Terms & Conditions

TaxPlus | www.taxplus.com

Los Angeles, California | Effective Date: January 2026

TaxPlus (“we,” “us,” or “our”) maintains this website located at www.taxplus.com (“Site” or “Service”) to provide general information about our tax preparation, tax resolution, business formation, and accounting services to prospective and current clients. All use of this Service is subject to the following terms and conditions, which we reserve the right to modify at any time by posting a revised version. By accessing or using this Service, you agree to be bound by these terms as revised from time to time. If you do not agree, please discontinue use of this Service immediately.

1. About Our Firm & Professional Credentials

TaxPlus is a tax preparation, tax resolution, business formation, and accounting firm operating in Los Angeles, California. Our professionals hold applicable credentials including, but not limited to, Certified Public Accountants (CPAs) licensed by the California Board of Accountancy, IRS Enrolled Agents (EAs), and/or California Tax Education Council (CTEC)-Registered Tax Preparers (CRTPs).

Under California law (Business & Professions Code § 22250 et seq.), all paid tax preparers who are not CPAs, attorneys, or Enrolled Agents are required to register with CTEC. Our CTEC-registered preparers maintain a current IRS Preparer Tax Identification Number (PTIN), hold a valid surety bond of at least $5,000, and fulfill annual continuing education requirements of 20 hours (including federal and California state tax law updates).

Our tax professionals are subject to IRS Treasury Circular 230 (31 C.F.R. Part 10), which governs practice before the Internal Revenue Service. This includes obligations of due diligence, competence, and ethical conduct in preparing returns and providing tax advice.

See: California Tax Education Council (CTEC), ctec.org; IRS Treasury Circular 230, 31 C.F.R. Part 10; California Business & Professions Code § 22250–22259.

2. Copyright Notice

This Service, including all text, images, graphics, software, and other content, and the compilation and arrangement thereof, is owned exclusively by TaxPlus and/or our suppliers, and is protected by United States and California copyright, trademark, and other applicable laws. All rights are reserved. All trademarks appearing on this Service are the property of their respective owners. You may not use any trademarks without the express prior written permission of the owner.

3. Permitted Use & Restrictions

Permitted Use. You may view and print materials from this Service solely for your own personal, non- commercial informational purposes, provided you retain all copyright and other proprietary notices contained in the original materials.

Prohibited Use. You may not reproduce, frame, distribute, transmit, modify, alter, reverse engineer, or create derivative works from this Service or any portion thereof. Use of spiders, robots, scrapers, or

similar data gathering or extraction tools is expressly prohibited. Nothing herein confers any license or right under any copyright, patent, trademark, or other intellectual property interest of ours or any third party.

4. No Professional, Legal, or Tax Advice; No Client Relationship

Informational Purposes Only. The information on this Site is provided for general informational purposes only and does not constitute tax, legal, accounting, financial, or other professional advice. Viewing this Site or submitting an inquiry does not create a client, advisory, fiduciary, or professional services relationship between you and TaxPlus.

Consult a Professional. Tax laws change frequently at both the federal and state level. As of October 1, 2025, California enacted Senate Bill 711 (the Conformity Act of 2025), updating California’s conformity to the Internal Revenue Code from January 1, 2015 to January 1, 2025. However, California does not conform to all federal tax law changes, and differences between federal and California law persist. You should consult a qualified tax professional familiar with your specific circumstances before making any tax-related decisions.

See: California Revenue and Taxation Code (R&TC); California FTB, Conformity to Federal Law, ftb.ca.gov/tax-pros/law/ conformity.html; IRS Internal Revenue Code (IRC) as of January 1, 2025.

5. Tax Resolution & Resolution Services Disclosure

TaxPlus offers tax resolution services, including assistance with IRS and California Franchise Tax Board (FTB) installment agreements, offers in compromise, penalty abatement requests, audit representation, and other resolution matters. The following disclosures apply:

No Guaranteed Outcomes. We make no guarantee, warranty, or promise regarding the outcome of any tax resolution matter. Resolution results depend on individual facts, financial circumstances, applicable law, and the discretion of the IRS and/or California FTB.

IRS & FTB Representation. Under IRS Circular 230, only attorneys, CPAs, and Enrolled Agents may represent clients in proceedings before the IRS. CTEC-registered preparers may represent clients only for returns they personally prepared and only during examination. Our qualified professionals will advise you regarding the appropriate level of representation for your situation.

California FTB. The California Franchise Tax Board administers California personal income tax, business taxes, and related matters under the California Revenue and Taxation Code. Outcomes in FTB matters are subject to applicable California law and FTB discretion.

See: IRS Circular 230, 31 C.F.R. Part 10; California Revenue and Taxation Code; FTB Publication 1001.

6. Business Formation Services Disclosure

TaxPlus provides business formation assistance, including entity selection guidance, preparation of formation documents, and coordination with the California Secretary of State and other applicable agencies. The following disclosures apply:

Not Legal Advice. Business formation services provided by TaxPlus do not constitute legal advice. Entity selection and formation involve legal considerations that may require consultation with a licensed California attorney.

Minimum Franchise Tax. California imposes a minimum annual franchise tax on most business entities operating within the state, including corporations and LLCs. As of the current tax year, the minimum annual franchise tax for most entities is $800, subject to applicable exemptions and exceptions under the California Revenue and Taxation Code. Clients are responsible for understanding and meeting all ongoing California tax obligations for their entities.

