Terms of Service

Last updated: June 23, 2026

Agreement to Terms

By using this website or engaging Ascend Taxes for tax preparation, planning, or related services, you agree to these terms. If you don't agree, please don't use the site or our services.

Who We Are

Ascend Taxes is a 100% remote U.S. tax preparation practice. Services are provided by licensed and credentialed tax professionals as described on our About page.

Our Services

This website lets you learn about our services, request a free consultation, and — once you're an engaged client — exchange documents through a secure client portal. Booking a consultation does not by itself create a client engagement; an engagement begins once we've confirmed the scope of work with you, typically after your consultation.

Not Tax, Legal, or Financial Advice

General information on this site — including blog posts, FAQs, and any AI assistant available in the client portal — is provided for educational purposes only and is not personalized tax, legal, or financial advice. Specific guidance about your situation comes only from a credentialed preparer reviewing your actual facts and documents. Our AI assistant will never ask for your Social Security number and should not be used as a substitute for professional advice.

Your Responsibilities

• Provide accurate, complete information and documents for your return or engagement.
• Review your return before it is filed and tell us promptly about anything that looks wrong.
• Keep your portal login credentials confidential.
• Pay agreed fees for completed services according to the terms we provide at engagement.

Fees

We generally operate on performance-based rates as described during your consultation. Exact fees and payment terms for your engagement will be confirmed with you in writing before work begins.

No Guarantee of Outcome

While we work to maximize every refund and deduction you're entitled to, we cannot guarantee a specific refund amount, audit outcome, or that the IRS or a state agency will accept any particular position. Our guarantees (accuracy, maximum refund, satisfaction) are described on our Services page and apply as stated there.

Security

We use industry-standard safeguards, including encryption, to protect data submitted through this site and our client portal. No online system is completely immune to compromise, and we cannot promise the site or portal will be uninterrupted or error-free.

Intellectual Property

The content, design, and branding of this site belong to Ascend Taxes and may not be copied or reused without permission.

Limitation of Liability

To the extent permitted by law, Ascend Taxes is not liable for indirect or consequential damages arising from your use of this website. This does not limit any liability that cannot be limited under applicable law, including liability arising from professional services governed by a separate engagement agreement.

Changes to These Terms

We may update these terms from time to time. We'll update the "Last updated" date above when we do.

Contact Us

Questions about these terms? Reach out at ascendtaxesco@gmail.com or (559) 832-2289.