PROTAX ADVANTAGE
TERMS OF SERVICE
Effective Date: August 14, 2026
Last Updated: August 14, 2026
These Terms of Service ("Terms") govern access to and use of the ProTax Advantage website, online forms, communications, and other online services operated by ProTax Advantage ("ProTax Advantage," "we," "us," or "our").
By accessing or using our website or voluntarily submitting information through our website or online services, you acknowledge these Terms.
Professional services provided to an established client are additionally governed by the applicable engagement agreement. If an engagement agreement conflicts with these Terms concerning professional services, the engagement agreement controls with respect to those services.
1. INFORMATIONAL PURPOSES ONLY
Information provided through the ProTax Advantage website is intended for general informational and educational purposes.
Website content does not constitute individualized tax, legal, accounting, financial, or other professional advice.
Tax laws, regulations, administrative guidance, collection procedures, and agency policies change frequently. Information presented on this website may not reflect the most recent developments and may not apply to a particular taxpayer's circumstances.
Users should not take or refrain from taking action concerning a tax or legal matter based solely upon information contained on this website.
2. NO CLIENT OR REPRESENTATIVE RELATIONSHIP CREATED BY WEBSITE USE
Accessing this website, submitting an online form, communicating with an automated or AI-assisted system, sending an email or text message, making a telephone call, uploading a document, or scheduling or participating in an initial consultation does not, by itself, create a professional, representative, fiduciary, or client relationship with ProTax Advantage.
A professional engagement is established only after ProTax Advantage expressly accepts the engagement and any required engagement documentation has been completed.
Until an engagement has been accepted, ProTax Advantage has no obligation to:
3. PROFESSIONAL TAX SERVICES
ProTax Advantage provides professional services that may include tax resolution, tax controversy, tax preparation, tax compliance, representation before federal and state taxing authorities, transcript analysis, financial analysis, and related services.
The specific scope of services for an individual client is established by the applicable engagement agreement.
4. NO GUARANTEE OF TAX-RESOLUTION RESULTS
Tax matters are inherently dependent upon individual facts and circumstances and decisions made by government agencies and other third parties.ProTax Advantage does not guarantee any particular outcome.
No statement concerning potential:
should be interpreted as a guarantee.
Results depend upon factors including applicable law, agency policies, financial circumstances, compliance history, documentation, taxpayer cooperation, government processing, and the discretion of applicable taxing authorities.
5. CLIENT RESPONSIBILITY FOR INFORMATION
Clients and prospective clients are responsible for providing truthful, accurate, complete, and timely information.
ProTax Advantage may rely upon information and documentation supplied by clients, prospective clients, taxing authorities, financial institutions, employers, governmental agencies, and other authorized sources.
Failure to provide accurate or complete information may materially affect our analysis, recommendations, ability to provide services, or the outcome of a tax matter.
Clients are responsible for promptly notifying ProTax Advantage of material changes affecting their tax matter.
6. GOVERNMENT NOTICES AND DEADLINES
Tax notices frequently contain strict deadlines.
Sending, uploading, emailing, texting, or otherwise providing a tax notice or other document to ProTax Advantage does not automatically establish that ProTax Advantage has accepted responsibility for the notice or its deadline.
Unless ProTax Advantage has expressly accepted an engagement covering the applicable matter, the taxpayer remains responsible for protecting all filing, response, appeal, collection, petition, and other deadlines.
7. USE OF ARTIFICIAL INTELLIGENCE AND TECHNOLOGY-ASSISTED SERVICES
ProTax Advantage may use artificial intelligence ("AI"), automation, and other technology-assisted systems to support administrative and professional functions.
These technologies may assist with activities such as:
AI-generated information may contain errors, omissions, outdated information, or inaccurate interpretations.
ProTax Advantage does not treat AI-generated information as a substitute for professional judgment. Substantive AI-assisted tax research, analysis, or work product is subject to appropriate professional review before being relied upon for a client's matter.
8. PROTECTION OF TAXPAYER INFORMATION WHEN USING AI
ProTax Advantage recognizes that taxpayer information may be subject to federal and state confidentiality, privacy, professional, and information-security requirements.
We seek to minimize unnecessary disclosure of personally identifiable or confidential taxpayer information to external AI systems.
ProTax Advantage maintains internal policies governing the use of AI and taxpayer information.
