Terms of Service

    Last updated: 2025

    These Terms of Use ("Terms") govern your access to and use of the TraderTaxHQ website, client portal, and related services (collectively, the "Services"). The Services are provided by TraderTaxHQ LLC ("TraderTaxHQ," "we," "us," or "our").

    By accessing or using our website or Services, you agree to be bound by these Terms. If you do not agree, do not use the Services.

    1. Who We Are

    TraderTaxHQ is a United States–based tax preparation and consulting firm that focuses on active traders, including prop firm, futures, forex, options, stock, and crypto traders.

    Unless you have signed a separate engagement letter with us, your use of this website does not create a tax preparer–client, accountant–client, or advisor–client relationship.

    2. Eligibility

    The Services are intended for individuals who:

    • Are at least 18 years old; and
    • Are residents of the United States or filing U.S. tax returns.

    By using the Services, you represent that you meet these requirements.

    3. Informational Content Only (No Personalized Advice)

    The general information, resources, blog posts, videos, checklists, and guides available on this website are for educational and marketing purposes only and are not individualized tax, legal, or financial advice.

    You should not act or refrain from acting based solely on information on this site. Always consult with a qualified professional who understands your specific situation.

    4. Engagement of Services

    A formal engagement with TraderTaxHQ only begins when:

    • We accept you as a client;
    • We provide you with an engagement letter or service agreement; and
    • You sign that engagement letter and any required disclosures.

    Until that happens, we are not obligated to provide tax preparation, planning, or representation services, and you should not rely on us as your tax preparer.

    5. Client Responsibilities

    If you engage us for tax preparation or planning, you agree to:

    • Provide complete, accurate, and timely information and documentation;
    • Promptly notify us of changes that may affect your return (e.g., additional 1099s, corrected forms, new accounts);
    • Review your tax returns and disclosures before signing or authorizing e-filing;
    • Retain copies of your returns and supporting documentation for your records.

    We rely on the information you provide and are not responsible for errors, penalties, or interest resulting from incomplete, inaccurate, or late information.

    6. Fees, Billing, and Refunds

    Our fees for tax preparation and related services are typically quoted in advance and may be based on the complexity of your return, number of accounts, number of states, and additional services requested.

    • Payment is generally due before filing, unless otherwise agreed in writing.
    • We may use third-party payment processors; their terms and privacy policies apply to your use of their services.
    • Because tax preparation is a time- and knowledge-based service, fees are generally non-refundable once work has begun, even if you later choose not to file a return we prepared.

    Any promotional discounts, referral credits, or affiliate payments are subject to the specific terms of those offers and may change at any time.

    7. No Guarantee of Outcome

    We do not guarantee any specific tax result, refund amount, reduction in tax owed, or audit outcome. Our role is to apply the tax rules we believe are appropriate based on the information you provide.

    Tax authorities (such as the IRS or state agencies) may disagree with positions taken on a return and may assess additional tax, penalties, or interest. You remain responsible for any amounts ultimately owed.

    8. Prop Firms, Brokers, and Third Parties

    We may reference or work with information from third-party firms and platforms such as prop firms, brokers, trading platforms, and tax software providers.

    TraderTaxHQ is an independent firm and is not affiliated with, endorsed by, or sponsored by any proprietary trading firm, broker, or platform mentioned on this site. All trademarks belong to their respective owners.

    We are not responsible for the content, actions, or policies of any third party.

    9. Intellectual Property

    All content on this website—including text, graphics, logos, icons, images, videos, and downloadable materials—is owned by TraderTaxHQ or our licensors and is protected by copyright and other intellectual property laws.

    You may view and download materials for your personal, non-commercial use only. You may not reproduce, distribute, modify, reverse engineer, or create derivative works from our content without our prior written consent.

    10. Prohibited Uses

    You agree not to:

    • Use the Services for any unlawful purpose;
    • Attempt to gain unauthorized access to our systems or client portal;
    • Use bots, scrapers, or other automated tools to access or copy website content;
    • Interfere with or disrupt the operation of the Services;
    • Misrepresent your identity or provide false information.

    We may suspend or terminate your access to the Services if we believe you have violated these Terms.

    11. Disclaimers

    THE SERVICES AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR COURSE OF PERFORMANCE.

    We do not warrant that the Services will be error-free, secure, or continuously available.

    12. Limitation of Liability

    TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRADERTAXHQ AND ITS MEMBERS, EMPLOYEES, CONTRACTORS, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS OR LOST DATA, ARISING OUT OF OR RELATING TO YOUR USE OF THE SERVICES.

    TO THE EXTENT WE ARE FOUND DIRECTLY LIABLE FOR ANY CLAIM, OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID TO US FOR THE SERVICES GIVING RISE TO THE CLAIM IN THE TWELVE (12) MONTHS PRECEDING THE EVENT.

    Some jurisdictions do not allow certain limitations of liability; in such cases, these limitations apply to the fullest extent permitted by law.

    13. Indemnification

    You agree to indemnify, defend, and hold harmless TraderTaxHQ and its members, employees, contractors, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to:

    • Your use of the Services;
    • Your violation of these Terms; or
    • Your violation of any law or third-party right.

    14. Governing Law and Dispute Resolution

    These Terms are governed by the laws of the State of Michigan, without regard to its conflict-of-law principles.

    Any dispute arising out of or relating to these Terms or the Services shall be brought exclusively in the state or federal courts located in Michigan, and you consent to the personal jurisdiction of those courts.

    15. Changes to These Terms

    We may update these Terms from time to time. When we do, we will change the "Last updated" date at the top of this page. Your continued use of the Services after any changes means you accept the revised Terms.

    16. Contact Us

    If you have questions about these Terms, please contact us at:

    TraderTaxHQ LLC
    Email: info@tradertaxhq.com