By accessing our website, scheduling a consultation, submitting documents, or using our services, you agree to these Terms of Service. If you do not agree, do not use our services.


2. ELIGIBILITY

You confirm that you:

• Are 18 or older
• Can legally enter into a binding agreement
• Are authorized to act for yourself or your business
• Provide complete and accurate information


3. SCOPE OF SERVICES

Refundy Tax offers:

• Federal and state income tax preparation
• Electronic filing assistance
• Document review and intake
• General tax guidance

Refundy Tax does not provide legal advice, investment advice, estate planning, credit repair, or financial advisory services unless explicitly agreed to in writing.


4. CLIENT RESPONSIBILITIES

You are solely responsible for:

• Accuracy of all information provided
• Reviewing your tax return before filing
• Retaining copies of your tax documents
• Responding promptly to requests for clarification

Refundy Tax does not independently audit or verify client-provided data.


5. NO GUARANTEE OF RESULTS

Refundy Tax does not guarantee:

• Refund amounts
• Acceptance by the IRS or state agencies
• Avoidance of audits, penalties, or interest

Tax outcomes depend on the information you provide and current tax law.


6. FEES AND PAYMENT

• Fees are disclosed before services begin
• Fees are non-refundable once work starts
• Pricing may vary by complexity
• Payment is required prior to filing

Refundy Tax may suspend services for non-payment.


7. ELECTRONIC FILING AUTHORIZATION

By authorizing electronic filing, you confirm:

• The return is accurate to your knowledge
• You consent to transmit data to taxing authorities
• Filing acceptance is determined solely by those authorities


8. REFUND PROCESSING AND BANK PRODUCT DISCLAIMER

Refundy Tax does not issue refunds, loans, advances, or banking products.

If you choose optional refund-related financial products offered by third-party banks or processors:

• Those products are not provided by Refundy Tax
• Approval is determined solely by the bank
• Refundy Tax is not responsible for delays, denials, fees, or terms
• Refund timing is controlled by the IRS and state agencies

Refundy Tax does not guarantee refund speed or early deposit availability.


9. WHITE-LABEL TAX SOFTWARE DISCLOSURE

Refundy Tax may use licensed third-party tax preparation software to prepare and file returns.

• Software access does not transfer ownership or rights to clients
• Software functionality, uptime, and availability are controlled by the provider
• Refundy Tax is not responsible for software outages or technical limitations

All services remain subject to these Terms regardless of the software platform used.


10. PRIVACY AND DATA SECURITY

Client data is handled in accordance with our Privacy Policy and applicable federal and Texas law.

We do not sell personal information.


11. COMMUNICATION CONSENT

By providing contact information, you consent to receive:

• Appointment reminders
• Filing confirmations
• Service updates
• Compliance notifications

You may opt out of marketing communications at any time.


12. LIMITATION OF LIABILITY

To the fullest extent permitted by Texas law:

Refundy Tax is not liable for:

• IRS penalties or interest
• Lost refunds or delayed refunds
• Indirect or consequential damages
• Errors caused by client-provided information

Total liability is limited to the amount paid for services.


13. INDEMNIFICATION

You agree to indemnify Refundy Tax against claims arising from:

• Inaccurate or incomplete information you provide
• Unauthorized use of services
• Violation of applicable laws


14. TERMINATION

Refundy Tax may suspend or terminate services if:

• Required information is not provided
• Payment obligations are unmet
• Fraudulent or abusive conduct occurs


15. DISPUTE RESOLUTION AND ARBITRATION

All disputes shall be resolved by binding arbitration in Dallas County, Texas, on an individual basis.
Class actions are waived.


16. TEXAS CONSUMER RIGHTS NOTICE

As a tax preparation client, you have the right to:

• Know the total cost before services begin
• Receive a completed copy of your tax return
• Ask questions about the preparation process
• Decline refund-based financial products

Refundy Tax complies with all applicable Texas consumer protection laws.


17. GOVERNING LAW

These Terms are governed by the laws of the State of Texas.


18. CONTACT INFORMATION

Refundy Tax
13101 Preston Road
Suite 110-801
Dallas, Texas 75240