terms and conditions

Terms of Use, Enrollment & Service

Last updated: May 19, 2025

IMPORTANT – PLEASE CAREFULLY READ AND UNDERSTAND THESE TERMS OF USE, ENROLLMENT & SERVICE (THESE “TERMS”) BEFORE USING, ENROLLING OR RECEIVING SERVICES from Tax Plug LLC (“we”, “us”, “our” or “Company”), our services, and our websites. THESE TERMS CONTAIN DISCLAIMERS OF WARRANTIES AND LIMITATIONS OF LIABILITIES INCLUDING ARBITRATION AND CLASS ACTION WAIVER PROVISIONS THAT WAIVE YOUR RIGHT TO A COURT HEARING, RIGHT TO A JURY TRIAL, AND RIGHT TO PARTICIPATE IN A CLASS ACTION. THESE TERMS FORM AN ESSENTIAL BASIS OF OUR AGREEMENT.

1. THIS IS A CONTRACT

The use of our website (hereinafter referred to as the “Website”), including all information, services, tools, and resources provided through it, is governed by these Terms, Privacy Policy, and other relevant policies. By accessing or using the Website, you agree to comply with these Terms. If you do not agree with these Terms, you are not authorized to use the Website or any services provided by Tax Plug LLC.

2. WEBSITE USE

The Website is intended for use by businesses operated by adults. By using the Website, you confirm that you are at least 18 years old, legally able to form binding contracts, and have the capacity to enter into agreements with Tax Plug LLC. You also represent that your business is legally established and in good standing under the relevant laws of your jurisdiction.

3. WEBSITE USER CONDUCT AND RESTRICTIONS – LICENSE TERMS

All aspects of the Website are protected by copyright, trademark, and intellectual property laws. You may not reproduce, distribute, display, modify, or use any content from the Website for commercial purposes without written permission from Tax Plug LLC. By using the Website, you are granted a limited, non-exclusive, non-transferable license to access and use the services provided by Tax Plug LLC, under the condition that you comply with these Terms.

4. PRIVACY AND DATA PROCESSING

Your personal information and its use are governed by our Privacy Policy, which can be accessed at [link to privacy policy]. By using our services, you consent to the collection, use, and processing of your personal information as outlined in our Privacy Policy.

5. ORDER PLACEMENT AND ACCEPTANCE

Once you place an order for services with Tax Plug LLC, payment must be received before your order is processed. A confirmation of your order does not signify acceptance. We reserve the right to refuse or cancel any order due to incorrect information, or if we suspect fraud. Please contact us at [email protected] if you need to modify or cancel an order.

6. PRODUCTS AND SERVICES

Tax Plug LLC offers a monthly retainer service for fractional CMO services, as well as a 7-day growth audit trial, which is part of the full-service fractional CMO offering. All services are month-to-month with the option to cancel anytime after the first month. Please note that no pricing details or guarantees are provided within these Terms. Tax Plug LLC will not be held liable for outcomes based on individual business circumstances.

7. NO GUARANTEES

Tax Plug LLC does not guarantee specific results, success, or outcomes from the use of our services. The success of our services will depend on various factors, including but not limited to the quality of your business's products and services, marketing strategies, and overall business execution. You acknowledge and accept that Tax Plug LLC cannot guarantee any particular result from the services provided.

8. PAYMENT AND INVOICING

Clients will be invoiced manually for services rendered. The 7-day growth audit is charged on a one-time basis, and the monthly retainer is charged on a month-to-month basis. There are no long-term contracts, and the client may cancel the monthly retainer after the first month. Please note that all payments are non-refundable unless otherwise stated by Tax Plug LLC. However, if we fail to meet any promises or guarantees, we will work to resolve the issue at no additional cost to you.

9. NO REFUNDS, EXCEPT CASE-BY-CASE

All payments made are non-refundable after the payment has been processed. Refunds may be provided on a case-by-case basis depending on the circumstances. In such cases, Tax Plug LLC will consider working for free if any guarantees are not delivered. However, no refunds will be granted after the service period has begun, except in situations deemed appropriate by Tax Plug LLC.

10. CANCELLATION POLICY

After payment for the 7-day growth audit or the monthly retainer, no cancellation is permitted for the current month. However, you are not obligated to continue beyond the following month, as all offers are on a month-to-month basis. You can choose not to pay for the next month, and the service will end after the current month’s service period has concluded.

11. TEXT MESSAGE COMMUNICATION AND CONSENT

By submitting your information through our website, booking a call, or interacting with Tax Plug LLC services, you consent to receive SMS (text) messages from us for transactional updates, reminders, and limited marketing communications. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan. You can opt out at any time by replying “STOP” to any text message received. Opting out may affect your access to time-sensitive updates related to your service.

Your consent to receive SMS messages is not a condition of purchase. You represent that the phone number provided belongs to you or that you have authorization to use it. We are not liable for delayed or undelivered messages.

Extended SMS terms and privacy details can be found at: thetaxplug.com/sms-terms

12. LEGAL JURISDICTION

All legal matters, including but not limited to disputes, arbitration, or litigation, related to the services provided by Tax Plug LLC will be governed by the laws of the State of New York, USA. All disputes will be subject to the exclusive jurisdiction of New York State courts, or, if applicable, through arbitration under the relevant legal frameworks of New York State.

13. LIMITATION OF LIABILITY

Tax Plug LLC will not be liable for any indirect, special, incidental, or consequential damages arising from the use or inability to use our services, including but not limited to loss of business, data, or profits. Our liability is limited to the amount paid by the client for services rendered in the month prior to the event that triggered the claim.

14. DISPUTE RESOLUTION AND ARBITRATION

Any disputes between you and Tax Plug LLC will be resolved through final and binding confidential arbitration, in accordance with the applicable laws of New York State. By agreeing to these Terms, you waive the right to a court trial and agree to resolve all disputes through arbitration. All claims must be pursued individually and not as part of a class or representative action.

15. TERMINATION

We reserve the right to terminate this Agreement at any time if you fail to comply with any provision of these Terms. Upon termination, you remain responsible for any outstanding payments to Tax Plug LLC. Sections regarding limitations of liability, dispute resolution, and governing law will survive termination.

16. SEVERABILITY

If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect. The unenforceable provision will be modified to the extent necessary to make it enforceable and consistent with the rest of the Agreement.

17. ENTIRE AGREEMENT

These Terms, along with the Privacy Policy and other relevant policies, constitute the entire agreement between you and Tax Plug LLC regarding your use of our Website and services. Any modifications or changes to these Terms will be communicated via updates posted on the Website.

18. CONTACTING US

If you have any questions or concerns regarding these Terms or any other aspect of our services, please contact us at [email protected].

©2025 Tax Plug LLC | All rights reserved.

©2025 Tax Plug LLC | All rights reserved.