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Terms of Service

(Website + Services + Software)

You are responsible for providing accurate information and reviewing your return before filing.

ATAB provides professional services and access to software/tools; outcomes (refunds, IRS decisions, marketing results) are not guaranteed.

Fees, deadlines, and scope depend on what you purchase and what you submit.

Use of the website/portal/software requires accepting these Terms, the Privacy Notice, and Electronic Communications Consent.

1. Acceptance of Terms

By accessing or using https://atabusa.com, any ATAB portal, or any ATAB-branded tax software, you agree to these Terms, the Privacy Notice, and the Electronic Communications Consent.

2. Who We Are

ATAB USA (Accounting, Taxes, Audits & Bookkeeping Solutions USA, Inc.) (“ATAB USA,” “we,” “us”) provides tax and accounting services and may provide access to third-party or partner technology platforms.

3. Services and Scope

We may provide (as purchased and as applicable):

  • Tax preparation (individual, business, nonprofit)
  • Bookkeeping and accounting
  • Payroll and related filings
  • Compliance support (including annual reports and recordkeeping support)
  • Tax planning/advisory n (only if explicitly purchased and confirmed in writing)
  • Audit support/representation (only if explicitly purchased and confirmed in writing)
  • Business formation filings and related administrative filings (state-level) (only if explicitly purchased and confirmed in writing)
  • Trademark/brand-related administrative support (such as coordinating filings and documentation) n (only if explicitly purchased and confirmed in writing)
  • Marketing and advertising services (strategy, creative, campaigns) n (only if explicitly purchased and confirmed in writing)
  • Training, education, and support for tax professionals first training up on approval of using our software it is $60 and then the rest of the training as education and support for our tax professionals is for free
  • Access to ATAB-branded tax software and related tools n (only if explicitly purchased and confirmed in writing)

Important: ATAB is not a law firm and does not provide legal advice. For legal questions (including trademark strategy, contracts, disputes, or litigation), you should consult a licensed Tax attorney.

Scope is limited to what is stated in your engagement letter, invoice, order, or written confirmation. Additional work requires additional fees.

4. Client Responsibilities

You agree to:

  • Provide complete and accurate information and documentation.
  • Respond to requests promptly.
  • Review all returns/forms for accuracy before e-filing.
  • Maintain copies of your records.
  • Maintain your own compliance obligations where applicable (e.g., PTIN/EFIN or only a PTIN requirements for preparers).

5. Deadlines and Turnaround Times

Any stated turnaround time (including expedited timeframes) is an estimate and depends on timely receipt of complete documents, required signatures, identity verification, and third-party processing.

6. Fees, Payments, and Refund Policy

  • Fees are disclosed before or at the time of purchase/engagement.
  • Unless otherwise stated in writing, fees are non-refundable once work has started or access has been provided.
  • Chargebacks or payment disputes may result in suspension of services and access.

7. Bank Products / Refund Advances (If Offered)

If you choose a refund advance, check, or debit card product, it is offered by a third-party financial institution and subject to its approval and terms.

ATAB does not guarantee approval, timing, or funding.

You authorize us to share necessary information with the provider to facilitate the product.

8. Software Access, Licensing, and Acceptable Use

If you access ATAB-branded tax software or related tools (“Software”):

  • Software may be provided by a third-party platform under separate terms.
  • You must comply with all applicable laws, IRS rules, and platform requirements.
  • You may not misuse the Software, attempt unauthorized access, or interfere with security.

9. Affiliates/Sub-Users (If Applicable)

If you are an affiliate, sub-user, or preparer using ATAB-branded Software:

  • You are responsible for your own compliance (including PTIN/EFIN or just a PTIN requirements where applicable depending upon state you live in), client communications, and work quality.
  • You agree to follow ATAB policies, training requirements, and security standards.

10. No Guarantee; Professional Judgment

We provide professional services based on information you provide and applicable guidance at the time.

No guarantee is made regarding refunds, audit outcomes, IRS/state decisions, processing times, or marketing/advertising results.

11. Disclaimers

  • Website content is for general information and is not legal, tax, or financial advice for your specific situation.
  • Do not send sensitive information by unsecured email unless instructed through secure methods.

12. Limitation of Liability

To the maximum extent permitted by law, ATAB is not liable for indirect, incidental, special, consequential, or punitive damages. Our total liability for any claim is limited to the amount you paid to ATAB for the specific Services giving rise to the claim.

13. Indemnification

You agree to indemnify and hold ATAB harmless from claims arising from your breach of these Terms, misuse of the website/Software, or providing false/incomplete information.

14. Suspension and Termination

We may suspend or terminate access for nonpayment, suspected fraud, security concerns, at any time without explanations of why or violation of these Terms.

15. Changes to These Terms

We may update these Terms from time to time. The “Last Updated” date will change. Continued use means acceptance.

16. Binding Arbitration; Class Action Waiver

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR RIGHTS.

You and ATAB agree that any dispute, claim, or controversy arising out of or relating to these Terms, the Services, the Software, or your relationship with ATAB will be resolved by binding arbitration administered by a recognized arbitration provider, rather than in court, except that either party may seek injunctive or equitable relief in court for misuse of intellectual property, unauthorized access, or data security issues.

Class Action Waiver: You and ATAB agree to bring claims only in an individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative proceeding.

17. Governing Law; Venue

These Terms are governed by the laws of the State of Arizona, without regard to conflict-of-law rules.

To the extent any dispute is permitted to be brought in court (for example, to enforce an arbitration award or seek injunctive relief), you agree to exclusive venue and jurisdiction in Maricopa County, Arizona.

18. Contact

Phone: (800) 605-0702
Email: info@atabusa.com
Website: https://atabusa.com/