Sensitive taxpayer information will not knowingly be provided to an external AI service unless the use or disclosure is appropriate for the professional services being provided, is permitted by applicable law, and appropriate safeguards or authorization are in place where required.
Nothing in these Terms constitutes a taxpayer's consent to a disclosure for which separate consent is required by law.
9. AI-ASSISTED TELEPHONE AND CLIENT COMMUNICATIONS
ProTax Advantage may use automated and AI-assisted communication technology, including systems operated through third-party service providers such as TaxCure360.
Prospective and existing clients may interact with an AI-assisted or automated system by telephone, SMS, website, or other communication channels.
Such technology may assist with:
AI-assisted systems do not independently establish a professional engagement and are not authorized to make final professional determinations concerning a taxpayer's liability, legal rights, eligibility for a particular tax-resolution program, or final professional strategy.
Material professional advice should be confirmed by an authorized ProTax Advantage tax professional.
10. TELEPHONE CALL RECORDING, TRANSCRIPTION, AND ANALYSIS
Telephone calls with ProTax Advantage may be recorded, monitored, transcribed, summarized, or analyzed.
Recordings and related technologies may be used for purposes including:
Where applicable law requires notice or consent, ProTax Advantage will provide such notice and/or obtain consent.
Because callers may participate from jurisdictions having different call-recording laws, users should pay attention to any recording notice provided at the beginning of a call.
Where legally permitted, continuing a call after receiving legally sufficient notice may constitute consent to recording.
11. SMS AND TEXT MESSAGING
ProTax Advantage may use TaxCure360 or another communications provider to transmit SMS or similar text communications.
By voluntarily providing a mobile telephone number and affirmatively consenting to SMS communications, you authorize ProTax Advantage to send applicable communications to the number provided.
Communications may concern:
Message frequency may vary. Message and data rates may apply.
Consent to receive marketing text messages is not a condition of purchasing professional services.
Where supported, you may opt out of applicable SMS communications by replying STOP and may request assistance by replying HELP.
Mobile telephone information and SMS consent information will not be sold or shared with unrelated third parties for their independent marketing or promotional purposes.
Information may be transmitted to telecommunications, CRM, and technology providers as reasonably necessary to operate the messaging service.
12. EMAIL AND ELECTRONIC COMMUNICATIONS
By providing an email address, telephone number, or other electronic contact information, you authorize ProTax Advantage to use that information for appropriate communications relating to your inquiry, appointment, account, or professional services.
Ordinary email and SMS may not provide the same level of security as an encrypted client portal.
Clients should not send Social Security numbers, complete tax returns, banking credentials, passwords, or other highly sensitive information through unsecured communication methods when a secure alternative has been provided.
ProTax Advantage may require certain documents or information to be transmitted through an approved secure client portal or other secure method.
13. CLIENT PORTALS AND SECURE DOCUMENT EXCHANGE
ProTax Advantage may use secure client portals and document-management technologies, including Verifyle and other approved systems, for the transmission and storage of sensitive information.
Clients are responsible for protecting their login credentials and should not share passwords, authentication codes, or portal credentials with unauthorized persons.
Clients should promptly notify ProTax Advantage if they believe their account or credentials have been compromised.
14. THIRD-PARTY TECHNOLOGY AND SERVICE PROVIDERS
ProTax Advantage uses third-party technology and service providers in operating its professional practice.
Depending upon the services being provided, these may include systems such as:
Service providers may change as technology and business needs evolve.
ProTax Advantage maintains responsibility for selecting and managing service providers consistent with applicable professional, privacy, and information-security obligations.
Third-party services may also be subject to their own terms and privacy practices.
15. TAXPAYER CONFIDENTIALITY
ProTax Advantage recognizes the confidential nature of taxpayer and financial information.
Tax return information and other protected taxpayer information will be used or disclosed only as permitted by applicable law.
Certain uses or disclosures of tax return information may require separate taxpayer consent under federal law.
These Terms do not replace any consent, authorization, power of attorney, disclosure authorization, or other document separately required by law.
16. WEBSITE FORMS
Our website may permit users to:
Submission of information through a website form does not establish a professional engagement.
Users should not submit unnecessary sensitive information through an unsecured website field.
17. PAYMENTS
Electronic payments may be processed through third-party payment providers, including Stripe and PayPal.
