Creating Innovative Professional Tax Software of the Future

       ...with Pricing from the Past



Terms and Conditions of Use

Thank you for selecting MyTAXPrepOffice, an IRS-approved professional tax preparation software that is made available via the internet on


MyTAXPrepOffice (“Software”) is provided by Advanced Tax Solutions LLC (“Company” or “we”), a U.S. based tax software company and an IRS-approved software vendor. These Terms and Conditions of Use (“Agreement”) are meant to define the responsibilities of both the Company and those who register for the software (“Licensee”, “you”, or “your”).


Please read this Agreement carefully, as it is effective upon electronic acceptance. This is a binding agreement. These Terms and Conditions of Use are not intended to address every possible matter. Due to many factors, the Software will be revised over time. Therefore, with notice to you, the Company may update this Agreement at any time. The most recent agreement is the applicable agreement, and therefore the Licensee must read and agree to the most recent agreement.


By accepting these Terms and Conditions of Use, you are considered to have read, understood, and agreed to this Agreement on behalf of yourself and the entity on whose behalf you are registering. You acknowledge that you have the authority to represent and act on behalf of the entity under which the Software is registered.


We are highly interested in our customers and take great care to provide them with the best experience. For that reason, this Agreement explains many benefits, such as the No Obligation Free Trial. The No Obligation Free Trial gives you the opportunity to test the Software extensively, without any cost to you. This Agreement discusses how your purchase price will never increase with the Lifetime Price Guarantee. It also contains an outline of the high level of support and refund possibilities offered to ensure your satisfaction. Additionally, the confidentiality and privacy of your data is the fabric of our company, and this Agreement addresses our dedication to your security in these matters.


Terms Of Use

1. Terminology 

1.1 CLIENT/CLIENTS - Any person or entity that uses your services and to whom you have granted access to the Software.


1.2 DATA - Any information entered by the Licensee, Users, or Clients into the Software.


1.3 INTEGRATED BANKING PARTNER - A financial product provider who follows all governmental and agency laws, who verifies that the Tax Preparer follows all governmental and agency laws, is integrated with the Software, and who has an agreement with the Company confirming that the preceding requirements are in place.


1.4 INTELLECTUAL PROPERTY - Any creation of the mind that is patented, trademarked, copyrighted, or protected by any other right of ownership, whether or not registered.


1.5 LICENSE - The right to use the Software.


1.6 USER/USERS - Any person who uses the Software on behalf of the legal entity under which the License is registered.


2. No Obligation Free Trial

By taking advantage of the free trial, you are given the opportunity to access and evaluate the Software without any obligation to continue, leave credit card information, or to pay anything. Testing the Software allows you to experience the benefits of the Software. A very small number of features that are only needed for actual production during tax season are excluded, such as electronic filing of returns and printing without a watermark. A license must be purchased in order to use features that are needed for actual production. Limitations are displayed when you enter the trial. When you take advantage of a free trial, you agree to the terms of this Agreement, excluding any terms regarding payment. Should you wish to discontinue the free trial, any data entered into the Software can be deleted upon request.

3. Lifetime Price Guarantee

Out of appreciation for your business with us, we provide the Lifetime Price Guarantee for our customers. This guarantee preserves your original License purchase price forever (with the standard exclusion of bundled items). For every tax season that you remain a loyal customer, your License renewal price will remain the same. You must renew by April 30th each year to continue receiving the locked in package price. The Lifetime Price Guarantee comes with a certificate signed by the president of the Company to assure you of our dedication to this guarantee.

4. Refund Policy

4.1 REFUND PROVISIONS - In addition to a free trial before purchase, the Company also provides certain requested refunds. Except as otherwise stated herein, the Company will provide a refund on any initial purchase of a License when it is purchased during these periods:


a. April 18 - December 31: Refund provided if requested in writing, on letterhead within 14 days from the date of purchase.

b. January 1 - February 15: Refund provided if requested in writing, on letterhead within 7 days from the date of purchase.


