Terms and Conditions

Disclaimer

This site provides educational information only and does not constitute professional tax advice. You should not act or rely on any of the information contained on this site without seeking professional tax advice. Downloading information does not constitute a client relationship. The Tara CPA Firm is not liable for any losses or damages related to actions or failure to act related to the content, downloads, or resources made available on or through this website.

Privacy Policy

The Tara CPA Firm, LLC

PO Box 74461

Metairie, LA 70006

This website is owned and operated by The Tara CPA Firm LLC. If you require any more information or have any questions about our privacy policy, please feel free to contact us by email at [email protected]

At taracpafirm.com, the privacy of our visitors is of extreme importance to us. This privacy policy document outlines the types of personal information that is received and collected by taracpafirm.com and how it is used.

Information We Collect

We collect personal information in the following ways:

Information you provide directly, which may include:

• Your name and email address (when you subscribe to our email list, download a resource, or fill out a contact form)

• Any additional information you choose to share when reaching out to us via email or our website forms

We will not associate any data gathered from this site with any Personally Identifiable Information from any source, unless you explicitly submit that information via a fill-in form on our website.

Information collected automatically when you visit our website, including:

• IP address

• Browser type and version

• Internet Service Provider (ISP)

• Referring and exit pages

• Date and time of your visit

• Number of clicks and pages viewed

Information collected through our client portal (existing clients only):

• Any documents, financial records, or communications you submit through TaxDome as part of our professional services relationship

We do not collect payment information directly through this website. Any payments processed in connection with our services are handled through third-party payment processors, and we do not store your payment details.

How We Use Your Information

We use the information we collect for the following purposes:

To communicate with you, including:

• Responding to inquiries submitted through our contact form or email

• Sending you resources, freebies, or lead magnets you've requested

• Delivering marketing emails, newsletters, and promotional content you've opted into

To provide and manage our services, including:

• Onboarding and communicating with clients through TaxDome

• Processing payments for our services through Stripe

• Delivering digital products or program access purchased through our website

To improve our website and marketing, including:

• Analyzing how visitors use our site through Google Analytics

• Understanding which content and resources resonate with our audience

• Improving the overall experience of visiting taracpafirm.com

To comply with legal and professional obligations, including:

• Maintaining records as required by applicable law

• Fulfilling our duties as a licensed CPA firm

We do not use your personal information for any purpose beyond what is described above without your explicit consent.

Who We Share Your Information With

We do not sell your personal information. We share your information only with trusted third-party service providers who help us operate our website and deliver our services. These providers are authorized to use your information only as necessary to perform services on our behalf.

Google Analytics We use Google Analytics to analyze website traffic and visitor behavior. Google may receive your IP address and browsing data through cookies placed on your device. Google's privacy policy can be found at policies.google.com/privacy.

GoHighLevel We use GoHighLevel to manage our email marketing, lead magnet delivery, and digital product purchases. When you subscribe to our email list, download a freebie, or purchase a product through our website, your name and email address are stored and processed within GoHighLevel.

TaxDome We use TaxDome as our secure client portal for existing clients only. Any documents, financial records, or communications shared through TaxDome are governed by TaxDome's privacy policy in addition to our own.

Stripe We use Stripe to process payments for our services. When you make a purchase, your payment information is submitted directly to Stripe and is never stored by The Tara CPA Firm. Stripe's privacy policy can be found at stripe.com/privacy.

We do not share your personal information with any other third parties except where required by law or professional obligation.

Cookies and Web Beacons

taracpafirm.com does not use cookies unless specifically for internal analytical purposes.

How to Request or Delete Your Data

You have the right to request access to, correction of, or deletion of any personal information we hold about you. To submit a request, please contact us at:

The Tara CPA Firm, LLC PO Box 74461 Metairie, LA 70006 [email protected]

We will respond to all requests within 30 days. Please note that certain information may be exempt from deletion requests where we are required to retain it by law or professional obligation — for example, records related to tax filings or client engagements.

Email subscribers may request removal from our marketing list at any time by:

• Using the unsubscribe link at the bottom of any marketing email, or

• Contacting us directly at [email protected]

We use TaxDome for client communications. If you are a client and have an issue with your email communication, please reach out to us at [email protected].

Website visitors who wish to limit data collected automatically (such as through Google Analytics) may do so by adjusting their browser's cookie settings or using a browser plugin such as the Google Analytics Opt-Out Browser Add-On, available at tools.google.com/dlpage/gaoptout.

Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information. We are committed to honoring those rights and responding to any requests in a timely manner.

California Residents (CCPA/CPRA)

If you are a California resident, you have the right to:

• Know what personal information we collect, use, disclose, and sell about you

• Delete personal information we have collected from you (subject to certain exceptions)

• Correct inaccurate personal information we hold about you

• Opt out of the sale or sharing of your personal information — note that we do not sell or share your personal information with third parties for their direct marketing purposes

• Non-discrimination — we will not discriminate against you for exercising any of your rights under California law

To submit a request, please contact us at [email protected]. We will respond within 45 days of receiving your request.

European Residents (GDPR)

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you have the right to:

• Access the personal information we hold about you

• Rectify inaccurate or incomplete personal information

• Erase your personal information ("right to be forgotten"), subject to certain conditions

• Restrict the processing of your personal information

• Object to the processing of your personal information

• Data portability — request a copy of your personal information in a structured, machine-readable format

• Withdraw consent at any time where processing is based on your consent, without affecting the lawfulness of processing before withdrawal

We process personal information only where we have a lawful basis to do so, including where it is necessary to provide our services, where we have your consent, or where we have a legitimate interest that is not overridden by your rights.

If you are located in the EEA and have concerns about how we handle your personal information, you have the right to lodge a complaint with your local data protection authority.

To exercise any of these rights, please contact us at [email protected]. We will respond within 30 days of receiving your request.

Our Policy on Data Selling and Third-Party Collection

We do not sell, rent, or trade your personal information to any third party for their own marketing or commercial purposes — ever.

We do not allow third-party advertisers to collect data about our visitors through this website. At this time, taracpafirm.com has no active advertising partners.

The only third parties who may collect or receive data in connection with your visit to our website are those listed in the "Who We Share Your Information With" section above — specifically Google Analytics, GoHighLevel, TaxDome, and Stripe — and only to the extent necessary to perform services on our behalf.

If this changes in the future, we will update this Privacy Policy accordingly and notify you where required by law.

All Visitors

Regardless of your location, you may contact us at any time to:

• Ask what personal information we hold about you

• Request that we correct or delete your information

• Opt out of marketing communications (you may also use the unsubscribe link in any marketing email)

We will do our best to honor all requests promptly and transparently.

Terms for TaxMove

1.  Acceptance of Terms

By purchasing, accessing, or using TaxMove ("the Software"), you ("User") agree to be bound by these Terms of Service ("Terms") between you and The Tara CPA Firm, LLC, a limited liability company registered in the State of Louisiana ("Company," "we," "us," or "our"). If you do not agree to these Terms, you must not access or use the Software.

These Terms apply to all users of TaxMove, including purchasers, subscribers, and any individual who accesses the Software.

2.  Educational & Informational Purpose Only

TaxMove is designed and provided solely for educational and informational purposes. The Software, its content, features, tools, calculators, and outputs:

• Do NOT constitute CPA advice, tax advice, legal advice, accounting advice, or any other form of professional advice;

• Do NOT create any professional-client relationship between you and The Tara CPA Firm, LLC or any of its members, employees, or affiliates;

• Are NOT a substitute for advice from a licensed CPA, attorney, tax professional, or other qualified advisor;

• May not reflect the most current tax laws, IRS regulations, or state-specific requirements.

You acknowledge that tax laws are complex and subject to change. The Company strongly encourages you to consult a licensed and qualified professional for guidance specific to your personal or business circumstances.

3.  Subscription & Billing

3.1  Subscription Plans

TaxMove is offered on a subscription basis. By subscribing, you authorize The Tara CPA Firm, LLC (or its designated payment processor) to charge your selected payment method on a recurring basis according to the plan you select at the time of purchase.

3.2  Recurring Charges

Your subscription will automatically renew at the end of each billing cycle (monthly or annually, as selected) unless you cancel prior to the renewal date. You are responsible for all charges incurred under your account.

3.3  Price Changes

The Company reserves the right to modify subscription pricing at any time. We will provide reasonable advance notice of any price changes. Continued use of the Software after a price change takes effect constitutes your acceptance of the new pricing.

4.  Refund Policy

The Company offers refunds subject to the following conditions:

• Refund requests must be submitted in writing within three (3) days of the original purchase or most recent renewal date.

• Refund requests submitted after the applicable window has passed will not be honored.

• To request a refund, contact us at [email protected].

