GPS – Terms And Conditions

Welcome to GPS – Terms and Conditions

Tax Goddess PLLC, GPS Annual Consulting Agreement
Effective Date: Jan 1, 2025
Version: 1.0

TERM & RENEWAL

1. 1. This Agreement is valid for 12 months from the date of initial payment.
  2. It will automatically renew every 12 months unless either party provides written notice at least 30 days prior to renewal.
  3. The renewal amount will automatically reflect the client’s current tier.
  4. No refunds will be issued under any circumstances.

PAYMENT TERMS

1. 1. Full payment is due at the beginning of the 12-month term via ACH only.
  2. The fee is non-refundable, regardless of usage.
  3. No partial or pro-rated refunds will be issued under any circumstances.
  4. Clients agree to auto-renew via ACH unless written cancellation notice is received at least 30 days in advance of the renewal date.
  5. Costs of Collection: If Tax Goddess must take legal action to collect fees, the Client agrees to pay all legal and collection costs incurred.

USAGE POLICY & CLIENT RESPONSIBILITIES

1. 1. To ensure a productive session, the Client agrees to provide a written agenda, key questions, and any supporting documentation at least 3 business days prior to each meeting so that Shauna and the team can be prepared for the meeting itself..
    1. If required documentation is not received at least three (3) business days before your scheduled meeting, we reserve the right to reschedule or proceed without document review at our discretion.
  2. Documents, spreadsheets, and other materials may be submitted in advance for review.
  3. Meetings are conducted via Zoom only. Slack is used for communication with our team. No email or phone consults will be honored.
  4. Meetings are scheduled at mutually agreeable times and are subject to Shauna’s availability.
  5. Meetings are not available on nights/weekends unless pre-approved in writing for a specific case.
  6. All advice requires action. Tax Goddess is not responsible for partial or non-completed recommendations.

FAQ INTEGRATION & CLIENT ACKNOWLEDGMENT

1. 1. The Client agrees that the GPS Client FAQ—as published on our website and updated from time to time—is an integral part of this Agreement. The FAQ provides additional guidance, expectations, and clarifications on topics including scheduling, platform usage, authorized participants, and meeting etiquette.
  2. The Client acknowledges that they have reviewed the FAQ and understands that it contains important policies related to the effective use of the GPS program. Any updates to the FAQ will be communicated to Clients and will be deemed incorporated into this Agreement upon publication.
  3. Link to GPS Client FAQ: [Insert Live URL Here]

MULTI-PACKAGE & TRANSFERABILITY

1. 1. Clients may purchase up to three (3) total packages per year.
  2. All packages must be paid in full and will share the same renewal date.
  3. Packages may be shared across entities only if the Client is the legal owner of all involved businesses.
  4. If additional packages are needed beyond this, please contact our team to discuss custom options.

ACCESS & AUTHORIZED USERS

1. 1. Meetings may be attended by the Client, any legal business owner of the entity, or their legal spouse.
  2. The primary Client (business owner or spouse) must be in attendance.
  3. Access is not granted to staff, employees, or non-owner individuals unless they are responsible for the implementation of the plan (owner must still attend).
  4. Third-Party Advisors & Intellectual Property Protection:
    1. The Client may invite outside professionals (such as their CPA, attorney, or financial advisor) to participate in scheduled GPS meetings. However, any third-party attendee must agree to and sign a separate Non-Disclosure Agreement (NDA) at least 3 business days prior to participation.
    2. This ensures that Tax Goddess strategies, frameworks, and planning methodologies shared during the session remain protected and are not duplicated, redistributed, or re-used without written permission.
    3. Attendance by outside professionals does not create any professional-client relationship between Tax Goddess and the advisor or their firm.

