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Privacy Policy

Effective Date: June 15, 2026

1. Introduction

Tax Boss Pros ("Company," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, store, share, and protect your data when you interact with our website, services, training programs, and communications. By using our services, you agree to the practices described herein.

2. Information We Collect

Personal Information Provided Directly:

• Full name, mailing address, phone number, and email address
• Date of birth, Social Security Number, and driver's license or government-issued identification
• Tax documents, W-2s, 1099s, and other income records
• Business information including EIN, business name, and formation documents
• Banking and financial account information for direct deposit and payment processing

Information Collected Automatically:

• IP address, browser type and version, and operating system
• Cookies, session data, and browsing behavior on our website

Information Collected Through Engagement:

• SMS or text-message opt-in and communications
• Email-subscription preferences and engagement data
• Webinar registrations, lead-form submissions, and survey responses

3. How We Use Your Information

We use the information we collect for the following purposes:

• To provide tax preparation, filing, planning, and consulting services
• To deliver training, mentorship, and educational-program content
• To process payments, issue refunds where applicable, and manage billing
• To verify your identity as required by law and IRS regulations
• To communicate with you regarding your account, services, and appointments
• To send reminders, updates, and follow-ups related to your engagement
• To send marketing communications, promotions, and program announcements
• To improve our website, user experience, and service offerings
• To comply with legal, regulatory, and tax-reporting obligations

4. SMS and Email Communications

By providing your phone number and/or email address and opting in, you consent to receive text messages and emails from Tax Boss Pros. These may include appointment reminders, service updates, marketing promotions, and program announcements. Message and data rates may apply. You may opt out at any time by replying STOP to any text message or clicking the unsubscribe link in any email. Opting out of marketing messages will not affect transactional communications related to active services.

5. Information Sharing

Tax Boss Pros does not sell your personal information. We may share your data with the following parties only as necessary:

• IRS-authorized tax-preparation software providers for electronic filing
• Banks and financial institutions for refund processing and direct deposit
• Payment processors for transaction processing and billing
• Service providers that assist with website hosting, email delivery, CRM services, and information-technology support
• Government agencies when required by law, regulation, or legal process
• Professional advisors, including attorneys and accountants, as necessary

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, and destruction. While we strive to protect your data, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal and regulatory requirements, resolve disputes, and enforce our agreements. Tax-related records are retained in accordance with IRS guidelines and applicable federal and state laws.

8. Cookies and Tracking Technologies

Our website uses cookies, pixels, and similar tracking technologies to enhance your browsing experience, analyze website traffic, and deliver targeted content. You can manage your cookie preferences through your browser settings. Disabling cookies may affect certain website features.

9. Third-Party Links

Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, content, or security of third-party sites. We encourage you to review the privacy policies of external sites you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected information from a person under 18, we will take steps to delete it promptly.

11. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion or removal of your personal data, subject to legal retention requirements

To exercise any of these rights, contact us using the information below.

12. Changes to This Policy and Contact Information

Tax Boss Pros reserves the right to update or modify this Privacy Policy at any time. Changes will be posted on our website with a revised effective date. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact:
Tax Boss Pros
Houston, TX
Phone: +1 346-659-2677
Email: [email protected]
Website: taxbosspros.com

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Terms of Service

Effective Date: June 15, 2026

1. Acceptance of Terms

By accessing or using the services, website, training programs, digital products, or resources provided by Tax Boss Pros ("Company," "we," "us," or "our"), you ("User," "you," or "your") agree to be bound by these Terms of Service. If you do not agree, do not use our services.

2. Services Provided

Tax Boss Pros offers the following services:

• Tax preparation and filing for individuals and businesses
• Tax planning, consulting, and advisory services
• Mentorship, coaching, and one-on-one guidance
• Tax-professional training and certification preparation
• Electronic Return Originator enrollment support and recruitment
• Revenue to Residuals™ training and business-development programs
• Tax Boss Pros Blueprint resources, templates, workflows, funnels, CRM access, and marketing materials

3. No Guarantees

Tax Boss Pros makes no guarantees regarding:

• Specific tax-refund amounts, credits, deductions, or savings
• Approval of EFIN, PTIN, or IRS applications
• Business growth, revenue, profitability, or client acquisition
• Income levels, employment, or number of clients obtained
• Funding or refund approval from third parties

4. User Responsibilities

As a user of our services, you agree to:

• Provide accurate, complete, and truthful information and documentation
• Maintain the security of your login credentials and account access
• Use our services, materials, and resources for lawful purposes only
• Comply with applicable federal, state, and local laws and regulations

5. Payment Terms

All fees are due as outlined in your service agreement, enrollment form, or invoice. Tax Boss Pros reserves the right to suspend or terminate access to services for non-payment. Payment plans, when offered, must be honored according to the agreed schedule.

6. Refund Policy

All sales are final. Refunds are handled in accordance with our separate Refund Policy. Review that policy for complete details.

7. Intellectual Property

All content, materials, training curricula, and resources provided by Tax Boss Pros are proprietary and protected by intellectual-property laws. This includes, but is not limited to:

• The Tax Boss Pros Blueprint and Revenue to Residuals™ programs
• Workflows, funnels, CRM templates, and automation sequences
• Training videos, documents, presentations, and course content
• Branding assets, marketing materials, and website content

You may not copy, reproduce, distribute, share, resell, or create derivative works from our proprietary materials without express written permission from Tax Boss Pros.

8. Prohibited Activities

Users are prohibited from:

• Reverse engineering, decompiling, or attempting to extract source code from our platforms
• Sharing, distributing, or reselling program materials, training content, or proprietary resources
• Using our services or brand for fraudulent, misleading, or unlawful purposes
• Misrepresenting your affiliation with Tax Boss Pros
• Violating applicable laws, regulations, or IRS guidelines

9. Limitation of Liability

Tax Boss Pros is not liable for:

• IRS processing delays, rejections, or audit selections
• Refund delays, offsets, or intercepts by government agencies
• Identity theft or unauthorized access to your accounts
• Bank denials, account issues, or third-party service failures
• Lost profits, consequential damages, or indirect damages

In no event shall our total liability exceed the total fees paid by you for the specific service giving rise to the claim.

10. Termination

Tax Boss Pros reserves the right to terminate your access to our services, programs, and platforms for:

• Fraud, misrepresentation, or dishonesty
• Non-payment or failure to honor payment agreements
• Abusive behavior toward staff, mentors, or other participants
• Violation of these Terms of Service or company policies

11. Governing Law

These Terms of Service are governed by and construed in accordance with the laws of the State of Texas. Any disputes arising from these terms shall be resolved through mediation first. If mediation is unsuccessful, disputes shall be resolved in the courts of Harris County, Texas.

12. Modifications

Tax Boss Pros reserves the right to modify these Terms of Service at any time. Updated terms will be posted on our website with a revised effective date. Continued use of our services after modifications constitutes acceptance of the updated terms.

13. Contact Information

Contact:
Tax Boss Pros
Houston, TX
Phone: +1 346-659-2677
Email: [email protected]
Website: taxbosspros.com