These Terms govern your access to and use of TaxAlign AI, taxalign.ai, our inflation-adjusted capital gains tools, reports, websites, funnels, forms, content, communications, and related services.
Important Notice: TaxAlign AI is provided for general educational and informational purposes only. It is not tax, legal, financial, investment, accounting, fiduciary, or professional advice. AI-powered systems, calculators, formulas, data sources, automation, and generated reports may be incomplete, inaccurate, outdated, defective, misleading, or hallucinated. You use the service entirely at your own risk.
These Terms of Service, together with our Privacy Policy and any additional terms, disclaimers, notices, or conditions we provide, form an agreement between you and Tax Sherpa / TaxAlign AI. By accessing or using our websites, tools, calculators, reports, forms, funnels, content, emails, advertisements, or services, you agree to these Terms.
If you do not agree to these Terms, do not access or use TaxAlign AI. Your continued use of the service means you accept the then-current version of these Terms.
“Tax Sherpa,” “TaxAlign AI,” “we,” “us,” and “our” refer to the business operating TaxAlign AI, taxalign.ai, related domains, landing pages, tools, calculators, reports, forms, and related services. “You” and “your” refer to any visitor, user, lead, prospect, customer, or other person who accesses or uses the service.
TaxAlign AI does not provide tax, legal, accounting, financial, investment, real estate, fiduciary, or other professional advice. Any calculations, estimates, reports, examples, summaries, strategy packs, outputs, prompts, messages, emails, or other materials generated by or through TaxAlign AI are for general educational and informational purposes only.
You should not rely on TaxAlign AI to make tax, legal, investment, real estate, business, accounting, or financial decisions. Before selling an asset, filing a return, entering into a transaction, claiming an exclusion, pursuing a deferral strategy, or taking any other action, you should consult a qualified tax advisor, attorney, CPA, financial advisor, or other appropriate professional who can evaluate your specific facts.
No use of TaxAlign AI creates a CPA-client, attorney-client, fiduciary, advisor-client, preparer-client, agency, partnership, joint venture, employment, or other professional relationship between you and Tax Sherpa unless we separately enter into a signed written engagement agreement with you.
TaxAlign AI may use automated systems, formulas, algorithms, artificial intelligence, third-party tools, analytics, data processing systems, and other technologies to generate estimates, reports, summaries, strategy suggestions, follow-up communications, and other outputs.
AI-powered systems are known to make mistakes. They may hallucinate, misstate facts, apply incorrect assumptions, omit important details, misunderstand your inputs, use outdated information, generate false confidence, or produce outputs that appear authoritative but are wrong.
Calculators, formulas, CPI adjustments, tax estimates, thresholds, rates, assumptions, examples, and report outputs may be incomplete, inaccurate, outdated, or inappropriate for your situation.
You are solely responsible for verifying all inputs, calculations, assumptions, conclusions, strategies, and outputs with qualified professionals before relying on them.
TaxAlign AI and all websites, tools, calculators, reports, forms, content, communications, outputs, and related services are provided strictly “as is,” “as available,” and “where is,” with all faults and without warranties of any kind, whether express, implied, statutory, or otherwise.
To the maximum extent permitted by law, we disclaim all warranties, representations, and conditions, including warranties of accuracy, completeness, reliability, merchantability, fitness for a particular purpose, title, non-infringement, uninterrupted operation, error-free operation, security, availability, timeliness, suitability, and usefulness.
We do not warrant that TaxAlign AI will meet your needs, produce correct results, prevent tax liability, reduce tax liability, identify all available strategies, comply with any particular law, integrate with any third-party platform, remain available, remain secure, or remain unchanged.
TaxAlign AI may ask you to provide information such as asset type, cost basis, acquisition date, purchase year, sale year, current value, expected sale price, filing status, income range, state, tax assumptions, contact information, and other data.
You are solely responsible for the accuracy, completeness, legality, and appropriateness of all information you provide. Incorrect, incomplete, or misleading inputs will produce incorrect, incomplete, or misleading outputs. We are not responsible for errors caused by your inputs, your omissions, your assumptions, third-party data, or limitations in the tool.
We do not guarantee that you will qualify for any tax benefit, exclusion, deduction, deferral, strategy, savings, refund, position, treatment, or outcome. We do not guarantee that any strategy mentioned by TaxAlign AI will be available, lawful, advisable, effective, economical, appropriate, or successful for you.
Tax laws, rates, thresholds, interpretations, agency positions, inflation data, filing rules, and market conditions can change. Your facts may involve issues that TaxAlign AI does not know, cannot evaluate, or was not designed to analyze.
Unless we separately enter into a written engagement agreement, TaxAlign AI does not prepare tax returns, file tax documents, represent you before the IRS or any tax authority, provide audit defense, give a formal tax opinion, create a reliance opinion, or establish a preparer-client relationship.
You may use TaxAlign AI only for lawful purposes and in accordance with these Terms. You may not misuse, interfere with, disrupt, scrape, reverse engineer, overload, copy, resell, exploit, or attempt unauthorized access to the service, related systems, data, forms, funnels, APIs, code, reports, or infrastructure.
TaxAlign AI may rely on or link to third-party platforms, including website hosts, funnel builders, CRM systems, form tools, email and SMS providers, analytics providers, advertising platforms, AI providers, data providers, payment processors, scheduling tools, and other services.
