Revision 1.0, January 1, 2025

Effective Date (Date of First Subscription)

Welcome to TaxWealth. These Terms of Service (the “Agreement”) outline the terms and conditions governing your use of TaxWealth’s services (“Services”). By accessing or using our Services, you agree to comply with and be bound by this Agreement.

1. Scope of Services

1.1 Engagement. TaxWealth provides strategic tax solutions and related services. By using our Services, you agree to abide by these Terms.

1.2 Responsibilities. You agree to:

• Refer qualified potential clients or business connections who may benefit from our Services.
• Collaborate with us to analyze and strategize tailored tax solutions for referred clients.
• Act in good faith and with the highest professional standards.

1.3 Restrictions. You shall not:

• Negotiate terms or conditions on behalf of TaxWealth.
• Prepare or analyze financial documents for TaxWealth’s offerings.
• Engage in activities beyond the agreed scope of Services.

1.4 Independent Contractor Status. You acknowledge that you are an independent contractor and not an employee, partner, or agent of TaxWealth.

2. Non-Circumvention

2.1 Obligations. You agree not to directly or indirectly engage with TaxWealth’s contacts for any purpose that would circumvent TaxWealth’s economic interests during the term of this Agreement and for five years after its termination.

2.2 Permissible Contact. Engagement with TaxWealth contacts is allowed only with prior written consent.

2.3 Breach Consequences. Any breach of this section may result in recovery of lost profits, injunctive relief, and other remedies available by law.

3. Fees and Compensation

3.1 Compensation Structure. You may receive compensation up to 60% of the net revenue generated from successful referrals, as determined by TaxWealth’s fee schedule.

3.2 Tax Obligations. You are solely responsible for any taxes arising from payments received.

3.3 Expenses. You are responsible for your expenses unless agreed otherwise in writing.

4. Confidentiality

4.1 Definition. Confidential information includes non-public information shared by TaxWealth, including business plans, customer lists, and trade secrets.

4.2 Obligations. You agree to maintain confidentiality and use such information solely for the agreed Services.

4.3 Return of Materials. Upon termination, you must return or destroy all confidential materials.

5. Term and Termination

5.1 Term. This Agreement remains effective until terminated by either party.

5.2 Termination for Convenience. Either party may terminate with 30 days’ notice.

5.3 Termination for Cause. Immediate termination is permitted for material breach.

6. Representations and Warranties

Both parties represent and warrant that they have the authority to enter into this Agreement and comply with applicable laws.

7. Indemnification

You agree to indemnify TaxWealth against claims or damages resulting from your breach of this Agreement.

8. Dispute Resolution

Any disputes will be resolved through binding arbitration in Orange County, California, under the rules of the American Arbitration Association.

9. General Provisions

9.1 Governing Law. This Agreement is governed by California law.

9.2 Entire Agreement. This Agreement represents the entire understanding between the parties.

9.3 Amendments. Modifications require a written agreement signed by both parties.

By clicking “Accept,” you acknowledge that you have read, understood, and agree to these Terms of Service.