See: California Revenue and Taxation Code §§ 17935, 17941, 23153; California Secretary of State, sos.ca.gov.

7. Accuracy of Information

While we make reasonable efforts to provide accurate and current information on this Site, we do not warrant that any information is accurate, complete, reliable, current, or error-free. Tax laws change frequently; information on this Site may not reflect the most recent federal or California legal developments. We assume no liability for errors or omissions in Site content. Always consult a qualified tax professional for current guidance applicable to your situation.

8. Privacy & Data Security

Personal Information. If you submit personal or financial information through this Site (such as via a contact form or scheduling tool), we will handle that information consistent with our Privacy Policy, available at [insert Privacy Policy link]. Your personal and financial information is treated as confidential.

Taxpayer Confidentiality. Taxpayer information obtained in connection with professional services is protected under applicable federal and California law, including IRC § 7216, which governs the disclosure and use of tax return information, and California Revenue and Taxation Code §§ 19542 and 19542.1.

Data Security. We use reasonable security measures to protect information submitted through this Site; however, no internet transmission or electronic storage is completely secure. You submit information at your own risk.

See: IRC § 7216; California Revenue and Taxation Code §§ 19542, 19542.1; California Civil Code §§ 1798.53, 1798.56 (California Privacy Law).

9. Google Ads & Online Advertising Compliance

TaxPlus may utilize Google Ads and other digital advertising platforms to promote our services. In connection with such advertising, we adhere to the following:

Accurate Representations. All advertising content accurately reflects the services we offer. We do not make misleading claims, guarantee specific tax outcomes, promise specific refund amounts, or imply government affiliation without authorization. We comply with Google’s Financial Products and Services Advertising Policy, which prohibits misleading or deceptive claims in connection with financial and tax services.

No Guarantee of Results. Any advertising referencing potential tax savings, refunds, or resolution outcomes reflects general possibilities and not guaranteed results. Individual outcomes vary based on each client’s specific facts and circumstances.

Required Disclosures. Our website and landing pages disclose material information about our services, including applicable fees, the nature of services provided, and contact information, consistent with Google’s advertising policies and applicable California and federal law.

Tax Services Registration. Tax preparation services advertised by TaxPlus are provided by professionals registered with the IRS and/or applicable California authorities, consistent with applicable platform and regulatory requirements.

See: Google Ads Financial Products and Services Policy, support.google.com/adspolicy/answer/2464998; Google Ads General Policies, support.google.com/adspolicy/answer/6008942.

10. Disclaimer of Warranties

As-Is Basis. This Service is provided on an “as is” and “as available” basis without warranties of any kind. To the fullest extent permitted by applicable law, TaxPlus and its suppliers disclaim all warranties, express or implied, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We make no warranty that this Site will be uninterrupted, secure, or error-free, or that it is free of viruses or other harmful components.

11. Limitation of Liability

To the fullest extent permitted by applicable law, TaxPlus and its suppliers shall not be liable for any damages of any kind arising from or in connection with the use of this Site, including direct, indirect, incidental, special, punitive, or consequential damages (including loss of profits, data, or goodwill), even if advised of the possibility of such damages. Certain California laws may limit these exclusions. If such laws apply to you, you may have additional rights.

Note for California Residents: California Civil Code § 1789.3 requires us to advise you that you may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Sacramento, CA 95834, or by telephone at (800) 952-5210.

See: California Civil Code § 1789.3.

12. Links to Third-Party Websites

For your convenience, this Service may contain hyperlinks to websites maintained by third parties, including federal and California government agencies (such as irs.gov, ftb.ca.gov, and sos.ca.gov). We do not control, endorse, or guarantee the content of third-party sites. Your use of such sites is entirely at your own risk, and we assume no responsibility for their content, actions, or practices.

13. Termination or Suspension of Access

We reserve the right to terminate, suspend, or restrict your access to this Service, or any portion thereof, at any time for any reason, including your violation of these terms or any unlawful or inappropriate conduct. We shall not be liable to you or any third party for any such termination, suspension, or restriction.

14. Applicable Law & Jurisdiction

This Service is operated and maintained from Los Angeles, California. Use of this Service and any dispute arising therefrom shall be governed by the laws of the State of California, without regard to conflict of law principles. You agree to submit to the personal jurisdiction of the courts located in Los Angeles County, California for resolution of any disputes arising from these terms or your use of this Site.

We make no representation that this Site or its content is appropriate or available for use in other jurisdictions. You are responsible for compliance with all local laws and regulations applicable to your jurisdiction.

15. Modifications

We reserve the right to modify, suspend, or discontinue this Service or any portion thereof at any time, with or without notice. We may update these Terms & Conditions at any time by posting a revised version, and your continued use of this Service following any update constitutes your acceptance of the revised terms. We shall not be liable to you or any third party for any modification, suspension, or discontinuance of this Service.

16. Miscellaneous

If any provision of these terms is held invalid or unenforceable under applicable law, that provision shall be deemed amended to the minimum extent necessary to make it enforceable, and all other provisions shall remain in full force and effect. Our failure to exercise or enforce any right under these terms shall not constitute a waiver of that right.

17. Contact Us

TaxPlus

www.taxplus.com

12803 Venice Blvd.
Los Angeles, CA 90066 Tel: 310-398-3231
Fax: 310-398-5641 Email: info@taxplus.com

4340 Genesee Ave #205 San Diego, CA 92117
Tel: 858-279-1640
Fax: (858) 279-9221
Email: Infosd@taxplus.com

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