Legal

Terms of Service

Effective Date: March 10, 2026 • Last Updated: March 10, 2026

Please read these Terms of Service ("Terms," "Agreement") carefully before using TaxCreditScan (the "Service," "Platform," "Product"), operated by TaxCreditScan ("Company," "we," "us," "our"). By accessing or using the Service, you ("User," "you," "your") agree to be bound by these Terms. If you do not agree to these Terms, do not use the Service.

1. Description of Service

TaxCreditScan is a software tool that analyzes uploaded tax documents to identify potential tax credits and deductions that may be applicable to the user. The Service generates informational reports based on automated analysis of user-provided documents.

2. Not Tax Advice — Critical Disclaimer

The Service does not provide tax, legal, financial, or accounting advice.

The reports, estimates, credit identifications, dollar amounts, and any other output generated by the Service (collectively, "Output") are provided for informational and educational purposes only and are intended to serve as a preliminary discovery tool.

The Output is not a substitute for professional tax advice and should not be used as the sole basis for making tax filing decisions, claiming credits or deductions, amending returns, or taking any other action with tax implications.

You acknowledge and agree that:

  • The Output may contain errors, inaccuracies, omissions, or outdated information.
  • Tax law is complex, fact-specific, and subject to change, and the Service cannot account for every variable that may affect your individual tax situation.
  • The Service uses automated analysis, including artificial intelligence and machine learning, which may produce incorrect or incomplete results.
  • You are solely responsible for verifying all Output with a qualified tax professional (such as a Certified Public Accountant, Enrolled Agent, or licensed tax attorney) before taking any action based on the Output.
  • Any reliance you place on the Output is strictly at your own risk.

3. No Professional Relationship

Use of the Service does not create a client-advisor, client-accountant, attorney-client, or any other professional relationship between you and the Company. The Company is not a certified public accounting firm, a tax preparation service, a law firm, or a licensed tax advisory service. No employee, contractor, agent, or affiliate of the Company is acting as your tax advisor, accountant, attorney, or fiduciary.

4. User Responsibilities

You agree that:

  • All documents and information you upload are accurate and complete to the best of your knowledge.
  • You have the legal right to upload and share any documents you provide to the Service.
  • You will not upload documents belonging to another individual without express authorization.
  • You will independently verify all Output with a qualified tax professional before taking action.
  • You are solely responsible for all tax filing decisions, claims, and submissions you make, regardless of whether they were informed by the Output.
  • You will comply with all applicable local, state, federal, and international laws in connection with your use of the Service.

5. Indemnification

You agree to indemnify, defend, and hold harmless the Company, its officers, directors, employees, contractors, agents, affiliates, successors, and assigns (collectively, "Indemnified Parties") from and against any and all claims, demands, actions, suits, proceedings, losses, damages, liabilities, costs, and expenses (including reasonable attorneys' fees and court costs) arising out of or relating to:

  • Your use of or reliance on the Service or any Output.
  • Any tax filing, amendment, claim, or other action you take based in whole or in part on Output.
  • Any inaccuracy, error, or omission in documents or information you provide to the Service.
  • Any tax penalty, interest, assessment, audit, or adverse determination by a tax authority resulting from or related to your use of the Output.
  • Any claim by a third party arising from your use of or reliance on the Output.
  • Your violation of these Terms or any applicable law or regulation.
  • Any claim that your use of the Service infringed or violated third-party rights.

This indemnification obligation survives termination of your account and use of the Service.

6. Limitation of Liability

To the maximum extent permitted by applicable law:

  • The Service is provided on an "as is" and "as available" basis, without warranties of any kind, express or implied.
  • The Company does not warrant that the Service will be uninterrupted, error-free, secure, or free of viruses or other harmful components.
  • The Company does not warrant the accuracy, completeness, reliability, or timeliness of any Output, including credit identifications, dollar estimates, eligibility determinations, or tax calculations.
  • In no event shall the Company or any Indemnified Party be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages.
  • The Company's total aggregate liability for all claims arising out of or relating to the Service or these Terms shall not exceed the amount you paid in the twelve (12) months preceding the claim, or twenty-nine dollars ($29.00), whichever is greater.
  • The Company is not liable for tax penalties, interest, assessments, audits, denied credits or deductions, incorrect filings, amended returns, or other tax-related consequences from reliance on Output.

7. Assumption of Risk

You expressly acknowledge and assume all risks associated with using the Service, including the risk that:

  • The Output may incorrectly identify credits or deductions for which you do not qualify.
  • The Output may fail to identify credits or deductions for which you do qualify.
  • Dollar amount estimates may be materially inaccurate.
  • Tax laws may have changed since Output was generated.
  • The automated analysis may misread or fail to extract information from uploaded documents.

8. Payments and Refunds

  • Certain features require payment. All fees are shown at purchase and charged in U.S. dollars.
  • Payments are processed through third-party processors. We do not store complete card information.
  • All sales are final. Refunds are generally not provided due to immediate digital delivery, but may be issued at the Company's sole discretion for verifiable technical failure preventing Output delivery.
  • Refund requests must be submitted to contact@taxcreditscan.com within fourteen (14) days of purchase.

9. Intellectual Property

All content, features, functionality, designs, algorithms, models, and code comprising the Service are the exclusive property of the Company and protected by applicable intellectual property laws. You may not copy, modify, distribute, reverse engineer, or create derivative works based on the Service.

10. Account Termination

The Company reserves the right to suspend or terminate your access to the Service at any time, for any reason, without prior notice, including violation of these Terms, suspected fraudulent activity, or abuse of the Service.

11. Dispute Resolution and Arbitration

  • Binding Arbitration: Any dispute arising out of or relating to these Terms or the Service shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules.
  • Class Action Waiver: You and the Company agree claims may be brought only in an individual capacity, not as part of a class, consolidated, or representative action.
  • Small Claims Exception: Either party may bring an individual action in small claims court.
  • Governing Law: State of Delaware law governs these Terms.
  • Venue: For disputes not subject to arbitration, exclusive jurisdiction is in Delaware courts.

12. Modifications to Terms

The Company may modify these Terms at any time. Material changes will be communicated by posting updated Terms with a revised "Last Updated" date. Continued use of the Service constitutes acceptance of modified Terms.

13. Severability

If any provision of these Terms is held invalid, illegal, or unenforceable, the remaining provisions continue in full force and effect.

14. Entire Agreement

These Terms, together with the Privacy Policy, constitute the entire agreement between you and the Company regarding the Service and supersede all prior agreements, understandings, and communications.

15. Contact

For questions about these Terms, contact: contact@taxcreditscan.com