Effective Date: May 26, 2026
Last Updated: May 26, 2026
These Terms of Use (“Terms”) govern your access to and use of the website located at https://thetaxacademy.com, including all related websites, dashboards, portals, client accounts, forms, courses, educational materials, downloads, communications, software, document services, retirement plan services, payment pages, and related products or services provided by The Tax Academy, LLC (“The Tax Academy,” “Company,” “we,” “us,” or “our”).
By accessing or using our website or services, you agree to be bound by these Terms. If you do not agree to these Terms, do not use our website or services.
01. IMPORTANT DISCLAIMERS
No Legal, Tax, Investment, Accounting, or Financial Advice
The Tax Academy provides educational materials, retirement plan document preparation support, administrative support, compliance-related support services, self-directed retirement plan support services, forms, templates, and related services.
Unless separately agreed in a written engagement signed by authorized representatives of The Tax Academy, we are not acting as your:
Nothing on the website, in a course, in a document, in a communication, or in our services constitutes legal, tax, accounting, financial, securities, investment, or fiduciary advice.
You are solely responsible for obtaining independent legal, tax, accounting, and financial advice from qualified professionals.
No Guarantee of Compliance, Tax Treatment, Asset Protection, or Financial Results
We do not guarantee:
Retirement plans, tax laws, IRS rules, ERISA rules, banking rules, securities laws, and related regulations are complex and subject to change.
You assume full responsibility for your own decisions, investments, transactions, compliance obligations, filings, reporting obligations, tax treatment, and use of our services.
No Custody or Control of Assets
The Tax Academy does not hold, custody, manage, invest, direct, control, or take possession of retirement assets, bank funds, securities, cryptocurrencies, precious metals, real estate, or any other assets.
We are not responsible for:
02. Eligibility
You must be at least 18 years old and legally capable of entering into binding agreements to use our website or services.
By using our services, you represent and warrant that:
03. Services
The Tax Academy may provide:
We may add, modify, suspend, or discontinue any service at any time without liability.
04. User Accounts and Dashboard Access
You may be required to create an account or use login credentials to access portions of the website, courses, dashboard, forms, or services.
You are responsible for:
We may suspend, restrict, or terminate access to any account at any time for security, legal, operational, payment, compliance, or business reasons.
We are not liable for losses arising from unauthorized access to your account.
05. Course and Educational Materials License
Subject to your compliance with these Terms, we grant you a limited, revocable, non-exclusive, non-transferable license to access and use purchased courses, educational materials, templates, forms, videos, downloads, and related content for your own internal personal or business use.
You may not:
our courses, forms, documents, systems, software, or materials without written permission.
Sharing login credentials or course access may result in immediate termination without refund.
06. User Responsibilities
You are solely responsible for:
You acknowledge that forms and templates may require customization, legal review, tax review, or additional documentation.
07. Payments, Fees, Renewals, and Billing
You agree to pay all applicable:
Fees may increase at any time upon notice or posting.
Certain services may automatically renew annually or periodically unless canceled according to applicable terms.
You authorize us and our payment processors to charge payment methods you provide for applicable charges.
Payments may be processed by third-party payment processors, including Square or other providers.
Unless otherwise stated in writing:
You remain responsible for fees incurred before cancellation or termination.
08. Third-Party Providers and Professionals
We may work with or refer you to attorneys, CPAs, custodians, banks, trustees, payment processors, software providers, compliance providers, statutory agents, or other third parties.
We are not responsible for:
Your use of third-party services is subject to their own terms and policies.
09. Electronic Communications and Signatures
By using our services, you consent to receive electronic communications, disclosures, notices, invoices, agreements, forms, and records.
You agree that electronic communications and signatures may satisfy legal requirements for written communications and signatures to the fullest extent permitted by law.
10. Privacy
Your use of the website and services is also governed by our Privacy Policy, which is incorporated into these Terms by reference.
11. Intellectual Property
All website content, software, branding, text, graphics, forms, templates, videos, courses, downloads, systems, layouts, logos, service marks, designs, workflows, compilations, and materials are owned by or licensed to The Tax Academy and protected by intellectual property laws.
