Terms - TaxBoltWealth

Effective Date: [Insert Date]

Welcome to TaxBoltWealth (“Company,” “we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your use of taxboltwealth.com and all services provided by TaxBoltWealth.

By accessing or using our services, you agree to be legally bound by these Terms.

1. Nature of Services (Critical Disclaimer)

TaxBoltWealth provides administrative, consulting, and document preparation services related to:

Business formation (LLC, C-Corp, Nonprofit)
1099 filing
Tax advisory
S-Corporation elections
Wealth management guidance

Important:

We are not a law firm and do not provide legal advice
We are not a licensed CPA firm unless explicitly stated
No attorney-client, fiduciary, or financial advisory relationship is created

All information is provided for general informational purposes only.

2. Eligibility

You must be at least 18 years old and legally capable of entering into a binding agreement under applicable law.

3. Client Responsibilities

You agree to:

Provide accurate, complete, and current information
Review all documents before submission
Comply with all IRS, federal, and state regulations

⚠️ You are solely responsible for:

Errors in submitted information
Tax compliance and reporting obligations

4. Service-Specific Terms

a. Business Formation Services

Approval is subject to state agencies
We do not guarantee approval or processing timelines
Registered agent services may be third-party

b. Tax Filing & 1099 Services

You are responsible for the accuracy of all financial data
Deadlines are your responsibility unless explicitly agreed otherwise
We are not liable for penalties due to late or incorrect filings

c. S-Corp Election Services

IRS approval is not guaranteed
You are responsible for eligibility compliance

d. Wealth Management Guidance

This is educational and informational only
We do not guarantee financial returns or outcomes

5. Fees, Payments, and Billing

All fees are disclosed before purchase
Payment is required upfront unless otherwise agreed
You authorize us to charge your payment method

We reserve the right to:

Refuse or cancel services for non-payment

6. Strict No-Refund Policy

All payments are final and non-refundable, except:

Duplicate transactions
Services not yet started (at our sole discretion)

👉 No refunds will be issued once:

Work has begun
Documents are prepared
Filings are submitted

7. Chargeback & Payment Dispute Protection

You agree that:

Filing a chargeback without valid cause constitutes a breach of these Terms
You will contact us first to resolve any billing issues

If a chargeback is initiated:

We reserve the right to terminate all services immediately
You remain liable for the full service amount
We may submit evidence to dispute the chargeback

You agree to reimburse us for:

Chargeback fees
Collection costs
Legal expenses (if applicable)

8. Third-Party Services Disclaimer

We may rely on third parties such as:

IRS and government agencies
Payment processors
Registered agents

We are not responsible for:

Delays or rejections by government entities
Third-party errors or downtime

9. Limitation of Liability (Maximum Protection)

To the fullest extent permitted by U.S. law:

TaxBoltWealth shall not be liable for:

Indirect, incidental, or consequential damages
Loss of profits, income, or business opportunities
IRS penalties, fines, or interest

Liability Cap:

👉 Our total liability is limited to the amount paid for the service.

10. Indemnification

You agree to defend and hold harmless TaxBoltWealth, including its owner Belina Forbin, employees, and affiliates from any claims arising from:

Your misuse of services
Incorrect information provided by you
Legal or tax violations

11. Data Privacy & International Users (GDPR Notice)

By using our services, you consent to data collection as outlined in our Privacy Policy.

For International Users:

Your data may be transferred to and processed in the United States
You consent to cross-border data transfers

GDPR Rights (if applicable):

You may request:

Access to your data
Correction or deletion
Restriction of processing

Contact: info@taxboltwealth.com

12. Intellectual Property

All content on this website is owned by TaxBoltWealth.

You may not:

Copy, distribute, or reproduce content
Use branding without permission

13. Termination

We reserve the right to:

Suspend or terminate services
Refuse service

…at our sole discretion, especially in cases of:

Fraud
Abuse
Violation of these Terms

14. Governing Law & Jurisdiction

These Terms shall be governed by the laws of:

👉 [Insert State – Recommended: Delaware or Wyoming]

All disputes shall be resolved in that jurisdiction.

15. Arbitration & Waiver of Class Actions