TAX RETURN REVIEW LIMITATIONS

1. 1. From time to time, you may wish to discuss a draft or completed tax return during a GPS session. While we are happy to provide high-level insight, strategic context, or general observations, the GPS program is not designed for detailed tax return analysis, it is not a detailed audit, it does not provide line-by-line review, nor does it provide accuracy verification. It is not designed to detect errors, omissions, or discrepancies in your return..
  2. We do not sign, file, or formally approve returns prepared by other firms.
  3. You remain solely responsible for filing accurate tax returns with your chosen preparer.
  4. Any review or discussion is strictly advisory and does not constitute compliance assurance.
  5. Timing: Tax return discussions must be scheduled as part of your regular GPS meetings and may not take place during blackout periods (May 1–31 or December 15–January 23). Please plan accordingly.
  6. If you are unsure about the accuracy of a return, you must speak directly with your CPA and request a second review from them before filing.
2. NO GUARANTEES No Guarantees of Results: The Client acknowledges that Tax Goddess does not guarantee any specific result or outcome from the consulting services provided. The Client agrees that any decision to implement recommendations or advice provided by Tax Goddess is at their own discretion and risk. Results are only achieved through timely and appropriate client action.
3. ADVICE SCOPE AND THIRD-PARTY SHARING Advice provided by Tax Goddess is customized and specific to the Client’s unique tax and financial situation. The Client agrees not to reuse, reinterpret, or redistribute any advice, strategies, or comments provided under this Agreement to other individuals, businesses, clients, or parties. Sharing this information may result in unintended or harmful tax consequences, and Tax Goddess is not liable for any misuse of guidance outside of the intended recipient. We do not provide advice or documentation for use by a Client’s clients, team members, or outside entities. All discussions and guidance are for the internal use of the Client only.
4. NON-SOLICITATION & INTELLECTUAL PROPERTY The Client agrees not to solicit, hire, or engage any current employees, contractors, or subcontractors of Tax Goddess during the term of this Agreement and for a period of twelve (12) months following its termination.
  1. All materials, systems, methods, frameworks, tools, concepts, templates, processes, and intellectual property developed or provided by Tax Goddess remain the sole and exclusive property of Tax Goddess, whether shared orally, in writing, or through consulting sessions. The Client may not reproduce, distribute, or commercially exploit any proprietary materials or strategies shared under this Agreement.

CONFIDENTIALITY & LEGAL PROTECTIONS

1. 1. All discussions are confidential.
  2. We do not provide legal advice or services.
  3. You agree to hold Tax Goddess harmless for decisions made based on consulting.
  4. Any disputes will be resolved by binding arbitration in Maricopa County, Arizona under Arizona law.
  5. This Agreement contains all terms and supersedes prior agreements.
  6. Limitation of Liability: Tax Goddess’ advice and guidance are provided in a general brainstorming manner. Tax Goddess does not confirm or guarantee the accuracy, applicability, or appropriateness of advice if it is passed along or interpreted by Client for use with their clients or third parties. The Client is solely responsible for ensuring that any advice or information passed to third parties, including the Client’s clients, is accurate and appropriate.

