Expat Tax Professionals Terms of Use

Effective Date: April 2020

The text below represents the Terms of Use (together with the Privacy Policy, this “Agreement” or these “Terms”) of this website and applies to all users of this website (this “Site”) and/or the Expat Tax Professionals Portal (the “Portal”, and together with this Site, the “Services”).

Please read carefully before using this Site. Please note that this Agreement limits our liability to you and includes other important provisions concerning your privacy, the information you provide us with and the use of material on this Site or the Portal among others. If these Terms are unacceptable to you, please exit this Site immediately. By accessing or using any part of our Services, you agree to become bound by this Agreement. You agree that by using this site and the services it offers, you are representing that you are at least 18 years of age and you are legally able to enter into a contract.

Expat Tax Professionals LLC, owned and operated by Goldtree Tax Services LLC ("Expat Tax Professionals", "we", "our" or "us") provides users with U.S. tax preparation services. As such, any tax return prepared by Expat Tax Professionals is based entirely on the data and information you provide to us. We neither audit nor verify your data. Should this data turn out to be inaccurate, the return we prepare may be incorrect. It is your responsibility to inform us of any changes in your data that may cause a change in your tax return. Please be advised that the material on this Site and/or the Portal is not intended to be treated as tax advice and each individual browsing this Site and/or using the Portal should consult a tax advisor directly regarding their personal situation.

Although some of our experts are licensed attorneys, Expat Tax Professionals and services provided by its founders, employees and representatives are not intended to create any attorney-client relationship, and your use of any of our Services does not and will not create an attorney-client relationship between you and Expat Tax Professionals.

Expat Tax Professionals reserves the right to update, modify or change the terms of this Agreement at any time.

Privacy Policy

Expat Tax Professionals respects your privacy and permits you to control the treatment of your personal information. A complete statement of Expat Tax Professionals current Privacy Policy can be found by clicking the Privacy Policy link at the bottom of this page. Expat Tax Professionals Privacy Policy is expressly incorporated into this Agreement by reference.

When you open a client account on this Site or the Portal in order to obtain our tax return preparation services, you must provide complete and accurate information as requested on the registration form. You will also be asked to provide a user name and password. You are entirely responsible for maintaining the confidentiality of your password. You may not use a third party’s account, user name or password at any time. You agree to notify Expat Tax Professionals immediately of any unauthorized use of your account, user name or password. Expat Tax Professionals shall not be liable for any losses you incur as a result of someone else’s use of your account or password, either with or without your knowledge. You may be held liable for any losses incurred by Expat Tax Professionals due to someone else’s use of your account or password.

In connection with the use of services offered by Expat Tax Professionals, you may be asked to provide personal information in a questionnaire, form, email or similar document or service. This information will be protected pursuant to our Privacy Policy.

You agree that we may use personal information that you provide or make available to us in accordance with the Privacy Policy, which shall survive termination of these Terms.

Ownership

All of the material on this Site and the Portal is owned by Goldtree Tax Services LLC, including but not limited to information, documents, logos, graphics, and images. Except as otherwise expressly provided by Expat Tax Professionals, none of the materials may be copied, reproduced, republished, downloaded, uploaded, posted, displayed, transmitted or distributed in any way and nothing on this Site or the Portal shall be construed to confer any license under any of our intellectual property rights, whether by estoppel, implication or otherwise. Any rights not expressly granted herein are reserved by us.

Disputes

If, for any reason Expat Tax Professionals and you are unable to resolve a dispute, you agree to resolve this dispute through the use of an arbitration procedure. Such arbitration procedure should take place in New York City pursuant to the rules and guidelines of the American Arbitration Association. In such case, a single arbitrator shall be selected by the mutual agreement of the parties. If an agreement cannot be reached regarding the identity of the arbitrator, the American Arbitration Association shall select an arbitrator. In any case, you agree that the arbitrator cannot award punitive damages to either of us and agree to be bound by the arbitrator’s findings. Judgment upon the award rendered by the arbitrator may be entered in any court having jurisdiction.

No Warranty

THIS SITE, THE PORTAL AND ALL MATERIALS, DOCUMENTS OR FORMS PROVIDED ON OR THROUGH YOUR USE OF THIS SITE OR THE PORTAL ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, EXPAT TAX PROFESSIONALS EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. SHOULD A PARTICULAR LAW PROHIBIT ANY OF THE ABOVE EXCLUSIONS OF AN IMPLIED WARRANTY, THE IMPLIED WARRANTIES SHALL THEN BE LIMITED TO A PERIOD OF 30 DAYS FROM THE DATE YOUR TAX RETURN IS COMPETED AND PROVIDED TO YOU.

EXPAT TAX PROFESIIONALS MAKES NO WARRANTY THAT: (A) THIS SITE, THE PORTAL, OR THE SERVICES WILL MEET YOUR REQUIREMENTS; (B) THIS SITE, THE PORTAL, OR THE SERVICES WILL BE AVAILABLE ON AN UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE BASIS; (C) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THIS SITE, THE PORTAL, OR THE SERVICES WILL BE ACCURATE OR RELIABLE; OR (D) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION OR OTHER MATERIAL PURCHASED OR OBTAINED BY YOU THROUGH THIS SITE, THE PORTAL OR IN RELIANCE ON THE SERVICES WILL MEET YOUR EXPECTATIONS.

OBTAINING ANY MATERIALS THROUGH THE USE OF THIS SITE, THE PORTAL, OR THE SERVICES IS DONE AT YOUR OWN DISCRETION AND AT YOUR OWN RISK. EXPAT TAX PROFESSIONALS SHALL HAVE NO RESPONSIBILITY FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY CONTENT, MATERIALS, INFORMATION OR SOFTWARE.

Limitation on Liability

YOU WILL HOLD EXPAT TAX PROFESSIONALS AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS HARMLESS FOR ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGE, HOWEVER IT ARISES (INCLUDING ATTORNEYS’ FEES AND ALL RELATED COSTS AND EXPENSES OF LITIGATION AND ARBITRATION, OR AT TRIAL OR ON APPEAL, IF ANY, WHETHER OR NOT LITIGATION OR ARBITRATION IS INSTITUTED), WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE, OR OTHER TORTIOUS ACTION, OR ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, INCLUDING WITHOUT LIMITATION ANY CLAIM FOR PERSONAL INJURY OR PROPERTY DAMAGE, ARISING FROM THIS AGREEMENT AND ANY VIOLATION BY ME OF ANY LOCAL LAWS, STATUTES, RULES, OR REGULATIONS, EVEN IF EXPAT TAX  HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. EXCEPT AS EXPRESSLY STATED IN OUR PRIVACY POLICY, WE DO NOT MAKE ANY REPRESENTATIONS, WARRANTIES OR CONDITIONS OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE SECURITY OF ANY INFORMATION YOU MAY PROVIDE OR ACTIVITIES YOU ENGAGE IN DURING THE COURSE OF YOUR USE OF OUR SERVICES. Any cause of action arising out of this Agreement, must be filed within one year from the date the cause of action arose, notwithstanding any statutory provision to the contrary. In the event of litigation brought against us, any judgment you obtain shall be limited in amount, and shall not exceed the amount of the fee charged by us, and paid by you, for the services set forth in our engagement letter.