No refunds will be provided for purchases that do not fall within the periods specified above. An initial purchase is considered to have been used professionally as soon as the bank enrollment, watermark-free printing, or e-file features have been utilized. No refunds will be granted for any purchase that has been used professionally. Refunds are never granted for renewals or additional services, including any individual service (such as White Label purchases). A valid EFIN (Electronic Filing Identification Number) is required to use the Software. The Company does not provide EFINs. No refunds will be provided for those who purchase the Software but do not have a valid EFIN.


4.2 STATE APPROVAL - Each year, the Department of Revenue (DOR) in each state must approve the forms used in the Software. In order to cover the theoretical case that the Software’s forms are not approved by the DOR in the state in which you reside (or if approval is delayed for an unacceptable time period), a full refund will be provided for such a case upon request. A partial refund may be provided upon request if you regularly file returns for a state that has not approved usage of the forms in the Software (or if approval is delayed for an unacceptable time period). Refund processing fees will not apply to the refund requests mentioned in this clause.


4.3 REFUND PROCESSING FEES - All refund requests must be made in writing on your letterhead. Please include: Name, Company Name, Customer Number, Telephone number, Address, and reason for the request.  Please be aware that your letter must be postmarked and received within the window of time described above. All refund requests incur a fifty-dollar service fee (excluding the provision in clause 4.2). These fees are non-refundable. Once a refund is requested, your Lifetime Price Guarantee is null and void. After receiving a refund request, four to eight weeks are needed for processing. Address the request to:


Advanced Tax Solutions LLC Attention: Sales Dept 1603 Capitol Avenue Suite 310 A254 Cheyenne, WY 82001.


4.4 ADDITIONAL REQUESTS - Since the Company provides a No Obligation Free Trial, there is ample time to extensively evaluate the Software prior to purchase. For that reason, there shall be no further obligation on behalf of the Company to refund any purchases outside of the stipulations and conditions of this Agreement.

5. Intellectual Property

5.1 GENERAL – The Software, all original content, features, functionality, and any documentation relating to the Software are owned by the Company. They remain the property of the Company or its licensors and are protected by U.S. and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.


5.2 OWNERSHIP OF DATA – The data entered into the Software remains your property. However, your access to the data requires full payment of fees when due. You allow the Company to use your information and data for any purpose related to provision of services, including providing you access and usage of the Software.


5.3 BACKUP OF DATA – Since the Software was first provided, it continues to have a record of 100% uptime. It is secured according to the latest technology and has multiple data redundancies. However, when utilizing any technological system, there exists a theoretical possibility of system failure. Therefore, it is your responsibility to back up all data entered into the Software. While this possibility is purely theoretical, it must be considered for legal purposes. See Clause 12 regarding any loss of data.


5.4 THIRD-PARTY SERVICE PROVIDERS AND YOUR DATA - Along with the use of the Software, you may opt to use the services of third parties, such as financial product services and access to expert tax literature. The Company will never sell any data entered into the Software. It does reserve the right to provide third-party service providers the necessary Data in order to render the extra services. We shall not be responsible for any data leak, change, or loss resulting from any access by third-party service providers. The data provided will be limited to what is necessary to make use of the third-party services, and will never be sold.

6. Responsibilities of The Licensee

6.1 USAGE – The Software must only be used for your own lawful, internal business purposes, in accordance with any terms agreed to. You have the sole obligation to authorize anyone who uses the Software. If others will be using the Software, all persons involved (i.e. Users and Clients) must comply with any part of this Agreement that applies to you. The license to access the Software is limited to the one (1) legal entity in whose name the license is entered and one (1) physical location. A legal entity cannot use a license that has been purchased by another legal entity. Should the Licensee choose to allow Users access to the Software, the User and the role of said User is determined by the Licensee. The Licensee is responsible for the actions of the User in regards to the Software. Additionally, the Licensee shall decide and resolve any dispute between a User and the Licensee.


6.2 PAYMENT - Out of a high regard for our customers, the prices for the Software and services are calculated for customer savings. Initial payments for the License and access fee are due when you purchase the License. A renewal invoice (which will reflect your Lifetime Price Guarantee) will be issued each year at the end of March. If you choose to purchase a White Label license, a White Label fee will also be invoiced annually around the end of March. The invoices for the White Label and/or the renewal will continue to be issued unless this Agreement is terminated in accordance with Clause 13. Payment will be due upon receipt of invoice. Not all packages include transaction fees, but for those packages which do include them, the transaction fees must be paid up-front in the form of non-refundable credits before any return can be electronically filed or printed without a watermark. Payments for individual services are due upon purchase. All invoices will be sent to the billing contact provided.


6.3 RETURNS WITH FINANCIAL PRODUCTS - For all returns processed with the Software that include a financial product, the Licensee agrees to use Integrated Banking Partners. Failure to use an Integrated Banking Partner for returns including a financial product is considered a breach of this Agreement. Additionally, the Licensee will pay the Company damages amounting to $30 for each financial product that the Licensee processed without using an Integrated Banking Partner. The Licensee will pay these damages for a minimum of 20 financial products.


6.4 DISCOUNTS - In order to add to your savings, the Company gives many opportunities for discounts. These discounts may be offered based on the fulfillment of certain requirements. In the case that these requirements are not met, the Company reserves the right to remove the discount.

7. Access Conditions

7.1 As responsible professionals, the Licensee and any User must manage the user names and passwords required to access the Software safely. Should a concern arise that a security breach or threat of a breach has taken place, you must notify the Company right away. In such a situation, your password will be reset and the Company may propose that you take further actions to maintain the security of and your access to the Software.


7.2 Regarding access to the Software, the Licensee, any Client, and any User may not:

a. Use the Software in any way which may damage the functionality of or ability of anyone to use the Software or other systems used in connection with the Software;

b. Spread any damaging files, offensive content, or unlawful data;

c. Attempt to gain access to anything other than what you have been given clear permission to access;

d. Attempt to destabilize the security of the computing systems or networks of the Company or any third party's computing systems and networks; and

e. Attempt to change the Software or any programs used in connection with the Software outside of normal operation.

8. Communication Conditions

8.1 In order to provide the optimal Software experience, multiple communication channels have been incorporated into the Software. Any communication carried out via the Software (e.g. forums or chats) must only be used for lawful correspondence in relation to the usage of the Software. The Company does not allow the Licensee, Clients, or Users to use the Software for illegal material, offensive content, harmful software or files, illegal collection of data, false representations of self, breaches of privacy, obscene or abusive language, or content in violation of the rights of a proprietary or any intellectual property rights. All forms of communication may not be used to incite conflicts. All forms of communication with support must also respect these guidelines. Any communication may be removed at the discretion of the Company. The Company reserves the right to discontinue service without a refund to anyone who disregards these terms.


8.2 Anyone who communicates via the Software is representing themselves as being authorized to carry out the communication. The Company is therefore not responsible for confirming the validity of communication via the Software.

9. Third Party Websites, Electronic or Standard Mail, And Social Media

We have a very liberal and Licensee-friendly arbitration process, multiple communication channels, and refund possibilities. Negative posting on third party websites, on social media, or negative electronic or standard mail all have the potential to bring damage upon the Company. Therefore, the Licensee, Clients, and Users agree not to post any negative content in regards to the Company or any of its Software or services on any platform. If this clause is breached, it is considered grounds for immediate termination of this Agreement. The breaching party will be responsible for any marketing or attorney fees sustained by the Company as a result of negative posting. The breaching party will also be responsible for any losses that the Company finds to be a result of negative posts.

10. Acknowledgements

You (the Licensee, Clients, and Users) acknowledge that:


a. You are authorized to use the Software and to access the data that you enter into the Software. You are also authorized to access any data entered into the Software by any User you have given permission to use the Software. You also have the authority to access the processed data that results from the utilization of the Software. This data includes the data of others or your own data.


b. You have a valid EFIN (Electronic Filing Identification Number).


c. While Users and others might feel highly benefitted by this Agreement, no person or third party has any responsibility or benefit in regards to this Agreement, or any right to enforce this Agreement, besides the Licensee. If the Licensee uses the Software on the behalf of any other person, you agree that it is your responsibility to confirm that you have the authorization to use the Software on the other person’s behalf. You are responsible for giving authorization to anyone who has access to the data. The Company is not responsible if any claims result from providing data to those whom you have given authorization. Without your authorization, the Company is not required to give anyone access to the data. As a result, we may turn requests for data over to you to manage.


d. The Software, services, and content are provided, made accessible to you, and used by you "as is" (except as described in this Agreement) and at your own risk. To the maximum extent permitted by applicable law, the Company and any third-party in business with the Company disclaim all warranties, express or implied, including any warranty that the Software and services are fit for a particular purpose, title, merchantability, non-interference with or non-infringement of any intellectual property rights, or the accuracy, reliability, quality, or content in or linked to the services.


e. The Company works with government agencies to ensure it has the latest, state-of-the-art security. However, all computer systems are continuously at risk of a security breach, such as breaches by hackers. Consequently, for legal purposes, the Company does not guarantee that the Software is secure, free from bugs, viruses, interruption, errors, theft, or destruction. We are not responsible for any errors or interruption of usage due to interference from systems that are used for running and accessing the Software, such as the Internet. The Company is also not responsible for any errors on behalf of a third-party, including, but not limited to, errors committed by Integrated Banking Partners.


f. As a tax professional, you are responsible for any data entered and all results on any tax form or return. The Company may provide assistance through support, but we are not to be used as legal aid or as a tax accountant, and any tax advice should therefore be referred to a tax accountant or the IRS.


g. Only you are responsible for deciding that the Software is appropriate for its purposes in your company and whether it fits the needs of your business.


h. Since you are the expert tax professional, it is your responsibility to ensure that you continue to follow all laws that apply to you and your business, including laws regarding your data that is stored on the Software and its accessibility. You are also responsible for complying with laws that may require you to hold records. The Company and any third-party in business with the Company deny any representations or guarantees that your use of the services will fulfill any legal obligations, laws, or regulations.


i. The Company makes available the services of third parties to further assist you in the tax preparation process. In order to use the services of a third party, you must agree to their Terms and Conditions. A separate agreement may regulate your use of these third-party services. The Company does not warrant anything in regards to these third-party programs, nor is it bound by any agreements formed between the Licensee and a third party.


j. When you register for the Software, you register under a legal entity. Therefore, you are using the Software as a business and for business purposes. Since a business is not a consumer, any legal consumer guarantees or legislation do not apply to the Software or to this Agreement, to the maximum extent permitted by law.

11. Indemnity  

You agree to indemnify and hold the Company and any third-party in business with the Company harmless against any and all claims, expenses, damage, liability, and loss relating to this Agreement, your breach of any part of this Agreement, or any responsibilities you may have to the Company. You also agree to indemnify the Company against any attorneys’ fees that may result from using the Software or breaching this Agreement. You agree to reasonably cooperate to defend the Company in the defense of any claims and understand that the Company has the right to assume exclusive defense and control of any claims.

12. Limitation of Liability

The Company strives to ensure that all those who use the Software are satisfied with their experience. If the Software does not meet your needs, however, the only solution is to terminate this Agreement in accordance with Clause 13, no matter the reason or timing. To the maximum extent permitted by applicable law, the Company excludes all liability and responsibility to the Licensee (or anyone else) in contract, tort (including negligence), or otherwise, for any loss (including loss of information, data, profits, and savings) or damage resulting, directly or indirectly, from any use of, or reliance on, the Software.

13. Termination

13.1 NO-FAULT TERMINATION - This Agreement continues unless it is replaced with notice to you or if either party terminates this Agreement. The terminating party must give notice to the other party in order to terminate this Agreement. If you choose to terminate the Agreement and cancel your use of the Software, a renewal invoice will still be sent out, unless notice is given before December 31 of the previous year. You will continue to be responsible for any outstanding charges and amounts which become due for payment before or after termination. If any collection fees are incurred, you agree to provide payment. If you terminate this Agreement, you understand that you forfeit your Lifetime Price Guarantee. 


13.2 BREACH – In regards to the Licensee and/or any or all Clients and/or Users, the Company may terminate this Agreement, revoke your Lifetime Price Guarantee, terminate or suspend your use of the Software, and/or terminate or suspend access to all or any data for any definite or indefinite period of time, if you or a User or Client authorized by you:


a. breach any provision of this Agreement (including, but not limited to, by non-payment of the License or renewal fee within 7 days of receiving the invoice) and do not correct the breach within 10 days after being notified about the breach if the breach is capable of being corrected;


b. breach any of this Agreement and the breach is not capable of being corrected; and/or


c. you or your business become insolvent or your business goes into liquidation or has a receiver or manager appointed to any of its assets, or you undergo any comparable insolvency event in any jurisdiction.


13.3 REMAINING CLAUSES AFTER TERMINATION - Clauses 4, 5, 6.2, 8.1, 10, 11, 12, 13, 16, and 17 continue after the expiry or termination of this Agreement.

14.  Governing Law and Jurisdiction; U.S. Dispute Resolution

14.1 GOVERNING LAW AND JURISDICTION - If you are a business operating in the United States of America, resident of the United States of America, or data you are accessing on the Software is that of a person who is a resident or non-resident and is subject to U.S Taxation, in the United States of America at the time that you accept this Agreement, then the laws of the State of Wyoming govern this Agreement. The Company and you agree that the U.S. Dispute Resolution Process described below applies for all disputes arising out of or in connection with this Agreement or in any way relating to the application. 




a. Most customer concerns can be resolved quickly and to the customer's satisfaction by emailing our customer service team at In the unlikely event that our customer support team is unable to resolve a complaint to your satisfaction, or if we have not been able to resolve a dispute after attempting to do so informally, we each agree to resolve those disputes through binding arbitration, instead of in courts. Any arbitration under this agreement will take place on an individual basis; you agree with the Company that class arbitrations and class actions are not permitted. For any non-frivolous claims that do not exceed the limits within the State of Wyoming Arbitration Limits, the Company will pay AAA filing, administrative, and arbitrator costs. Moreover, for any non-frivolous claims disputed through arbitration, you are entitled to recover attorneys' fees from the Company to at least the same extent as you would be in court.


b. The Federal Arbitration Act governs the interpretation and enforcement of this provision; the arbitrator shall apply Wyoming laws to all other matters. 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, you agree to arbitration for dispute resolution, and you therefore agree that you and the Company are each waiving the right to file a lawsuit and the right to a trial by jury. In addition, you agree with the Company to waive the right to participate in a class action or litigate on a class-wide basis. You agree with the Company that you have expressly and knowingly waived these rights.


c. To begin an arbitration proceeding, send a letter requesting arbitration and describing your claim to: Advanced Tax Solutions LLC Attention: Legal Department 1603 Capitol Avenue Suite 310 A254 Cheyenne, WY 82001 Arbitration will be conducted by the American Arbitration Association (AAA) before a single AAA arbitrator under the AAA’s rules. Payment of all filing, administration, and arbitrator fees and costs will be governed by the AAA's rules. In addition, the Company will reimburse those fees and costs for claims totaling less than $3,000, unless the arbitrator determines the claims are frivolous. Likewise, the Company will not seek its attorneys’ fees or costs in arbitration unless the arbitrator determines your claims or defenses are frivolous. You agree that you or the Company may choose to have the arbitration conducted by telephone or based on written submissions. You agree with Advanced Tax Solutions LLC that in-person arbitration will be conducted at a mutually agreeable location. You agree not to conduct arbitration via any payment providers or other third parties. If you go outside the aforementioned process for arbitration (including, but not limited to, by using a payment provider for arbitration), all costs incurred are your responsibility. You agree that the decision of the arbitrator shall be final and not subject to an appeal, and judgment on the arbitration award may be entered in any court having jurisdiction thereof. You agree that the U.S. Dispute Resolution Process shall survive expiration, termination, or rescission of this Agreement.

15. Support

15.1 TECHNICAL ISSUES – The Software has been designed and created to continually perform at optimal levels. In the rare case that a technical problem occurs and you cannot resolve it, please utilize the Live Chat Support option provided within the Software for immediate consideration. For non-time sensitive support inquiries, send a support request within the Software, or if necessary, send a support request email to


15.2 SUPPORT TIMES - Technical Support Services will be provided according to the times listed on


15.3 SOFTWARE AVAILABILITY - The Company has a Software availability record of 100% uptime and makes every effort to provide the Software 24 hours a day, 7 days a week. However, the Software may theoretically be unavailable due to maintenance or other activities for development. Planned maintenance windows will be announced well in advance. Maintenance typically does not occur during tax season.

16. Confidentiality And Privacy 

16.1 CONFIDENTIALITY - We are aware of the importance of strict confidentiality and privacy in the tax industry. For this reason, the core of the Company is founded on confidentiality and privacy. The Software was built with the highest level of security in mind. Unless the relevant party has the prior written consent of the other or unless law requires otherwise, the confidentiality of all confidential information will be upheld by each party in connection with this Agreement. Neither party will disclose or use for its own benefit any confidential information to any person or entity, other than as intended by this Agreement. Confidential information is defined as any written, electronic, or oral information exchanged between the parties to this Agreement that does not fit the following:

a. Information that is or becomes public knowledge other than by a breach of this Agreement; 

b. Information that is received from a third party who lawfully acquired it and who is under no obligation restricting its disclosure;

c. Information that is in the possession of the receiving party without restriction in relation to disclosure before the date of receipt from the disclosing party; or

d. Information that is independently developed without access to confidential information.

16.2 INFORMATION - With first-class security, the Company collects and uses the following information to provide, improve, and protect our services: 

a. Account - Information like your name, email address, phone number, payment info, and physical address.


b. Returns - When you use the Software, the Company collects, processes, stores, and transmits information necessary for the completion of U.S. Federal and/or state tax returns, including sensitive personal identity and account information. The Software includes the ability to file a prepared return electronically (“e-file”) which requires the collection of taxpayer and preparer signature information in various forms.


c. Usage – Information is collected from and about the devices you use to access the Software. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to the Software, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Software.


d. Cookies and other technologies – The Company uses technologies like cookies and analytic tools to provide, improve, protect and promote the Software. You can set your browser to not accept cookies, but this may limit your ability to use the Software.


16.3 PRIVACY - Because of our high concern for your security, we will never sell your information. We also will not disclose it, except as outlined in this Agreement (such as for your use of third-party services), or for these necessary purposes:


a. Internal Revenue Service and State Revenue Departments (“government agencies”) - Your clients’ information will only be shared with government agencies after the Software has been directed to e-file your clients’ return(s).


b. Financial Product Providers - We will share account and personal information with a bank partner only for the purpose of enrolling and transmitting financial product data.


c. Law & Order - We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to comply with the law, prevent fraud or abuse of the Software or its users, or protect property rights of the Company


d. Legal Compliance - At times government agencies make requests for information on our users and/or their clients. The Company will fight against any blanket request for such information. We will comply with valid legal requests limited to a single user, a preparer, or a taxpayer, only if the request is accompanied by a signed subpoena.

17. General

17.1 ENTIRE AGREEMENT – This Agreement, Addendum, and any updates of this Agreement and/or Addendum establish the entire agreement between you and the Company regarding the Software and all other matters within this Agreement. This Agreement supersedes and voids (whether oral or written) all prior agreements, representations, and understandings.


17.2 WAIVER - If either party waives any breach of this Agreement, this will not constitute a waiver of any other breach. No waiver will be effective unless made in writing.


17.3 DELAYS – Excluding payment obligations, neither party will be liable for any delay or failure in performance of its obligations under this Agreement if the delay or failure is due to any cause outside reasonable control.


17.4 NO ASSIGNMENT - You may not assign or transfer any rights to any other legal entity without prior written consent from the Company.


17.5 SEVERABILITY - If any part of this Agreement conflicts with the law, that part will be replaced with a provision which, as far as possible, accomplishes the original purpose of the provision. The rest of this Agreement would continue to be binding on the parties. The replacement provision will be binding on the parties.


17.6 NOTICES - Any notice given under this Agreement by either party to the other must be in writing and will be deemed to have been given upon arrival. It is your responsibility to keep the Company up-to-date with your addresses. Any consequences that result from neglecting to notify the Company of address changes are your sole responsibility. Notices to the Company must be mailed, by the Licensee, to:


Advanced Tax Solutions LLC Attention: Customer Service 1603 Capitol Avenue Suite 310 A254 Cheyenne, WY 82001 Notices to you will be sent to the address or email address which you provided when registering for the Software. You agree to whitelist the e-mail addresses associated with the Company employees and the Software for business communication efforts.