CONFIDENTIALITY TERMS

1. 1. Confidential Information Defined: The Parties acknowledge that in the course of discussions and pursuant to any subsequent agreement between them, each Party may make Confidential Information available to the other Party or may otherwise learn of trade secret or confidential information of or from the other Party (collectively, hereinafter “Confidential Information”). “Confidential Information” includes any and all information, in tangible or intangible form, which: (i) is directly or indirectly disclosed to the receiving Party by the disclosing Party or to which the receiving Party is otherwise provided access by the disclosing Party or on the disclosing Party’s behalf, (ii) is created, developed, or otherwise generated by or on behalf of the disclosing Party, or (iii) concerns or relates to any aspect of the disclosing Party’s business. Such information includes, but is not limited to, concepts, inventions, technological developments and improvements, methods, techniques, systems, documentation, data, programs (including object code and/or source code), and information (irrespective of whether in human or machine-readable form), works of authorship, and products, whether or not patentable, copyrightable, or susceptible to any other form of protection and whether or not reduced to practice; names, files, designs, customer lists compiled by or on behalf of Company, referral sources and relationships, plans, sales programs, sales scripts, vendor lists or contact information, manuals, systems, data files, products and product samples, recruiting leads, client leads compiled by or on behalf of Company or for which Company has paid, information about the sales, policies, pricing, practices, plans, and financial matters of Company; data which identify or concern past, current or potential customers; business plans and strategies, financial, tax and estate planning strategies and/or vendors; information about business practices, financial results, research, development, systems and plans; any information or material reasonably identified by a Party as “Confidential”; data one Party furnishes to the other Party from its database or third party vendors; and/or data received from one Party and enhanced or otherwise modified or integrated by the other Party. Confidential Information may be written, oral, recorded, electronically transmitted, or on tapes, disks or other electronic media. Because of the sensitive nature of the information that the Parties and their respective personnel may become aware of as a result of this Agreement, the intent of the Parties is that these provisions be interpreted as broadly as possible to protect Confidential Information.
  2. Exclusions from Confidential Information: Confidential Information does not include information that the Client can show, clearly and convincingly by contemporaneous documentary evidence: (i) was or became publicly known through no wrongful act of the Client; (ii) was disclosed to the Client by a third party, not under an obligation of confidentiality regarding such information; (iii) was independently developed by the Client without reference to Tax Goddess’s information and not in violation of this Agreement or any other confidentiality obligations; (iv) was rightfully known to the Client prior to entering into this Agreement; or (v) was specifically authorized to be disclosed in writing by Tax Goddess.
  3. Use of Confidential Information: Each Party agrees that it will use the Confidential Information of the other Party solely in connection with this Agreement and for the purposes of the Relationship. No rights or licenses, express or implied, are granted by one Party to the other under any patents, copyrights, trade secrets, or other proprietary rights as a result of or related to this Agreement. The Client shall take all reasonable measures to protect the confidentiality of Tax Goddess’s Confidential Information and avoid any disclosure or improper use.
  4. Protection and Security of Confidential Information: Each Party agrees to implement reasonable security measures to protect the Confidential Information of the other Party, applying at least the same degree of care as it would to its own confidential information. The Client must not use, reproduce, or distribute the Confidential Information, or allow third parties to do so, except as expressly permitted by Tax Goddess in writing. In no event shall the Client use the Confidential Information for any purposes other than those specifically set forth in this Agreement.
  5. Limited Disclosure: Confidential Information shall only be disclosed to employees, agents, consultants, or subcontractors of the Client who have a clear, defined need to know such information for the purposes of this Agreement and who have been informed of the confidential nature of the information and agreed to be bound by the terms of this Agreement. The Client shall ensure that its personnel, including permitted employees, consultants, and subcontractors, comply with this Agreement as if they were a party to it.
  6. Legal Process: If the Client is required to disclose any Confidential Information by a subpoena, court order, or other legal process, the Client must immediately notify Tax Goddess, in writing, of such requirement, so Tax Goddess can take appropriate legal action to protect its Confidential Information. The Client shall cooperate fully with Tax Goddess in resisting the disclosure of such information, including providing reasonable assistance in obtaining protective orders. Tax Goddess shall indemnify the Client for any expenses incurred in resisting such disclosure.
  7. Ownership and Return of Confidential Information: All Confidential Information received by the Client remains the exclusive property of Tax Goddess. Upon termination of this Agreement, or upon request of Tax Goddess, the Client shall return or destroy all Confidential Information, including any copies or derivatives thereof, in its possession, and certify in writing that all such materials have been returned or destroyed.
  8. No Obligation to Disclose: Nothing in this Agreement obligates either Party to disclose any information to the other Party. All information shared under this Agreement is disclosed voluntarily and without any obligation of Tax Goddess to provide further disclosures unless otherwise stated in this Agreement.
  9. Attorneys’ Fees: In the event either Party brings any action for any relief, declaratory, injunctive, or otherwise, arising out of this Agreement or on account of any breach or default, the prevailing Party will be entitled to receive from the other Party reasonable attorneys’ fees and reasonable costs and expenses, determined by the court sitting without a jury, which will be deemed to have accrued on the commencement of such action and will be enforced whether or not such action is prosecuted through judgment.

GOVERNING LAW

1. 1. Jurisdiction: The laws of the State of Arizona govern this Agreement, without regard to choice or conflict of laws principles. In the event that either Party pursues legal action against the other to enforce or protect its rights under this Agreement, the federal or state courts of Maricopa County, Arizona will have sole and exclusive jurisdiction over the matter, and the Parties waive any and all jurisdiction and venue objections to such adjudication.
  2. Dispute Resolution: Any disputes arising under or in connection with this Agreement shall be resolved through binding arbitration in Maricopa County, Arizona, in accordance with the rules of the American Arbitration Association.

TERMINATION

1. 1. Either party may terminate this Agreement in writing.
  2. No refunds will be issued, even if termination occurs mid-year.
  3. Termination for Convenience: Either party may terminate this Agreement for any reason upon providing thirty (30) days’ written notice to the other party.
  4. Termination for Cause: Either party may terminate this Agreement immediately upon written notice in the event of a material breach by the other party, provided such breach is not cured within fifteen (15) business days of notice.

REFERRALS TO OTHER PROFESSIONALS

1. 1. In the course of providing consulting services, Tax Goddess may recommend that you engage with other professionals such as attorneys, financial advisors, insurance providers, cost segregation specialists, or other experts when we believe it would be beneficial for your situation.
  2. You are responsible for evaluating, selecting, and retaining any professional and determining if the professional can meet your needs.
  3. You agree that we have no responsibility for and will not oversee the activities of any professional to whom we refer you.
  4. These external professionals operate independently, and any fees they may charge are not included in this Agreement. The Client is solely responsible for all costs, charges, and fees associated with engaging outside professionals.
  5. From time to time, Tax Goddess may receive a referral fee, commission, or other compensation from these professionals. Such arrangements will always comply with applicable ethical standards, including those set forth by the American Institute of Certified Public Accountants (AICPA). We disclose these relationships to maintain transparency and will only recommend third parties that we believe, in good faith, to be in your best interest.