• Refunds, when approved, will be issued to the original payment method within a reasonable processing period.

Upon a confirmed refund, your access to TaxMove will be revoked. The Company reserves the right to deny refund requests that do not meet the stated criteria.

5.  Founders Launch: Promotional Beta Pricing

FOUNDERS LAUNCH ACKNOWLEDGMENT: This section applies to users who have purchased TaxMove during the Founders Launch promotional period.

By purchasing TaxMove during the Founders Launch period, you expressly acknowledge and agree to the following:

• You are receiving access to TaxMove at a special promotional (discounted) price available exclusively during the Founders Launch / beta round.

• TaxMove is currently in a beta phase of development. The Software may contain bugs, incomplete features, or other limitations not present in a final release version.

• The Company will honor your promotional Founders Launch pricing for as long as your subscription remains active and uninterrupted. If your subscription lapses, is cancelled, or is otherwise interrupted for any reason, the promotional pricing will no longer apply and you will be subject to the then-current standard subscription rates upon reactivation.

• The Company may release updated, modified, or expanded versions of TaxMove in the future, which may be offered at different pricing tiers.

• Your feedback and testimonials as a Founders Launch participant is welcomed and may be used to improve the Software or share publicly. Participation does not entitle you to additional compensation or equity.

• The Company makes no guarantee regarding the timing, features, or availability of any future version of TaxMove.

You understand and accept these conditions as a material part of your Founders Launch purchase.

6.  User Responsibilities

As a User of TaxMove, you agree to:

• Use the Software only for lawful purposes and in accordance with these Terms;

• Not reproduce, distribute, modify, or create derivative works of the Software without prior written consent from the Company;

• Not reverse-engineer, decompile, or attempt to extract the source code of the Software;

• Maintain the confidentiality of your account credentials and notify us immediately of any unauthorized access;

• Not use the Software to provide professional tax, legal, or accounting advice to third parties.

7.  Intellectual Property

All content, features, functionality, branding, and materials within TaxMove, including but not limited to text, graphics, logos, software code, and design, are the exclusive property of The Tara CPA Firm, LLC and are protected by applicable intellectual property laws. Nothing in these Terms grants you any ownership interest in the Software.

8.  Disclaimers of Warranties

THE SOFTWARE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, THE TARA CPA FIRM, LLC DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

The Company does not warrant that the Software will be error-free, uninterrupted, secure, or that any results obtained from its use will be accurate or reliable.

9.  Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE TARA CPA FIRM, LLC AND ITS MEMBERS, OFFICERS, EMPLOYEES, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF OR INABILITY TO USE TAXMOVE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

In no event shall the Company's total liability to you for all claims related to the Software exceed the total amount you paid to the Company in the twelve (12) months preceding the claim.

10.  Indemnification

You agree to indemnify, defend, and hold harmless The Tara CPA Firm, LLC and its members, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys' fees, arising out of or in any way connected with your access to or use of the Software, your violation of these Terms, or any reliance you place on information provided through TaxMove.

11.  Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Louisiana, without regard to its conflict of law provisions. Any dispute arising out of or relating to these Terms or the Software shall be resolved in the courts of competent jurisdiction located in Louisiana, and you consent to personal jurisdiction in such courts.

12.  Modifications to Terms

The Company reserves the right to modify these Terms at any time. We will notify you of material changes via email or through the Software. Your continued use of TaxMove after the effective date of any changes constitutes your acceptance of the revised Terms. It is your responsibility to review these Terms periodically.

13.  Termination

The Company may suspend or terminate your access to TaxMove at any time, with or without cause, and with or without notice, including for violation of these Terms. Upon termination, your right to use the Software will immediately cease. Provisions of these Terms that by their nature should survive termination shall survive.

14.  Contact Information

For questions, refund requests, or concerns regarding these Terms, please contact:

The Tara CPA Firm, LLC

121 W Main Street Ste A

PMB #175

Uvalde, TX  78801

Email: [email protected]

Website: www.taracpafirm.com

USER ACKNOWLEDGMENT

By purchasing or accessing TaxMove, User confirms that you have read, understood, and agree to these Terms of Service. The user acknowledges that TaxMove is for educational and informational purposes only and does not constitute CPA, tax, or legal advice. If I am a Founders Launch participant, I further acknowledge that I am receiving promotional beta pricing and accept the conditions described in Section 5.

Accepted electronically upon purchase / account creation.