Terms of Service

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Partner," "you," or "your") and Sure-Fire Tax Business ("Company," "we," "us," or "our") governing your access to and use of our website at surefiretaxbusiness.com (the "Site") and our tax preparation software platform, support services, and related offerings (collectively, the "Services").

By accessing our Site, creating an account, or using any of our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you do not agree, you must not use our Services.

2. Eligibility

To use our Services, you must:

• Be at least 18 years of age
• Have the legal capacity to enter into a binding agreement
• Obtain or be in the process of obtaining a valid PTIN (Preparer Tax Identification Number) from the IRS
• Comply with all applicable federal, state, and local laws governing tax preparation services in your jurisdiction

3. Description of Services

Sure-Fire Tax Business provides tax professionals with:

• Access to professional Taxwise tax preparation software
• EFIN (Electronic Filing Identification Number) assistance and partnership EFIN access
• Bank product integration for client refund transfers and advances
• Technical support and, depending on the selected package, personalized coaching and mentorship
• Business setup assistance including website development, marketing materials, and LLC formation guidance (Accelerator package)

The specific features included depend on the package you select (Platform, Partnership, or Accelerator). Package details and pricing are described on our Pricing page and may be updated from time to time.

4. Account Registration and Security

To access our platform, you must create an account with accurate, current, and complete information. You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activity that occurs under your account
• Notifying us immediately of any unauthorized use of your account
• Keeping your account information up to date

We reserve the right to suspend or terminate your account if we suspect unauthorized use or violation of these Terms.

5. Pricing, Payments, and Fee Structure

Package Fees

Package fees are due upon enrollment and are based on the package you select. Current pricing is listed on our Pricing page. We reserve the right to modify pricing for future enrollment periods with reasonable notice.

Revenue Sharing and Per-Return Fees

Depending on your package and chosen fee model, the following may apply:

• Platform Package: 60/40 revenue split (you retain 60%)
• Partnership / Accelerator: 80/20 revenue split (you retain 80%) or a flat $35 per-return fee — your choice

Revenue-share calculations and per-return fees are processed through the platform. Detailed breakdowns are available in your account dashboard.

Refund Policy

Package fees are generally non-refundable once your software access has been provisioned. If you encounter issues with your service, please contact us and we will work with you to resolve the matter.

6. Independent Contractor Relationship

You are an independent tax professional and independent contractor — not an employee, franchisee, or agent of Sure-Fire Tax Business. This means:

• You operate your own independent tax preparation business
• You set your own prices for tax preparation services to your clients
• You are solely responsible for your own tax filings, business licenses, and regulatory compliance
• You are responsible for obtaining and maintaining any required certifications, licenses, or insurance in your state
• We do not provide tax, legal, or financial advice — our coaching and support is limited to software usage, business setup guidance, and general tax preparation mentorship

Nothing in these Terms creates a franchise, joint venture, employment, or agency relationship between you and Sure-Fire Tax Business.

7. Software and Intellectual Property

Software License

Your access to the Taxwise tax preparation software is provided under a limited, non-exclusive, non-transferable license for the purpose of preparing tax returns through our platform. The software remains the property of its respective owner(s). Your use of the software is also subject to any applicable end-user license agreements from the software provider.

Our Intellectual Property

All content, trademarks, logos, designs, and materials on our Site and platform (excluding third-party software) are the property of Sure-Fire Tax Business and are protected by applicable intellectual property laws. You may not copy, reproduce, distribute, or create derivative works from our content without our prior written consent.

8. Acceptable Use

When using our Services, you agree not to:

• Prepare fraudulent, false, or misleading tax returns
• Violate any applicable federal, state, or local tax laws or regulations
• Share your account credentials or software access with unauthorized individuals
• Use the Services for any illegal or unauthorized purpose
• Attempt to gain unauthorized access to our systems, other users' accounts, or any related networks
• Interfere with or disrupt the integrity or performance of our Services
• Misrepresent your relationship with Sure-Fire Tax Business (e.g., claiming to be an employee or franchisee)

Violation of these terms may result in immediate suspension or termination of your account and access to Services.

9. Compliance and Regulatory Obligations

As an independent tax preparer, you are solely responsible for:

• Compliance with all IRS rules, regulations, and Circular 230 requirements
• Accurate and lawful preparation of all tax returns
• Maintaining your PTIN and any required state registrations or licenses
• Proper handling and protection of your clients' personally identifiable information (PII) in accordance with IRS Publication 4557 and applicable data protection laws
• Filing all required returns, reports, and disclosures with applicable tax authorities

10. Limitation of Liability

To the fullest extent permitted by law:

• Our Services are provided on an "as is" and "as available" basis without warranties of any kind, whether express or implied
• We do not guarantee that the Services will be uninterrupted, error-free, or completely secure
• We are not liable for any errors, omissions, or inaccuracies in tax returns prepared by you using our platform
• In no event shall Sure-Fire Tax Business be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Services
• Our total aggregate liability to you for any claims arising from these Terms or the Services shall not exceed the total fees you have paid to us in the twelve (12) months preceding the claim

11. Indemnification

You agree to indemnify, defend, and hold harmless Sure-Fire Tax Business, its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to:

• Your use of the Services
• Tax returns you prepare or file using our platform
• Your violation of these Terms
• Your violation of any applicable law or regulation
• Any claim by a third party (including your tax clients) related to your tax preparation services

12. Termination

Either party may terminate this agreement:

• By You: You may stop using the Services and request account closure at any time by contacting us
• By Us: We may suspend or terminate your access if you breach these Terms, engage in fraudulent activity, or for any reason with reasonable notice

Upon termination, your access to the software platform will be revoked. Any outstanding revenue-share or per-return fees owed will remain payable. Sections relating to intellectual property, limitation of liability, indemnification, and dispute resolution shall survive termination.

13. Dispute Resolution

Any disputes arising from or relating to these Terms or the Services shall first be addressed through good-faith negotiation between the parties. If a resolution cannot be reached within thirty (30) days, either party may pursue binding arbitration in accordance with the rules of the American Arbitration Association. Any arbitration or legal proceedings shall be conducted in the state where Sure-Fire Tax Business maintains its principal place of business.

14. Modifications to Terms

We reserve the right to update or modify these Terms at any time. Material changes will be communicated via email or a prominent notice on our Site. Your continued use of the Services after any changes constitutes your acceptance of the updated Terms. We encourage you to review these Terms periodically.

15. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the United States and the state in which Sure-Fire Tax Business is incorporated, without regard to conflict of law principles.

16. Severability

If any provision of these Terms is found to be invalid or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

17. Entire Agreement

These Terms, together with our Privacy Policy and any package-specific agreements, constitute the entire agreement between you and Sure-Fire Tax Business regarding your use of the Services and supersede all prior agreements and understandings.

18. Contact Us

If you have any questions about these Terms of Service, please contact us: