TAX HIVE ENGAGEMENT TERMS OF SERVICE

Last Updated: Mar 1, 2026

Thank you for choosing the services provided by Tax Hive LLC and its subsidiaries and affiliates (referred to as “Tax Hive,” “we,” “our,” or “us”). These Engagement Terms of Service (known as the “Terms,” the “Terms of Service,” or the “Agreement”) govern your purchase and use of Tax Hive’s Services. By clicking “I Agree,” using a similar method, purchasing Services, or otherwise interacting with Tax Hive, you agree to this Agreement. If you do not agree, you are not authorized to engage with Tax Hive to use the Services.

Tax Hive mainly offers personal and business-to-business tax planning, advisory services, tax preparation, filing, and bookkeeping. It delivers these services using a mix of proprietary technology, third-party platforms, and professional services from licensed providers. While Tax Hive account executives, managers, and customer relationship staff are not licensed professionals, they help coordinate services and can arrange for you to speak with licensed experts.

IMPORTANT ARBITRATION NOTICE: THESE TERMS INCLUDE AN AGREEMENT TO RESOLVE CLAIMS ONLY THROUGH INDIVIDUAL (NON-CLASS) ARBITRATION AND A WAIVER OF THE RIGHT TO A JURY TRIAL AND CLASS ACTIONS. PLEASE REVIEW ARTICLE 11 CAREFULLY.

1. AGREEMENT; INCORPORATED TERMS; ORDER OF PRECEDENCE

1.1 Agreement and Scope

This Agreement outlines the terms governing your use of the Services, which may include general information provided by Tax Hive in print or digital media, or tax-related services performed by a properly licensed and registered firm authorized to offer tax planning, tax advice, tax preparation, and tax filing services (collectively, the “Services”).

1.2 Incorporated Terms

This Agreement incorporates by reference: (a) Tax Hive’s Privacy Statement available through the Services or on Tax Hive’s website; (b) additional terms and conditions provided to you for specific Services, including product or program details, ordering, activation, and payment terms; and (c) third-party terms that may apply if you choose to use a third-party service through or in connection with the Services. Your use of the Services is subject to Tax Hive’s Privacy Statement, which is incorporated into this Agreement by reference; privacy disclosures, consumer rights notices (including California notices), and data handling practices are described in the Tax Hive’s Privacy Statement.

1.3 Conflicts

If this Agreement conflicts with transaction terms presented at the time of purchase, the transaction terms take precedence for that purchase. If this Agreement conflicts with separately signed engagement terms between you and a licensed service provider, the signed engagement terms take precedence for the professional services they cover. Mandatory consumer protections under applicable law apply.

2. RELATIONSHIP OF THE PARTIES; NO FIDUCIARY; NO LEGAL OR INVESTMENT ADVICE

2.1 Relationship and Delivery Model

Tax Hive offers tax planning, advisory, tax preparation, tax filing, bookkeeping, and related consulting services to individuals and businesses. These services may be provided through a mix of Tax Hive staff, licensed professionals, independent contractors, and technology platforms operated by Tax Hive or by third-party providers.

2.2 Licensed Professionals

Certain services may be performed by appropriately licensed professionals, including Certified Public Accountants, Enrolled Agents, or practicing attorneys (each a “Tax Expert”). Tax Hive personnel who are not licensed professionals can assist with administrative coordination, customer support, information gathering, scheduling, and service delivery, but do not offer professional advice unless properly licensed.

2.3 No Fiduciary; No Agency; No Legal or Investment Advice

Unless explicitly stated otherwise in writing, you agree that Tax Hive is not acting as your agent or fiduciary in connection with your use of any Services. Tax Hive does not provide legal or investment advice. Tax Expert services do not include legal, investment, estate planning, or other advice beyond what is included with the Tax Expert Services you purchase.

3. USE OF SERVICES; INTELLECTUAL PROPERTY; CONTENT

3.1 License and Intellectual Property

The Services are protected by copyright, trade secret, and other intellectual property laws. You are only given the right to use the Services as described by Tax Hive. Tax Hive retains all other rights in the Services. Until this Agreement is terminated and as long as you fulfill payment obligations and follow this Agreement, Tax Hive grants you a personal, limited, nonexclusive, and nontransferable license to use the Services.

3.2 Restrictions on Use

You agree not to use, and not to allow any third party to use, the Services in a way that violates applicable law, regulation, or this Agreement. You also agree not to provide access to or share any part of the Services with third parties; not to reproduce, modify, copy, sell, trade, lease, rent, or resell the Services; not to decompile, disassemble, or reverse engineer the Services; and not to make the Services available on any file-sharing or application hosting platform.

3.3 Content; Responsibility; License; Archiving

“Content” includes any data, information, materials, text, graphics, images, software, audio, video, or works of authorship of any kind that are uploaded, transmitted, posted, generated, stored, or otherwise made available through the Services. Content includes, without limitation, content that account holders (including you) provide through use of the Services. By making Content available through the Services, you grant Tax Hive a worldwide, royalty-free, non-exclusive license to host, store, and use your Content for purposes of providing and improving the Services. You are responsible for frequently archiving your Content and for any lost or unrecoverable Content.

3.4 Prohibited Content and Conduct

You agree not to use, nor allow any third party to use, the Services to upload, post, distribute, link to, publish, reproduce, engage in, promote, or transmit content or conduct that is illegal, fraudulent, defamatory, obscene, pornographic, profane, threatening, abusive, hateful, harassing, offensive, inappropriate, or objectionable; that impersonates another person, falsely states identity or qualifications, or breaches privacy; that is unfair or deceptive, creates a safety or health risk, or involves unsolicited commercial communications like chain letters, pyramid schemes, spam, or flooding (unless permitted in writing by Tax Hive); that contains viruses, Trojan horses, worms, or other harmful software or data; or that includes content you do not own or have permission to use from the intellectual property rights holder.

3.5 Restricted Uses; Protection of Tax Hive

You must not, and must not allow users of the Services or any other party to, engage in, solicit, or promote any activity that is objectionable or potentially illegal, infringes on others' rights, is likely to cause notoriety, harm, or damage to the reputation of Tax Hive, or could expose Tax Hive to third-party liability. This includes unauthorized access; interference with others’ use, such as denial-of-service attacks; unauthorized collection of personal information, such as phishing or harvesting; viewing or use of prohibited Content; encouraging illegal activity; or probing, scanning, penetrating, or testing the vulnerability of a Tax Hive system or network. Tax Hive reserves the right to refuse authorization and may terminate your use of the Services if there is a reasonable suspicion that your activities are objectionable or fall under the restricted uses outlined above.

3.6 Feedback

Tax Hive may freely use any feedback you provide. You agree that Tax Hive can utilize your feedback, suggestions, or ideas in any way, including modifying services, other products, or marketing materials. You grant Tax Hive a perpetual, worldwide, fully transferable, sublicensable, non-revocable, fully paid-up, royalty-free license to use your feedback in any manner.

3.7 Monitoring; Disclosures

Tax Hive may, but is not required to, monitor access to or use of the Services or Content, or review or edit Content, to operate the Services, ensure compliance with this Agreement, and follow applicable law. Tax Hive may disclose information as needed to meet legal obligations, protect Tax Hive or its customers, or run the Services. Tax Hive can refuse to post, remove, or disable any Content, in whole or in part, that is believed to be unacceptable, undesirable, inappropriate, or in violation of this Agreement.

4. PAYMENT, BILLING, INSTALLMENTS, CANCELLATION, REFUNDS, AND CHARGEBACKS

4.1 Payment Terms; Authorization; Currency; Transaction Details

For services offered on a payment basis, the following terms apply unless Tax Hive or its third-party affiliate notifies you otherwise in writing. This agreement includes transaction details provided at the time of purchase, including a description of the selected services, the total price, and payment terms. Payments will be billed in U.S. dollars, and your account will be debited once you provide payment information and authorize the transaction by confirming that you have read and agreed to the terms of sale, including this agreement.

By placing your order, you authorize Tax Hive to begin allocating resources immediately to provide the Services.

4.2 Accepted Payment Methods; Accuracy of Payment Information

You must pay with a valid credit card, debit card, sufficient funds in a checking or savings account to cover the electronic debit of the payment due, or another payment method that Tax Hive provides in writing. If your payment and registration information is not accurate, current, and complete, and you do not notify Tax Hive promptly when such information changes, Tax Hive may suspend or terminate your account and refuse any use of the Services.

4.3 Payment Method Updates

If you do not notify Tax Hive of updates to your payment method, Tax Hive may use updater services or recurring billing programs supported by your card provider to update your payment information, and you authorize Tax Hive to continue billing your account with the updated information obtained. You can update your payment method by calling 1-833-919-1992, emailing customerservice@taxhive.com, or mailing to 260 S. 1200 W., Orem, UT 84058.

4.4 Payment Options; Service Commencement; Filing Fees

In limited situations, you might have different payment options, such as paying your balance in full or through automatic recurring installment payments. Not all options are available for every Service. The option you choose depends on the transaction details at the time of purchase. Once your order and initial payment are processed, your Service may start, and you can access the related Services.

Where applicable, states and jurisdictions may charge fees for processing and registration. Unless required by law, Tax Hive or an authorized service provider may add a convenience fee to process filing fees on your behalf.

4.5 Installment Payments and Automatic Billing

If you choose periodic or installment payments (“Installment Payments”), you agree to pay the full purchase price for the Services in recurring payments with the amount, frequency, and duration outlined at the time of purchase (“Payment Terms”). You will be charged at the start of each billing period using the payment method you provided. Depending on scheduling and circumstances, you may receive some Services before completing Installment Payments. Regardless of when or if you use the Services, you are still responsible for paying the entire balance. There is no penalty for paying off the balance early unless it is stated in writing.

4.6 Cancellation; Refunds; Ongoing Services

You may cancel eligible Services within seven (7) calendar days of the order date for a full refund. After this period, the sale becomes final, and no refunds will be issued, except as explicitly stated in the limited guarantees in Article 6 or as required by law. Since Tax Hive begins allocating resources shortly after an order is placed, refunds are generally not available after the seven-day cancellation window, even if Services have not yet been fully delivered.

Because bookkeeping services are ongoing and recurring, different cancellation terms apply. You can cancel bookkeeping services at any time by providing thirty (30) days’ notice through calling 1-833-919-1992, emailing customerservice@taxhive.com, or mailing 260 S. 1200 W., Orem, UT 84058. Payments for bookkeeping services are non-refundable except where required by law. If you do not provide necessary access to bookkeeping software and/or banking and financial statements within three (3) months from the date of engagement, and this prevents Tax Hive from performing its duties, Tax Hive may, at its sole discretion, suspend bookkeeping services. During any suspension, recurring billing for bookkeeping services may also be paused until access is restored and services resume.

4.7 Chargebacks and Billing Disputes

You agree not to initiate chargebacks or dispute charges with your bank unless there are clear and verifiable reasons, such as unauthorized transactions. You agree to contact Tax Hive first to resolve any payment issues or dissatisfaction with the Services before filing a chargeback or dispute with your bank. If a dispute cannot be resolved through informal means, you may seek arbitration as described in Article 11.

5. LIMITED GUARANTEES AND CLAIM PROCESS

5.1 General; Limited Promotional Nature

Tax Hive provides certain limited guarantees outlined in this Article. These guarantees are part of promotional policies and are subject to eligibility requirements, conditions, and procedures explained below. Except where explicitly stated in this Article, Tax Hive does not guarantee any specific tax outcome, amount of tax savings, refund amount, audit result, or financial benefit.

5.2 Standardized Claim Process and Timing

To request consideration under any guarantee outlined in this Article, you must submit a written claim that explains the basis for your request and the relief you are seeking, along with any relevant supporting documentation necessary for Tax Hive to assess the claim.

Unless stated otherwise in this Agreement, all guarantee claims must be submitted within thirty (30) calendar days of the event that gave rise to the claim.

For guarantees related to tax return preparation, filing, or audit support, no claim may be submitted more than three (3) years after the relevant return was filed, regardless of when the issue is discovered.

All guarantee claims must be mailed to Tax Hive at 260 S. 1200 W., Orem, UT 84058. Customers are responsible for using a traceable mailing method and keeping copies of all submitted materials.

Tax Hive may request additional documentation necessary to review a claim and might require a secondary review by a senior Tax Expert or another qualified professional. Once all required documents are received, Tax Hive will review and process claims within a reasonable timeframe, typically no more than forty-five (45) calendar days.

Tax Hive reserves the right to deny any claim that is incomplete, unsupported, submitted late, or submitted in bad faith.

5.3 Tax Savings Plan Potential Savings Guarantee

When you purchase an eligible tax package that includes a tax savings plan, Tax Hive will identify potential tax savings opportunities based on the information and documents you provide, including prior tax returns and other relevant financial records.

This guarantee applies only to the first tax savings plan provided as part of the eligible service package. Any updated, revised, or subsequent tax plans are not covered by this guarantee unless explicitly stated in writing. This guarantee cannot be combined with any other guarantee unless Tax Hive provides written approval.

To qualify for this guarantee, eligible customers must meet all applicable requirements, including: maintaining an annual business revenue of at least $50,000; completing all required questionnaires and information requests; providing requested tax documents and financial information; and scheduling and attending necessary tax plan review or strategy sessions as reasonably requested by Tax Hive.

If Tax Hive does not identify minimum potential tax savings that meet the thresholds described below, Tax Hive may, at its sole discretion, issue a refund of the purchase price as follows:

Customers with annual business revenue between $50,000 and $100,000 may get a refund if Tax Hive does not find potential tax savings at least equal to the purchase price of the tax planning service.

Customers with annual business revenue exceeding $100,000 may qualify for a refund if Tax Hive does not identify potential tax savings at least twice the purchase price of the tax planning service.

5.4 Maximum Refund Guarantee

If you get a larger refund or a lower tax bill using a different tax preparation method for the same tax year and the same information, Tax Hive will refund the fees paid to prepare and file the relevant tax return through the Services.

To qualify for this guarantee, the comparison must be based on the same tax year, the same taxpayer information, and identical financial data used in preparing the original return. Differences caused by changes in taxpayer information, newly discovered documentation, amended financial records, or positions taken by another preparer that are unsupported or inconsistent with applicable tax law will not qualify.

This guarantee does not apply if the larger refund or smaller tax liability results from inaccurate, incomplete, or misleading information provided to Tax Hive; conflicting interpretations of tax law; or changes in tax laws or administrative guidance that occur after the original return was prepared or filed.

Refunds under this guarantee are limited to the tax preparation and filing fees paid to Tax Hive for the appropriate return and do not include fees for tax planning services, advisory services, bookkeeping services, or other add-on services.

5.5 100% Accuracy Guarantee

If a tax return prepared by Tax Hive has an error that causes penalties or interest to be assessed by the Internal Revenue Service or a state tax authority, Tax Hive will reimburse you for the penalties and interest due to the calculation mistake, up to a maximum of $10,000.

This guarantee covers only penalties and interest caused directly by calculation errors made by Tax Hive in preparing the tax return. It does not cover additional taxes owed, nor penalties or interest resulting from incomplete, inaccurate, or inconsistent information you provide; your failure to supply required details; your decision not to claim available deductions or credits; unsupported or incorrect tax positions taken at your request; or changes in tax law after the return was filed.

You are responsible for reviewing the final tax return before filing and confirming that all information in the return is complete and accurate.

5.6 Audit Support Guarantee

If you receive an audit notice from the Internal Revenue Service or a state taxing authority regarding a tax return prepared and filed by Tax Hive, Tax Hive will offer audit support to help you understand the audit process and prepare an appropriate response.

Audit support provided under this guarantee may include reviewing the audit notice, explaining the issues raised by the taxing authority, assisting with organizing relevant documentation, and offering general guidance on the audit process.

Audit support under this guarantee does not include legal representation, representation before a taxing authority, or formal advocacy related to the audit, unless separately agreed to in writing under a different engagement.

If Tax Hive cannot provide the audit support described in this section, it may, at its sole discretion, refund the preparation and filing fees paid for the relevant tax return.

6. COMMUNICATIONS; HELP AND SUPPORT; ADDITIONAL TAX HIVE SERVICES

6.1 Communications

Tax Hive might be required by law to send you notices about the Services or third-party products. You agree that Tax Hive can send these notices via email, post them on Tax Hive websites or platforms, and also communicate through SMS or phone calls as allowed by law and based on your preferences and consent.

6.2 Help and Support

Tax Hive may use various methods to provide technical support and customer service related to the Services, such as in-product tools, widgets, internet support, remote access, online community, chat, email, video, SMS, and phone. Support terms, including any additional fees, may change as announced by Tax Hive from time to time.

6.3 Additional Services

You might be offered other services, products, or promotions by Tax Hive (“Tax Hive Services”). Additional terms, conditions, and fees could apply. For some Tax Hive Services, you may need to upload or enter data like names, addresses, phone numbers, purchases, or similar information. You give Tax Hive permission to use information about your business and experience to provide Tax Hive Services, develop new products and services, and improve the Services.

7. PROFESSIONAL SERVICES TERMS; CLIENT RESPONSIBILITIES; RELIANCE; INDEMNIFICATION AND HOLD HARMLESS

7.1 Pricing and Service Selection

Prices for Professional Tax Services are determined when you select a service package and approve payment, and these prices may change over time. Once you complete your purchase for the chosen service, your price remains the same unless explicitly stated in writing for add-on services, expanded scope, or additional filings you request.

7.2 Professional Tax Services; Tax Expert; Scope Limitations

Professional Tax Services are provided by a Tax Expert, such as a Certified Public Accountant, Enrolled Agent, or practicing attorney, and may be supported by tax associates or administrative staff. Certain tax topics or situations might be outside the scope of the services you purchase, as determined by the Tax Expert based on complexity, timing, or professional standards. The assistance depends on the information you supply. If you provide inaccurate, incomplete, or inconsistent details, the advice or preparation might be incorrect.

A Tax Expert may be legally or professionally required to sign a return as the preparer and will then be primarily responsible for its preparation. You still need to review your return before filing to ensure it is complete and accurate.

The Professional Tax Services provided under this Agreement are limited to tax planning, tax preparation, tax filing, bookkeeping, and related advisory services specifically included in the service package you purchase. These services do not include legal advice, investment advice, securities advice, estate planning, financial planning, or other professional services unless explicitly agreed upon in a separate written engagement. Tax Hive does not act as your attorney, investment adviser, broker, or fiduciary, and you should consult qualified licensed professionals for guidance regarding legal, investment, estate, or financial matters outside the scope of the Services.

7.3 Engagement Duration; Reassignment; Completion of Services

Your engagement with a designated Tax Expert typically ends when your e-filed returns are submitted and accepted by the appropriate taxing authority, or when completed returns are provided to you for paper filing. Tax Hive or its service providers may assign a different Tax Expert to finish your return due to factors like expertise, workload, availability, or other reasons.

7.4 Information You Provide; Accuracy; Timing; Extensions

Your Tax Expert will prepare your returns and tax plan solely based on the information you provide. You will submit information by uploading documents in an acceptable electronic format and responding to requests through a secure portal or other protected methods. You are responsible for promptly providing all information needed to complete accurate and thorough returns and plans. You confirm that all the information you give is true, accurate, and complete, and that you have the right to share it with Tax Hive and any service providers.

Providing false information or fake documents can result in civil and criminal penalties. You are entirely responsible for any misconduct, such as attempting to file fraudulent claims or returns. Neither Tax Hive nor its Suppliers or Tax Experts are liable for incomplete or false information you submit when trying to deceive government authorities.

Tax Hive and its service providers may cancel Professional Tax Services if you do not provide the requested information or fail to respond promptly to requests. If you submit information less than thirty (30) calendar days before a filing deadline, you might need to file an extension, or the service provider may not meet the deadline.

Tax Hive reserves the right to request an extension for your tax return(s) if needed, depending on the progress and timing of the tax preparation. If you do not want an extension filed on your behalf, you must notify Tax Hive explicitly before the tax deadline.

7.5 No Audit; No Obligation to Discover Prior-Year Issues

The Services do not promise to detect errors, fraud, or other irregularities in previous-year returns or documents, even if such issues are present. Your Tax Expert will not independently audit or verify the information you provide, though they may ask for clarification.

7.6 Recordkeeping; Documentation; Substantiation

You are responsible for maintaining adequate documentation to verify the accuracy and completeness of your tax returns and for complying with federal and state recordkeeping regulations, including those of the Internal Revenue Service. Tax Hive and its service providers are not required to store your tax documents except as mandated by law.

7.7 Review and Approval of Final Returns; E-Signature Authorization

You are responsible for ensuring the accuracy of the data in your final tax return(s). Your Tax Expert will file the returns only after receiving your approval. You must carefully review either an electronic or physical copy of the completed returns for accuracy and completeness. If you find errors before giving approval, you agree to notify your Tax Expert promptly so they can make the necessary corrections.

To approve electronic filing, you may need to electronically sign IRS Form 8879 (along with any relevant state or local authorization forms) through a third-party e-signature provider. By signing these forms, you confirm that you (and any joint filer) have received, reviewed, and approved the final return(s) as complete and accurate.

7.8 Electronic Filing; Paper Filing

Electronic filing may not be available for certain returns or in specific jurisdictions. The Tax Expert’s role in e-filing is limited to making commercially reasonable efforts to transmit the return to the relevant taxing authority. If e-filing is unavailable or the transmission is not accepted, you might need to sign and mail the return(s) directly to the taxing authority manually. When paper filing is used, services are considered complete once the return(s) and instructions are provided to you. You are responsible for postage and mailing.

7.9 Interpretation of Tax Law; Positions Taken

Your Tax Expert will use reasonable professional judgment to resolve questions in your favor when a tax law is unclear, as long as it is permitted by professional conduct rules and applicable laws, and there is substantial authority for doing so. If there are conflicting interpretations of the law, the Tax Expert may explain different possible positions. The Tax Expert may also follow the position you request, provided it aligns with applicable law and professional obligations.

Tax planning strategies and positions discussed through the Services are based on current interpretations of applicable tax laws, regulations, and administrative guidance. Because tax laws are complex and subject to interpretation, and because tax authorities may challenge or interpret tax positions differently, Tax Hive cannot guarantee that any tax strategy, position, or interpretation will be accepted by the Internal Revenue Service or other taxing authorities. You understand and agree that the ultimate determination of tax liability rests with the applicable taxing authority, and that Tax Hive is not responsible for adverse determinations resulting from differing interpretations of tax law.

7.10 Foreign Account and Foreign Asset Reporting

The United States requires reporting of certain direct and indirect interests in foreign bank accounts and financial assets. Failing to comply can result in significant civil and criminal penalties. You must inform your Tax Expert of all foreign assets. The Tax Expert may decide that you are ineligible for services based on your foreign reporting obligations. You, not Tax Hive or its providers, are responsible for any penalties related to failure to file or late filing of required foreign reporting forms, including, but not limited to, FBAR Form 114.

7.11 Third-Party Services and Referrals

Tax Hive may provide third-party services to you, such as legal, investment, entity formation, or estate planning services. These services are governed by their own terms and conditions between you and the third party, and Tax Hive does not control or ensure the performance of those third parties.

7.12 Reliance on Client Information; No Audit or Verification

Tax Hive and any licensed professionals or service providers engaged through the Services are entitled to rely on the accuracy and completeness of the information, documents, and representations you provide. Tax Hive and its Suppliers will not independently audit or verify such information.

7.13 Indemnification and Hold Harmless

You agree to indemnify, defend, and hold harmless Tax Hive LLC, its affiliates, subsidiaries, suppliers, and each of their respective officers, employees, contractors, agents, and service providers (collectively, the “Tax Hive Parties”) from and against any and all claims, demands, disputes, actions, proceedings, liabilities, damages, losses, penalties, interest, costs, and expenses (including reasonable attorneys’ fees and costs of defense), whether asserted by you or by a third party, arising out of or relating to: any inaccurate, incomplete, or misleading information or documentation you provide; your failure to comply with applicable tax laws, regulations, filing obligations, or recordkeeping requirements; any tax positions or filings made by you; your misuse of the Services or violation of this Agreement; or any third-party claims arising from or related to your financial information, tax filings, or use of the Services. This obligation survives the termination of this Agreement. Tax Hive reserves the right to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which case you agree to cooperate with Tax Hive in asserting any available defenses.

8. DISCLAIMER OF WARRANTIES

8.1 “As Is”

YOUR USE OF THE SERVICES AND CONTENT IS ENTIRELY AT YOUR OWN RISK. EXCEPT AS DESCRIBED IN THIS AGREEMENT, THE SERVICES ARE PROVIDED “AS IS.”

8.2 Warranty Disclaimers

To the fullest extent allowed by law, Tax Hive, its affiliates, and its third-party providers, licensors, distributors, or suppliers (collectively, “Suppliers”) disclaim all warranties, whether express or implied. This includes any warranty that the Services are suitable for a specific purpose, title, merchantability, data loss, non-interference, non-infringement, or the accuracy, reliability, or quality of content in or linked to the Services. Tax Hive, its affiliates, and Suppliers do not guarantee that the Services are secure or free from bugs, viruses, interruptions, errors, theft, or destruction. If implied warranties are not disclaimed by law, then any implied warranties are limited to thirty (30) days from the date of purchase or delivery of the Services, whichever comes first. No oral or written information provided by Tax Hive, its personnel, or Tax Experts shall create any warranty not explicitly stated in this Agreement.

8.3 No Compliance Warranty

Tax Hive, its affiliates, and Suppliers disclaim any representations or warranties that your use of the Services will fulfill or guarantee compliance with any legal obligations, laws, or regulations.

9. THIRD-PARTY SERVICES

9.1 Third-Party Services; Authorization

Third-party service providers may offer legal advice, investment guidance, entity formation, estate planning, and other services. You authorize Tax Hive to share your information with these providers to deliver services on your behalf and following your instructions.

