Tax Firm Leads - Terms of Service

Last Updated: November 4, 2025

Operated by: Joe Bond Consulting LLC

Business Name: Tax Firm Leads

1. Acceptance of Terms

By creating an account and using Tax Firm Leads ("Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our Service.

This Terms of Service should be read together with our Privacy Policy and Refund Policy, which are incorporated by reference.

2. Description of Service

Tax Firm Leads is a lead generation platform that connects tax professionals (CPAs, Enrolled Agents, tax attorneys) with consumers seeking tax preparation services. We provide:

• AI-qualified consumer leads matched to your practice area and location
• Real-time notifications via SMS and email when new leads are available
• A dashboard to manage your leads, preferences, and billing
• Pay-per-lead pricing with no monthly subscriptions

3. Account Registration and Eligibility

To use our Service, you must:

• Be a licensed tax professional (CPA, EA, tax attorney) or operate a tax preparation business
• Provide accurate, current, and complete information during registration
• Maintain and promptly update your account information
• Be at least 18 years old
• Not have been previously suspended or banned from our Service

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

4. Communications and Consent

4.1 Express Consent to Receive Communications

By creating an account, you expressly consent to receive:

1. Lead Notifications: SMS text messages and emails alerting you to new leads that match your criteria
2. Account Updates: Important information about your account, billing, and service changes
3. Service Communications: Updates about our services, new features, and platform improvements
4. Marketing Messages: Promotional offers and tips to grow your practice (you may opt out of these)

4.2 Understanding Message Frequency and Costs

• Message Frequency: Varies based on lead volume. You may receive multiple messages per day during peak tax season.
• Standard Rates Apply: Standard messaging and data rates from your mobile carrier may apply.
• No Additional Fees: We do not charge for SMS notifications, but your carrier may.

4.3 Opt-Out Options

You can manage your notification preferences at any time:

• SMS Opt-Out: Reply STOP to any text message or adjust settings in your dashboard
• Email Opt-Out: Click unsubscribe in any email or update preferences in your account
• Essential Communications: You cannot opt out of essential service communications related to leads you've purchased, account security, or legal notices

4.4 TCPA Compliance and Material Terms

By providing your phone number and checking "I agree to receive SMS notifications," you expressly authorize Tax Firm Leads to contact you via automated SMS text messages at the phone number you provided.

Material Terms You Are Agreeing To:

• You will receive lead notifications and service updates via SMS
• Message frequency varies (up to 10+ messages/day during peak tax season)
• Message & data rates may apply based on your carrier plan
• Consent is not required to purchase any services
• You can opt out at any time by replying STOP or updating your dashboard settings
• Reply HELP for help

This consent satisfies the requirements of the Telephone Consumer Protection Act (TCPA). You acknowledge that:

• You are providing your express written consent to receive automated SMS and email communications
• This consent is not a condition of purchasing any goods or services
• You may revoke consent at any time using the opt-out methods described above

5. Lead Delivery and Acceptance

When a qualified lead is available:

• You will receive a notification via your preferred method (SMS, email, or both)
• Leads are delivered on a first-come, first-served basis
• You have a limited time to accept or decline each lead
• Once you accept a lead, you will be charged and given the consumer's contact information
• Accepted leads are final and non-refundable except as described in our Refund Policy

6. Pricing and Payment

Our Service operates on a pay-per-lead model:

• Lead prices range from $15-$50 based on complexity and quality
• Pricing is displayed before you accept any lead
• No monthly fees, subscriptions, or commitments
• Payment is processed immediately upon lead acceptance
• We accept major credit cards via Stripe
• All prices are in USD

We reserve the right to change our pricing at any time. Price changes will apply to future leads only, not to leads you've already accepted.

7. Lead Quality and Refunds

We use AI to qualify all leads before delivery. However, we cannot guarantee conversion rates. See our Refund Policy for details on when refunds are available.

8. Professional Conduct

As a tax professional using our Service, you agree to:

• Maintain all required professional licenses and credentials
• Follow all applicable laws, regulations, and professional standards
• Respond to leads in a timely and professional manner
• Not resell, transfer, or share leads with other parties
• Not use leads for purposes other than offering your tax services
• Protect consumer privacy and data in accordance with applicable laws

9. Account Suspension and Termination

We reserve the right to suspend or terminate your account immediately, with or without notice, if:

• You violate these Terms of Service
• You engage in fraudulent activity (e.g., chargeback abuse, fake refund claims)
• You provide false information during registration or verification
• You abuse, threaten, or harass consumers, our staff, or other users (including profanity, threats, discriminatory language, or excessive complaints)
• Your professional license is suspended, revoked, or placed on probation
• You repeatedly fail to respond to accepted leads (3+ leads with no contact attempt within 48 hours)
• You request refunds on more than 30% of accepted leads
• We are required to do so by law or regulatory authority
• We determine, in our sole discretion, that your continued use poses a risk to our business, other users, or consumers

Effect of Termination:

• Your access will be immediately revoked
• You will not receive refunds for previously accepted leads
• You remain obligated to pay any outstanding balances
• Sections 10-13 (Intellectual Property, Disclaimers, Limitation of Liability, Indemnification) survive termination

You may cancel your account at any time through your dashboard settings. Upon cancellation, you will not be charged for future leads, but accepted leads are non-refundable.

