Terms & Conditions

Introduction

Welcome to Automated Tax Credits (“Company,” “we,” “us,” or “our”). These Terms and Conditions (“Terms”) govern your access to and use of our website, services, and any other interactions or communications you have with us. By accessing or using our website and services, you agree to comply with and be bound by these Terms. If you do not agree with any part of these Terms, you must not use our website or services.

Services Provided

Note: Each link provided contains specific terms and conditions and user agreements that serve as additions to these Terms and Conditions for specified services.

1. CPA and Accounting Services

We provide accounting services for businesses and individuals with our in-house Certified Public Accountants (CPAs) and accountants. We provide a wide range of accounting services for virtually any type of industry and business formations. 

2. Tax Credits 

Our services include assisting businesses and individuals in identifying and applying for various tax credits. We provide information, guidance, and support throughout the application process to help maximize eligibility and benefits.

3. Tax Resolution Services

We offer tax resolution services designed to assist clients in resolving tax-related issues with the Internal Revenue Service (IRS) or other tax authorities. This includes negotiating settlements, setting up payment plans, and providing other related services to address tax liabilities.

4. Bookkeeping Services

Our bookkeeping services encompass the management and maintenance of financial records, ensuring accurate and efficient tracking of financial transactions for both businesses and individuals.

5. Beneficial Ownership Reporting

Our beneficial ownership reporting services ensure you have all the necessary documentation to comply with beneficial ownership reporting (BOR) requirements. We simplify the complex and time-consuming process of complying with BOR regulations by providing comprehensive support, including understanding regulatory requirements, gathering necessary information, managing and organizing required documentation, and offering optional filing assistance. This ensures your business remains in good standing with the authorities and avoids potential penalties.

6. Business Grants

Our services include assisting businesses in identifying and applying for various business grants. We provide information, guidance, and support throughout the application process to help maximize eligibility and benefits.

Fees and Payments

Our fees vary depending on the type and complexity of the service provided. Specific pricing information will be communicated to you prior to the commencement of any service. We reserve the right to modify our fees at any time, and such changes will be posted on our website. Payments for services are due upon receipt of the invoice, unless otherwise agreed upon in writing. Failure to pay fees when due may result in suspension or termination of services.

Subscription Services

We offer subscription plans for ongoing services. Details of the subscription plans, including pricing, billing frequency, and cancellation policies, will be provided at the time of subscription. Subscriptions will automatically renew at the end of each billing cycle unless canceled by the user in accordance with the cancellation policy outlined in the subscription agreement.

User Responsibilities

Accurate Information

You agree to provide accurate, current, and complete information when using our services. We are not responsible for any issues or delays arising from incorrect or incomplete information provided by you.

Compliance with Laws

You are responsible for ensuring that your use of our services complies with all applicable laws, regulations, and professional standards.

Account Security

You are responsible for maintaining the confidentiality of your account login information and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account or any other breach of security.

Marketing and Communication

Opt-In Consent

By using our services, you consent to receive communications from us, including but not limited to, text messages, emails, and phone calls, regarding our services and other information we believe may be of interest to you. Standard data and messaging rates may apply.

Phone Calls and Messages

You acknowledge and agree that we may contact you via phone calls and text messages for marketing purposes, including information about new services, promotions, and updates. You may opt out of receiving such communications at any time by following the instructions provided in the communication or by contacting us directly.

Limitation of Liability

We strive to provide high-quality services but cannot guarantee specific outcomes. Our services are provided “as is” and without warranties of any kind, whether express or implied. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. We are not liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of our services.

Indemnification

You agree to indemnify, defend, and hold harmless Automated Tax Credits, its officers, directors, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising from or related to your use of our services, violation of these Terms, or infringement of any intellectual property or other right of any person or entity.

Termination

We reserve the right to terminate or suspend your access to our services at our sole discretion, without prior notice, if you violate these Terms or for any other reason. Upon termination, your right to use our services will immediately cease.

Governing Law

These Terms are governed by and construed in accordance with the laws of the United States, without regard to its conflict of law principles. Any disputes arising under or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts located in the United States.

Marketing and Communication

Opt-In Consent

By using our services, you consent to receive communications from us, including but not limited to, text messages, emails, and phone calls, regarding our services and other information we believe may be of interest to you. Standard data and messaging rates may apply.

Phone Calls and Messages

You acknowledge and agree that we may contact you via phone calls and text messages for marketing purposes, including information about new services, promotions, and updates. You may opt out of receiving such communications at any time by following the instructions provided in the communication or by contacting us directly.

Changes to Terms and Conditions

We reserve the right to update or modify these Terms at any time without prior notice. Any changes will be effective immediately upon posting on our website. Your continued use of our services after any such changes constitutes your acceptance of the revised Terms.

Contact Us

If you have any questions or concerns about these Terms, please contact us at:

Automated Tax Credits
[email protected]

By accessing or using our website and services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.

Non-Refundable Policy for
Automated Tax Credits Products and Services

Effective Date: AugĀ  1, 2024

1. General Policy

All purchases of products and services provided by Automated Tax Credits (hereinafter referred to as “ATC”) are final and non-refundable. This policy applies to all products and services offered by ATC, including but not limited to:

  • Tax credit calculation tools
  • Consulting services
  • Software subscriptions
  • Educational materials and resources

2. Policy Details

2.1. No Refunds

  • Once a purchase is made, it is considered final, and no refunds will be issued under any circumstances.

2.2. Exception Handling

  • ATC does not offer refunds for any reason, including but not limited to:
    • Dissatisfaction with the product or service
    • Change of mind or personal circumstances
    • Incorrect purchase
    • Lack of use of the product or service

3. Subscription Services

3.1. Auto-Renewal

  • Subscriptions to ATC’s services may be automatically renewed at the end of the subscription period. Subscribers will be notified of the auto-renewal in advance.

3.2. Cancellation

  • Subscribers may cancel their subscriptions at any time. However, cancellation will only prevent future auto-renewals and will not result in a refund of any previously paid fees.

4. Changes to the Policy

ATC reserves the right to modify or update this Non-Refundable Policy at any time without prior notice. Changes will be effective immediately upon posting on ATC’s website or through other communication channels. Continued use of ATC’s products and services after any such changes constitutes acceptance of the new terms.

5. Contact Information

For any questions or concerns regarding this Non-Refundable Policy, please contact us at:

Automated Tax Credits
[email protected]

By making a purchase from ATC, you acknowledge that you have read, understood, and agreed to this Non-Refundable Policy.

6. Acceptance of Policy

By purchasing any product or service from ATC, you signify your acceptance of this Non-Refundable Policy. If you do not agree to this policy, please do not make a purchase.

7. Legal Compliance

This policy is governed by and construed in accordance with the laws of [Your State/Country], and you irrevocably submit to the exclusive jurisdiction of the courts in that State or location.

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This policy ensures that all customers of Automated Tax Credits are aware that all sales are final and non-refundable, thereby helping to avoid misunderstandings and disputes.