9.2 Consent; Disclosures; Limited Agency

To enable third-party services, Tax Hive may need your explicit consent to share and use your information. By accepting third-party service agreements and consents, you authorize Tax Hive to share and use your information, including your name and address, with the third party to provide the services. For certain third-party services, Tax Hive may act on your behalf using your information to help you obtain a benefit from the third party. You understand that Tax Hive does not decide whether you receive the benefit and that you are solely responsible for fulfilling third-party requirements and complying with applicable laws.

You may need to provide account numbers, passwords, security questions and answers, and other essential login information (“Login Details”). You affirm that you have the authority to share Login Details, and you appoint Tax Hive as your agent with limited power of attorney to access third-party services on your behalf solely for the purpose of delivering the requested services.

9.3 Third-Party Terms

Third-party terms and conditions are usually available on the third party’s website. Your use of third-party services constitutes your acceptance of these terms. If you want Tax Hive to stop sharing your information with third parties that need ongoing access, you should stop using those third-party services. Be sure to review the terms of any third-party services before using them.

10. LIMITATION OF LIABILITY; DAMAGES; DISPUTE RESOLUTION AND ARBITRATION

10.1 Liability Cap

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE TOTAL CUMULATIVE LIABILITY OF TAX HIVE AND ITS SUPPLIERS FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICES OR THIS AGREEMENT, WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, STATUTE, OR ANY OTHER LEGAL THEORY, SHALL NOT EXCEED THE TOTAL AMOUNT OF FEES PAID BY YOU TO TAX HIVE FOR THE SPECIFIC SERVICES GIVING RISE TO THE CLAIM.

10.2 Limitation of Damages (Including Consequential Damages)

TAX HIVE AND ITS SUPPLIERS SHALL NOT BE LIABLE, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING LOSS OF PROFITS, LOSS OF DATA, INVESTMENT LOSSES, OR OTHER INTANGIBLE LOSSES. THIS LIMITATION APPLIES TO ALL DAMAGES ARISING FROM OR RELATED TO THE USE OR INABILITY TO USE THE SERVICES, ANY TAX POSITIONS TAKEN BY YOU, DELAYS, ERRORS, OR OMISSIONS IN PREPARING OR FILING YOUR TAX RETURN, OR THE INCORRECT OR INCOMPLETE INFORMATION PROVIDED TO TAX HIVE OR ITS SUPPLIERS. TAX HIVE SHALL NOT BE LIABLE FOR ANY PENALTIES, INTEREST, OR ADDITIONAL FEES ASSESSED BY TAXING AUTHORITIES DUE TO YOUR TAX POSITIONS OR THE TIMING OF YOUR FILINGS, EXCEPT AS EXPRESSLY PROVIDED IN ARTICLE 5.

10.3 Force Majeure

Tax Hive shall not be liable for any default or delay in performing obligations under this Agreement to the extent that performance is delayed or prevented by causes beyond reasonable control, including acts of God, natural disasters, terrorist acts, war or hostilities, labor disputes, civil disturbances, actions or omissions of third parties, electrical or communication failures, or government action.

10.4 Notice of Dispute; Informal Resolution

Before starting arbitration or any formal dispute process related to the Services or this Agreement, you agree to send a written notice to Tax Hive describing the dispute and the relief you want. You must wait at least thirty (30) days after Tax Hive receives this notice for the parties to attempt to resolve the dispute informally. Notice should be sent by mail to 260 S. 1200 W., Orem, UT 84058, or by email to legal@taxhive.com.

10.5 Agreement to Arbitrate; FAA; Arbitrator Authority

ANY DISPUTE OR CLAIM RELATED IN ANY WAY TO THE SERVICES OR THIS AGREEMENT WILL BE SETTLED BY BINDING ARBITRATION INSTEAD OF A COURT, except that you may bring claims in small claims court if they qualify. The Federal Arbitration Act governs the interpretation and enforcement of this arbitration clause; the arbitrator will apply Utah law to all other issues. All questions, including those about the scope and enforceability of this arbitration clause, are for the arbitrator to decide. Notwithstanding anything to the contrary, any party may at any time seek injunctions or other forms of equitable relief from any court with proper jurisdiction.

