Terms of Service

By accessing or using the MyTaxGenii platform ("Service"), you agree to these Terms of Service ("Terms") and our Privacy Policy. If you do not agree, you must not use the Service. These Terms constitute a binding legal agreement between you ("Client") and MyTaxGenii ("Company").

MyTaxGenii provides professional tax preparation and filing services, including but not limited to:

• Federal and state individual income tax return preparation (Form 1040, 1040-NR)
• Business and corporate return preparation (Forms 1065, 1120, 1120-S)
• International tax compliance filings (FBAR, FATCA, treaty returns)
• Tax planning consultations
• IRS correspondence assistance and audit support

Services are subject to engagement letter terms specific to each filing. Scope of service is defined in your executed engagement letter.

You agree to:

• Provide complete, accurate, and truthful information as requested
• Upload all required documents in a timely manner per communicated deadlines
• Review your completed tax return before signing and authorizing filing
• Notify us immediately of any errors, omissions, or changes in circumstances
• Pay all fees per the agreed invoice schedule
• Maintain the confidentiality of your account credentials

You are responsible for the accuracy of information you provide. MyTaxGenii is not liable for penalties or interest resulting from inaccurate or incomplete client-provided data.

Service fees are disclosed in your engagement letter and invoiced through the platform. Payment is due before return filing, unless otherwise agreed in writing. Accepted payment methods include credit/debit cards via Stripe. All fees are non-refundable once preparation work has commenced, except as required by applicable law.

MyTaxGenii reserves the right to adjust pricing with 30 days' written notice for ongoing retainer clients.

Prior to filing, you will receive an engagement letter outlining the specific services, fees, and scope. You must sign this electronically before we submit your return to the IRS. By signing, you authorize MyTaxGenii to act as your authorized e-file provider and, where applicable, as your Power of Attorney representative (Form 2848).

MyTaxGenii employs qualified tax professionals and uses professional-grade software. However, our liability is limited as follows:

• We are not liable for penalties, interest, or additional taxes resulting from client-provided inaccurate or incomplete information
• Our total liability shall not exceed the fees paid for the specific service in question
• We are not liable for indirect, incidental, or consequential damages
• We are not responsible for IRS delays, audit outcomes beyond our control, or changes in tax law

We maintain strict confidentiality of all client tax information and personal data in accordance with IRC Section 7216, IRS Circular 230, and our Privacy Policy. We will not disclose your information to third parties except as required by law or with your express written consent.

You may not use the Service to:

• Submit false, fraudulent, or misleading tax information
• Attempt unauthorized access to other users' accounts
• Upload malicious files or conduct security attacks
• Violate any applicable federal, state, or local law

Violation of this section may result in immediate account termination and may be reported to appropriate authorities.

All platform content, software, logos, and materials are the intellectual property of MyTaxGenii. You may not copy, reproduce, or distribute any portion of our platform without written consent.

Either party may terminate the engagement with written notice. Upon termination, we will return your original documents and provide copies of prepared returns. Fees for completed work are due and non-refundable upon termination.

Any disputes shall first be addressed through good-faith negotiation. Unresolved disputes shall be submitted to binding arbitration in Arizona under AAA Commercial Arbitration Rules. This agreement is governed by the laws of the State of Arizona.

We reserve the right to modify these Terms at any time. Continued use of the Service after notification constitutes acceptance of revised Terms.

For questions about these Terms: