Last Updated: June 2026

Thank you for choosing United Tax Pros (Uptown Tax Services LLC, its affiliates, and third-party licensed locations). By accessing or using our website and services including tax preparation, business registration, accounting, bookkeeping, payroll, and audit assistance you agree to be bound by these Terms & Conditions.

1. Acceptance of Agreement

By using our services, you confirm that:

• You are at least 18 years of age and capable of forming a binding contract.

• You are not prohibited by U.S. or other applicable laws from using our platform.

• You agree to our Privacy Statement and any additional terms provided to you.

• If you are acting on behalf of a company or client, you possess the authority to bind them to this Agreement.

2. Your Information and Responsibilities

• Accuracy: You warrant that all information provided (name, address, tax documents, etc.) is true, accurate, and complete. We rely on your provided information and do not independently verify it.

• Data Usage: You grant United Tax Pros a perpetual, royalty-free license to use, store, and process your data to provide services in accordance with our Privacy Statement.

• Third-Party Data: If you input personal information about others, you represent that you have obtained the necessary legal consent to do so.

• Account Security: You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

3. Use of Products and Services

• Lawful Use: You agree to use the website only for lawful purposes. Prohibited activities include, but are not limited to:

  • Submitting fraudulent information or viruses.

  • Attempting to reverse engineer the website.

  • Unauthorized scraping, data mining, or reselling our services.

• Fees: Use of certain services may be subject to fees. If you opt for a "Refund Transfer," fees are typically settled once your refund is received or no later than 30 days post-filing.

• Modifications: We reserve the right to change or discontinue any aspect of our services at any time without notice.

4. E-Filing and Tax Preparation

• Verification: You are solely responsible for verifying that your tax returns have been successfully filed with the appropriate Revenue Authorities.

• Approval: We will not file your return until you have reviewed and approved it.

• Tax Liability: You remain responsible for all tax liabilities, including withholdings and estimated payments.

• State Variations: Availability of e-filing depends on specific state policies.

5. Reimbursement for Errors

United Tax Pros may reimburse specific penalties or interest caused directly by our errors (e.g., software arithmetic error or written advice from a tax professional) provided that:

• You notified us within 30 days of receiving a notice from the Revenue Authority.

• You provided all requested documentation and proof of payment.

• You complied with all terms of this Agreement and did not provide inaccurate or incomplete information.

• Note: Reimbursement is not available for issues outside our control, such as late filing, your failure to follow instructions, or changes in tax laws.

6. Intellectual Property

All content, software, and branding on our website are the exclusive property of United Tax Pros. You are granted no ownership interest or rights to our trademarks or intellectual property.

7. Disclaimers and Limitation of Liability

• No Legal Advice: Our services do not constitute legal or investment advice. You should consult with an attorney or financial professional regarding your specific situation.

• Warranty Disclaimer: Services are provided "as is." We do not warrant that our services are free from errors, bugs, or interruptions.

• Limitation of Liability: To the maximum extent permitted by law, our total liability is limited to the amount you paid for our services. We are not liable for any indirect, incidental, or consequential damages.

8. Indemnification

You agree to defend and hold harmless United Tax Pros and its affiliates from any claims, losses, or expenses (including reasonable attorneys' fees) resulting from your breach of this Agreement or your use of the services.

9. Arbitration Agreement

All disputes must be resolved through binding, individual arbitration rather than in court or via class action.

• Informal Resolution: Before commencing arbitration, parties must attempt to resolve the issue through a written Notice of Dispute and a potential Informal Settlement Conference.

• Class Action Waiver: You and United Tax Pros waive the right to participate in any class action or representative litigation.

10. Electronic Communications

By using our services, you consent to receive communications electronically per the E-SIGN Act. You may opt out of certain electronic disclosures, but doing so may limit your ability to use our services.

11. SMS Text Messaging

You may opt into receiving SMS notifications (e.g., refund status, promotions).

• Message frequency varies; standard data rates apply.

• You may cancel at any time by replying STOP.

Consumer Resource Links

• Chicago: Bill of Rights Regarding Tax Preparation Services

• New York State: Consumer Bill of Rights Regarding Tax Preparers

• New York City: Consumer Bill of Rights Regarding Tax Preparers

Important Note on Refund Advances:

The Refund Advance is an optional tax-refund related loan provided by Pathward®, N.A., Member FDIC. Availability is subject to underwriting and eligibility criteria. This is not the actual tax refund.

© 2014-2025 Uptown Tax Services LLC. All rights reserved. United Tax Pros is a registered trademark of Uptown Tax Services LLC.