No ownership rights are transferred to you.
You may not use our intellectual property without written permission.
12. Prohibited Conduct
You agree not to:
13. User Content and Uploads
You retain ownership of information and documents you submit.
You grant us a non-exclusive, worldwide, royalty-free license to use, store, process, reproduce, transmit, and display submitted content solely as reasonably necessary to provide services, maintain records, comply with law, enforce agreements, or operate our business.
You represent and warrant that:
We may remove content or suspend access at our discretion.
14. No Warranties
THE WEBSITE, COURSES, FORMS, DOCUMENTS, DASHBOARD, SERVICES, CONTENT, AND MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE TAX ACADEMY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF:
WE DO NOT WARRANT THAT:
15. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE TAX ACADEMY AND ITS OWNERS, MEMBERS, MANAGERS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, ATTORNEYS, AGENTS, AFFILIATES, LICENSORS, VENDORS, SUCCESSORS, AND ASSIGNS SHALL NOT BE LIABLE FOR:
TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE GREATER OF:
Some jurisdictions do not allow certain limitations, so portions of this section may not apply.
16. Indemnification
You agree to defend, indemnify, and hold harmless The Tax Academy and its owners, members, managers, officers, directors, employees, contractors, attorneys, agents, affiliates, licensors, vendors, successors, and assigns from and against any claims, liabilities, damages, losses, judgments, penalties, costs, expenses, or attorneys’ fees arising from:
17. Compliance and Regulatory Matters
You acknowledge that retirement plans, self-directed investments, IRA transactions, 401(k) plans, tax reporting, prohibited transaction rules, ERISA matters, banking regulations, securities laws, and related matters may involve significant legal and tax obligations.
You are solely responsible for ensuring compliance with all applicable laws, rules, regulations, reporting obligations, and fiduciary duties.
We are not responsible for monitoring your compliance obligations.
18. Force Majeure
We are not liable for delays, interruptions, failures, or damages caused by events beyond our reasonable control, including:
19. Suspension and Termination
We may suspend or terminate access to the website or services at any time, with or without notice, for any lawful reason, including:
Sections intended to survive termination shall survive, including limitations of liability, indemnification, intellectual property protections, disclaimers, arbitration provisions, governing law provisions, payment obligations, and related provisions.
20. Governing Law
These Terms shall be governed by the laws of the State of Arizona, without regard to conflict of law principles.
21. Arbitration and Class Action Waiver
To the maximum extent permitted by law, any dispute arising from or relating to these Terms, the website, or the services shall be resolved through binding arbitration on an individual basis.
You waive any right to:
Arbitration shall be conducted in Arizona unless otherwise required by law.
Nothing in this section prevents either party from seeking temporary injunctive relief for intellectual property misuse, unauthorized access, or confidentiality violations.
IF YOU DO NOT WANT TO AGREE TO ARBITRATION, DO NOT USE THE WEBSITE OR SERVICES.
22. Limitation Period
Any claim arising out of or relating to the website or services must be brought within one (1) year after the claim arose, unless prohibited by law.
23. Severability
If any provision of these Terms is found unenforceable, the remaining provisions shall remain in full force and effect.
24. Entire Agreement
These Terms, together with our Privacy Policy and any separate written agreements, constitute the entire agreement between you and The Tax Academy regarding the website and services.
25. No Waiver
Failure to enforce any provision of these Terms shall not constitute a waiver.
26. Assignment
We may assign or transfer these Terms and our rights or obligations without restriction.
You may not assign your rights or obligations without our written consent.
27. Changes to Terms
We may update these Terms at any time. Updated Terms become effective upon posting unless otherwise stated.
Your continued use of the website or services after updated Terms are posted constitutes acceptance of the revised Terms.
28. Contact Information
The Tax Academy, LLC
2473 S Higley Rd, Ste. 104-117
Gilbert, AZ 85295
Phone: 480-466-0401
Website: https://thetaxacademy.com/