TaxHolo

Terms of Service

Last updated: November 2025

Welcome to TaxHolo. By accessing or using our service, you agree to be bound by these Terms of Service. Please read them carefully before using TaxHolo.

IMPORTANTNo Refund Policy

All sales are final. No refunds will be provided under any circumstances after payment is processed.

By completing your purchase, you acknowledge that you have used the free preview calculator and understand the value you will receive.

Your payment of $29 (or $19 with referral discount) grants access to the TaxHolo service through December 31, 2025. Access expires automatically on January 1, 2026.

We encourage all potential users to fully explore our free preview calculator before making a purchase decision.

DISCLAIMERNot Professional Tax Advice

The information provided is for purely educational - not investment, legal, tax, or professional advice. Financial decisions involve risk, including losing money. Taxes are complex. Please do your own research or talk to a licensed pro before acting on anything you read here.

Users should consult with a qualified tax professional before making significant financial decisions.

We strongly recommend reviewing all strategies identified by TaxHolo with your CPA or tax advisor before implementation.

The information provided by TaxHolo is general in nature and may not apply to your specific tax situation.

No Guarantee of Savings

While our calculations are based on current IRS rules and regulations, actual tax savings depend on your specific situation and circumstances.

TaxHolo does not guarantee any specific amount of tax savings.

Eligibility for deductions and credits is subject to IRS rules and your individual circumstances. Tax laws and IRS guidance may change at any time.

The estimated savings shown in TaxHolo are projections based on the information you provide and current tax law. Actual results may vary.

User Responsibility

You are solely responsible for the accuracy of information you provide to TaxHolo.

You are responsible for verifying your eligibility for any tax strategies before claiming them on your tax return.

You are responsible for maintaining proper documentation for all tax deductions and credits you claim.

TaxHolo is not responsible for any penalties, interest, audit consequences, or other issues resulting from strategies you choose to implement.

You agree to use TaxHolo only for lawful purposes and in accordance with these Terms of Service.

Information Currency

Tax laws and IRS guidance may change. We update our system based on official IRS publications and legislation.

Information is current as of the date provided on each strategy recommendation.

Users should verify current IRS guidance before taking action on any strategy.

TaxHolo makes reasonable efforts to keep information current but cannot guarantee that all information reflects the most recent changes in tax law.

IMPORTANTLimitation of Liability

TaxHolo's liability is limited to the amount you paid for the service ($29 or $39 with referral discount).

We are not liable for any indirect, incidental, special, consequential, or punitive damages.

This includes but is not limited to: lost tax savings, IRS penalties, audit costs, professional fees, interest charges, or any other financial losses.

In no event shall TaxHolo, its officers, directors, employees, or agents be liable for any damages exceeding the amount paid for the service.

Service Period

Your one-time payment provides access to TaxHolo through December 31, 2025.

Access to your account and all features will automatically expire on January 1, 2026.

There is no subscription or recurring billing. Your payment is a one-time charge.

You may access and use TaxHolo as many times as you wish during the service period.

Referral Program

Users may earn credits by referring new customers to TaxHolo.

Referral credits are earned when a referred user completes a purchase using your unique referral code.

Payout Schedule:

All accumulated referral credits will be paid out in a single batch in early January 2026.

We reserve the right to review and deny credits for fraudulent or suspicious activity. Self-referrals are not permitted.

Privacy and Data Security

We take your privacy seriously. Your financial information is protected with industry-standard security measures:

  • All data transmitted using TLS 1.3 encryption (HTTPS)
  • Data at rest encrypted in our secure database
  • No credit card data stored on our servers (handled by Stripe PCI-compliant systems)

We do not sell or share your personal or financial data with third parties for marketing purposes.

Payment processing is handled by Stripe, a PCI Level 1 certified payment processor. TaxHolo never sees or stores your full credit card number.

You may request deletion of your account and associated data at any time by emailing support@taxholo.com.

Intellectual Property

TaxHolo and its content, features, and functionality are owned by TaxHolo and are protected by copyright, trademark, and other intellectual property laws.

You may not copy, modify, distribute, sell, or lease any part of our service without prior written permission.

Modifications to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting.

Continued use of TaxHolo after any changes constitutes acceptance of the new Terms of Service.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.

Contact Us

If you have any questions about these Terms of Service, please contact us at support@taxholo.com.

By creating an account and/or making a purchase, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.

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