Terms and Conditions

Legendary Tax Pro
Effective Date: 2/20/2026
Website: https://legendarytaxpro.com

These Terms and Conditions (“Terms”) govern your access to and use of the services, digital products, website, communications, and resources provided by Legendary Tax Pro (“Company,” “we,” “our,” or “us”).

By accessing this website, purchasing services, submitting forms, or engaging with our business in any way, you agree to be bound by these Terms and our Privacy Policy.

If you do not agree, you should not use our services.

All sales of services, digital products, consultations, programs, and subscriptions are final and non-refundable.

This includes but is not limited to:

• Tax preparation services
   
• Amended or prior-year returns
   
• Consultations and advisory sessions
   
• Digital downloads (eBooks, templates, guides)
   
• Educational programs and webinars
   

Refunds will not be issued for change of mind, dissatisfaction based on expectations, processing delays, or failure to use purchased services.

If a service is not delivered due to a verified internal administrative error, we will make reasonable efforts to correct the issue.

Legendary Tax Pro provides professional tax preparation and related services based solely on information supplied by the client.

We rely entirely on the accuracy and completeness of the documentation you provide.

You are responsible for:

• Providing accurate and truthful information
   
• Submitting required documents on time
   
• Reviewing your completed return before signing
   
• Notifying us immediately of errors
   

Once you electronically sign and authorize filing, you accept responsibility for the return’s contents.

We do not guarantee:

• Specific refund amounts
   
• IRS or state processing speed
   
• Avoidance of audit
   
• Reduction of tax liability beyond lawful allowances
   

Tax outcomes depend on the information provided and federal/state regulations.

All services must be paid according to agreed pricing.

Payments are processed securely through Stripe. Legendary Tax Pro does not store full credit card numbers.

Failure to submit required payment may delay service delivery or filing where permitted by law.

By providing your email address or phone number, you consent to receive:

• Appointment reminders
   
• Service updates
   
• Tax season notifications
   
• Marketing communications (if opted in)
   

Message frequency varies. Standard message and data rates may apply for SMS.

You may opt out at any time by:

• Replying STOP to SMS
   
• Clicking “Unsubscribe” in email communications
   
• Contacting our office directly
   

We do not sell or share SMS opt-in information for third-party marketing.

You agree that electronic signatures and digital authorizations are legally binding and equivalent to handwritten signatures under applicable federal and state law, including the ESIGN Act.

Your use of our services is also governed by our Privacy Policy, which explains how we collect, use, safeguard, and retain your information in compliance with IRS Publication 4557 and federal data protection standards.

Sensitive taxpayer information is handled in accordance with applicable laws and industry safeguards.

To the fullest extent permitted by law, Legendary Tax Pro shall not be liable for:

• IRS or state processing delays
   
• Refund offsets, garnishments, or government holds
   
• Identity theft not resulting from our internal systems
   
• Errors due to inaccurate client-provided information
   
• Third-party service interruptions
   

Our total liability for any claim shall not exceed the amount paid for the specific service giving rise to the claim.

Legendary Tax Pro operates as an independent business. Nothing in these Terms creates a partnership, joint venture, or employment relationship between the Company and any client.

Any dispute arising out of or relating to services provided by Legendary Tax Pro shall be resolved exclusively through binding arbitration conducted in the State of Wisconsin under the rules of the American Arbitration Association.

By agreeing to these Terms, you waive your right to a jury trial.

You agree that disputes will be resolved individually and not as part of any class, consolidated, or representative action.

These Terms are governed by the laws of the State of Wisconsin.

Customers are encouraged to contact our office directly to resolve concerns before initiating formal proceedings.

Legendary Tax Pro reserves the right to update these Terms at any time. Continued use of services after changes are posted constitutes acceptance of the revised Terms.

Legendary Tax Pro
5215 N Ironwood Rd, Ste 202
Milwaukee, WI 53217
info@legendarytaxpro.com
678-466-0302