Effective Date: November 1, 2025

Welcome to TaxAce Group’s Tax Strategy Consultation Campaign (the “Service”). By booking your Free Tax Strategy Call or receiving any related resources, including the “Keep More of What You Earn: Tax Strategies for Small Business Owners” Tax Savings Blueprint Packet, which includes 20+ free templates and resources (collectively, the “Blueprint”), you agree to the following Terms and Conditions.

1. Access and Eligibility

• The Tax Strategy Consultation is a complimentary service offered to qualifying small business owners.
• The Tax Savings Blueprint Packet (valued at $4,997) which includes 20+ free templates and additional resources is provided free of charge after the completion of your consultation call.
• By booking your consultation, you confirm that all information provided is accurate and that you are 18 years of age or older.

2. Purpose of the Consultation

• The Tax Strategy Call is designed to help business owners identify tax-saving opportunities, discuss potential strategies, and evaluate next steps based on their goals and business structure.
• The call may include a professional assessment of your current situation, potential savings areas, and recommended strategies for implementation.
• The consultation does not constitute tax, accounting, or legal advice and is intended for educational and planning purposes only.

3. Intellectual Property

• All materials provided during or after your consultation, including the “Keep More of What You Earn” Tax Savings Blueprint Packet and accompanying templates and resources, are the intellectual property of TaxAce Group.
• You are granted a personal, non-transferable license to use these materials for your own business and financial planning.
• Redistribution, reproduction, resale, or public sharing of these materials without written consent from TaxAce Group is strictly prohibited.

4. No Guarantee of Results

• The Tax Strategy Consultation and Blueprint are educational resources designed to highlight potential tax-saving opportunities and strategies based on current IRS guidelines.
• Individual results may vary depending on your business structure, income flow, and compliance status.
• TaxAce Group makes no guarantees of specific outcomes or financial savings.

• This information does not replace professional tax advice from a Certified Tax Professional. We strongly recommend consulting with your own tax professional before implementing any strategies.

5. Disclaimers

• Tax laws and regulations are subject to change. TaxAce Group makes every effort to ensure information is current and accurate but cannot guarantee future applicability.
• The consultation and Blueprint are informational and educational tools and should not replace personalized advice from a Certified Tax Professional.

6. Limitation of Liability

• TaxAce Group, its officers, employees, and affiliates shall not be liable for any direct, indirect, incidental, or consequential damages resulting from the use of the consultation, the Blueprint, or any related materials.

7. Jurisdiction and Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of California, without regard to conflict-of-law principles.

You agree that any dispute arising under or related to this Agreement shall be resolved exclusively in the state or federal courts located in Solano County, California.

Both parties agree to attempt to resolve disputes informally and in good faith before proceeding to arbitration. If unresolved, disputes shall be submitted to binding arbitration administered by the American Arbitration Association (AAA) in Solano County, California, under its Commercial Arbitration Rules. The arbitrator’s decision will be final and binding.

8. Refunds and Chargebacks

• The Tax Strategy Consultation and the ‘Keep More of What You Earn’ Tax Savings Blueprint Packet, including 20+ free templates and resources, are completely free of charge and therefore non-refundable.

• While there is no cost for your initial consultation or the Blueprint, TaxAce Group, Inc. may offer optional paid comprehensive tax planning strategies or other services tailored to your business needs after your session. Any payments made for such optional services will be governed by separate agreements and payment terms.

• Unauthorized or fraudulent chargebacks related to optional paid services, if applicable, will be treated as a breach of the respective service agreement and may be referred to collections if left unresolved. For any billing or service concerns, please contact an authorized representative of TaxAce Group, Inc. directly to ensure prompt resolution.

9. Termination of Access

• TaxAce Group reserves the right to refuse or revoke access to future consultations or materials if any misuse, misrepresentation, or violation of these Terms is identified.

10. Privacy Policy

Your participation in this campaign and submission of personal information are governed by our Privacy Policy, which outlines how your data is collected, used, and protected.

You can view it at www.taxace.com/privacy-policy.

11. Contact Us

If you have any questions about these Terms or your consultation, please contact us:

📧 [email protected]
📍 4820 Business Center Dr, Ste 240, Fairfield, CA 94534
📞 (707) 557-1040