We do not control and are not responsible for third-party services, data, websites, tools, outages, errors, terms, privacy practices, security, outputs, or actions. Your use of third-party services may be governed by separate terms and policies.
TaxAlign AI, Tax Sherpa, our names, logos, branding, page designs, software, tools, calculators, reports, layouts, copy, content, frameworks, workflows, prompts, graphics, and other materials are owned by us or our licensors and are protected by intellectual property and other laws.
Subject to these Terms, we grant you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and use the service for your personal or internal informational purposes. You may not copy, modify, sell, lease, distribute, create derivative works from, or commercially exploit our materials without our prior written permission.
If you submit information, comments, suggestions, ideas, feedback, files, data, or other content, you represent that you have the right to do so. You grant us a broad, worldwide, royalty-free, transferable, sublicensable, irrevocable license to host, use, reproduce, process, adapt, publish, transmit, analyze, display, and create derivative works from that content as needed to operate, improve, market, secure, and provide the service and our business, subject to our Privacy Policy.
We may use feedback, suggestions, ideas, and recommendations without restriction or compensation to you.
By submitting your contact information, requesting a report, using a form, booking a consultation, downloading a resource, or otherwise interacting with us, you authorize us and our service providers to contact you by email, phone, SMS, direct message, mail, or other channels for service, operational, educational, marketing, and follow-up purposes, subject to applicable law.
You may unsubscribe from marketing emails using the unsubscribe link in the email. You may opt out of SMS messages by replying STOP where supported. Message and data rates may apply.
To the maximum extent permitted by law, Tax Sherpa, TaxAlign AI, and our owners, officers, directors, employees, contractors, agents, affiliates, licensors, service providers, successors, and assigns will not be liable for any indirect, incidental, consequential, special, exemplary, enhanced, punitive, or similar damages, including lost profits, lost savings, lost tax benefits, lost opportunities, increased tax liability, penalties, interest, audit costs, professional fees, business interruption, data loss, reputational harm, or other losses arising out of or related to your use of, inability to use, or reliance on TaxAlign AI.
To the maximum extent permitted by law, our total aggregate liability for all claims arising out of or related to TaxAlign AI or these Terms will not exceed the greater of: (a) the amount you paid us directly for the specific service giving rise to the claim during the three months before the claim arose, or (b) one hundred dollars ($100).
You agree to defend, indemnify, and hold harmless Tax Sherpa, TaxAlign AI, and our owners, officers, directors, employees, contractors, agents, affiliates, licensors, service providers, successors, and assigns from and against any claims, damages, losses, liabilities, costs, penalties, fees, expenses, and demands, including reasonable attorneys’ fees, arising out of or related to:
To the maximum extent permitted by law, you release Tax Sherpa, TaxAlign AI, and our owners, officers, directors, employees, contractors, agents, affiliates, licensors, and service providers from all claims, demands, damages, losses, liabilities, and expenses arising out of or related to your use of or reliance on TaxAlign AI, including any incorrect, incomplete, outdated, hallucinated, or misleading output.
You acknowledge that TaxAlign AI is experimental, educational, automated, and limited. You voluntarily assume all risks associated with accessing, using, interpreting, or relying on the service. You agree that you are solely responsible for evaluating the accuracy, completeness, usefulness, legality, and suitability of all outputs before taking or not taking any action.
We may modify, suspend, restrict, discontinue, replace, or terminate any part of TaxAlign AI at any time, with or without notice. We may also update, remove, revise, or limit any feature, calculator, report, offer, content, pricing, domain, link, or functionality at any time.
We may block, suspend, or terminate access if we believe you violated these Terms, misused the service, created risk, submitted abusive or false content, or for any other lawful reason.
Our collection, use, disclosure, and retention of information is described in our Privacy Policy. By using TaxAlign AI, you acknowledge our Privacy Policy.
These Terms and any dispute, claim, or controversy arising out of or related to TaxAlign AI will be governed by the laws of the state where Tax Sherpa is organized or principally operates, without regard to conflict-of-law rules, unless applicable law requires otherwise.
To the maximum extent permitted by law, you agree that any dispute will be brought only in the state or federal courts located in the jurisdiction where Tax Sherpa is organized or principally operates, and you consent to personal jurisdiction and venue there.
Before filing any claim, you agree to first contact us at [email protected] and attempt to resolve the dispute informally. You must describe the issue, the relief requested, and your contact information. We will attempt to respond in a commercially reasonable manner.
To the maximum extent permitted by law, any claim must be brought individually and not as a plaintiff or class member in any class, consolidated, collective, representative, or private attorney general action.
To the maximum extent permitted by law, any claim arising out of or related to TaxAlign AI or these Terms must be filed within one year after the claim arose. Any claim not filed within that period is permanently barred.
We may update these Terms at any time. When we do, we may revise the effective date above. Your continued access to or use of TaxAlign AI after updates are posted means you accept the updated Terms.
These Terms, together with the Privacy Policy and any additional terms we provide, constitute the entire agreement between you and us regarding TaxAlign AI. If any provision is found unenforceable, the remaining provisions will remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our prior written consent. We may assign them at any time. Headings are for convenience only.
Questions about these Terms may be sent to:
Tax Sherpa / TaxAlign AI
Email: [email protected]
2302 Parklake Dr NE Ste 675, Atlanta, GA 30345: [2302 Parklake Dr NE Ste 675, Atlanta, GA 30345]