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Terms & Conditions
Last Updated: July 2026
US Tax Solutions, LLC (“Company”, “we”, “our”) provides tax planning, preparation, and resolution advisory services. By accessing our website or using our services, you agree to these terms.
1. Use of Services
You agree to lawful use and will not interfere with website functionality.
2. Not Government Affiliated
We are not the IRS, U.S. Treasury, or any government agency.
3. No Guarantee of Results
We cannot guarantee IRS outcomes, reductions, approvals, penalty removals, or audit results. Every case is different and results vary.
4. Fees & Payments
Fees are disclosed upfront. Completed work is generally non-refundable unless otherwise stated in writing.
5. Communication Consent
Providing a telephone number does not automatically enroll you in SMS messaging. When you separately select the optional SMS consent checkbox on our website, you agree to receive recurring marketing offers, promotional messages, and customer-care text messages from US Tax Solutions, LLC concerning tax planning options, case status, appointments, document reminders, and related customer support at the mobile telephone number provided.
Message frequency varies. Msg & data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent to receive text messages is not a condition of purchasing any goods or services.
6. Third-Party Partners
We may share information with enrolled agents, tax preparers, call centers, CRM systems, and payment processors as needed to provide our services.
7. Limitation of Liability
To the maximum extent allowed by law, we are not liable for indirect, incidental, or consequential damages, or for delays caused by the IRS or state agencies.
8. Governing Law
This agreement is governed by the laws of the State of California, without regard to its conflict of law rules.
Contact:
US Tax Solutions, LLC
1950 West Corporate Way, PMB 25183, Anaheim, CA 92801
info@ustax-solutions.com | 1-855-587-6316
Privacy Policy
Last Updated: July 2026
Information We Collect
- Name, phone number, and email address
- Tax documents and filing information
- SMS logs and call metadata
- Appointment and case management data
What We Do Not Do
- We do not sell your personal information.
- We do not use tracking cookies on this website.
How We Use Information
- Tax preparation and filing
- IRS and state representation
- Identity verification and fraud prevention
- Case management and support
- Appointment scheduling and reminders
SMS Communications and Mobile Information
We send SMS messages only to individuals who have provided consent through the applicable opt-in process. Messages may concern tax-service requests, case status, appointments, document reminders, and related customer support.
Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent to receive SMS messages is not a condition of purchasing any goods or services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be shared with third parties, except with aggregators and service providers necessary to deliver and support the text-messaging service. Such providers may use the information only to perform services on our behalf.
Data Sharing
We share data only with licensed tax professionals, service partners, CRMs, and processors as needed to perform our services. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be shared with third parties, except with aggregators and service providers necessary to deliver and support the text-messaging service. Such providers may use the information only to perform services on our behalf.
Data Retention
Tax records are generally stored for 3–7 years, or as otherwise required by law and professional standards.
CCPA Rights
If you are a California resident, you may request access to, correction of, or deletion of your personal information by contacting info@ustax-solutions.com.
Children
We do not knowingly collect information from minors under 13 years of age.
Contact: info@ustax-solutions.com | 1-855-587-6316
Refund Policy
1. Completed service work is non-refundable.
2. Prorated refunds for unused services may be offered at our discretion.
3. For billing questions or disputes, please contact
support@ustax-solutions.com.
SMS Messaging Terms
By separately selecting the SMS consent checkbox on our website, you agree to receive recurring marketing offers, promotional messages, and customer-care text messages from US Tax Solutions, LLC regarding tax planning options, case status, appointments, document reminders, and related customer support at the mobile number provided.
Message frequency varies depending on your request and interaction needs. Msg & data rates may apply.
You may unsubscribe at any time by replying STOP. After submitting a STOP request, you may receive one final message confirming your opt-out. For assistance, reply HELP, call toll-free at 1-855-587-6316, or email info@ustax-solutions.com.
Consent to receive marketing text messages is not a condition of purchasing any goods or services. Mobile carriers are not liable for delayed or undelivered messages.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be shared with any third parties. Your use of the SMS program is also subject to our Privacy Policy and Terms & Conditions.
General Disclaimers
- We do not guarantee IRS, state, or other governmental outcomes.
- Nothing on this website constitutes legal advice.
- Individual results vary based on each taxpayer’s unique facts and circumstances.
- IRS programs are created and administered by the government. We are a private company and are not affiliated with the IRS or any government agency.
Data Processing Agreement (DPA)
1. Parties
Controller: Client (you, the customer)
Processor: US Tax Solutions, LLC
2. Data Types
- Identity data (name, contact details)
- Tax documents and filing information
- Communications, call notes, and correspondence
- Payment and billing records
3. Purpose
The data is processed for tax preparation, tax planning, consulting, and related compliance services.
4. Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal data from unauthorized access, disclosure, or loss.
5. Subprocessors
We may use subprocessors such as SMS platforms, CRMs, licensed tax professionals, and call centers to help us deliver our services. These subprocessors are bound by appropriate data protection obligations.
6. Breach Notification
In the event of a confirmed data breach affecting your personal data, we will notify you without undue delay and, where feasible, within 72 hours of becoming aware of the breach.
7. Data Return or Deletion
Upon request, and subject to applicable law and recordkeeping obligations, we will return or securely delete personal data when it is no longer required for the purposes described above.