10. Intellectual Property

All content, features, and functionality of the Service are owned by Tax Firm Leads and are protected by copyright, trademark, and other intellectual property laws. You may not copy, modify, distribute, or create derivative works without our express written permission.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.

Specifically, we do not warrant:

• That consumer contact information will always be accurate (consumers may provide wrong info)
• That consumers will respond to your outreach
• That consumers will hire you or pay your fees
• That leads will result in any specific revenue
• That our AI qualification scores are 100% accurate
• That third-party services (SMS, email) will always be delivered
• That the Service will be available 24/7 without interruption
• Lead conversion rates or quality
• Uninterrupted or error-free service

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TAX FIRM LEADS SHALL NOT BE LIABLE FOR:

• Indirect, incidental, special, or consequential damages
• Lost profits or revenue
• Loss of business or clients
• Damages exceeding the GREATER OF (a) the amount you paid for leads in the past 6 months, OR (b) $500

Some states do not allow limitation of liability for consequential damages, so the above limitations may not apply to you.

13. Indemnification

You agree to indemnify and hold Tax Firm Leads harmless from any claims, losses, damages, or expenses (including attorney fees) arising from:

• Your use of the Service
• Your violation of these Terms
• Your interaction with consumers
• Your professional services or conduct

14. Changes to Terms

We may update these Terms from time to time. Changes will be effective:

• Material Changes (affecting pricing, arbitration, liability): 30 days after email notice to your registered email address
• Non-Material Changes (clarifications, typos): Immediately upon posting with "Last Updated" date change

Notice Methods:

• Email to your registered email address
• Prominent notice in your dashboard upon login
• Update to "Last Updated" date at the top of this page

Your Options:

• If you disagree with material changes, you may close your account within the 30-day notice period
• Continued use after the effective date constitutes acceptance
• Closing your account does not affect obligations for leads already accepted

Your Responsibility: You are responsible for maintaining a current email address and checking for updates.

15. Governing Law and Disputes

15.1 Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict of law principles.

15.2 Arbitration Agreement

PLEASE READ THIS CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS.

Any dispute, claim, or controversy arising out of or relating to these Terms or your use of the Service shall be resolved by binding arbitration, rather than in court, except that:

1. You may assert claims in small claims court if your claims qualify; and
2. You or we may seek equitable relief in court for infringement or misuse of intellectual property rights.

Arbitration Rules: The arbitration will be conducted by the American Arbitration Association (AAA) under its Commercial Arbitration Rules.

Location: Arbitration will take place in Oklahoma County, Oklahoma or via remote/telephonic hearing at your option.

Costs: Each party will bear their own costs. If you prevail, we will reimburse your arbitration filing fee.

Class Action Waiver: YOU AND TAX FIRM LEADS AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING.

Opt-Out: You have the right to opt out of this arbitration agreement by sending written notice to legal@taxfirmleads.com within 30 days of account creation. If you opt out, all other terms still apply, but disputes will be resolved in court.

Severability: If any portion of this arbitration agreement is found unenforceable, the remainder shall remain in effect, except that if the Class Action Waiver is found unenforceable, the entire arbitration agreement shall be void.

16. Contact Information

If you have questions about these Terms, please contact us:

17. Entire Agreement

These Terms, along with our Privacy Policy and Refund Policy, constitute the entire agreement between you and Tax Firm Leads regarding the use of our Service.

18. Force Majeure

Tax Firm Leads shall not be liable for any failure or delay in performance due to causes beyond our reasonable control, including but not limited to:

• Acts of God (earthquakes, floods, fires)
• War, terrorism, civil unrest
• Internet or telecommunications failures
• Third-party service provider outages (Twilio, Stripe, hosting providers)
• Government actions or regulations
• Pandemics or public health emergencies

In such events, our performance obligations will be suspended for the duration of the force majeure event. If the event continues for more than 30 days, either party may terminate the agreement without liability.

19. Taxes

You are responsible for all applicable taxes related to your purchase of leads, including sales tax, use tax, or VAT, depending on your jurisdiction.

If we are required by law to collect taxes, they will be added to your invoice. You agree to pay all such taxes.

If you are tax-exempt, you must provide valid exemption certificates before purchase.

Acknowledgment

By clicking "Create Account" during signup, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service, including the express consent to receive SMS and email communications as described in Section 4.