TERMS AND CONDITIONS

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 Last Updated: October 22, 2025

Welcome to Diversify Tax Systems, LLC. By accessing or using our website at https://diversifytaxsystems.com, you agree to be bound by the following Terms and Conditions. Please read them carefully.

1. ACCEPTANCE OF TERMS By accessing or using the services provided by Diversify Tax Systems, LLC ("Company," "we," "us," or "our"), you ("Client," "you," or "your") agree to be bound by these Terms and Conditions. If you do not agree to these terms, you may not use our services.

2. SERVICES PROVIDED Diversify Tax Systems, LLC provides tax service bureau solutions, including but not limited to: Electronic filing transmission services Tax preparation software support Bank product facilitation Compliance support and reporting Technical assistance and customer service

3. ELIGIBILITY AND REGISTRATION 3.1 EFIN/PTIN Requirements Clients must possess a valid IRS-issued EFIN or PTIN Clients must maintain good standing with the IRS Clients must provide accurate and current registration information

3.2 Account Responsibility You are responsible for maintaining the confidentiality of your account credentials You agree to notify us immediately of any unauthorized access You are responsible for all activities conducted under your account

4. FEES AND PAYMENT 4.1 Service Fees All applicable fees will be clearly communicated prior to service activation Fees are subject to change with 30 days written notice Payment is due according to the agreed-upon payment schedule

4.2 Late Payments Late payments may result in service suspension A late fee may be assessed on overdue balances Unpaid balances may be sent to collections

4.3 Refunds Fees are generally non-refundable except as required by law Refund requests will be evaluated on a case-by-case basis

5. CLIENT OBLIGATIONS 5.1 Compliance Clients must comply with all applicable federal, state, and local laws Clients must adhere to IRS e-file regulations and requirements Clients must maintain appropriate licenses and certifications

5.2 Data Accuracy Clients are responsible for the accuracy of all tax returns and data submitted Clients must verify all information before transmission Company is not liable for errors in client-prepared returns

5.3 Security Clients must implement appropriate data security measures Clients must comply with IRS Publication 4557 safeguarding requirements Clients must report any data breaches immediately

6. PROHIBITED ACTIVITIES Clients may not: Use services for fraudulent or illegal purposes Submit false or misleading information Attempt to access unauthorized areas of our systems Interfere with or disrupt our services Violate any IRS regulations or requirements Share account credentials with unauthorized parties Use services to harm, threaten, or harass others

7. INTELLECTUAL PROPERTY 7.1 Ownership All software, systems, and materials provided remain our property No license or ownership rights are transferred to clients Company name, logos, and trademarks are protected

7.2 Limited License We grant you a limited, non-exclusive, non-transferable license to use our services This license terminates upon service termination

8. DATA PRIVACY AND SECURITY 8.1 Data Collection We collect and process data necessary to provide services Our Privacy Policy governs data collection and use We comply with applicable data protection laws

8.2 Data Security We implement industry-standard security measures We conduct regular security audits and updates Clients must report suspected security incidents immediately

8.3 Data Retention We retain data as required by IRS regulations Data may be retained for legal and compliance purposes Clients may request data deletion subject to legal requirements

9. LIMITATION OF LIABILITY 9.1 Service Availability Services are provided "as is" without warranties We do not guarantee uninterrupted or error-free service We are not liable for service interruptions beyond our control

9.2 Damages Our liability is limited to the fees paid for services in the previous 12 months We are not liable for indirect, incidental, or consequential damages We are not liable for client errors or IRS penalties

9.3 Tax Advice Disclaimer We do not provide tax advice or legal counsel Clients are responsible for tax preparation accuracy Clients should consult qualified tax professionals for advice

10. INDEMNIFICATION You agree to indemnify and hold harmless Diversify Tax Systems, LLC, its officers, employees, and agents from any claims, damages, or expenses arising from: Your use of our services Your violation of these terms Your violation of any laws or regulations Claims related to tax returns you prepare or file

11. TERMINATION 11.1 Termination by Client You may terminate services with 30 days written notice You remain liable for any outstanding fees

11.2 Termination by Company We may terminate or suspend services immediately if: You violate these terms Your EFIN/PTIN is suspended or revoked You engage in fraudulent activity Payment obligations are not met Required by law or IRS directive

11.3 Effects of Termination Access to services will be discontinued Outstanding fees become immediately due Data will be handled according to retention policies

12. MODIFICATIONS TO TERMS We reserve the right to modify these terms at any time Changes will be posted with an updated "Last Updated" date Continued use of services constitutes acceptance of modified terms Material changes will be communicated via email

13. DISPUTE RESOLUTION 13.1 Governing Law These terms are governed by the laws of the state where Diversify Tax Systems, LLC is registered, without regard to conflict of law provisions.

13.2 Arbitration Disputes will be resolved through binding arbitration Arbitration will be conducted under American Arbitration Association rules Each party bears their own costs unless otherwise awarded

13.3 Class Action Waiver You agree to resolve disputes individually and waive the right to participate in class actions.

14. GENERAL PROVISIONS 14.1 Entire Agreement These terms constitute the entire agreement between parties and supersede prior agreements.

14.2 Severability If any provision is found unenforceable, remaining provisions remain in effect.

14.3 No Waiver Failure to enforce any provision does not constitute a waiver of that provision.

14.4 Assignment You may not assign these terms without our written consent. We may assign these terms to any successor entity.

14.5 Force Majeure We are not liable for delays or failures due to circumstances beyond our reasonable control.

15. CONTACT INFORMATION For questions about these Terms and Conditions, please contact:

Diversify Tax Systems, LLC 

309 Breckenridge Cir SE Palm Bay, FL 32909 

📧 hello@diversifymgmt.info 

☎️ ‪(321) 345-1316