Terms of Service

1. Acceptance of these terms

By accessing or using intellixtaxllc.com (the "Site"), you agree to these Terms of Service. If you do not agree, do not use the Site. "INTELLIX," "we," "us," and "our" mean INTELLIX Tax LLC.

2. General information—not individualized advice

The Site provides general educational and business information. It is not individualized tax, legal, accounting, investment, or financial advice and should not be relied on as a substitute for advice based on your complete circumstances. Tax laws and administrative guidance change, and information may become outdated. Contact an appropriate professional before acting on information from the Site.

3. No professional relationship from website use

Viewing the Site, contacting us, submitting an appointment request, or discussing a possible engagement does not create a professional, fiduciary, or client relationship. INTELLIX is not engaged to act for you unless and until we accept the engagement under a written agreement. Until then, we have no duty to monitor or meet a filing, payment, response, or other deadline for you.

4. Client services, pricing, payments, and refunds

The scope, responsibilities, timing, fees, payment terms, and other conditions for tax preparation or related services will be stated in an engagement letter, estimate, invoice, authorization, or other written terms. Website prices are starting estimates only and are not guaranteed quotes. Additional forms, states, bookkeeping, corrections, research, or complexity may change the final fee. Preparation-fee cancellations, refunds, and claimed errors are also governed by our Refund & Error-Correction Policy. If these Terms conflict with a signed client engagement regarding professional services, the engagement controls for those services.

5. Your responsibilities

You are responsible for:

• providing accurate, complete, and timely information and reviewing submissions before approval;
• keeping copies of your records and promptly responding to requests;
• notifying us about deadlines, notices, changes, foreign activity, digital assets, or other potentially relevant facts;
• making all required tax payments and meeting obligations that are outside our accepted scope; and
• protecting your accounts, devices, credentials, and secure-portal access.

INTELLIX does not guarantee a refund, tax result, acceptance by a tax authority, processing time, or outcome of any notice, examination, or dispute.

6. Secure communications

Do not send Social Security numbers, tax returns, tax forms, bank information, or identity documents through ordinary email, text, social media, or website links. Use the secure client portal or another transfer method we specifically approve. You are responsible for confirming that a communication requesting sensitive information is genuine before responding.

7. Permitted use

You may use the Site for lawful, personal, and informational purposes. You may not:

• interfere with the Site, its security, or another person’s access;
• attempt unauthorized access, scraping, probing, or automated collection;
• upload or transmit malware, deceptive content, or unlawful material;
• impersonate another person or misrepresent your affiliation;
• use Site content to provide competing services or train an automated system without written permission; or
• violate another person’s privacy, intellectual-property, or other rights.

8. Intellectual property

The Site’s design, branding, logos, text, graphics, and original content are owned by INTELLIX or used with permission and are protected by applicable law. You may print or save a reasonable copy for your personal, noncommercial use. No other license is granted. Third-party names and marks belong to their respective owners.

9. Third-party services and links

The Site may link to Google, Intuit, Instagram, communication providers, government resources, and other third-party sites. Links are provided for convenience and do not mean that INTELLIX controls or endorses all third-party content. Your use of a third-party service is governed by that service’s own terms and privacy policy. We are not responsible for third-party availability, security, accuracy, or conduct.

10. Disclaimers

To the fullest extent permitted by law, the Site and its content are provided "as is" and "as available." INTELLIX disclaims implied warranties, including warranties of merchantability, fitness for a particular purpose, noninfringement, accuracy, and uninterrupted or error-free operation. Nothing in these Terms excludes a warranty or right that cannot lawfully be excluded.

11. Limitation of liability

To the fullest extent permitted by law, INTELLIX and its owners, employees, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from use of or inability to use the Site, reliance on general Site content, or third-party services. Our total liability arising from the Site will not exceed the greater of $100 or the amount you paid us specifically for access to the Site during the prior 12 months. This section does not limit liability that cannot lawfully be limited. Liability connected to accepted professional services is governed by the applicable engagement terms and law.

12. Indemnity

To the extent permitted by law, you agree to defend, indemnify, and hold INTELLIX harmless from third-party claims, losses, and reasonable costs arising from your unlawful misuse of the Site, your violation of these Terms, or your infringement of another person’s rights. This does not apply to the extent a claim results from INTELLIX’s own wrongful conduct.

13. Governing law

These Terms are governed by California law, without regard to conflict-of-law principles, except where another jurisdiction's mandatory law applies. Any dispute concerning only the Site or these Terms that is not governed by a separate engagement must be brought in a court with lawful jurisdiction and proper venue.

14. Changes, severability, and entire agreement

We may update these Terms by posting a revised version and effective date. Your continued use after an update means you accept the revised Terms. If a provision is found unenforceable, it will be limited or removed to the minimum extent necessary, and the remaining provisions will continue. These Terms and our Privacy Policy are the entire agreement concerning use of the Site, except for any separate written agreement that applies.

15. Contact us