Terms of Service
Effective Date: January 1, 2025
Welcome to TaxAllen, an all-in-one tax preparation support platform designed to help individuals and businesses manage and file their tax obligations efficiently. By accessing or using our services, you agree to be bound by these Terms of Service.
1. Scope of Services
TaxAllen offers three categories of offerings:
1.1 Professional Support Services
Personalized consultation, document review, tax planning sessions, and filing assistance.
1.2 Digital Resources
E-books, guides, and downloadable templates for tax preparation processes.
1.3 Physical Items
Printed organizers, hard-copy guides, and branded materials shipped to your address.
2. Appointment Scheduling and Delivery
All appointments are confirmed via email or phone. You may reschedule up to two times at no extra charge by notifying us at least 48 hours before your scheduled session.
3. Refund and Transfer Policy
We understand circumstances change. Please review the terms below that apply to your purchase.
3.1 Professional Support Services
- Standard Filing Service: Full refund if canceled at least 7 days before the first session. Partial refund (50%) if canceled 2–6 days before. No refund within 48 hours of a scheduled session due to resource allocation.
- Express Service: Due to immediate resource allocation, no refunds are offered once the session is scheduled. You may transfer the session once to a new date within the same calendar year by notifying us at least 72 hours prior to your original appointment.
3.2 Digital Resources
- E-books and downloadable guides: Refund requests accepted within 30 days of purchase if the resource has not been downloaded. To request a refund, please submit a request via our contact form. Approved refunds will be credited to your original payment method within 14 days.
- Once a download is initiated, no refund will be granted due to the immediate nature of delivery.
3.3 Physical Items
- Organizers and printed materials: Returnable within 30 days from delivery in original, unused condition. You are responsible for return shipping. Refunds are processed within 14 days of receipt and inspection of the returned item.
- Custom-branded items are non-refundable due to production costs. Please ensure order details are correct before confirmation.
4. Intellectual Property
All content, designs, and materials provided by TaxAllen remain our property. You may not reproduce, distribute, or share without prior written permission.
5. Limitation of Liability
TaxAllen’s total liability arising from any claim related to these Terms does not exceed the fees paid for the specific service.
6. Governing Law
These Terms are governed by the laws of Ontario, Canada. Any disputes will be resolved in courts located in Toronto.
7. Contact Information
TaxAllen
301 Front Street West, Toronto, ON M5V 2T6, Canada
Business ID: 097834080
Phone: +14164023888
For inquiries, please use our contact form.