LEGAL & COMPLIANCE

Terms and Conditions

Effective Date: September 28, 2026

AGREEMENT TO TERMS

These Terms and Conditions constitute a legally binding agreement between you and TaxLogistics LLC, a limited liability company organized under the laws of the State of Georgia. By accessing our website at www.taxlogistics.org or enrolling in any TaxLogistics service, you agree to be bound by these Terms in full. If you do not agree, please do not use our services.

SERVICES

TaxLogistics LLC operates as a Service Bureau providing tax software licensing and business support services to Electronic Return Originators. Our services include TaxSlayer Pro tax software licensing and setup, EFIN compliance guidance and setup support, IRS bank product integration and access, CRM software access for practice management, business mentorship and training, and dedicated enrollment and technical support. TaxLogistics LLC does not prepare tax returns on behalf of clients or their customers.

EFIN Requirement: Access to professional tax software is conditioned upon the user maintaining an active, valid IRS EFIN.

Non-Refundable License Access: Once tax software access credentials, software keys, or portal logins are generated and delivered, annual software fees ($499 Professional, $1,499 Pinnacle AI, $2,499 Infinity AI) are strictly non-refundable.

ENROLLMENT AND ELIGIBILITY

To enroll in TaxLogistics services you must be a current or aspiring Electronic Return Originator, have or be actively pursuing an IRS-issued EFIN, be at least 18 years of age, provide accurate and complete enrollment information, and comply with all applicable IRS regulations and state tax laws. We reserve the right to deny enrollment or terminate services for any client who does not meet eligibility requirements or who provides false information.

PAYMENT TERMS

TaxLogistics LLC subscription pricing is based on the plan selected at enrollment. Current plans: Genesis ($119/mo, 4 users), Pinnacle ($219/mo, 10 users), Infinity ($319/mo, unlimited users). AI Add-Ons are available for Pinnacle ($50/mo) and Infinity ($97/mo). Website Launch & CRM Setup has a $299 setup fee. All current pricing is available at www.taxlogistics.org/pricing and www.taxlogistics.org/crm. Payment is due at the start of each billing period. We accept major credit cards and approved payment methods. All fees are stated in U.S. dollars. Annual subscriptions require a minimum one-year commitment from the date of enrollment. Annual renewal fees are due on the anniversary of your enrollment date. Failure to pay renewal fees may result in suspension or termination of services.

NO REFUND POLICY

ALL SALES ARE FINAL. TaxLogistics LLC does not offer refunds, credits, or exchanges on any services, software licenses, or products except as provided in our Refund & Billing Policy. A billing error exception applies for verified duplicate charges or incorrect billing amounts caused solely by a TaxLogistics system error, which will be refunded within 10 business days of written verification. For complete details see our Refund Policy at www.taxlogistics.org/refund. Initiating an unauthorized chargeback does not constitute a valid refund and may result in immediate termination of services and legal action.

SMS COMMUNICATIONS

By providing your mobile phone number during enrollment, form submission, or through our client portal, you expressly consent to receive transactional and promotional SMS text messages from TaxLogistics LLC regarding account updates, onboarding, software setup, training, billing, and service alerts. Opt-In & Consent: Message consent is not a condition of purchase. You may opt out at any time. Opt-Out Instructions: Reply "STOP" to any text message to cancel and opt out of future SMS communications. Support Instructions: Reply "HELP" to any text message for customer support, or contact us at [email protected] or (912) 333-3821. Message Frequency: Message frequency varies based on your account activity and interaction with our services. Rates & Charges: Message and data rates may apply depending on your mobile service provider plan. Carrier Disclaimer: Wireless carriers are not liable for delayed, misdirected, or undelivered text messages.

ACCEPTABLE USE

You agree to use TaxLogistics services only for lawful purposes and in compliance with all applicable laws. You agree not to submit fraudulent or falsified tax returns, engage in identity theft or tax fraud, share or resell your software access credentials, violate IRS Circular 230 or any other IRS professional standards, attempt to reverse-engineer or disrupt any TaxLogistics technology or platform, or use our services on behalf of any unlicensed or unauthorized tax operation. Violations may result in immediate termination without refund and referral to appropriate authorities.

