Terms and Conditions
1. Introduction
Welcome to ClearTaxEdge! These terms and conditions govern the use of our services, programs, and offerings in the field of tax preparation and professional filing management. By booking a preparation service or participating in our professional programs, you accept these terms and commit to respecting them professionally.
2. Tax Preparation Service Participation Conditions
2.1. Preparation Readiness – Our services are intended for businesses, professional leaders, and individuals focused on filing accuracy who seek tax preparation services. During registration, we request information about your professional interests and organizational context to determine suitability with the appropriate preparation program.
2.2. Program Registration – Participation in our tax preparation programs requires prior registration and confirmation by ClearTaxEdge. You commit to providing truthful and current information accurately.
2.3. Conduct Guidelines during Preparation – We expect respectful and professional behavior during our preparation sessions. Any form of disruptive activity, inappropriate communication, or unprofessional behavior may result in exclusion from our preparation environment.
2.4. Preparation Confidentiality – Participants commit to maintaining confidentiality regarding personal and professional information of other members shared within the framework of our tax preparation programs.
3. Service Booking and Payment
3.1. Service Bookings – Bookings are possible via our website, by phone, or in person and are binding after our confirmation.
3.2. Payment Conditions – Program fees are payable within 14 days of invoice issuance. We accept bank transfers and major credit cards as payment methods.
3.3. Enterprise Programs – For organizational bookings for their employees, separate payment conditions may be agreed upon, defined in the appropriate preparation contract.
3.4. Service Cancellation Policy – For cancellations up to 30 days before program start, 25% of fees are retained; for cancellations up to 14 days before, 50%. For later cancellations, full fees are charged.
4. Service Design and Modifications
4.1. Preparation Program Planning and Execution –
- ClearTaxEdge reserves the right to modify preparation program content, schedules, and preparers according to professional needs.
- In case of insufficient participants, the program may be postponed or cancelled with reasonable notice.
- Program modifications will be communicated to participants as soon as possible with transparency.
4.2. Preparation Materials – All tax preparation materials, assessments, and service resources are the intellectual property of ClearTaxEdge or our preparation partners. Materials must not be reproduced, distributed, or used for commercial purposes without written authorization.
5. Advanced Tax Preparation Services
5.1. Registration – For our enterprise solutions and advanced preparation services, separate registration conditions apply, communicated before booking and binding.
5.2. Cancellation Conditions – Cancellations for these premium preparation programs must be made at least 45 days in advance to receive a partial refund. For later cancellations, 75% of fees are retained.
5.3. Client Selection – For certain advanced tax preparation services, we reserve the right to select participants based on criteria such as filing knowledge level, experience, and program objectives to ensure optimal preparation results.
6. Liability Limitation and Warranty
6.1. Liability – ClearTaxEdge is liable only in case of intent or gross negligence on the part of employees or preparers. We assume no responsibility for the practical implementation of preparation instructions and filing management strategies by clients in their personal professional situations.
6.2. Professional Responsibility – Clients are responsible for implementing tax preparation strategies and filing concepts in their personal professional environment. Use is at your own risk and takes into account specific professional circumstances.
7. Facilities and Tax Preparation
7.1. Facility Usage – Preparation premises and equipment must be treated with care. The user is responsible for intentional damage.
7.2. Valuable Objects – We assume no responsibility for personal items and valuables left in our premises. Lockable storage options are available.
8. Data Protection
8.1. Data Processing – Personal data processing is compliant with our separate privacy policy, which applies as an integral part of these general conditions and must be read carefully.
8.2. Photographic and Video Material – During selected tax preparation events, photographic and video material may be created for documentation and marketing purposes. Clients may object to the use of their image at any time.
9. Refund Policy
9.1. Preparation Satisfaction – ClearTaxEdge is committed to providing high-quality tax preparation services. If you are not satisfied with our services, contact us within 7 days of service completion to discuss your concerns professionally. We will work with you to address any issues and may offer appropriate compensation, such as partial refunds or additional preparation sessions at no cost.
9.2. Service Cancellation by ClearTaxEdge – In the case where we must cancel a preparation service, we will provide a full refund of all fees paid or offer a service postponement according to your preference. We will ensure to inform you of cancellations as soon as possible. 9.3. Preparation Refund Processing – All approved refunds will be processed within 14 business days and returned to the original payment method. Refunds are subject to our cancellation policy conditions stated in section 3.4 and may be calculated pro-rata for services already provided.
10. Return Policy
10.1. Returns for Tax Preparation Services – For digital preparation materials and online courses on filing accuracy, we offer a 14-day return policy from the date of purchase. To be eligible for refund, materials must not have been substantially accessed or completed. Returns must be requested in writing with an explanation of the refund request.
10.2. Physical Preparation Materials – Physical preparation materials (tax manuals, workbooks, etc.) can be returned within 30 days of delivery if they are in their original condition and unopened packaging. Return shipping costs are the client's responsibility, unless materials were defective or incorrectly shipped.
10.3. Service Refunds – For completed tax preparation services, refunds are considered on a case-by-case basis. If you are not satisfied with our service quality, please contact us within 7 days of service completion to discuss your concerns. We will work with you to resolve any issues and may offer appropriate compensation such as partial refunds or additional preparation sessions at no cost.
11. Final Tax Preparation Provisions
11.1. Preparation Severability Clause – If individual provisions of these general conditions become invalid, the validity of the remaining provisions remains unchanged.
11.2. Applicable Preparation Law – These general conditions are subject to Canadian law. The place of jurisdiction for all disputes is the location of ClearTaxEdge's headquarters, to the extent permitted by law.