FORCE MAJEURE

1. 1. Neither party shall be liable for any delay or failure in performance under this Agreement due to circumstances beyond its reasonable control, including but not limited to acts of God, government restrictions, natural disasters, pandemics, power or internet outages, or other unforeseen events. Any such delay shall not be deemed a breach of this Agreement.

CLIENT RECORDS & RETENTION

1. 1. Clients are responsible for saving and maintaining their own records of meetings, advice, and any files shared through the course of the engagement. Tax Goddess is not responsible for maintaining or archiving your documents beyond the standard tracking of meeting time.

TECHNOLOGY & COMMUNICATION PLATFORM

1. 1. Consulting is conducted exclusively through platforms designated by Tax Goddess, currently Slack and Zoom. The Client agrees to maintain access to these platforms and use them for all scheduled consulting communications. Refusal or inability to use the required platforms does not entitle the Client to refunds or alternative arrangements.
  2. Client agrees to communicate respectfully and professionally. We reserve the right to limit team access, Slack access, Zoom access or terminate the engagement in cases of abuse, harassment, or inappropriate conduct.

CONFIDENTIALITY OF RECORDINGS & COMMUNICATIONS

1. 1. Tax Goddess may record Zoom sessions and Slack Communications for internal documentation and quality assurance purposes. These recordings/communications are considered confidential internal records and will not be provided to the Client under any circumstances. Clients are responsible for taking their own notes during sessions. Meeting content are not to be shared, redistributed, or recorded on the client side without prior written consent.
    1. For internal quality assurance and documentation purposes, Tax Goddess may record client meetings. These recordings are considered confidential and proprietary and are not part of the Client’s deliverables under this Agreement.
    2. These recordings may contain confidential strategy methods, sensitive client communications, or third-party data and are for internal use only. They will not be released to the Client, their representatives, or any third party—including courts, regulatory bodies, or opposing counsel—except as may be required by law and subject to applicable privilege protections.
    3. By entering into this Agreement, the Client acknowledges that recordings are maintained solely by Tax Goddess and may not be used, referenced, or introduced as evidence in any legal or regulatory proceeding without the express written consent of Tax Goddess.
    4. Client Recordings Prohibited: The Client agrees not to record any GPS sessions or share meeting content without prior written consent. Unauthorized recording or redistribution may constitute a breach of confidentiality and intellectual property protections outlined in this Agreement.
    5. Recordings are retained for internal use only and may be deleted or archived at the discretion of Tax Goddess after the end of the Client’s term.

COORDINATION WITH LEGAL COUNSEL

1. 1. Tax Goddess, PLLC does not provide legal services, and communications between the Client and Tax Goddess are not protected by attorney-client privilege.
  2. If a GPS session includes a third-party attorney representing the Client, the Client is responsible for designating such sessions as privileged or protected. Tax Goddess will treat those discussions as confidential but cannot guarantee or assert legal privilege over communications shared in meetings, recordings, Slack, or any other format.
  3. Clients are encouraged to consult directly with legal counsel regarding any matters where privilege, legal interpretation, or legal documentation is required.
  4. Tax Goddess may, upon request, participate in meetings that include the Client’s legal counsel. When doing so, Tax Goddess acts as a strategic advisor to the Client, not as legal counsel, and communications may only be privileged to the extent allowed under applicable law.

LEGAL SERVICES DISCLAIMER

1. The Client acknowledges that Tax Goddess does not provide legal services or legal representation. While we may discuss issues that overlap with legal, insurance, or financial topics, Clients are encouraged to seek licensed professionals for any legal questions or documentation.
2. Tax Filing & Compliance Disclaimer: Tax Goddess does not provide tax return preparation or legal filing services as part of this Agreement. All advice provided in GPS sessions is intended as strategic guidance and should not be construed as specific instructions for filing tax forms or making compliance decisions.
  1. The Client is solely responsible for working with their tax preparer or legal counsel to determine how to implement any strategies discussed.

**Updates and Modifications**

Tax Goddess PLLC reserves the right to update, revise, or modify the terms of this Agreement at its sole discretion, at any time. When material changes are made, we will update the Effective Date and Version number above. It is your responsibility to review the Terms and Conditions periodically for any changes. Continued use of our services after any such updates constitutes acceptance of the revised terms.

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info@taxgoddess.com

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2025

Tax Goddess Business Services, P.C. - All rights reserved.

Copyright ©

2025

Tax Goddess Business Service, P.C.

-All rights reserved