INTELLECTUAL PROPERTY

All content, branding, training materials, templates, processes, and technology provided by TaxLogistics LLC are the proprietary property of TaxLogistics LLC or its licensors. You may not copy, reproduce, distribute, modify, or create derivative works from our proprietary materials without prior written consent. Your enrollment grants a limited, non-exclusive, non-transferable license to use TaxLogistics materials solely for operating your licensed tax practice during your active enrollment period.

DISCLAIMER OF WARRANTIES

TaxLogistics LLC provides all services as is and as available without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that our services will be uninterrupted or error-free. We make no guarantee regarding IRS acceptance of tax returns, bank product approvals, EFIN issuance, or any specific business outcome from using our services.

LIMITATION OF LIABILITY

To the maximum extent permitted by applicable law, TaxLogistics LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost data, IRS penalties, or business interruption, arising out of or related to your use of our services. Our total liability to you for any claims arising out of these Terms shall not exceed the total fees you paid to TaxLogistics LLC in the twelve months preceding the claim.

INDEMNIFICATION

You agree to indemnify, defend, and hold harmless TaxLogistics LLC and its owners, officers, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses including reasonable attorneys fees arising out of your use of our services, your violation of these Terms, your violation of any applicable law or regulation, or any tax returns prepared by you or your staff using our software or services.

GOVERNING LAW AND DISPUTE RESOLUTION

These Terms shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law provisions. Any dispute arising under these Terms shall be subject to the exclusive jurisdiction of the state and federal courts located in Bulloch County, Georgia. Before filing any legal claim, the parties agree to first attempt to resolve the dispute through good-faith negotiation or mediation for a period of thirty days.

MODIFICATIONS TO THESE TERMS

We reserve the right to modify these Terms at any time. When we make material changes we will update the Last Updated date at the top of this page and notify active clients by email with at least thirty days notice before changes take effect. Your continued use of our services after the effective date constitutes your acceptance of the updated Terms.

ENTIRE AGREEMENT AND SEVERABILITY

These Terms, together with our Privacy Policy and Refund Policy, constitute the entire agreement between you and TaxLogistics LLC regarding our services. If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

BUSINESS FORMATION & ENTITY FILING POLICIES

Document Filing Role: TaxLogistics provides business document preparation and administrative filing services. TaxLogistics is not a law firm or accounting firm and does not provide formal legal advice.

State Filing Fees: State government fees and state expedited charges are separate, non-refundable third-party costs determined by respective state filing agencies once submitted.

VISUAL BRANDING & CREATIVE SERVICES POLICIES

Deliverable Ownership: Final approved design files (logos, flyers, digital branding assets) become client property upon full completion of invoice payments.

Design Revisions: Branding packages include defined revision rounds as specified in service agreements. Revisions beyond scope are subject to additional design fees.

TAXLOGI CRM, WEBSITE HOSTING & DOMAIN POLICIES

Recurring Subscriptions: TaxLogi CRM plans (Genesis $119/mo, Pinnacle $219/mo, Infinity $319/mo) operate on recurring monthly billing schedules until written cancellation notice is received prior to the next billing cycle.

Hosting & Domain Provisioning: Website setup fees ($299) and custom domain allocation costs are non-refundable once technical configuration and DNS routing are executed.

CONTACT US

TaxLogistics LLC, Statesboro, GA 30458. Email: [email protected]. Phone: (912) 333-3821. Hours: Monday through Friday, 8:00 AM to 5:00 PM ET. Website: www.taxlogistics.org. Client Portal: access.taxlogistics.org.

TaxLogistics LLC Statesboro, GA 30458

(912) 333-3821 · [email protected] · Mon–Fri 8AM–5PM ET

Fraud Prevention & ERO Security

Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.

Review Anti-Fraud Policy