Terms of Use

1. About the Services

The Services may include educational content, intake forms, appointment scheduling, document upload links, and tools such as pricing estimates. The Services are provided for general informational and convenience purposes and may change over time.

2. No tax, legal, or financial advice via the website

Content on the Services is not a substitute for professional advice. Using the estimator or reading online resources does not create a tax preparer-client relationship. Any engagement for tax preparation or other professional services must be confirmed through our normal intake and onboarding process.

3. Estimates and pricing

Any price shown through the estimator or website is an estimate only. Final fees may vary based on the full scope of work, forms required, completeness/accuracy of information provided, and any additional services requested. We may require an in-person or secure review of documents to confirm final pricing.

4. Eligibility and user responsibilities

• You must use the Services only for lawful purposes.
• You are responsible for providing accurate and complete information.
• You agree not to interfere with the security or operation of the Services.
• You agree not to attempt to access non-public areas or systems without authorization.

5. Appointments and communications

Appointment availability, hours, and service timelines may vary. If you submit contact information, you agree we may contact you to respond to your request, schedule services, or provide service-related updates.

6. Third-party services and links

The Services may link to third-party websites or tools (for example, scheduling or secure file upload portals). We do not control those third parties and are not responsible for their content, policies, or practices. Your use of third-party services is subject to their terms and privacy policies.

7. Intellectual property

The Services, including text, graphics, layout, branding, and design, are owned by Palmer’s Income Tax or its licensors and are protected by applicable intellectual property laws. You may not copy, reproduce, distribute, or create derivative works from the Services without prior written permission, except as permitted by law.

8. Acceptable use

• No scraping, automated access, or attempts to reverse engineer the Services.
• No introducing malware, viruses, or harmful code.
• No harassment, abusive content, or fraudulent submissions.
• No attempts to bypass security or authentication mechanisms.

9. Disclaimer of warranties

The Services are provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim all warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee the Services will be uninterrupted, error-free, or secure.

10. Limitation of liability

To the fullest extent permitted by law, Palmer’s Income Tax will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising from or related to your use of (or inability to use) the Services. To the extent liability cannot be excluded, our total liability will be limited to the amount you paid us for the Services giving rise to the claim (if any), unless applicable law requires otherwise.

11. Indemnification

You agree to indemnify and hold harmless Palmer’s Income Tax and its owners, employees, and agents from any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Services, your violation of these Terms, or your violation of any rights of a third party.

12. Termination

We may suspend or terminate access to the Services at any time if we believe you have violated these Terms or if necessary to protect the Services, our business, or others.

13. Changes to these Terms

We may update these Terms from time to time. The “Effective date” at the top indicates when these Terms were last updated. Your continued use of the Services after changes become effective means you accept the revised Terms.

14. Contact information

These Terms are provided for general informational purposes and do not constitute legal advice. If you have specific requirements, consider having counsel review these Terms.