Payment providers may separately collect payment-card, bank-account, billing, transaction, device, and fraud-prevention information.
Professional fees, payment arrangements, cancellations, refunds, retainers, and other financial terms applicable to professional services are governed by the client's engagement agreement and applicable payment agreements.
Nothing contained on this website modifies those agreements.
18. ADVERTISING, COOKIES, ANALYTICS, AND TRACKING TECHNOLOGY
The ProTax Advantage website may use cookies, analytics, advertising technologies, conversion tracking, pixels, or similar technologies.
These technologies may assist with measuring website traffic, determining how visitors locate and use our website, measuring advertising effectiveness, improving website functionality, and evaluating marketing campaigns.
ProTax Advantage does not intentionally provide Social Security numbers, tax returns, tax transcripts, detailed financial information, or similar confidential taxpayer information to advertising platforms for targeted advertising.
Additional information concerning these practices is contained in our Privacy Policy.
19. THIRD-PARTY LINKS
Our website may contain links to websites or services operated by third parties.
ProTax Advantage is not responsible for the availability, content, privacy practices, security, representations, or independent acts or omissions of third-party websites that we do not control.
A link does not necessarily constitute endorsement.
20. INTELLECTUAL PROPERTY
Unless otherwise indicated, original website content—including text, graphics, logos, branding, educational materials, downloads, videos, designs, and other materials—is owned by or licensed to ProTax Advantage and protected by applicable intellectual-property laws.
Users may view or print website materials for their own lawful personal or internal business use.
Users may not, without authorization:
21. PROHIBITED WEBSITE USE
You agree not to use the ProTax Advantage website, communications systems, or online services to:
22. WEBSITE AND TECHNOLOGY AVAILABILITY
ProTax Advantage does not guarantee uninterrupted availability of its website, portals, communications systems, AI systems, or other technology.
Services may occasionally be unavailable because of maintenance, outages, cybersecurity measures, third-party failures, internet disruptions, or other circumstances.
ProTax Advantage may modify, suspend, restrict, or discontinue website functionality when reasonably necessary.
23. DISCLAIMER OF WARRANTIES
TO THE EXTENT PERMITTED BY APPLICABLE LAW, THE WEBSITE AND GENERAL WEBSITE CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE.
"PROTAX ADVANTAGE DOES NOT WARRANT THAT WEBSITE INFORMATION WILL BE ERROR-FREE, COMPLETE, CURRENT, OR APPROPRIATE FOR EVERY TAXPAYER'S CIRCUMSTANCES.
THIS DISCLAIMER DOES NOT ALTER ANY EXPRESS OBLIGATION UNDERTAKEN BY PROTAX ADVANTAGE IN A SEPARATE PROFESSIONAL ENGAGEMENT AGREEMENT.
24. LIMITATION OF LIABILITY
To the maximum extent permitted by applicable law, ProTax Advantage will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising solely from use of or inability to use the public website or reliance upon general website information.
Nothing in these Terms is intended to exclude or limit liability where such exclusion or limitation is prohibited by law or inconsistent with an applicable professional obligation.
25. PRIVACY AND INFORMATION SECURITY
Use of our website and electronic services is also subject to the ProTax Advantage Privacy Policy.
ProTax Advantage maintains administrative, technical, and physical safeguards designed to protect customer and taxpayer information and maintains a Written Information Security Plan appropriate to its operations.
No electronic system or transmission method can be guaranteed to be completely secure.
26. CHANGES TO THESE TERMS
ProTax Advantage may periodically update these Terms to reflect changes in law, technology, service providers, business operations, or professional practices.
The "Last Updated" date identifies the most recent revision.
Material changes may be communicated through the website or other appropriate means.
27. SEVERABILITY
If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, the remaining provisions will remain in effect to the fullest extent permitted by law.
28. GOVERNING LAW
These Terms are governed by the laws of the State of Indiana, without regard to conflict-of-law principles, except where federal law or the law of another jurisdiction is required to apply.
29. CONTACT INFORMATION
Questions regarding these Terms may be directed to:
ProTax Advantage
Website: www.protaxadvantage.com
Email: tammy.graham@protaxadvantage.com
Telephone: (574)-200-0008
Mailing Address: 5101 E Division Rd, Logansport, IN 46947, United States
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5101 E Division Rd, Logansport, IN 46947, United States