10.6 Class Action Waiver; Individual Proceedings Only

WE EACH AGREE THAT ANY AND ALL DISPUTES MUST BE BROUGHT IN THE PARTIES’ INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. BY ENTERING INTO THIS AGREEMENT AND AGREEING TO ARBITRATION, YOU AGREE THAT YOU AND TAX HIVE ARE EACH WAIVING THE RIGHT TO FILE A LAWSUIT AND THE RIGHT TO A TRIAL BY JURY. YOU AGREE TO WAIVE THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR LITIGATE ON A CLASS-WIDE BASIS, AND YOU AGREE THAT YOU HAVE EXPRESSLY AND KNOWINGLY WAIVED THESE RIGHTS.

10.7 Arbitration Procedures; AAA; Fees; Venue; Finality; Survival

To initiate an arbitration proceeding, send a letter requesting arbitration and describing your claim to Tax Hive at 260 S. 1200 W., Orem, UT 84058. Arbitration will be conducted by the American Arbitration Association (“AAA”) before a single AAA arbitrator under AAA rules, available at www.adr.org or by calling 1-800-778-7879. Payment of filing, administration, and arbitrator fees and costs will be made in accordance with AAA rules. Each party shall cover its attorneys’ fees and costs incurred in arbitration; however, if the arbitrator finds your claims or defenses frivolous, you will be responsible for Tax Hive’s reasonable attorneys’ fees.

Arbitration shall take place in Utah County, Utah, unless the parties agree to conduct the arbitration remotely or at another mutually agreed location. It may be held by telephone, based on written submissions, or in person, depending on what is considered most appropriate under AAA rules. The arbitrator’s decision shall be final and not subject to appeal, and judgment may be entered in any court with jurisdiction. This arbitration provision remains in effect even after the expiration, termination, or rescission of this Agreement.

11. CHANGES TO TERMS

Tax Hive may update this Agreement periodically. Changes will not be applied retroactively, and the latest version, which will be posted on Tax Hive’s website, will control our ongoing relationship with you. Except in urgent situations, such as legal requirements or other issues, Tax Hive will try to provide advance notice of significant changes that could negatively affect your use of the Services.

12. SUSPENSION AND TERMINATION

Tax Hive may, at its sole discretion and without notice, restrict, deny, terminate this Agreement, or suspend the Services immediately, in whole or in part, if Tax Hive determines your use violates the Agreement, is improper, or substantially exceeds or differs from normal use by other users. This includes situations that raise suspicion of fraud or misuse, security concerns, illegal activity, or unauthorized access issues. It may also include actions necessary to protect the integrity or availability of Services or systems, to comply with Tax Hive policy, if you no longer agree to receive electronic communications, or if it conflicts with Tax Hive’s interests or those of another user.

Once you receive notice that your use has been terminated, you must immediately stop using the Services, and any unpaid amounts will become due. Termination does not affect Tax Hive’s rights to receive payments. The provisions that by their nature should survive termination will remain in effect, including, without limitation, Articles 3 (Intellectual Property), 4 (Payment Obligations), 7 (Professional Services Terms; Client Responsibilities; Reliance; Indemnification and Hold Harmless), 8 (Disclaimer of Warranties), 9 (Third-Party Services), 10 (Limitation of Liability; Damages; Dispute Resolution and Arbitration), 13 (Governing Law), and 14 (General Provisions), as well as any other provisions that reasonably should survive termination.

13. GOVERNING LAW

Utah state law governs this Agreement despite any conflict-of-laws provisions, except where the Federal Arbitration Act applies to the enforcement and interpretation of arbitration.

14. GENERAL PROVISIONS; ENTIRE AGREEMENT; SEVERABILITY; ASSIGNMENT; CONTACT

This Agreement, including all incorporated and referenced terms, is the entire agreement between you and Tax Hive concerning its subject matter. It supersedes all prior understandings, communications, and agreements, whether oral or written, regarding the same subject. If any court with proper jurisdiction finds any part of this Agreement invalid, that section will be removed without affecting the rest; the remaining terms will stay in effect. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

You may not assign or transfer this Agreement without Tax Hive’s written approval. Tax Hive may assign or transfer this Agreement without your consent to an affiliate, a company through a sale of assets, or to a successor by merger. Any assignment in violation of this section is void. To request a transfer of this Agreement, contact Tax Hive via email at legal@taxhive.com.

If you have any questions or concerns about our products or services, you can contact Tax Hive by mail at 260 S. 1200 W., Orem, UT 84058, by phone at 1-833-919-1992, or by email at customerservice@taxhive.com.