Terms of Service

Last updated: April 30, 2025

1. Acceptance of Terms

By accessing or using taxshiftadvisors.com (the “Site”) or engaging with Taxshift Advisors (“we,” “our,” or “us”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, please do not use the Site or our services.

2. Not Legal or Tax Advice

Important: The information provided on this Site — including the savings calculator, educational content, and any communications from Taxshift Advisors — is for informational purposes only and does not constitute legal, tax, financial, or professional advice.

Taxshift Advisors is not a law firm, CPA firm, or registered financial advisor. We are an advisory and coordination service. All legal and tax-related work is performed by independently licensed CPAs and attorneys. Your results will vary based on your individual circumstances, income, state of residence, and other factors.

Do not rely solely on any information provided on this Site to make legal, tax, or financial decisions. Always consult with a qualified professional before taking action.

3. Description of Services

Taxshift Advisors provides advisory and coordination services to help self-employed individuals evaluate and implement legal strategies to reduce their tax burden. Our services may include:

  • Initial assessments and savings estimates
  • Coordination with licensed CPAs and attorneys
  • Guidance on business structure and cost reduction strategies
  • Ongoing advisory support

Specific services, deliverables, and fees will be outlined in a separate engagement agreement prior to any paid work.

4. Savings Estimates and Calculator

The savings calculator and any estimates provided on this Site are illustrative only. They are based on general assumptions and typical scenarios and do not account for your specific income, deductions, state tax obligations, or business circumstances. Actual savings may be higher or lower than estimated.

Taxshift Advisors makes no guarantee of any specific outcome, tax savings, or financial result.

5. User Obligations

By using the Site, you agree to:

  • Provide accurate and complete information when submitting forms or engaging with our services
  • Use the Site only for lawful purposes
  • Not attempt to reverse-engineer, copy, or reproduce any proprietary content, tools, or processes on this Site
  • Not use the Site to submit spam, false inquiries, or fraudulent information

6. Intellectual Property

All content on this Site — including text, graphics, logos, calculator tools, and design — is the property of Taxshift Advisors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from any content on this Site without our prior written consent.

7. Third-Party Services

Our Site may contain links to or integrations with third-party services (such as scheduling tools). We are not responsible for the content, privacy practices, or terms of any third-party services. Your use of third-party services is at your own risk and subject to their respective terms.

8. Limitation of Liability

To the fullest extent permitted by law, Taxshift Advisors and its owners, employees, advisors, and partners shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of this Site or our services, including but not limited to loss of income, loss of data, or any tax penalties or legal consequences resulting from actions taken based on information provided on this Site.

Our total liability to you for any claim arising from these Terms or your use of our services shall not exceed the amount you have paid us in the three months preceding the claim.

9. Disclaimer of Warranties

This Site and its content are provided “as is” and “as available” without warranties of any kind, express or implied. We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components.

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the courts of North Carolina.

11. Changes to These Terms

We reserve the right to update these Terms at any time. We will notify you of material changes by posting the updated Terms on this page with a revised date. Your continued use of the Site after any changes constitutes your acceptance of the updated Terms.

12. Contact Us

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

Taxshift Advisors
hello@taxshiftadvisors.com